business building with real estate side by side v2
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Business Building with Real Estate
ReciporcalRealEstateAgent.ca
Looking For Client Opportunity # 1
Single Women:• Between 25 and 35 buying
their own home• Represent 37% of first-time
buyer market• Compared to 18% of their
male counterparts
Looking For Client Opportunity # 2
Newly Engaged:• 75% of all financial decisions
made in engagement period• Average bride is 28• Need mortgage, financial
planning and debt management solutions
Looking For Client Opportunity # 3
Newly Married:• Proceeds from the wedding
can be substantial• Mortgage strategy with
financial planning solution• Tax planning & advice
Looking For Client Opportunity # 4
Growing Families:• Current residence is too
small• Current neighbourhood is no
longer amenity rich• Estate & financial planning
now required
Looking For Client Opportunity # 5
Divorcing Families:• Current home to be sold• 3 possible real estate deals• Require financial coaching
Looking For Client Opportunity # 6
Blended Families:• Combining households• 3 possible real estate deals• Require financial coaching
Looking For Client Opportunity # 7
Empty Nesters:• Move from big home to a just
right size home• 2 possible real estate deals • Require financial coaching• Investment & tax planning
opportunity
Looking For Client Opportunity # 8
Seasoned Citizens:• Widowed• Handling estate issues• Assisted care living• Will and estate planning
advice required
Looking For Client Opportunity # 9
A Life Change:• Parent or parents deceased• Executor/ children settling
the estate• Understanding of parents
banking affairs
Reciprocal Sales Flow
Positioning:• Client known to us by name• Providing value-added
service• Known for our go-to position• Realtors looking to partner
Business Building with Real Estate
ReciporcalRealEstateAgent.ca