Exploring the parallels between real estate agents and financial advisors.
I recently met with a financial advisor to explore options for diversifying my investment portfolio, and this made me realize one crucial yet unknown fact: real estate agents are like financial advisors.
As someone with a degree in finance and a love for numbers, I once considered a career as a financial advisor. These career interests make sense now because, apparently, the two are more similar than you might think.
For example, financial advisors promote mutual funds and financial products available anywhere, which reminded me of real estate agents and their access to homes through the Multiple Listing Service or MLS.
Agents and financial advisors also seem to offer basic services at first glance, but the real value of our professions is shown through our expertise, personalized service, and the ability to provide tailored advice that goes beyond the basics. And just as many financial advisors can help you purchase a mutual fund individual retirement account, or IRA, many real estate agents can open a door and write a contract for a home purchase.
Whether you’re choosing a financial advisor or a real estate agent, it’s best to partner with a professional who offers more than just the standard options—someone who understands your unique needs and can provide customized solutions.
If you want to learn more about this topic, or if you have questions about real estate, feel free to call or email me.
