ARE YOU an expert mechanic? attorney? tax adviser? ....No?
Neither am I...and if I said I were, you would tell me I had my head in the clouds
REALTORS©can do many things...and we do provide so many services whether what we do is apparent, or behind the scenes ....
but offering professional advice on subjects outside our universe of discourse is a No-No!
Example: As much as I would like to be helpful when it comes to 1031s, I'm sure no Qualified Intermediary. Not long ago a client wanted me to provide 1031 consulting and tax advice. I told him...
" I 'd like to be helpful !
I can be your 'Resource" for the 'RESOURCES' "...
Over the years, most of us meet professionals in real estate related fields... our "Resources" ...
At our eco-friendly real estate firm here in Asheville, when referring clients to"green" and/or professional resources, our policy is to refer at least three(3) individuals . We simply act as the "Resource for the Resources"...three attorneys, three appraisers, three home inspectors...
By doing this, we provide at the same time, the opportunity for our clients personally to make choices... thus avoiding unwanted consequences should we be tempted to have our heads so high in the sky.
How often do you catch yourself wanting to be helpful, and forgetting how much you don't know about other people's areas of expertise? Certainly, real estate agents are NOT experts in the fields that relate to ours (nor do we claim expertise.
Example: Knowing the status of various systems of a home. We leave that to a home inspector, whose insurance will cover errors he (not we) might make. So, even when we've been around many homes and sat in on many inspections, we happily refer and defer to the experts. Right? Well let me tell you a story. In the winter of 2007, one of our junior associates had a request from his client. She would not be able to move into her 1903 restored bungalow here in Asheville until the summer. That winter, she asked for a tiny favor from our associate. "Please watch over the pipes at my little home to make sure they don't leak or freeze, Honey," she smiled.
Now what do you think our Pipe Watcher candidate replied? Is this service one you would refer to an expert?
Check out this list of experts and let me know what you think!
• Property Mangers
• Loan officers
• Mortgage originators
• Home Inspectors
• Title Companies
• Escrow Companies
• Real Estate Attorneys
• Real Estate Auctioneers
• GREEN Single family builders
• GREEN Multifamily builders
• GREEN Remodelers
• ECO Developers
• Environmentally-sensitive Land planners
• Eco-savvy Architects and designers
• Home Energy raters
• Eco-friendly Product manufacturers and suppliers
• GREEN Home Stagers
• Mortgage Processors
• Environmental Services
• Financial Planners
• Insurance Broker or Agents
- 1031 Qualified Intermediaries
Added from pals here at AR:
renewable energy consultants
well drillers and dowsers
solar installers, plumbers, electricians, HVAC folks
THANKS to you all....and Who did I forget??? any more???
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