In this episode host Belle Osvath, CFP® talks with Angela Baker a Realtor with LPT Realty. Angela is an attorney and CFP® holder and has spent over 30 years helping clients as a financial advisor but made a recent shift to focus on helping people navigate major life transitions when real estate has to be sold.

Whether it’s a client’s home or an inherited property, sale of real estate can be incredibly emotional, stressful, and daunting and clients often turn to their Advisor for guidance. Angela has had a unique career path which has put her in the perfect position to detect an area where advisors are falling short. In this episode she identifies how we can fill that gap and, in the process, strengthen our relationships with our clients.

Angela Baker
LinkedIn: https://www.linkedin.com/in/angela-baker-51b9859/

Website: https://angelabaker.lpthomesearch.com/

FPA NCA News & Events: fpanca.org

Recommend a podcast guest: https://forms.gle/nH6ngsy7TmtfZ7w17

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The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and/or the FPA NCA do not endorse or recommend any of the people, products, or services featured or discussed in this podcast.

Ep. 16 Selling the Family Home - Angela Baker [Lawyer, CFP & Realtor]

Smarter Planner Podcast