Strategies for First-Time Home Buying and Fostering Relationships in Real Estate with Pete LoPresti and Kristen Robertson The Wealth Movement

In this illuminating episode of the Wealth Movement, I am joined by Pete Lopresti and Kristen Robertson of Rescom Financial Services, Inc. They provide insightful advice for first-time home buyers and shed light on their unique approach to customer engagement.
Key topics we discussed include;

Financial planning


Strategizing for a first home purchase,


Navigating the housing market's complexities,


Maintaining transparent and lasting client relationships.


Strong emphasis is given to the significance of financial knowledge, intentionality, personal communication, and a collaboration-focused industry transformation.
Pete and Kristen also encourage listeners to seek advice regardless of their perceived eligibility for homeownership.



Please remember to like, subscribe, and share this episode with others who may find it helpful!
If you have any questions or need advice about your money decisions or just have a general financial question click on the following link to chat >> ⁠I have a financial question and I need human advice

With Gratitude and Appreciation,

Kristoffer Fu

Episode Resource Links:

Rescom Instagram: https://www.instagram.com/rescommortgagelending/


Rescom Facebook: https://www.facebook.com/profile.php?id=100038550349643


Rescom Contact Email: TeamRescom@Rescomfs.com



Kristoffer Fu | ⁠⁠⁠⁠Maven Bridge Capital⁠⁠⁠
Kristoffer Fu | ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠
Kristoffer Fu | ⁠⁠⁠⁠Instagram⁠⁠⁠⁠
Kristoffer Fu | ⁠⁠⁠⁠YouTube⁠⁠⁠⁠
Kristoffer Fu | email - hello@mavenbridgecapital.com



Important Show highlights:

00:35 The Philosophy of Wealth Movement
02:14 The Vision of Recon Financial Services
02:32 Challenges for First-Time Home Buyers
03:00 The Importance of Understanding Clients' Financial Goals
11:15 The History and Mission of Recon Financial Services
12:07 The Importance of Customer Service in Mortgage Lending
22:22 The Challenges and Solutions in Today's Housing Market
23:25 The Role of Financial Education in Homeownership
38:44 The Importance of Being a Bulletproof Buyer
43:15 The Impact of Market Conditions on First Time Home Buyers
43:32 Predicting Future Business Trends in the Housing Market
43:55 Preparing for Home Ownership: Steps and Strategies
44:27 The Importance of Pre-Approval and Loan Options
45:30 Understanding the Impact of Financial Decisions on Home Buying
47:55 The Importance of Comfort Level in Home Buying
49:00 The Role of Financial Planners and CPAs in Home Buying
49:38 The Cost of Waiting: Analyzing Rent vs. Home Ownership
56:29 The Future of the Housing Market and Personal Goals
59:06 The Legacy of Helping Clients Achieve Home Ownership
01:09:53 The Importance of Collaboration in the Industry
01:14:48 Final Thoughts and Reflections