Many financial planners have clients who own rental properties—yet few have real insight into whether those properties are actually performing. Like other held-away assets, real estate often sits outside the advisory conversation, leaving opportunities untapped and risks unchecked.
That’s where Todd Swanson and Dan Williams come in. With over 20 years each as real estate investors, mortgage professionals, authors, and financial educators, Todd and Dan bring a planning-first approach to real estate that integrates seamlessly into retirement and financial planning conversations.
💡 In this power-packed one-hour session, they’ll introduce:
- Simple but powerful metrics to help you assess rental property performance
- Conversation-starting tools that reveal whether a client’s real estate is building wealth or draining it
- Compliant, advisor-friendly strategies for engaging clients around real estate like a pro
- Real-world case studies that will show you how to help clients increase cash flow, reduce risk and optimize their real estate as a true wealth-building asset
This is not just another webinar—it’s a strategic upgrade to your client conversations.