A few comments from listeners when they were asked what the learned from the webinar:
This is a very proactive financial planning tool/process. I appreciate the incorporation of looking for "what the client really wants" into the process. Yes, it would be very relevant for helping change the perspective of owners of 1-2 rental properties, who usually don't treat their rentals as a business. - Andrea M.
The rent to revenue metric was new to me - very good "quick and dirty" way to compare properties. Todd's spreadsheet for evaluating all the options looks great - will probably have a couple of my clients with rental real estate talk with him. Great seminar - very interesting and informative! - Frank M.
Questions to ask to open the conversation with clients who have one or two rental properties. Dan and Todd as a resource to help these clients to get their rental properties to meet the client's goals. - Julie C.
I like the analysis shown of the different scenarios to make the best decision. - Nadene M.
Attendees Comments:
This is a very proactive financial planning tool/process. I appreciate the incorporation of looking for "what the client really wants" into the process. Yes, it would be very relevant for helping change the perspective of owners of 1-2 rental properties, who usually don't treat their rentals as a business.
- Andrea M.
The rent to revenue metric was new to me - very good "quick and dirty" way to compare properties. Todd's spreadsheet for evaluating all the options looks great - will probably have a couple of my clients with rental real estate talk with him. Great seminar - very interesting and informative!
- Frank M.
Questions to ask to open the conversation with clients who have one or two rental properties. Dan and Todd as a resource to help these clients to get their rental properties to meet the client's goals.
- Julie C.
I like the analysis shown of the different scenarios to make the best decision.
- Nadene M.