Our Most Popular Training Classes

Stop Wasting Handshakes

It's time the people you meet remember you and to do it effectively!

What is "Stop Wasting Handshakes"? SWH is a strategic approach to connecting with people rather than communicating to them. During this class we will go through an "8 Step Follow Through System" that will teach you the benefits to having a strategic time based follow through system.

You will learn the tips of staying top of mind with your database, the multiple layers of your Sphere of Influence, My 25 most used marketing weapons. Lastly, you will learn how to have a strategic "8 Step Follow Through System" and CRM Tips on how to set-up and mine your database.

Mortgage Math Camp: Cash Flow Planning for Millennials & First-time Homebuyers

There are nearly 80 million "millennials" in the US who will represent more than one in five homebuyers over the next five years. This workshop gives you an inside look into various cash flow planning techniques for this next generation of homebuyers.

Our Training Classes

These Classes can either be done as a Lunch and Learn or as a workshop.

If you would like to either sponsor and/or host one of these classes contact us today!

Networking Classes

Stop Wasting Handshakes

It’s time the people you meet remember you and to do it effectively!

 

 

How To Farm Your Sphere of Influence

As networkers, we are often told to farm your sphere of influence. However, we are often lost on what that means and where to begin.

Selling with Personality – Introduction to D.I.S.C.

Have you ever offended someone and wasn’t sure how? Maybe it was your temperament.

 

CE Classes:

REALTORS, Certified Financial Planners, CPA, Financial Advisors

These courses have been approved for real estate agent continuing education (CE) in the following states: CA, CT, CO, DE, FL, GA, HI, LA, ME, MI, MN, NE, NH, NJ, NV, NY, PA, OR, TX, UT, VA, WA, and WI.

Approved for Certified Financial Planner (CFP®) continuing education credit. CFP® and Certified Financial Planner® are registered trademarks of the CFP® Board of Standards. These presentations are also approved nationwide for CPA continuing education through the National Association of State Boards of Accountancy (NASBA).

Selling with Personality – Introduction to D.I.S.C.

Have you ever offended someone and wasn’t sure how? Maybe it was your temperament. Approved with (Texas Real Estate Commission Only)

 

Mortgage & Real Estate Taxation

You’ll walk away with a much better understanding of how mortgage and real estate taxation impacts you and your clients.

Mortgage Math Camp

here are nearly 80 million “millennials” in the US who will represent more than one in five homebuyers over the next five years. This workshop gives you an inside look into various
cash flow planning techniques

CASH FLOW PLANNING For Real Estate Investors

According to the National Association of Realtors (NAR), investors currently represent 20% of the buyers in the housing market. That means one out of every five homebuyers today is purchasing a home to earn a profit on the home as an investment property.

CE Classes:

Certified Financial Planners, CPA, Financial Advisors

Approved for Certified Financial Planner (CFP®) continuing education credit. CFP® and Certified Financial Planner® are registered trademarks of the CFP® Board of Standards. These presentations are also approved nationwide for CPA continuing education through the National Association of State Boards of Accountancy (NASBA).

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Guide to the Housing, Financial & Mortgage Markets

This 60-minute presentation gives you an update on the housing and mortgage markets and contains a few case studies.

 

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Mortgage Planning Case Studies

This 60-minute presentation examines how proper mortgage planning can help clients make smarter choices.

 

 

 

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Cash Flow Planning for Seniors

This workshop gives you an inside look into various cash flow planning techniques for seniors and retirees.

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Three Ways to Create Value for Clients Through Mortgage Planning

There are nearly 80 million “millennials” in the US who will represent more than one in five homebuyers. This workshop gives you an inside look into various cash flow planning techniques

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Cash Flow Planning for Homeowners & Buyers

 

 

 

 

 

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Real Estate & Mortgage Planning for Retirement

 

 

 

 

 

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Cash Flow Planning for Real Estate Investors

According to the National Association of Realtors (NAR), investors currently represent 20% of the buyers in the housing market. That means one out of every five homebuyers today is purchasing a home to earn a profit on the home as an investment property.

 

Member Only Training Pages

The pages below are for people that have attended the training classes. To gain access to this material, please attend the class which can be found on this page.

Selling with Personality – Introduction to D.I.S.C.

Questions? Let's Have Coffee

If you have any questions about our various training platforms, I would love to meet with you and answer any questions that you might have.