Investment and Finance Ideas to Capture Your Clients

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Want to stand out as the go-to agent in your market? This session explores practical ways to use financial and investment tools as powerful touchpoints with past and potential clients. You'll learn how to spot relevant trends, translate them into value for your audience, use tools to demonstrate how to negotiate best, how to position properties as investments, and become a trusted resource—not just another agent.

In this webinar recording we will look at finance and investment ideas that help Buyers and Sellers understand how to understand the changing financial environment by showing them simple tools to understand how their negotiations and market position can be demonstrated easily to help the other party reduce fear of loss in interest changes and create the desire to act promptly. We will look at investment strategies to better position homes to a wider targeted audience while recognizing that everyone is a potential investor even when not looking to purchase an owner-occupied home.

Meet Dale

Dale Carlton, CRS has worked in the education field for over twenty-five years, working with non-profit organizations, undergrad students, universities, as an attorney, and largely in the real estate field. Dale is the owner of Carlton Realty, Inc. He was a broker during the sale of over $3 billion in properties, and has been addressing finance and real estate legal issues for agents for over two decades. Dale is a CRS Certified Instructor and a past CRS National President.

Dale Carlton

Hour

LOCATION

CRS Designation

Lifelong Learning

Certification

CE Credits

What you will learn

• Identify tools to help explain and negotiate financial changes and their impact on a real estate sale
• Determine how to position properties as investments for broader market appeal
• Create touchpoints to generate trust as the resource for real estate finance and investment sales

Cancelation Policy

Default Policy: Unless otherwise stated, RRC classes operate under the following cancellation policy:

RRC, RRC States, and licensees reserve the right to cancel any scheduled course. If a course is cancelled, registrants will be notified via email or phone and will be given a full refund. RRC, RRC States, and licensees are not responsible for any expenses incurred by the registrant due to cancellation. Class cancellations by a participant will be accepted until one week prior to the event. Cancellations will be refunded minus a $25 administrative fee. No shows will be charged the full registration amount.