In this episode, I get to sit down with Tina Collazo, Principal of Collazo Realty Group with Pearson Smith Realty in Northern Virginia. Tina shares how she has combined financial planning and real estate and the impact she has on helping clients fulfill their financial goals. Tune in to find out more.
[1:12] Jennifer introduces her guest for this episode — Tina Collazo.
[2:34] Tina is a financial and real estate consultant. What exactly does she do?
[5:29] How did Tina ensure that she had the clout and certifications behind her in order to have the ability to straddle the real estate and mortgage space?
[7:21] Tina breaks down her process of helping homeowners reach their financial goals.
[12:03] Jennifer highlights the 10-70-20 principle in hand-holding clients.
[14:55] It is a team effort from the loan officer, financial planner, and Realtor® to help the client achieve his goals.
[17:30] What are the benefits of referring a client who needs credit repair to a HUD counselor?
[20:15] How can loan officers seek out Realtors® who have a similar mindset to Tina, or introduce this mindset to their current partners?
[24:11] Tina shares a personal anecdote of how she got into numbers and managing finances.
[26:59] How did Tina get into wealth creation, and what is she doing with multi-families?
[31:18] Tina and Jennifer delve into the differences between buying real estate and investing in real estate.
[35:34] Tina has contributed to the book My Now for the Single Parent. What is the book about, and why did she want to contribute to it?
[38:06] What is Tina reading right now?
[39:11] Tina leaves us with some final advice on getting clear about your vision.
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