Episode 18: How to Build Adaptable Financial Plans for Your Clients

Episode 20: How to Build a Team That's Better Than You (And Why You Should)

In this episode of How2Buy, I sat down with Ken Furuya, a financial advisor with Prudential Advisors who not only runs his own practice but also leads over 160 advisors across the Mid-Atlantic region. Ken shares his journey from working with one of DC's top realtors right out of college to building a two-decade career in financial services. We dive into what separates great practitioners from great business owners, and Ken breaks down three key ingredients for scaling a practice: learning to relinquish control, hiring quality people who are better than you in their areas of expertise, and building automated processes that create an elevated client experience. If you're looking to transition from being a solo practitioner to a true business owner, this episode is for you. Mentioned in this episode: Ken Furuya, Associate Managing Director, https://www.prudential.com/advisor/ken-furuya Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/https://www.anzoleaga.com/ [https://www.anzoleaga.com/] Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!

Episode 19: How to Avoid Cash Flow Nightmares When Renovating Your Home

In this episode of How2Buy, I sat down with Libby Rodriguez, the lead of Luminate Bank's renovation department, to talk about something a lot of people don't fully understand: renovation and construction loans. Renovation loans let you finance construction or renovation projects before any work begins, and Libby breaks down how these loans work for different types of clients. She also walks through the planning process: identifying contractors, securing bids, and making sure everything is lined up before you even close. We also talked about how builders and developers can use these products to expand their client base. If you've ever wondered how to buy a fixer-upper without waiting months to start work, this episode is for you. Mentioned in this episode: Libby Rodriguez, Vice President, Construction at Luminate Bank: https://www.linkedin.com/in/libby-rodriguez-649022a0 Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/https://www.anzoleaga.com/ [https://www.anzoleaga.com/] Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!

Episode 18: How to Build Adaptable Financial Plans for Your Clients

In this episode of How2Buy, Yusuf Abugideiri CFP®, and I discussed Yusuf's journey from Virginia Tech to becoming a Co-CEO of YeskeBuie, a financial planning firm. We explored Yusuf's philosophy on financial planning as an iterative process and the importance of relationships with clients. Our conversation also covered the current affordability challenges, particularly in wealthy areas, and how to make decisions about major purchases like homes. Like me, Yusuf values having a detailed process and transparent communication with clients to empower them to make informed decisions. Mentioned in this episode: Yusuf Abugideiri, CFP®, Partner and Chief Investment Officer: https://yebu.com/yusuf-abugideiri-cfp [https://yebu.com/yusuf-abugideiri-cfp] Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/https://www.anzoleaga.com/ [https://www.anzoleaga.com/] Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!

Episode 17: How to Think Beyond the Transaction

In this episode of How2Buy, I speak with financial advisor Atricia Roberts, about her journey from studying abroad in Costa Rica to leading wealth management in the DC metro area. She discussed her approach to holistic financial planning, emphasizing the importance of integrating mortgage decisions with broader financial strategies. Atrica highlighted the value of long-term client relationships and personalized advice, contrasting it with the transactional nature of many financial services. She also addressed the challenges of providing bespoke financial guidance in an era of online financial influencers and the importance of seeking customized advice from qualified professionals. Mentioned in this episode: Atricia Roberts, COO & Partner, Curo Private Wealth: https://www.curoprivatewealth.com/team/atricia-j-roberts Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/https://www.anzoleaga.com/ [https://www.anzoleaga.com/] Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!

Episode 16: How to Build a Real Estate Practice Clients Trust for Life

In this episode of How2Buy, I interviewed Jess Derr and Josh Beall from Corcoran McEnearney about their unconventional journeys into real estate and how they built their practice to be relationship-driven, process-focused, and deeply client-centric. This conversation dives into why predictable, written processes matter more than flashy marketing; how preparation and repetition allow teams to navigate high-pressure scenarios; and why winning offers often come down to confidence, speed, and coordination across the full homebuying team. We close the episode with insights into the Eastern Panhandle of West Virginia as a growing, affordable market, and a reminder that the best real estate decisions are driven by life goals, not headlines. Mentioned in this episode: Jess Der, Real Estate Agent, Corcoran McEnearney, https://www.corcoran.com/real-estate-agents/detail/agent/jess-derr/13411 [https://www.corcoran.com/real-estate-agents/detail/agent/jess-derr/13411] Josh Beall, Real Estate Agent, Corcoran McEnearney, https://www.corcoran.com/real-estate-agents/detail/agent/josh-beall/13355 [https://www.corcoran.com/real-estate-agents/detail/agent/josh-beall/13355] Leo Anzoleaga, SVP of Residential Lending: https://www.anzoleaga.com/https://www.anzoleaga.com/ [https://www.anzoleaga.com/] Subscribe to the show to learn more How2Buy strategies from Leo Anzoleaga and his guests!