Their names are Scott and Valerie. They came to one of my seminars, excited and ready to become serious real estate investors. Good, smart people, coming to us for expert help and advice…
They sat down with me and laid out all their financial info, so we could come up with a plan to help them move forward.
I looked at all the papers… I looked at them…
And I said:
“I can’t help you.”
That’s right…
I Refused To Help Them Invest in Real Estate
And, believe it or not… they loved me for it.
Because I told them the truth. They weren’t ready to invest because they had way too much credit card debt.
And here’s another thing ‒ they got it. And they decided to make some big changes in their debt profile, so that in time they would be ready to invest.
In other words, even though I said to them, “I can’t help you,” that wasn’t really true. Telling them their debt was holding them back so much was the best help I could have possibly given them.
No Two Clients Are the Same
Our clients have all kinds of backgrounds. They have all kinds of financial profiles.
As they get into real estate investing, each one runs into particular challenges…
For some, it’s property management. For others, it’s negotiating how to handle their investments inside an IRA. Or maybe it’s bank financing… or just feeling overwhelmed (one client said getting into all this was like looking up at a giant mountain).
And for other clients, it may be personal challenges, like a serious medical issue in their family.
One Thing in Common
Regardless of all these differences, we treat them the same way in at least one respect: we assess where they are, help them clarify where they’re trying to get… and make the best recommendation for them based on those factors.
Even if that means telling them, “I can’t help you”!
It’s always customized for each client.
It’s what we love to do. And I think that’s why our clients keep coming back to us, over and over again…
Check out more testimonials from our top-notch clients below.
Then give us a call at (801) 990-5109 or schedule your free appointment hereto build a personalized Wealth Plan. We’re happy to help you understand how RP Capital can help you clarify and reach your financial goals by investing in real estate…