Description

Herb Alston is a financial advisor that specializes in real estate and 1031 Exchange. Although Herb engages in the full gambit of financial services, he started out in real estate. Many of his clients are long term holders of investment properties. Many are at an age where they no longer want to be in the active property management practice. They want to maintain their lifestyle and income but leave behind the toilets, tenants and trash. Herb facilitate the process to make that happen. 

The other part of the practice is the everyday evaluation of folks assets as a Financial Advisor. From helping young professionals pay off their student loans using their 401K to full scale retirement planning.

On this episode:

• Herb and Hans unpack the idea that there is no one set path for anyone.
• Learn how to know when to keep pushing and when to turn left or right.
• Discover the importance of being present with people and going deeper than the transaction.

Key Takeaways:

• "...creating a unique solution is the fun of the adventure." – Herb Alston
• "You can't really impact their lives if you're not willing to listen to them." – Herb Alston
• "My commission was really not the priority, it was really solving my client's problems." – Herb Alston

Herb Alston

Website: tadawealthadvistors.com

Schedule a free 15 minute call with Hans here:

https://calendly.com/h-struzyna/15min

For more information about Hans Struzyna and Another Way to Play, visit:

anotherwaytoplaypodcast.com

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