Land trusts are your way
to greater success!
Unlock New Income Streams with Land Trusts: A Game-Changing Marketing Course for Agents!
Are you an agent looking to expand your expertise and add new revenue streams? Our Land Trust Marketing Mastery course is designed to educate, empower, and execute—giving you the skills to help clients maximize their investments and protect their assets.
Why Land Trusts?
Land trusts are powerful tools for protecting property ownership, saving on taxes, and keeping real estate transactions private. In this course, you’ll learn how to effectively integrate land trusts into your marketing strategies, positioning yourself as the go-to expert for savvy investors and homeowners alike.
The Three Steps
As stated on the cover of all of the books, these three keywords summarizes the three steps of what you will be doing on your newly formed professional level. The books go into depth on this subject matter. You will assist in helping to educate the public by making them aware of these simple steps.
EDUCATE
- Their rights, legal issues and how the legal system works.
- Everyday legal issues, such as problems and the need for asset protection.
- Understanding when they need legal support and how to get it.
- The knowledge, confidence and skills you need to deal with legal issues and get access to justice.
- How to shape the decisions that affect them.
EMPOWER
This approach enables people to protect their income and assets to gain access to essential services which improves their lives. You will enable individuals to navigate the legal system independently by providing essential support with document and professional guidance without legal advice or representation.
EXECUTE
Of course, the above leads to establishing the validity and enforceability of the contract. Proper execution and delivery are properly completed for avoiding legal challenges and ensuring smooth transactions.
What the Course Covers
The State Bar has approved the 40 advantages. However, they will not approve marketing materials, which is why the cle course was not renewed.
Ready Set Goal
Do your homework before your network.
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Welcome to the exciting profession of asset protection collaborating. You will work with clients to evaluate their positions, with a special emphasis on asset protection, privacy, confidentiality, and tax curtailment.
They will hopefully be able to not “give up control of their money”. This course is significantly different than any course you may have taken on the subject. Everything is discussed with dedication, precision, and compassion for the client.
“Beaten paths are for beaten men” prevails. An asset protection collaborator does far more than a consultant. A consultant gives advice whereas a collaborator gathers information and directs the client to the
appropriate advisors, including attorneys, and serves as an “orchestra leader” in coordinating the team to work with the client to reach their goals. Your unique role is to work closely with your strategic alliance colleagues and remain part of the
action game plan.
Ready Set Goal
An entrepreneurial assessment
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Here you begin to use any of the tools you wish and organize them under any time management and game plan systems based on your marketing approaches, the use of the sales funnel, social media resources, etc.
The colorful “gameboard” rates you in 40 attributes of outstanding entrepreneurship, some of them elementary and others more sophisticated. You need less than an hour of your time to score and assess yourself and you can spend countless hours reading and rereading the supplementary material.
You can constantly use it as a valuable guide in the areas where you like to further your talents, ambitions, and of course, goals as a new or veteran
entrepreneur.
Trust It!
Presentation script
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With the script book, you have no need to memorize anything, It is fully coordinated with the presentation book. It should improve your presentation skills and outcome as well. It is the cornerstone that shapes and guides the structure of your presentation from start to finish.
You will be able to transport, display and protect the presentation materials in a professional and organized manner. You can use the presentation book as a hard copy, or present it with the powerpoint presentation given to you on the zip stick.
Trust It!
Land trusts and asset protection collaboration guide.
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Welcome to the exciting profession of asset protection collaborating. You will work with clients to evaluate their positions, with a special emphasis on asset protection, privacy, confidentiality, and tax curtailment. They will hopefully be able to not “give up control of their money”.
This course is significantly different than any course you may have taken on the subject. Everything is discussed with dedication, precision, and compassion for the client. “Beaten paths are for beaten men” prevails.
An asset protection collaborator does far more than a consultant. A consultant gives advice whereas a collaborator gathers information and directs the client to the appropriate advisors, including attorneys, and serves as an “orchestra leader” in coordinating the team to work with the client to reach their goals.
Your unique role is to work closely with your strategic alliance colleagues and remain part of the
action game plan.
Trust It!
Sample forms guide.
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Every case is different. However, the sample forms are designed to be those from an attorney. Your client may seek the legal advice and return to you with their instructions as to which forms to use.
In addition to the forms appearing in the book, they will also be included on the zip drive. There are 13 forms including the land trust agreement and the other forms are for use as needed.
Trust It!
Presentation book.
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The purpose of the presentation book is to help you plan, prepare and deliver client engaging presentations . This is done with step-by-step guidance of 40 land trust advantages followed by a script book to follow along with. This will make your presentation more impactful and memorable.
The 40 advantages has been approved by the State Bar of California to teach to attorneys for CLE credits. T is de. It is aimed to grab the mind of your client at the beginning and navigate them through all of the various parts, themes and ideas relating to land trusts, asset protection and other title holding devices which include revocable and living trusts.
In simple language,it is designed to inform, persuade, and inspire. You must quickly establish why the client should prompt the desired action or thought as making a decision, changing a viewpoint or taking the next step.
Zip drive
Software contents. SEE FORMS CONTAINED
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This zip drive contains all files of the documents for you to use in your new “tool chest”. In addition all of the client marketing and evaluation forms for you to use on your new journey to success. In addition, it contains the powerpoint presentation you will use with your clients as well as the script to be used with it as well.
Trust It!
Land trusts and asset protection marketing guide.
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This land trust collaborative marketing module was developed for all who are in the legal and real estate professions. This includes the legal document assistant (LDA). You will be providing “trusts without the trauma”.
The justified reference as collaborator is much more powerful and results oriented. It is the “blueprint” in a way whereby you are not giving legal advice and work as a team with those have their respective specialties.
If nothing more, you can earn an income by heightening the awareness to guide your client to explore the potentials of asset protection and land trusts seriously. Yes, you will earn fees for easily conducting interviews using the forms provided which are easily to fill out.
For the three easy steps to move forward, see the tab titled, ‘EDUCATE, EMPOWER, EXECUTE”. It is that simple to follow.You will enjoy reading the brand strategy section. This will be used as a reference resource to test out your marketing efforts.
It is a high-quality starting plac to launch new ideas from. Let your actual experiences and data show you where to change or improve your marketing efforts. Learn the 10 E’s of personal branding.
Prospecting is important because you will start with the awareness that to succeed you must present something of value that is easy for the client to accept and to understand. The initial collaboration is the name of the game. Most of your clients are actively seeking solutions to resolve their issues and you have the opportunity to explore their asset protection related journey.
A prepared sales funnel has been created for your marketing efforts. Also, the forms are enclosed with every step-by-step for the interview process
Contact Us
We’d love to hear from you. Please contact us today!
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