|
Feature |
Individual Coaching |
Email Coaching |
Typical Clients who participate:
|
Real Estate Investors / Entrepreneurs / Sales People / Leaders / Business Professionals who
prefer a combination of quick laser coaching AND longer periodic in-depth coaching meetings and trainings.
|
Real Estate Investors / Entrepreneurs / Sales People / Leaders / Business Professionals who prefer quick , laser quality coaching.
|
|
|
Process: |
|
|
| |
Face to face or over the phone or both. |
Emails: Monday to Friday. In each email,
-
you make promises for the current day
-
you account for previous day's promises
|
| |
We start with a full
Customized Strategy Session
|
We have a brief meeting initially (face to face or over the phone) to create a basic simple plan to execute.
|
| |
Weekly Meetings |
No Meetings Face to Face
|
| |
Introductions to Other Professionals
-
Attorneys
-
CPAs
-
Real Estate Brokers
-
Mortgage Brokers
-
Self Directed IRA facilitators
-
Investment Facilitators
-
Banks
-
Others
|
We do limited introductions to other professionals. |
| |
For Investors: We Train you to interact with Real Estate Brokers and professionals (commercial and residential) and other investment
facilitators.
We will participate in the calls to support your training:
-
How to set up initial introduction calls to get them going.
-
How to manage your relationship with them effectively to get the best deals.
|
Limited training on interacting with real estate brokers and facilitators. |
| |
For Investors: We train you in doing Due Diligence: the art and science of Picking and Filtering Investments that work for you: providing passive income and/or appreciation and other benefits identified in your strategy session.
|
Limited training on due diligence. |
| |
For Investors: We train you to Interact with Lending Institutions for both your business as well as your real estate transactions.
We will participate in the calls to support your training:
|
Limited training on interactions with lending institutions. |
| |
For Investors: Latest Information on where Good Investment Opportunities (geographical areas and other opportunities) reside for both commercial (apartments) and residential.
|
Limited information on good investment opportunities. |
| |
For Investors: First Right of Refusal to all the Investment Opportunities that come by our desks. |
First right of refusal to introductions and to investment/financial opportunities go to Individual Coaching clients.
|
| |
Availability for phone calls and emails in between our sessions.
|
Limited training done via email. |
| |
For Investors: We train you in how to manage your real estate investment business.
|
Limited communications except for rare emergencies in between the emails.
|
|
Your Investment
|
$5000 per month (this is subject to change: please contact us
to get the latest information).
|
$475 per month (this is subject to change: please contact us
to get the latest information.
|
| |
We recommend attending our workshops to get occasional offers or time limited discounts. |
We recommend attending our workshops to get occasional offers or time limited discounts. |
|
Period of Engagement
|
6 month minimum
|
6 month minimum |
|
|
Main Benefits |
-
Plenty of Close Attention and Time with the Coach
-
Leverage Results via Our Business Contacts
-
Access to Our Investment Opportunities
-
Strategic Planning
-
Produce Results with the High Accountability
-
Reduce Stress
|
-
Produce Results with the High Accountability
-
Reduce Stress
|
|
|
Weekly Meetings
|
In each meeting:
-
We coach you to Go Past what typically Stops You in the pursuit of wealth.
-
We train you to Manage your Time and Energy efficiently and effectively. This is more critical than most people realize. We train you in specific strategies to Reduce the Stress and Increase the Results.
-
We train you in how to Negotiate Effectively.
-
We train you in how to Sell Effectively.
-
We train and educate you in the Strategies identified
-
We Revisit our Strategy and plan to Make adjustments to Keep on Track.
-
We Review Investments or Business Decisions.
-
We Review Ideas and Brainstorm to look for creative and legal leverage points.
-
We Hold you to Account on your plan and promises.
This is done from a context of partnership.
|
-
Communications are via the daily emails.
-
From Time to Time, we will allow a phone call in the event of an emergency.
|
|
Wealth Strategy and Planning Session
|
Included |
Not Included
However, we may have a brief meeting initially
(face-to-face or over the phone) to create a plan to execute. |
|
Partnership Strategy and Planning Session
|
Included |
Not Included |