Is this the right fit?

We spend 30 minutes getting to know your practice — your market, your typical clients, and where you want to take your business. We'll walk you through what Real Estate Wealth Planning looks like in practice and whether the advisor model is a realistic fit for where you are right now. You'll leave with a clear answer either way.

25 minutes. We keep it focused. If there's a strong fit and you want to go deeper, we can schedule a follow-up — but we won't string you along to find out.

Just think through a few things before we talk: How many transactions are you doing per year? Do you currently work with homeowners aged 45–65? And what's the one thing about your current practice you'd most want to change? You don't need a deck or a business plan — just honest answers.

No. Most agents we talk to are in the process of defining one — or they've been doing wealth-adjacent work without a framework around it. This call helps clarify whether Real Estate Wealth Planning is the right structure for what you're already naturally drawn to.

That's part of what we're figuring out together. We're selective about where we add advisors — not because we're gatekeeping, but because we want the agents in our network to have a real opportunity to own the niche, not compete within it.

Yes, and we encourage it if they're part of how you make decisions. The more context we have about how you operate, the more useful the conversation will be for everyone.