by Cyndi Garza | Mar 14, 2023 | Selling Techniques, Working with Realtors®, Working with the Competitor
To file a tax return on behalf of a client the preparer needs a federal Preparer Tax Identification Number (PTIN). To represent a client to the IRS they also need to be an enrolled agent, CPA, or attorney. But, even if they are registered and have a PTIN number, it...
by Cyndi Garza | Mar 7, 2023 | Selling Techniques, Working with Realtors®, Working with the Competitor
If you’re like most people, you view buying or selling a home with a mixture of fear and anticipation. It’s an exciting, emotional time as you move forward to a new chapter in your life. With so much going on, it’s not unusual that most people feel a bit overwhelmed...
by Cyndi Garza | Feb 28, 2023 | Selling Techniques, Working with Realtors®, Working with the Competitor
Are your clients really protected with their homeowner’s insurance coverage? There are many horror stories out there after a catastrophic event where people were not covered. Many people do not understand what is covered in their policy. In fact, a National...
by Cyndi Garza | Feb 21, 2023 | Selling Techniques, Working with Realtors®, Working with the Competitor
1. Gain an understanding of how they conduct their business Ask questions about… Their best marketing strategies. How they prefer to be referred and what makes them stand out. Their methods for “wowing” their customers. What matters most to them about their referral...
by Cyndi Garza | Feb 14, 2023 | Selling Techniques, Working with Realtors®, Working with the Competitor
How to make people instantly think of you when they hear the words "loan" or "real estate"... Keeping in touch with past clients, friends, family, and service providers is one of the more successful ways to make sure that when people hear the word “loan or real...
