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Why Most Financial Advisors Avoid Real Estate w/ CJ Davidson
CJ Davidson explains why most financial advisors can't help real estate investors — and how Proxy Financial is built to actually bridge that gap.
In this episode of RealDealChat, Jack sits down with CJ Davidson, founder of Proxy Financial, to dig into what's broken in the financial advisory industry and why real estate investors are often left without real guidance.
CJ shares:
Why real estate has to be at the core of every financial plan, not an afterthought
How most advisors avoid real estate conversations because they're not equipped to have them
The "art and science" model behind Proxy…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.