The Client Book - Northern Colorado Real Estate Advisor

Class Recording

May 18, 2023

The following is an AI-generated summary of what is in the video:

  • James Orr hosts a podcast webinar on serving real estate investors.

  • Orr discusses the importance of a client book for real estate investors.

  • The client book is a bound copy of all the information you want to give to your clients.

  • The client book includes sections on buying a home, selling a home, and investing in real estate.

  • The book also includes additional resources and a referral directory.

  • The referral directory includes contacts for lenders, 1031 exchange companies, accountants, and attorneys.

  • The book is a way to differentiate yourself in the marketplace and provide detailed information to clients.



James Orr
The Real Estate Financial Planner™