1) Determining the Goals and Objectives of the individual or family as well as developing and implementing a plan for success should always be the first phase of the process in any real estate transaction. Why Bill: Over 20 years of real estate experience – From representing Sellers and Buyers to leading large real estate companies. The ability to work with people in a consultative and collaborative manner – Builds trust, treats people with respect and communicates effectively. Track record for success – Innovative and solution based while keeping the client’s goals in mind. 2) Optimizing the return on your investment is a key factor with any asset in your portfolio. Why Bill: Knowledge – It is important to understand the local market area but it is equally important to understand what is happening on a regional, state and national level as well. Transaction skills – He has developed, taught and implemented programs over the last two decades to enhance the client’s opportunity for success. Marketing strategies – A common mistake real estate professionals make is they develop a one size fits all strategy to the selling or buying process. To be truly effective each situation must be looked at in a unique way depending on the client’s objectives. 3) Managing your risk – A real estate transaction in the state of California is very complex. There are local, county and state laws that need to be addressed as well as local regulations and ordinances. Why Bill: Staying current – Bill has had to take an active role in protecting the consumer and the real estate agent in the area of risk management over the last fifteen years as the leader of a number of large companies in the San Francisco Bay area. Comprehension – It is important to have resources available to make educated decisions regarding disclosure and point of sale issues but it is equally important to have a professional guide and oversee the process to limit any unnecessary risk. Exposure to thousands of transactions – There aren’t two real estate transactions exactly the same so having the past experience of overseeing agents and their transactions adds a risk management component that very few real estate consultants can match. 4) The conductor – The person you hire to handle your real estate needs must have the resources and ability to act like the conductor of an orchestra. There are a number of issues that cause chaos and stress in a real estate transaction. The two main factors seems to be fairly consistent 1) meeting the time frames outlined in an agreement and 2) the many details, small and large, that need to be addressed in an orderly fashion to complete the agreement. Why Bill: Building a resource team – Bill has researched and developed a team of qualified service providers to assist in the process if the need arises. Attention to detail – It is important to have a system for success. Over the last fifteen years building a reputation as a leader that completes projects on time by organizing teams of people and keeping them focused on the goal. Flexibility – Buying or selling property is a process filled with emotion and deadlines to meet. Working with someone who stays calm and is able to see a potential problem by preparing in advance whenever possible is an asset that you will need throughout the entire process.