Before
The property sat outside the plan. The tax questions felt out of scope.
Advisor enablement for real-estate wealth strategies
Education is everywhere.Enablement makes advisors credible.
More training won’t change what happens in the next client meeting. We make your advisors capable of leading the real-estate wealth conversation, and position your firm as the one that does.
$1,500, may be credited toward your engagement. Ten business days.
1031 · DST · 721 · OZ 2.0
The situation
Every advisor runs into this:
“The client mentioned a rental property in passing. That was the opening to help her with the largest asset she owned.”
After
It entered the plan as an exchange candidate. The advisor stayed at the center.
The demand is only going one direction.
$19T
Housing wealth held by boomers, nearly 40% of all US real estate assets.
12,000
Americans turn 65 every day. Every one of them is a decision getting closer.
2027
Opportunity Zone 2.0 becomes a standing framework, for gains from any source.
Housing wealth: Realtor.com analysis of Redfin data, 2025. Age cohort: US Census. Not a forecast of any client outcome.
A webinar can explain a DST. It can’t spot the client.
Education
- A webinar the team watches once
- A PDF nobody opens twice
- Product training aimed at specialists
- Knowledge that stays with one person
Enablement
- Language advisors use in the next meeting
- Tools that fit the firm’s existing process
- Context, so they know when to bring us in
- Capability that lives across the team
The system
Real-Estate Wealth Advisor Enablement System
Advisors learn to spot the client who is quietly sitting on a low-basis property before it becomes a rushed decision.
- Discovery prompts that fit an existing review meeting
- Signals in the balance sheet worth a second look
- Language that opens the topic without pitching a product
Once the topic is open, the advisor needs a way to hold the conversation at the level a client actually asks questions.
- Plain-language framing for 1031, DST, 721, and OZ 2.0
- Answers to the five questions clients ask first
- Where the advisor stops and a specialist steps in
What the advisor leaves behind matters as much as the meeting. Everything is built to pass compliance review first.
- One-page explainers under the firm’s brand
- Scenario illustrations with the assumptions shown
- Disclosure language reviewed before it ships
For live cases the advisor is not left to carry the technical detail alone.
- A defined path to the specialist once the case is prepared
- The facts, gaps and questions assembled before that handoff
- Language updates when the rules move, pushed to the whole team
How firms start
Start here. No platform migration.
01
Advisor Opportunity Review
We find the real-estate wealth conversations the firm is missing today.
02
Advisor Enablement System
Language, frameworks, training, and materials advisors will actually use.
03
Firm Rollout
Positioning, biographies, and client materials. Website work stays optional.
04
Product Specialist OS
A separate path: a working application that prepares cases. It can stand alone or combine with Firm Rollout. Implementation starts at $25,000. Ongoing platform licensing begins when the firm environment goes live and is scoped according to advisor count, workflow complexity and product coverage.
Who this is for
Built for firms where the specialist cannot join every early conversation.
Built for firms where
- Multiple advisors serve property owners or business owners
- Appreciated real estate frequently sits outside the financial plan
- A specialist cannot join every early client conversation
- Advisors need better language, not another product webinar
- The firm wants a repeatable process before promoting individual products
The likely buyer
The work is sold to the firm. The person who usually starts the conversation is a founder, COO, head of advisor development, head of alternatives, chief marketing officer, or platform leader.
A sale is a moment to provide a solution.
The advisor who saw it coming is the one who can offer a path.
A chance to keep the relationship whole
Depending on the custodian, the position and the firm’s policies, some replacement real estate may be able to stay in the advisory relationship. That outcome is not promised.
The whole balance sheet
Ignore the client’s largest holding and the plan has a hole in it.
A reason to be referred
Owners talk to each other, and to the CPAs and attorneys around them.
Find out which of your clients this already applies to.
Request the ReviewWhy AMP
You shouldn’t have to teach your partner the category.
AMP knows the 1031, DST, 721, sponsor, QI, and advisor ecosystem from the inside.
Who you work with
Mike Auerbach
Mike’s experience spans financial services, advisor distribution, sponsor marketing, alternative investments, 1031 exchanges, and DST programs, including Chief Growth Officer at Bonaventure and VP of Growth at 1031 Specialists.
So an AMP engagement doesn’t begin by teaching an agency how the advisory business works.
Mike is the founder of a marketing firm. He isn’t a financial advisor, investment adviser, broker, attorney, or accountant.
Product Specialist OS
Help advisors get further before a product specialist has to step in.
A working sales-enablement system for complex 1031, DST, 721 and Opportunity Zone opportunities.
Synthetic demonstration case
Miller Trust is a demonstration file, not a real client. Sale price $4,000,000. Debt paid at close $1,500,000. Exchange equity $2,300,000. Replacement-value planning target $3,800,000.
The system organizes the facts, shows realistic paths and remaining gaps, and prepares questions for specialists and outside professionals. It does not recommend a strategy or conclude suitability.
Advisor Opportunity Review
See what your book is already holding.
$1,500 · 10 business days · may be credited toward your engagement
The initial Opportunity Review does not require client-identifying information. AMP uses public firm materials, existing advisor language, current discovery and escalation workflows, anonymized situations, synthetic fact patterns, and non-identifying aggregate information. It does not inspect personally identifiable client records.
- Written findings
- Three highest-priority changes
- Missed-opportunity map
- Working session and execution recommendation
The fee may be credited toward an execution engagement of at least $12,500 when work begins within 60 days.
Your request has been received.
AMP will review the information and determine whether the Advisor Opportunity Review is the appropriate next step. If it appears to be a fit, we’ll follow up with scope, timing, and payment instructions.