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I act as both salesperson and advisor. I have providers that act as both salesperson and advisor to me. I'm a college graduate and successful. My degree is in economics, and a prior career was as advisor first/sales second. It seems to me the 2 can mutually exist. I'm being told they cannot, and that it's a basic business principle.
I'm just trying to find the "Basic business principle". I read a lot. Maybe not enough to have seen this in print.
I've been down the conflict of interest rabbit hole numerous times on this forum. Essentially, as humans our entire lives are conflicts of interest. What is best for me may not be best for you, but humans tend to make decisions based upon their own self-interest.
Some define our self-interest as TODAY. What will I do TODAY to maximize my self-interest TODAY. I - and several of the other professionals that are trying to give advice and guidance to the OP who will not be our client (none of us work the CLT market) - tend to see our self-interest as something to accumulate over a number of years. I can do my best for my clients, and make them happy so that they use me in the future, and maybe o happy that they refer their family, friends, co-workers to me. That is a long-term income stream. Or I can spend $1,000's of dollars TODAY gathering internet leads from the type of people who do not care about the relational aspects, just TODAY'S transaction. And then do it all over again next month.
I don't know much about cars but a knew when my brakes started squealing a few years ago that I needed new brake pads. I could have spent some time learning how to change brake pads and done it myself but I chose to just pay the expert. That's the consumers right to decide what they want to do.
I took it to a mechanic that wanted to do what sounded like a bunch of unnecessary work. I picked it up and took it over to a different mechanic who disagreed with the first mechanic. He replaced my brake pads and I spent about $1600 less and didn't have any other issues with that car during the time I owned it.
Point is there are honest mechanics and there are dishonest mechanics just as you get in every field. I don't judge every mechanic by the dishonest one any more than I judge all mechanics by the honest one. I think the majority of agents do try to take care of their client and it's disrespectful to say otherwise. Yes, some agents are better than others so the consumer needs to spend time making sure if they hire one that they do their due diligence and have an escape clause in case they end up with a dud.
We used one and she actually was the worst one we had. She was very untrustworthy, to say the least. First impressions mean a lot. I didn't like her when I met her and that was a red flag.
We used one and she actually was the worst one we had. She was very untrustworthy, to say the least. First impressions mean a lot. I didn't like her when I met her and that was a red flag.
Why didn't you interview multiple agents or replace her with someone better instead of going forward with someone you didn't like or trust?
What do you all think about an agent who won’t commit to working with you until she meets you face to face to see if you click with each other?
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