Jonathan Klein. Experience 2008-Present Certified Divorce Planning Professional Institute Founder & President CMPS, CDPP

Size: px
Start display at page:

Download "Jonathan Klein. Experience 2008-Present Certified Divorce Planning Professional Institute Founder & President CMPS, CDPP"

Transcription

1 Jonathan Klein and Experience 2008-Present Certified Divorce Planning Professional Institute Founder & President CMPS, CDPP The firm is a Certified Mortgage and Divorce Planning organization. We work exclusively with clients who are either considering or already in the process of a divorce and who are anxious about their ability to continue to pay their obligations and remain independent during and after their divorce plan and protect their CRADLE Credit, Assets, Dependents, Life and Estate so that they can exit their divorce fiscally intact, remain independent and pay their divorce professionals in full Associates Home Mortgage Corp. General Manager Mortgage Brokerage Firm Special Training & Certifications Credit Analysis Relative to Divorce: Debt Management Risk Management Debt Negotiation Asset Risk Management: Ensuring sufficient funds exist to pay legal fees Cash Reserves Evaluation Tax return Audit Looking with attention to: unlawful deductions by spouse ensuring returns have been filed Tax planning Equity analysis of marital residence and other real estate holdings Pay roll deductions to increase immediate take home pay Dependents Analysis: Tuition Planning Special Needs Analysis & Planning Insurance needs assessment Income loss prevention Estate Planning Trust planning Trustee analysis Risk analysis & prevention Education 2007 CDPPI Created and earned Certified Divorce Planning Professional Designation Focus on creating Equitable Solutions for Divorcing individuals 2005 CMPS Institute, Ann Arbor, MI Earned Certified Mortgage Planning Specialist Designation Areas of Focus: Equity Management, Taxation, Estate Planning 1986 Hofstra University, New College Long Island NY BA in Business Administration Minor in Biology Published Works Divorce Planning 101 Course Curriculum Divorce Planning 201 Course Curriculum Divorce 360.com The Top 7 Mistakes Women Make When Getting Divorced Top Producer Strategies The Art of Effective Networking Volunteer work South Palm Beach County Habitat for Humanity Delray Beach Chamber of Commerce MENTOR

2 Programs Offered Through vforms Software Jonathan Klein is an alliance partner with vforms software Makers of WorkCenter CRM and vsync software solutions for the mortgage and financial professionals. 1. Jonathan offers a 16 hour training and certification webinar series allowing clients to become a Certified Divorce Attorney Specialist. 2. Class runs a minimum of monthly 3. Class is four days long, 4 hours each day 4. Cost of the seminar is $1, At the end of the seminar series, attendees are certified by Jonathan Klein 6. Special Jonathan Klein WorkCenter CRM add-on library forms and action plans are also available. 7. These add-on library and action plans cover two major areas: a. Divorce Attorney 64 letters with 10 action plans $ b. CPA and Financial Planning 24 letters and 2 action plans $ Seminars and library and action plans are available by contacting vforms directly toll free View of Library Form Headings displaying Divorce Attorney & CPA/Financial Planning Letters:

3 Display showing all 12 Action Plans inside WorkCenter that are available as an add-on: Display of the steps for the Divorce Attorney Campaign Action Plan: Each Action plan and library comes automatically setup and ready for use with your WorkCenter CRM For More Information About Siging Up for the Seminars and Acquiring the Libraries and Action Plans: Call vformstoll

4 Tips on Using the WorkCenter CRM Jonathan Klein Library Documents and Action Plans We at vforms wish to congratulate you on acquiring the WorkCenter CRM Jonathan Klein Library Documents and Action Plans. The documents and action plans and taking Jonathan s divorce plan certification course places you among the elite in mortgage and financial planners in the country. Your customized Jonathan Klein library documents and action plans are already created and ready for use with your WorkCenter CRM software. The library documents have 9 major groups and over 90 customized documents with mail merge fields added to automatically populate with data from inside your WorkCenter CRM software. You will see your Jonathan Klein library documents under the heading JK Library tab after it is loaded by a vforms client service representative following your purchase. Please note in the screen view below the library main groups:

5 Your copy of the WorkCenter CRM Jonathan Klein purchase also contains 10 customized Action Plans. These action plans will be found under the Action Plan tab and the Management Tab, again when loaded by a vforms representative after purchase. Pre-programmed Library Documents: The 90+ letters and s have the appropriate mail merge fields added to the documents, expediting your use of the library. In the next section of this user guide, we will give you additional suggestions on adding graphics to these and letter documents. Each of the letters inside WorkCenter CRM is programmed to use a company logo graphic file of the following dimensions: Width 300 by Height 81 pixels. This makes the logo approximately 3 wide by 1 high. When you decide the logo graphic size for your library forms, we suggest you resize your letters using the edit mode and selecting the File and Page Setup option inside WorkCenter to attain the professional standard when printing these documents. As you have already learned in the Jonathan Klein Certified Divorce Planning Seminar, Jonathan suggests you create print documents using your company logo and not print to stationary. (Standard Logo sizing displayed below) Suggested steps in using your WorkCenter CRM Jonathan Klein add-on library and action plans: #1: Sign and fax back the copy of your purchase agreement to vforms at our fax number of and then call client services at vforms, the Makers of WorkCenter CRM, on our national support line of to schedule an appointment to get your Jonathan Klein Library forms and Action Plans installed. One of our national client service representatives will tie into your computer and assist you in the installation of this add-on library package.

6 #2: You will need to have your Company logo available or have one created for your use. We recommend a jpg (jay peg) or a gif file format for this purpose. You will need to make sure the physical size of the graphic file meets your needs and the file byte size should not exceed 75kb. If your graphic file is the approximate size as described above, the next step is to add this graphic file to your default settings inside WorkCenter CRM. #3: Inside WorkCenter CRM, click on Tools, Setup Options and then Custom Fields. Click the tab named Images. You will now see that there are 13 fields that can be used to add graphic files. Once a graphic file has been added to one of these lines, you have the ability to use the mail merge field associated with this image line to add to library documents. The Jonathan Klein documents have been personalized with this one mail merge field for each form. The one we have already added to each WorkCenter CRM Jonathan Klein document is Image 1. When you attach your graphic file to this Image 1 field, it will automatically populate to each document in this library. #4: Attaching the graphic file to Image 1 field is easy. Simply click into the Image 1 line and you will see a window appears. Toggle to the location where your graphic file is located and select the file. If you can see the image of the file in the right side of the window, you have an acceptable format for use. #5: Once you have selected and programmed your graphic logo file into WorkCenter, you should test the look and printing of a letter to ensure the graphic is the correct size and quality when printed. To accomplish this, open WorkCenter and select a letter inside your Jonathan Klein library and double click on the selected library form. The document will open. Print this to a color printer if available to test the professional look of the completed document. If the graphic file is too large or small, resize the graphic file and test again until it meets your approval.

7 #6: The last step will be to review your paragraph sizing in your documents. Based on the size of the logo graphic you use, it may alter the spacing in the letters. You can view the document spacing by double clicking on the document and view the spacing of the documents in the screen left view (see screen view above). If the spacing needs adjustment, close the document and edited the document. To do this right click on the document name and select Edit Item. Make your adjustment, save the form, and test it again following the instructions above. #7: Last Step: Click on the Action Plan tab and double click on the first Jonathan Klein action plan. The plan will open displaying the steps programmed for this action plan. Left click into the first step of the action plan that contains a letter or . As the screen view below shows, you will see a drop down arrow displayed. We suggest you click on the drop down arrow to make sure the appropriate document has been linked to this plan. If the document is linked, you will notice the library item highlighted (see next screen view).

8 If you can see the letter has been attached, click out of the drop down and proceed through all the action plan steps that contain s and letters. If the drop down for some reason has lost the link to the appropriate document, scroll down until you find the needed form and select it. #8: If you experience any issues, please contact our national client service line at Leave your name, best number to reach you, and a message indicating your client service question. This is a call back center and you will be placed into the queue. We strive to return all technical issue calls within a maximum time of 2 hours. Again, thank you for selecting WorkCenter CRM from vforms.com and the Jonathan Klein package. National Sales: vforms/workcenter CRM: National Client Services call back center:

9 Interview with In Touch Today Jonathan Klein, CMPS, CDPP, Associates Home Mortgage, Boca Raton, FL 2006 origination volume: $40 million 2006 average loan amount: $330,000 Software: Work Center (for CRM) and Mortgage Coach Referral Source Mix: 100% attorneys, mental health professionals and past clients who have gone through the divorce planning process. In Touch Today: How did you get started in the mortgage business? Jonathan Klein: 11 years ago I was in corporate relocation. I helped corporate executives throughout the country find temporary housing. It required a lot of travel, and I was a single father at the time. A friend of mine was in the mortgage wholesale business back in the late 90 s and introduced me to it. Like many people entering the business, it was sink or swim and I sank for a long time. Unfortunately you have to teach yourself a lot of the business. In Touch Today: So you weren t an immediate success? Jonathan: I was an utter failure. A lot of it was my own fault. I'd been in sales for many years and I felt like I could transfer that to the mortgage business without talking to any veteran mortgage professionals or getting any advice. I tried a lot of things in the beginning that were destined to be less than successful. You know the coin operated newspaper dispensing boxes? I would take my son out on a Sunday morning, go to the newspaper box, open it up, put a brick on the door to hold it open, and stuff the newspapers with my flyers. It took time to do that, and that kind of approach just doesn't work. To be successful, you have to become a professional. You have to know more than just what the current rates are. In Touch Today: What mistakes do you think rookie loan officers typically make? Jonathan: They jump right in without finding their niche. Find something you do well, and make it into your niche. Specializing doesn t mean giving up all other business it just means being the best at the niche you ve chosen to exploit. For example, my father and brother are both doctors. My father is a cardiologist while my brother is an orthopedic surgeon. If I asked them for advice on anything other than their particular specialty, they would say to me, what the hell do you want me to tell you? I don't know anything about that! Much as medicine and the legal fields have become specialized, so have successful mortgage professionals. Are you going to go to a general practitioner if you're having chest pains? No. You're going to go a cardiologist. So become a specialist. Whether it takes self-training or professional education, invest the time. My specialty is divorce planning and it is uncontested market space. I don t have to waste time answering fruitless calls every day about rates. The people who call me have specific needs which I m specially qualified to meet. I don t worry about other business I may be giving up which doesn t fall into my niche. I know that by spending that time on becoming a specialist, and networking in my specialty, I ll make any lost revenue back and then some. In Touch Today: What mistakes do you think veteran loan officers typically make? Jonathan: They don t manage their database. Your past client database alone is worth hundreds of thousands of dollars. One lesson I learned early on in sales was if you stayed in contact with everybody that you ever met, from early childhood to adulthood, you'd never have to make a cold sale. It's that simple. But because we're such a mobile society, we lose contact with our high school and college friends and the people from our hometown. In Touch Today: What do you think differentiates you from the average mortgage professional? Jonathan: I m in a completely different marketplace. While your typical mortgage professional may go after Realtors, financial planners or tax advisors, there's no one targeting mental health professionals and attorneys. Can you imagine someone a decade ago saying, "I'm going to go target mental health professionals for home loans"? You would have thought they were crazy! Divorce affects all aspects of obtaining home financing - where you live, your income, your assets, your liabilities, your cost of living, and so on and so forth. My consultations with clients are part of their divorce process. Clients are referred to me by attorneys or mental health professionals and I charge a retainer for that consultation.

10 In Touch Today: If you had a son or a daughter entering this business, what advice would you give them? Jonathan: I have a 14-year-old son and an 11-year old daughter, and we actually talk about this a lot. The first thing I advise them to do is to stay in touch with the people they know. We talk constantly about adding value to their friends (basically their niche). After college, at 22 years old, I sold life insurance. I couldn t go up to a 50-year-old guy and say, By the way. You're going to die. That doesn't work. But my father was a doctor, and he had a lot of young residents and interns working for him. So I went to his hospital and introduced myself to these young guys. I sold them disability insurance to protect them in the event that they became disabled after spending all their time and money on medical school. This was their pain or their hook. When you sell to anyone, you have to find the hook and structure your pitch to it. Find out what they need or want first and foremost. Otherwise you won't get their attention. For example, when I deal with divorce attorneys I describe my service by using my trademarked acronym CRADLE. This stands for Credit, Resolve, Asset, Dependent, Life and Estate. It is the basis of my Divorce Plans for their client. But quite frankly, the attorney really only cares about how he or she is going to get paid. So I make sure they understand that by utilizing my consultation services, I can make sure they will get paid. How do I do this? For example, by telling their clients to take out an equity loan on their house when they decided they want to be divorced. Too many clients run out of money in the process of getting divorced and the attorneys don t get paid. This proposition is understandably attractive to the attorneys I m in contact with. In Touch Today: What has been your most successful marketing campaign? Jonathan: Our campaigns would be impossible if were not for our Workcenter CRM, created by the makers of vforms. When you re sending out 75 letters a week and making that many follow up phone calls you must have an application that is automated with your campaigns loaded. All you have to do is push a button and go. A new letter goes out about every 15 days. We see a quicker rate of success with the mental health professionals. It doesn t take them as long to see the benefits as it does for the attorneys. This could be in part because we re able to appeal to them with an artistic and passionately worded piece. The attorneys are not as easily impressed. So our cover letters are tailored to each industry and spell out quite clearly their pain, or hook, in order to get their attention. We use Mortgage Coach to generate the first piece that is mailed to attorneys and therapists. We know who we're mailing to. We know that they're our target audience. We know that they're professionals in family law or family matters such as therapists and mental health professionals. We also make sure we are constantly filling our funnel with new potential referral prospects. And we find them all on the Internet. I don't buy a single source. When I need more leads, I go on the Internet and I just Google an industry. I also get referrals from other attorneys or therapists I m working with. In Touch Today: Who or what has been the biggest contributor to your success? Jonathan: My father has been a huge supporter. Believe it or not, my ex-wife, who still works for me, has been a tremendous supporter as well. Randy Riffe, who created Work Center, has helped me tremendously in getting where I am today. In terms of professional support, I think that listening to people like Barry Habib, Jim McMahon and Dave Savage are invaluable. In Touch Today: If you had a magic wand, what would you change about your current business? Jonathan: I would make divorce less acrimonious. Divorce planning is about benefiting the client and making the best of a bad situation. In Touch Today: What are your current goals? Jonathan: My goal is to continue expanding my divorce planning expertise. I want to bring divorce planning into the mainstream for our industry, and to make it an actual certification. In Touch Today: Is there anything else you'd like to say to other professionals who aspire to the kind of success that you've created? Jonathan: Always remember that practice makes perfect. If you have a passion for what you do, practicing your craft will be a joy. Become an expert in your niche. If you're not going to do that, then it's not worth doing at all. Learn to sell by asking better questions then making the answers easy to understand. Be prepared for every meeting. Even if it's just lunch with a contact, or even a friend,

11 be prepared. Write down questions that you want to ask. Preparation it's your roadmap. If you don't prepare, you'll never know where you got lost.

7 Secrets To Websites That Sell. By Alex Nelson

7 Secrets To Websites That Sell. By Alex Nelson 7 Secrets To Websites That Sell By Alex Nelson Website Secret #1 Create a Direct Response Website Did you know there are two different types of websites? It s true. There are branding websites and there

More information

Google Lead Generation for Attorneys

Google Lead Generation for Attorneys 1 Google Lead Generation For Attorneys Leverage The Power Of AdWords To Grow Your Law Business FAST You re about to discover the secrets of fast legal practice success with Google AdWords. Google AdWords

More information

Courtesy of: Albert S. Veltri, Broker of Record (732) 600-9904 Cell

Courtesy of: Albert S. Veltri, Broker of Record (732) 600-9904 Cell 30 Days to Quick Success As a Rookie Agent Courtesy of: Veltri & Associates, Realtors combines both traditional and Internet sales capabilities including residential sales and rentals, commercial, adult

More information

Colleen s Interview With Ivan Kolev

Colleen s Interview With Ivan Kolev Colleen s Interview With Ivan Kolev COLLEEN: [TO MY READERS] Hello, everyone, today I d like to welcome you to my interview with Ivan Kolev (affectionately known as Coolice). Hi there, Ivan, and thank

More information

LEARN HOW TO RECEIVE A 200% TO 300% HIGHER RETURN ON YOUR INTERNET LEADS

LEARN HOW TO RECEIVE A 200% TO 300% HIGHER RETURN ON YOUR INTERNET LEADS LEARN HOW TO RECEIVE A 200% TO 300% HIGHER RETURN ON YOUR INTERNET LEADS This FREE webinar will go through some of the top code cracking secrets and conversion tips and tricks that will help you see higher

More information

SPECIAL REPORT. How To. Sell Your Home. In 9 Days Or Less. No Commissions! No Fees!

SPECIAL REPORT. How To. Sell Your Home. In 9 Days Or Less. No Commissions! No Fees! SPECIAL REPORT How To Sell Your Home In 9 Days Or Less No Commissions! No Fees! You may discover the perfect solution by reading this report. If you are like many home owners struggling to sell your home

More information

Copyright Top Agent Magazine

Copyright Top Agent Magazine Jonathan Alexander Jonathan Alexander With an enthusiasm for every chal - lenge he takes on and a remarkably positive attitude, Jonathan Alexander was always a natural at sales, but it wasn t until 2005

More information

Secret 1: Never Buy or Use Mass Email Lists I was just reading a post on a well known marketing forum yesterday and someone said he

Secret 1: Never Buy or Use Mass Email Lists I was just reading a post on a well known marketing forum yesterday and someone said he Legal Notice/Disclaimer There is no guarantee of success, traffic and/or that you will make money, either written or implied. The author /publisher specifically disclaims any personal liability, loss,

More information

Louis Gudema: Founder and President of Revenue + Associates

Louis Gudema: Founder and President of Revenue + Associates The Interview Series - Presented by SmartFunnel Interviews of Sales + Marketing Industry Leaders Louis Gudema: Founder and President of Revenue + Associates PETER: Hello folks this is Peter Fillmore speaking.

More information

Google Lead Generation For Attorneys - Leverage The Power Of Adwords To Grow Your Law Business FAST. The Foundation of Google AdWords

Google Lead Generation For Attorneys - Leverage The Power Of Adwords To Grow Your Law Business FAST. The Foundation of Google AdWords Google Lead Generation For Attorneys - Leverage The Power Of Adwords To Grow Your Law Business FAST You re about to discover the secrets of fast legal practice success with Google AdWords. Google AdWords

More information

You're Getting Divorced: Now What? By Tom Norton, CPA, CDFA

You're Getting Divorced: Now What? By Tom Norton, CPA, CDFA You're Getting Divorced: Now What? You've decided that your marriage just isn't working out, and that you need to get a divorce. It's not an easy decision, but it's one you feel you have to make. Or, your

More information

56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training.

56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training. 56 Key Profit Building Lessons I Learned from Jay Abraham s MasterMind Marketing Training. Jay Abraham is a man you should all know. If you do not - go to the library and start learning - just do it! He

More information

Guide for Local Business Google Pay Per Click Marketing!

Guide for Local Business Google Pay Per Click Marketing! Guide for Local Business Google Pay Per Click Marketing! Guide for Google Pay Per Click Marketing - Leverage The Power Of Adwords To Grow Your Business FAST You re about to discover the secrets of fast

More information

Online Press Releases For The Offline Business

Online Press Releases For The Offline Business Online Press Releases For The Offline Business How To Get Page #1 Google Rankings In 24-72 Hours And Charge $250 To $1,000+ Submitting Online Press Releases For Brick And Mortar Businesses 2014 Andrew

More information

Estate Planning Considerations for Ohio Families

Estate Planning Considerations for Ohio Families Estate Planning Considerations for Ohio Families Section 1 Background and Basics Who needs an estate plan? Every person, young or old, who has a family or owns property, needs an estate plan. A good estate

More information

23 Ways to Sell More Using Social Media Marketing

23 Ways to Sell More Using Social Media Marketing 23 Ways to Sell More Using Social Media Marketing 1. Be visible Don't just tweet/post once or twice and think your job is done. Get online and speak to people. Network and let your target market get to

More information

Text of Email Templates

Text of Email Templates Text of Email Templates After Sale Follow-up Congratulations on the sale of your property! While I'm sure you have many memories there, it's time to open a new chapter in your life. I want you to know

More information

Secrets From OfflineBiz.com Copyright 2010 Andrew Cavanagh all rights reserved

Secrets From OfflineBiz.com Copyright 2010 Andrew Cavanagh all rights reserved Secrets From OfflineBiz.com Copyright 2010 Andrew Cavanagh all rights reserved The Lucrative Gold Mine In Brick And Mortar Businesses If you've studied internet marketing for 6 months or more then there's

More information

Copyright (c) 2015 Christopher Small and The Art of Lawyering. All rights reserved.

Copyright (c) 2015 Christopher Small and The Art of Lawyering. All rights reserved. Copyright (c) 2015 Christopher Small and The Art of Lawyering. All rights reserved. 1 In this special report, I ll be sharing with you the ten biggest mistakes that lawyers make when marketing their law

More information

17 of the Internet s Best Banner Ads. Love em or Hate em They Do Work!

17 of the Internet s Best Banner Ads. Love em or Hate em They Do Work! Love em or Hate em They Do Work! Banner Ads What are they? Ever since the Internet started to take off in the mid 90 s, banner ads have been an acceptable way of advertising on the Web. Banner ads come

More information

Managing Your Leads Cradle to Grave Using WorkCenter CRM from vforms Software

Managing Your Leads Cradle to Grave Using WorkCenter CRM from vforms Software Managing Your Leads Cradle to Grave Using WorkCenter CRM from vforms Software What will you have when this webinar is completed? 1. Real Time report with all needed contact information 2. Contact List

More information

Special Report: 5 Mistakes Homeowners Make When Selling A House. And The Simple Tricks To Avoid Them!

Special Report: 5 Mistakes Homeowners Make When Selling A House. And The Simple Tricks To Avoid Them! Special Report: 5 Mistakes Homeowners Make When Selling A House And The Simple Tricks To Avoid Them! 1 Special Report: 5 Mistakes Homeowners Make When Selling A House Dear Homeowner, And The Simple Tricks

More information

You re sitting on a gold mine right there. Are you a good accountant? And many of your clients have been with you for a while?

You re sitting on a gold mine right there. Are you a good accountant? And many of your clients have been with you for a while? Before you start, I want you to know that I believe getting a full education in marketing does not have to be expensive. I also believe that in most cases you should never have to pay retail for any educational

More information

Mortgage Guide and Helpful Tips

Mortgage Guide and Helpful Tips Mortgage Guide and Helpful Tips Dear Prospective Home Owner, Let me tell you that home ownership is one of the key ingredients to building wealth. Take any 100 people at the start of their working careers

More information

Introduction to Accounting

Introduction to Accounting Introduction to Accounting Text File Slide 1 Introduction to Accounting Welcome to SBA s online training course, Introduction to Accounting. This program is a product of the agency s Small Business Training

More information

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC

5 Secrets to Wealth. Every Woman Needs To Know To Be Financially Free. By Nancy L. Gaines, Founder Women Gaining Wealth, LLC 5 Secrets to Wealth Every Woman Needs To Know To Be Financially Free By Nancy L. Gaines, Founder Women Gaining Wealth, LLC Thank you for requesting this free report and taking steps toward your own financial

More information

How to Create Winning Joint Ventures

How to Create Winning Joint Ventures How to Create Winning Joint Ventures Jim Ingersoll here with another segment on private lender financing and your private lending course. I'm excited to have you along. Now that you know why you want to

More information

The 7 Biggest Marketing Mistakes Small Business Owners Make and How to Avoid Them

The 7 Biggest Marketing Mistakes Small Business Owners Make and How to Avoid Them The 7 Biggest Marketing Mistakes Small Business Owners Make and How to Avoid Them www.basicbananas.com BASICBANANAS Ph:+611300691883 ABN43239027805 POBox502,Narrabeen,NSW2101,Sydney,Australia The 7 Biggest

More information

TOP 10 REASONS YOU SHOULD NOT GET A REVERSE MORTGAGE NOW!

TOP 10 REASONS YOU SHOULD NOT GET A REVERSE MORTGAGE NOW! What our Clients are saying about their Reverse Mortgage My house needed a new roof, windows, flooring and paint, inside and out. WSB never abandoned me when even I wanted to just give up. It would have

More information

SPECIAL REPORT INFUSIONSOFT: 7 KEYS TO TOP RESULTS. What s Inside? OVERVIEW KEY # 1: RESPECT YOUR AUDIENCE

SPECIAL REPORT INFUSIONSOFT: 7 KEYS TO TOP RESULTS. What s Inside? OVERVIEW KEY # 1: RESPECT YOUR AUDIENCE SPECIAL REPORT INFUSIONSOFT: 7 KEYS TO TOP RESULTS OVERVIEW You have your data imported, some follow-up sequences, and some initial results with Infusionsoft. Now what? Infusionsoft is a powerful product,

More information

Yes, SUCCESS is at hand you, Sam Collins and Work Center a winning combination!

Yes, SUCCESS is at hand you, Sam Collins and Work Center a winning combination! I realized to be successful in the reverse mortgage business it would take a longer time for senior clients to make up their minds to do a reverse mortgage. From the beginning it was essential to have

More information

How To Clean Your Credit In 60 Days... Or Less!

How To Clean Your Credit In 60 Days... Or Less! Credit Repair Kit Easy To Read - Easy To Use Step-By-Step Method How To Clean Your Credit In 60 Days... Or Less! This Guidebook Will Show You How You Can Have Perfect Credit With Very Little Effort FREE

More information

Email Marketing Now let s get started on probably the most important part probably it is the most important part of this system and that s building your e-mail list. The money is in the list, the money

More information

Table of Contents. (Click on a lesson to jump to it.) Lesson 1: What is eedge. Lesson 2: Activating eedge. Lesson 3: eedge Set-Up.

Table of Contents. (Click on a lesson to jump to it.) Lesson 1: What is eedge. Lesson 2: Activating eedge. Lesson 3: eedge Set-Up. Quickstart Guide Table of Contents (Click on a lesson to jump to it.) Lesson 1: What is eedge What is eedge Your eedge Control Panel If You Need Help 5 Daily eedge Actions Lesson 2: Activating eedge Activating

More information

100 Percent Financed. Getting started in Wholesaling. Sample ebook

100 Percent Financed. Getting started in Wholesaling. Sample ebook 100 Percent Financed Getting started in Wholesaling Sample ebook Making quick profits in real estate without using your own cash or credit! @2014 Grey Rose Consulting, LLC. All Rights Reserved Page 1 of

More information

PROSPECTING AND DATA MINING STEPS FOR SUCCESS

PROSPECTING AND DATA MINING STEPS FOR SUCCESS PROSPECTING AND DATA MINING STEPS FOR SUCCESS Selling life insurance doesn t have to be difficult. Follow these simple steps to learn how to prospect for success. Step one involves locating customers who

More information

Microsoft Word 1A: Business Letters: Format, Text Wrap, Insert Text Box, Logo

Microsoft Word 1A: Business Letters: Format, Text Wrap, Insert Text Box, Logo Microsoft Word 1A: Business Letters: Format, Text Wrap, Insert Text Box, Logo Format of a Business Letter: Although there are different formats to use when preparing a business letter, you should always

More information

How to Pay Yourself. A Guide for Small Business Owners. Andrea Travillian, Take a Smart Step

How to Pay Yourself. A Guide for Small Business Owners. Andrea Travillian, Take a Smart Step A Guide for Small Business Owners Andrea Travillian, Take a Smart Step Introduction Most business owners are optimistic. If they weren t, not many businesses would get started after all, it is hard work.

More information

Chapter 11. The Forex Trading Coach Is Born

Chapter 11. The Forex Trading Coach Is Born Chapter 11 The Forex Trading Coach Is Born The Forex Trading Coach company was officially launched in May 2009 and I decided to go ahead and establish the company and the website as a result of the tremendous

More information

For Immediate Release

For Immediate Release For Immediate Release For a review copy of the book or an interview with John Vento, please contact Dottie DeHart, DeHart & Company Public Relations, at (828) 325-4966 or Dottie@dehartandcompany.com Not

More information

1. Module one lead generation system market while you sleep

1. Module one lead generation system market while you sleep 1. Module one lead generation system market while you sleep 1.1. Why old marketing strategies don t work anymore 1.1.1. Do you have to spend money on adverting 1.1.2. The TV Industrial complex what s broken

More information

For More Free Marketing Information, Tips & Advice, visit www.lgx.im

For More Free Marketing Information, Tips & Advice, visit www.lgx.im For More Free Marketing Information, Tips & Advice, visit www.lgx.im DISCLAIMER AND/OR LEGAL NOTICES The information presented in this E Book represents the views of the publisher as of the date of publication.

More information

Tax Status. FS928e-12

Tax Status. FS928e-12 Estate Planning Series 1 FS928e-12 Life Insurance: An Estate Planning Tool Adapted for South Dakota audiences by David Rezac, School of Law graduate student, University of South Dakota, Anne Marie Feiock,

More information

ACTION PLAN FOR A SUCCESSFUL SALES CALL

ACTION PLAN FOR A SUCCESSFUL SALES CALL ACTION PLAN FOR A SUCCESSFUL SALES CALL This step by step action plan for a successful sales call is designed to help you to easily and efficiently make the contacts you need to grow your business. Following

More information

Winter 2007. In This Issue. Get New Leads Today and Start Selling in 2007. Treat Them as Clients, Not Customers: Know Your Market

Winter 2007. In This Issue. Get New Leads Today and Start Selling in 2007. Treat Them as Clients, Not Customers: Know Your Market Winter 2007 Get New Leads Today and Start Selling in 2007 The new Quotit Leads program provides lead opportunities for brokers in the various health insurance markets; specifically those who sell individual

More information

PLEASE NOTE THIS IS A PUBLISHED BLOG and is COPYRIGHTED ~ NO RE-SALE Period

PLEASE NOTE THIS IS A PUBLISHED BLOG and is COPYRIGHTED ~ NO RE-SALE Period 25 Plus Ways to Find FREE Qualified Leads Online and Offline ~ KCoddington 1 PLEASE NOTE THIS IS A PUBLISHED BLOG and is COPYRIGHTED ~ NO RE-SALE Period and RE-USE/RE-PUBLICATION only after approved written

More information

Tuition Rx College Planning Marketing System. The Ultimate Marketing Tool!

Tuition Rx College Planning Marketing System. The Ultimate Marketing Tool! Tuition Rx College Planning Marketing System The Ultimate Marketing Tool! College funding is absolutely the best, untapped lead generation opportunity in financial services today! Why? The Urgency Factor

More information

Get Google AdWords Traffic With Almost No Out Of Pocket Cost!

Get Google AdWords Traffic With Almost No Out Of Pocket Cost! Price: $49.00 Get Google AdWords Traffic With Almost No Out Of Pocket Cost! www.nocostpayperclick.com NOTICE: This is not a free book. It is a $49 manual that is published by www.nocostpayperclick.com,

More information

Finding the Best Probate Real Estate Leads

Finding the Best Probate Real Estate Leads FINDING THE BEST PROBATE REAL ESTATE LEADS...1 WHY REALTORS HAVE AN EDGE IN PROBATE INVESTING...2 WHAT TO DO WITH YOUR PROBATE REAL ESTATE INVESTMENT...3 At any one point in time there is more than $60B

More information

Welcome to the Real Estate Agent Marketing Plan Course and things are going to start to get real now.

Welcome to the Real Estate Agent Marketing Plan Course and things are going to start to get real now. Welcome to the Real Estate Agent Marketing Plan Course and things are going to start to get real now. This workbook accompanies the 1st ebook, Selling the Art of Real Estate, in this marketing plan course.

More information

Click to Lead:: The Website Challenge

Click to Lead:: The Website Challenge Click to Lead:: The Website Challenge How to Reach Business Software Buyers and Convert Them to Sales-Ready Leads Michael Ortner ortner@capterra.com www.capterra.com Please feel free to post a link to

More information

101 things to turbocharge your real estate business

101 things to turbocharge your real estate business 101 things to turbocharge your real estate business How to make more money in less time and enjoy your life more Set new SMART (Specific-Measurable- Attainable-Relevant-Timed) daily, weekly, monthly and

More information

Have Information to Make the Right Decisions!

Have Information to Make the Right Decisions! Here's Your Free Report... How To Stop Foreclosure! Dear Homeowner, My name is Michael Riley. I am a Real Estate Investor and I can share with you the secrets to saving your home from foreclosure. I have

More information

They have way too many things to do already. Not enough time to do them. They don't know how to get started with new marketing projects.

They have way too many things to do already. Not enough time to do them. They don't know how to get started with new marketing projects. 1 Table of Contents Introduction 3 1. Buyer Personas 4 2. Web Design & Mobile Marketing 5 3. Increasing Personal Productivity 5 4. Search Engine Optimization 6 5. Understanding Google Analytics 6 6. Lead

More information

Organizing Your Finances After Your Spouse Has Died

Organizing Your Finances After Your Spouse Has Died Organizing Your Finances After Your Spouse Has Died Page 1 of 7, see disclaimer on final page Organizing Your Finances After Your Spouse Has Died What is it? Even if you've always handled your family's

More information

The Sales Mastery Series for Real Estate Professionals

The Sales Mastery Series for Real Estate Professionals The Sales Mastery Series for Real Estate Professionals with Mike Ferry The Decision How many deals do you want to do per month, this year, next year, and the year after? How much money do you want to earn?

More information

NINE. Coaching Tips. for Sales Managers to Drive Better Sales Funnel Results

NINE. Coaching Tips. for Sales Managers to Drive Better Sales Funnel Results NINE Coaching Tips for Sales Managers to Drive Better Sales Funnel Results Series on Maximizing Performance with the Sales Funnel Reference Guide Introduction... i Tip One Commit to a funnel inspection

More information

A New Approach to Lead Generation* for Forward Thinking Firms. *These strategies consistently generate 30% response rate.

A New Approach to Lead Generation* for Forward Thinking Firms. *These strategies consistently generate 30% response rate. A New Approach to Lead Generation* for Forward Thinking Firms *These strategies consistently generate 30% response rate. Confidential: The systems and processes discussed within are proprietary and confidential

More information

A Near Secret SEO Strategy Turbo-Charged Using SEO Zen

A Near Secret SEO Strategy Turbo-Charged Using SEO Zen 1 A Near Secret SEO Strategy Turbo-Charged Using SEO Zen by John Pearce and Chris Cantell Hi everyone, John Pearce here and I m really excited about SEO. The reason is the success we ve been having with

More information

calls shots the David Reyes (The case for LTCI: State-by-state cost of nursing home care) Life insurance How to give the old standby new appeal

calls shots the David Reyes (The case for LTCI: State-by-state cost of nursing home care) Life insurance How to give the old standby new appeal (The case for LTCI: State-by-state cost of nursing home care) www.boomermarketadvisor.com Electronically reprinted from March 2005 Vol. 4 No. 3 A Wiesner Publication Life insurance How to give the old

More information

How to create Custom Website Headers in MS Publisher

How to create Custom Website Headers in MS Publisher How to create Custom Website Headers in MS Publisher Even though you can resize any graphic image in MS Publisher, if you are going to use it for a custom website header, you need to know the specific

More information

Do you know with certainty if you will achieve your next sales goal? Introduction to Followuppower.net

Do you know with certainty if you will achieve your next sales goal? Introduction to Followuppower.net Do you know with certainty if you will achieve your next sales goal? Staying in business and thriving is all about keeping existing clients and attracting new clients. Companies that follow a disciplined,

More information

Sales Lead Brokerage Profit Plan Bonus Document

Sales Lead Brokerage Profit Plan Bonus Document Sales Lead Brokerage Profit Plan Bonus Document Introduction Hello and thanks for ordering the Sales Lead Brokerage Profit Plan through the Money Makers Reviewed website. As you ll know if you read my

More information

PHONE MARKETING SECRETS

PHONE MARKETING SECRETS PHONE MARKETING SECRETS 11 Fatal Mistakes You Make Answering Your Business Telephone That Can KILL Your Profits by Michael Senoff Dear Student, I m Michael Senoff, founder and CEO of HardToFindSeminars.com.

More information

If Your In Debt And In Financial Distress Don t Do Anything Until You Read This Special Report That Reveals

If Your In Debt And In Financial Distress Don t Do Anything Until You Read This Special Report That Reveals If Your In Debt And In Financial Distress Don t Do Anything Until You Read This Special Report That Reveals Inside Secrets Credit Card Companies And Creditors Don t Want You To Know About Credit Relief

More information

A Survival Guide for the Independent Attorney. Sponsored by LexisNexis Firm Manager

A Survival Guide for the Independent Attorney. Sponsored by LexisNexis Firm Manager A Survival Guide for the Independent Attorney Sponsored by LexisNexis Firm Manager The current legal economy sees more law graduates than available positions, and an increasing number of seasoned legal

More information

Setting up QuickBooks

Setting up QuickBooks LESSON 2 Setting up QuickBooks 2 Lesson objectives, 33 Supporting materials, 33 Instructor preparation, 33 Creating a QuickBooks company, 33 How many companies should you set up?, 34 About the EasyStep

More information

Defining Social Media. 7 Golden Rules to Successful Social Media in Business

Defining Social Media. 7 Golden Rules to Successful Social Media in Business Defining Social Media Social media isn t just a handful of social networks, it s anywhere on the web where you can interact and share your thoughts with others, ie most of the internet. It s also not stand

More information

Retire Rich. Written By Joshua Sharp Self Directed IRA and 401k Expert. Larry Goins. Real Estate Author, Trainer and Investor

Retire Rich. Written By Joshua Sharp Self Directed IRA and 401k Expert. Larry Goins. Real Estate Author, Trainer and Investor Retire Rich GetOutOfTheVolatileFinancialMarkets AndSuperchargeYourIRAorRetirement AccountUsingDiscountedRealEstate! RentorFlip UsingyourIRAor401ktothefullest.KnowtheRightTimetoUse YourRetirementAccountandGettheMostFromYourRealEstateInvestments.

More information

That is where Automating Your Action Plans come in.

That is where Automating Your Action Plans come in. Webinar Summit, Feb 27th, 2014 Automate Your Business for Higher Profits Topic: Automate Your Business for Higher Profits Who is Brad Korn & The Korn Team? #1 in sales for 10 years in a row Keller Williams

More information

LEAD CONVERSION SECRETS OF TOP ADVISORS

LEAD CONVERSION SECRETS OF TOP ADVISORS LEAD CONVERSION SECRETS OF TOP ADVISORS Introduction When you re in the insurance business, you re in the business of selling something that everyone needs: protection for their families and assets. As

More information

5 Free Marketing Tips for your Business Any Kind Of Business

5 Free Marketing Tips for your Business Any Kind Of Business 5 Free Marketing Tips for your Business Any Kind Of Business By Sean Usher Marketing is selling a prospect on an idea before they make a decision. Its can be subtle compared to the hard sell, but its about

More information

The Seven Secrets of Lead Generation Success

The Seven Secrets of Lead Generation Success The Seven Secrets of Lead Generation Success - Tom Adams - Flourish Press Inc. All Rights Reserved The secret to my success is that I bit off more than I could chew and chewed as fast as I could. - 1 -

More information

What Is the Gorilla CRM System for Financial Advisors?

What Is the Gorilla CRM System for Financial Advisors? BILLGOODMARKETING What Is the Gorilla CRM System for Financial Advisors? A Bill Good Marketing White Paper This White Paper discusses what the Gorilla CRM System for Financial Advisors is, how it can help

More information

Virtual Flips QUICK Start Guide

Virtual Flips QUICK Start Guide Virtual Flips QUICK Start Guide The Ultimate Virtual Real Estate wholesaling 7 step action plan By Christopher Seder Copyright 2014 VirtualFlips.com, and Christopherseder.com, All rights reserved. No part

More information

Copyright 2011 - Brad Kendall

Copyright 2011 - Brad Kendall Copyright 2011 - Brad Kendall Introduction!4 Are you a commodity or an expert?!6 How to become an Expert!18 Pick your field of expertise!19 Pick something that already interests you!19 Make sure you know

More information

Home Finance. Slide 1

Home Finance. Slide 1 Slide 1 Home Finance The information provided in this e-course is intended for educational purposes only and does not constitute specific advice for you as an individual. When evaluating your particular

More information

Look in the top right of the screen and located the "Create an Account" button.

Look in the top right of the screen and located the Create an Account button. Create an Account Creating a Google Analytics account is a simple but important step in the process of creating your stores. To start the process visit the Google Analytics homepage: http://www.google.com/analytics/

More information

Fill Your Sales Pipeline With Business That You Don t Have to Work For

Fill Your Sales Pipeline With Business That You Don t Have to Work For Sparta Success Systems Presents: Turn Your Website Into A Lead Generation Machine! Fill Your Sales Pipeline With Business That You Don t Have to Work For 508-243-6257 www.spartasuccess.com http://activerain.com/blogs/spartasuccess

More information

>> My name is Danielle Anguiano and I am a tutor of the Writing Center which is just outside these doors within the Student Learning Center.

>> My name is Danielle Anguiano and I am a tutor of the Writing Center which is just outside these doors within the Student Learning Center. >> My name is Danielle Anguiano and I am a tutor of the Writing Center which is just outside these doors within the Student Learning Center. Have any of you been to the Writing Center before? A couple

More information

The Next Step in Viral Facebook Marketing

The Next Step in Viral Facebook Marketing The Next Step in Viral Facebook Marketing 1 The Next Step in Viral Facebook Marketing by Chris Munch of Munchweb.com Copyright Munchweb.com. All Right Reserved. This work cannot be copied, re-published,

More information

50 Killer Ways to Generate Leads and Grow Your Business Today

50 Killer Ways to Generate Leads and Grow Your Business Today 50 Killer Ways to Generate Leads and Grow Your Business Today 1. Post an in search of request. Take a buyer you are working with, or ask another agent in your office if they have a buyer that wants a particular

More information

PERSONAL FINANCIAL PLANNING

PERSONAL FINANCIAL PLANNING PERSONAL FINANCIAL PLANNING A GUIDE TO STARTING YOUR PERSONAL FINANCIAL PLAN THE CERTIFICATION TRADEMARK ABOVE IS OWNED BY CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. IN THE UNITED STATES AND

More information

1 Introduction. 2 The Importance of Follow Up

1 Introduction. 2 The Importance of Follow Up 1 Introduction This article looks at the importance of follow-up and how to use Outlook Flags to assist with follow-up and keeping track of contacts. While follow up is most important for sales-related

More information

FORECLOSURE. I don t think I can make my mortgage payments but I don t want to go through a foreclosure. What are some of my options?

FORECLOSURE. I don t think I can make my mortgage payments but I don t want to go through a foreclosure. What are some of my options? FORECLOSURE When you borrow money to buy a house or land, the creditor usually takes a security interest in the property you buy. This means that if you don t pay, the creditor can foreclose upon (or take

More information

Filling. Funnel. the. A small business guide to Inbound Marketing. Get found. Get liked. Get Business. By Bob Brill. Filling the Funnel.

Filling. Funnel. the. A small business guide to Inbound Marketing. Get found. Get liked. Get Business. By Bob Brill. Filling the Funnel. Filling the Funnel. Filling the Funnel A small business guide to Inbound Marketing By Bob Brill Get found Get liked Get Business A small business guide to Inbound Marketing. Get found Get liked Get Business

More information

The 12 Step Follow Up System Finally A Follow Up System That s Simple, FUN and Most Importantly PROFITABLE!

The 12 Step Follow Up System Finally A Follow Up System That s Simple, FUN and Most Importantly PROFITABLE! The 12 Step Follow Up System Finally A Follow Up System That s Simple, FUN and Most Importantly PROFITABLE! Copyright 2013, All Rights Reserved Nancy Matthews Page 1 Congratulations! Welcome you to the

More information

So you've heard me talk about problems. We've gone through a bunch of different

So you've heard me talk about problems. We've gone through a bunch of different 8 o'clock So you've heard me talk about problems. We've gone through a bunch of different problems, so how about some solutions? Having gone to many court cases, trials and hearings, I've done everything

More information

marketing checklist new & updated for 2014 Tired of never having a steady stream of NEW customers, clients, or patients?

marketing checklist new & updated for 2014 Tired of never having a steady stream of NEW customers, clients, or patients? marketing checklist new & updated for 2014 Tired of never having a steady stream of NEW customers, clients, or patients? Find and fix the leaks in your marketing plan NOW with by following the steps in

More information

Special Report 7 Fast Acting Ways To Get New Business Without Spending ANY MONEY

Special Report 7 Fast Acting Ways To Get New Business Without Spending ANY MONEY Special Report 7 Fast Acting Ways To Get New Business Without Spending ANY MONEY By Referral Only, Inc. All rights reserved. You may use this information for your own personal use. By Referral Only, Inc.

More information

Marketing Solutions. Powerful Small Business Marketing Tools Plan...Deliver...Automate

Marketing Solutions. Powerful Small Business Marketing Tools Plan...Deliver...Automate Marketing Solutions Powerful Small Business Marketing Tools Plan...Deliver...Automate info@personaone.com East: 866.801.5671 West: 805.383.7192 Marketing Plan Pro powered by Duct Tape Marketing Grow your

More information

Mortgage Secrets. What the banks don t want you to know.

Mortgage Secrets. What the banks don t want you to know. Mortgage Secrets What the banks don t want you to know. Copyright Notice: Copyright 2006 - All Rights Reserved Contents may not be shared or transmitted in any form, so don t even think about it. Trust

More information

By Stephen Fairley, CEO The Rainmaker Institute

By Stephen Fairley, CEO The Rainmaker Institute By Stephen Fairley, CEO The Rainmaker Institute About Stephen Fairley CEO of The Rainmaker Institute the nation s largest law firm marketing company that specializes in helping small law firms generate

More information

ACVL Web Site LEASING VS. BUYING QUIZ

ACVL Web Site LEASING VS. BUYING QUIZ ACVL Web Site LEASING VS. BUYING QUIZ There are many factors to consider when deciding whether to lease or finance your next vehicle. To help consumers weigh their circumstances and understand whether

More information

Email Marketing Methods

Email Marketing Methods Email Marketing Methods Brought to You By PLR-MRR-Products.com Buy PLR, MRR or Resale Products through Membership or Direct Purchase Shopping Cart. You are also welcome to visit and download from our free

More information

A: We really embarrassed ourselves last night at that business function.

A: We really embarrassed ourselves last night at that business function. Dialog: VIP LESSON 049 - Future of Business A: We really embarrassed ourselves last night at that business function. B: What are you talking about? A: We didn't even have business cards to hand out. We

More information

Software Outsourcing - Software Development. info@westtownwebservices.com

Software Outsourcing - Software Development. info@westtownwebservices.com Hi I m Tony Radford from West Town Web Services. We area UK based great value, high quality software development and outsourcing solutions business. If you need software built or looked after please get

More information

Email #1 Subject: The Most Effective Online Marketing Tool in the World. It s not Facebook, Twitter, Pinterest, or face- to- face networking.

Email #1 Subject: The Most Effective Online Marketing Tool in the World. It s not Facebook, Twitter, Pinterest, or face- to- face networking. Email #1 Subject: The Most Effective Online Marketing Tool in the World Want to know the marketing technique that has made the biggest difference in my business over the last five years? It s not Facebook,

More information

AVOIDING FORECLOSURE

AVOIDING FORECLOSURE AVOIDING FORECLOSURE Consolidated Credit 5701 West Sunrise Boulevard Fort Lauderdale, FL 33313 1-800-210-3481 www.consolidatedcredit.org Congratulations on taking this important step to a brighter financial

More information