Clip from a YouTube video in which Tim Bell describes using professional advisors—financial planners, accountants, and CPAs—as referral sources for finding properties that need to be sold. He explains these advisors know clients' financial portfolios (including real estate) and may recommend sales, so cultivating relationships with them can yield seller leads.
Now, the next one on our list is financial planners, accountants and CPAs. Certified Public Accountants. Okay. So these are people who often deal with people's finances and part, of course, of their financial portfolio could be real estate. In many cases, the financial planners, the accountants, those types of people will often obviously know about their clients investments, but but they also may recommend that their client sell their investments in order to improve their financial situation or make some changes in terms of their financial plan. So often these people know about properties that need to be sold. And so if you have relationships with these people where they will turn you on to people who need to sell a property out of their portfolio or something like that, that can be another great resource because these folks know a lot about their clients.
