Accountant/Financial Advisor
In terms of professions that check both boxes as it pertains to financials and skill set, accountants or financial advisors could be the perfect person to entice to join the real estate investment space. As someone who manages money for a living, not only will they have made enough money to fund a down payment on a real estate investment transaction, but they will also have the financial knowledge to enjoy longevity in the industry.
As a broker, this is an opportunity to generate more leads by laying out a path to success for these types of professionals. If the accountant/financial advisor can have confidence that a broker is educated and will help guide them to make smart moves with their money in the real estate investment space, then the potential to grow together is exponential.
There’s also the caveat that this could be a very easy sell depending on the personality of the accountant. If they are someone that is tired of sitting on the sidelines managing other people’s money, this could be a push to get them into investing and turn them into entrepreneurs themselves. There are a variety of different angles at play here, but if approached correctly, a broker could have a very easy time converting an accountant or financial advisor into a real estate investor.
Event Planner/Travel Agent
Another profession that can translate to a successful real estate investor is an event planner or travel agent. While accountants can certainly be relied upon for their financial knowledge, an event planner or travel agent has experience with organization and popular destinations. Their ability to communicate with multiple different parties to secure a reservation or book a trip can also be correlated to the communication required to close an investment transaction or loan.
Organization can be paramount when working as a real estate investor. For event planners/travel agents that skill is used every day to keep track of personal information of clients, documentation, and money collection. As a broker, mentioning that one of the most primary skills an investor needs is something that an event planner/travel agent does every day can be appealing to them. Furthermore, the stress of booking someone’s dream vacation or wedding can match that of an investor trying to close a loan, so that’s another selling point to emphasize how prepared they could be to handle that and hit the ground running.
