Working with clients who are purchasing homes, or refinancing in California utilizing mortgage planning strategies. Helping and working together with realtors, CPAs, financial planners, estate planning attorneys, and life insurance agents to help my clients achieve their financial goals and by doing that, they refer their friends, collegues, families, neighbors or anyone else they know to me.
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Positive relationships are at the heart of every successful business. Yet few people take the time to really understand how successful relationships are cultivated and maintained.In a recent issue of Mortgage Planner Magazine, Mark Victor Hansen, co-author of "The One-Minute Millionaire" and "Ch...