How Financial Advisors Can Tap Into The Last Segment Of The Household Balance Sheet

In this episode of the Modern Financial Advisor Podcast, David Wieland, Founder and CEO of Realized shares how RIAs and independent financial advisors can tap into an estimated $6 trillion market segment by expanding their service offerings to include investment property wealth management.

As David explains, many investment property owners have never worked with a financial advisor and need guidance.

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Disclosure
The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice. 

Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

• Why Helping Clients Better Understand Risk Is A Powerful Growth Strategy For Financial Advisors - David made a great point about helping investment property owners understand risk. As you'll hear in this episode of with Aaron Klein, helping clients understand risk is incredibly powerful.
• How to Increase the Value of a Financial Advisory Business by Adding Tax Planning Services - Expanding your business beyond investment management also opens the door for deepening relationships. 
• Evolution and Future of Financial Planning - Similarly, financial planning services are offering advisors a new and vibrant opportunity to expand the value they bring clients.