In this episode, Asset Strategy's Business Operations Manager and Financial Consultant Bill O'Neill, AIF®, sits down with Asset Strategy's Director of Retirement and Senior Financial Consultant Tim Black, to talk about the ins and outs of Social Security. Tim and Bill discuss the qualifications to... more
Being a Luxury Consumer is unto itself a “Lifestyle”. This demographic is not buying real estate to have shelter from the elements and a place to park their cars. They are seeking exclusivity; the ideal location, high-quality construction, affluent neighbors, unique architecture, and distinctive... more
Another best practice in your real estate career is similar to “Confidentiality”, in that when you practice it you are respecting the best interest of a client. It is the concept of “Safeguard.” By definition, this means “A measure taken to protect someone or to prevent something undesirable.” For... more
According to the Dictionary, the word "Luxury" has two meanings: 1.) A condition of abundance, and 2.) An elevated state of comfort. In other words, luxury is something that is desired because of how it makes us feel, however it is not essential to our existence. It is something that provides... more
The way others perceive you is strongly based on how well you communicate. Your “Eloquence”, which is defined as “being persuasive in speaking or writing” is a powerful skill in attracting and retaining the Luxury Client.
No matter what business you are in, long-term success is largely based on... more
In this podcast, we dive into the dynamic world of financial planning, tax strategies, investment, and retirement ideas! Think of assets and taxes as the yin and yang of your financial journey – you want your assets to grow and your taxes to shrink. Whether you’re an individual looking to maximize... more
