Business building with real estate side by side v2

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