If you need assistance, please call 480-845-0048

What Agents and Financial Advisors Have in Common

Friday, June 28, 2024   /   by Chelsea Hilderbrand

What Agents and Financial Advisors Have in Common



Exploring the parallels between real estate agents and financial advisors.

I recently met with a financial advisor to explore options for diversifying my investment portfolio, and this made me realize one crucial yet unknown fact: real estate agents are like financial advisors.

As someone with a degree in finance and a love for numbers, I once considered a career as a financial advisor. These career interests make sense now because, apparently, the two are more similar than you might think.

For example, financial advisors promote mutual funds and financial products available anywhere, which reminded me of real estate agents and their access to homes through the Multiple Listing Service or MLS.

“Agents and financial advisors may offer basic services at first glance, but the real value of our professions is shown through our expertise.”

Agents and financial advisors also seem to offer basic services at first glance, but the real value of our professions is shown through our expertise, personalized service, and the ability to provide tailored advice that goes beyond the basics. And just as many financial advisors can help you purchase a mutual fund individual retirement account, or IRA, many real estate agents can open a door and write a contract for a home purchase.

Whether you’re choosing a financial advisor or a real estate agent, it’s best to partner with a professional who offers more than just the standard options—someone who understands your unique needs and can provide customized solutions.

If you want to learn more about this topic, or if you have questions about real estate, feel free to call or email me.

My Home Group
Rob Hale
1744 S Val Vista #206
Mesa, AZ 85204
480-845-0048

© 2024 Arizona Regional Multiple Listing Service, All rights reserved. The data relating to real estate for sale on this website comes in part from the Arizona Regional Multiple Listing Service. Real estate listings held by brokerage firms other than Rob Hale - My Home Group are marked with the Arizona Regional Multiple Listing Service logo and detailed information about them includes the name of the listing brokers. All information deemed reliable but not guaranteed and should be independently verified. All properties are subject to prior sale, change or withdrawal. Neither listing broker(s) nor Arizona Regional Multiple Listing Service shall be responsible for any typographical errors, misinformation, misprints and shall be held totally harmless. November 5, 2024
This site powered by CINC: www.cincpro.com