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Help InvestorsRealize Their Financial GoalsThrough Real Estate
How to Earn More MoneyEarn higher commission %Sell higher-priced propertiesFind more prospectsSell more to existing contacts
Small targetmarketNumber ofRealtorsTimingWhy is it so Hard?7%93%% to Move in 6MonthsMove Not Move
What is it Costing You?SALES SALES SALESGreater cash flowConsistent cash flowTime spent onmarketingPeace of mind
Market PotentialReallocate Not Reallocate% to Reallocate in 6 monthsMove Not Move% to Move in 6 months
Why are Your Contacts Not BuyingInvestment Properties from You?You are notoffering itor they do notknow you areoffering it.1
Why are Your Contacts Not BuyingInvestment Properties from You?You are not offeringitor they do not knowyou are offering i...
Millionaires in Real EstateIRS FactsAccording to the most recent IRS Statistics, the wealthy people (thosewith enough mone...
You are notoffering it or theydo not know youare offering it.They don’t knowwhat wealthypeople do.They don’t know how tofo...
Trail to WealthTax AdvantagesRental IncomeAppreciationInflation ProtectionLeverage
You are not offering it orthey do not know youare offering it.They don’t know whatwealthy people do.They don’t know how to...
Real Estate CyclesThe Key | Sell High, BuyLow2003–2005 2006–2007 2008–2010 2011–2012 2013–2014Market GainingMomentumHousin...
You are not offering it orthey do not know you areoffering it.They don’t know whatwealthy people do.They don’t know how to...
Indy is the Best Market#1 10 Best Markets for Real Estate Investors; Inman News 2011#1 Most Affordable Cities to Buy a Hom...
What Secret Enables Realtors toSell More Investment Properties?You sell the client on real estate asan investment.1Most re...
My BackgroundDegree in Finance and Accounting from IU Bloomington10 Years of case design for seniors› Securities licensed ...
Why do you need me?Some of you might be thinking ―I know realestate…why do I need you?‖ Tax knowledge Builds your credib...
What is a RESO+P?Real Estate Strategies, Opportunities andPlansFour scenarios—their current plan and three with real estat...
How it Helps You Client understands how real estate benefitsthem Client understands how real estate fits into theirportf...
How it Helps YouIn addition: You weed out time wasters You are serving your clients You have something to talk about Y...
GuaranteeMoney Back Guarantee.If the RESO+P cannot find a way toimprove your financial situation—based on objective evalua...
What Could HappenYou do nothing. No effort. No reward.You try RESO+P with clients and we CANNOT helpthem.Clients get a ful...
You are ready to take action andwould like the Starter Kit.YESYESYou are interested and would liketo meet to learn more.Pl...
Pick the “LowHangingFruit.” Contacts whohave expressedinterest ininvestmentproperty. Contacts whohave mentionedfrustrati...
You miss 100% of theshots you never take.
Lawson Wealth Solutions Presentation
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Lawson Wealth Solutions Presentation

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Lawson Wealth Solutions Presentation

  1. 1. Help InvestorsRealize Their Financial GoalsThrough Real Estate
  2. 2. How to Earn More MoneyEarn higher commission %Sell higher-priced propertiesFind more prospectsSell more to existing contacts
  3. 3. Small targetmarketNumber ofRealtorsTimingWhy is it so Hard?7%93%% to Move in 6MonthsMove Not Move
  4. 4. What is it Costing You?SALES SALES SALESGreater cash flowConsistent cash flowTime spent onmarketingPeace of mind
  5. 5. Market PotentialReallocate Not Reallocate% to Reallocate in 6 monthsMove Not Move% to Move in 6 months
  6. 6. Why are Your Contacts Not BuyingInvestment Properties from You?You are notoffering itor they do notknow you areoffering it.1
  7. 7. Why are Your Contacts Not BuyingInvestment Properties from You?You are not offeringitor they do not knowyou are offering it.They don’t knowwhat wealthypeople know.2
  8. 8. Millionaires in Real EstateIRS FactsAccording to the most recent IRS Statistics, the wealthy people (thosewith enough money to file estate tax returns) had more wealth in realestate thanstocks, bonds, funds, businesses, automobiles, collections, lifeinsurance, cash, and everything else combined.RealEstateIRS Data
  9. 9. You are notoffering it or theydo not know youare offering it.They don’t knowwhat wealthypeople do.They don’t know how tofollow the TRAIL towealth.Why are Your Contacts Not BuyingInvestment Properties from You?3
  10. 10. Trail to WealthTax AdvantagesRental IncomeAppreciationInflation ProtectionLeverage
  11. 11. You are not offering it orthey do not know youare offering it.They don’t know whatwealthy people do.They don’t know how tofollow the TRAIL towealth.They don’t know thisis the best time to buy.Why are Your Contacts Not BuyingInvestment Properties from You?4
  12. 12. Real Estate CyclesThe Key | Sell High, BuyLow2003–2005 2006–2007 2008–2010 2011–2012 2013–2014Market GainingMomentumHousing Valuesat All Time HighHousing ValuesBegin DeclineValues BounceAlong BottomExperts ProjectAppreciationOPTIMISM EUPHORIA FEAR DEPRESSION OPTIMISMPoint of maximumrisk in investmentPoint of maximumrisk in investment
  13. 13. You are not offering it orthey do not know you areoffering it.They don’t know whatwealthy people do.They don’t know how tofollow the TRAIL towealth.They don’t know this isthe best time to buy.They don’t know Indy isthe best place to buy.Why are Your Contacts Not BuyingInvestment Properties from You?5
  14. 14. Indy is the Best Market#1 10 Best Markets for Real Estate Investors; Inman News 2011#1 Most Affordable Cities to Buy a Home; CNN, Fortune and Money2010#1 Most Affordable Cities to Buy a House; CNN Fortune and Money2011#1 Most Affordable Cities to Buy a House; CNN Fortune and Money2012#1 Housing Affordability Index; National Association of Home Builders2012#3 Real Estate Investing: The Best Markets; Wall Street Journal 2010#3 Best Bang for the Buck; Forbes 2008#4 Most Affordable Cities in the U.S.; Forbes 2011#4 Ten Best Cities for Buying Investment Property; ActiveRain 2011#4 Greatest Increases in Median Rent; DSNews 2012#4 Top 10 Real Estate Investment Markets; IRA123 2011#4 Top 25 Cities for Business; Executive Outlook Magazine 2010#5 5 Cities Where Rents are Rising Most; RealtorMag 2012#7 Top 10 Metro Cities for Economic Growth Potential; BusinessFacilities Ranking Report 2010#8 Top 10 Metro Cities with the Best Cost of Living; Business Facilities
  15. 15. What Secret Enables Realtors toSell More Investment Properties?You sell the client on real estate asan investment.1Most realtors skip Step1.It is a two-step process:You find the right property for theclient.2That’s where we come in…
  16. 16. My BackgroundDegree in Finance and Accounting from IU Bloomington10 Years of case design for seniors› Securities licensed (series 6, 63, and 7)› CFP for 8 of those years (also RFC,SA, CLTC, CBA)› Worked with almost 1,000 advisorsin 43 statesAdded real estate to case design in 2002Started private real estate fund in 2004Became business consultant in 2007Re-entered real estate industry in 2011 Over 90endorsementson LinkedIn
  17. 17. Why do you need me?Some of you might be thinking ―I know realestate…why do I need you?‖ Tax knowledge Builds your credibility Teamwork Financial analysis Leverage your time
  18. 18. What is a RESO+P?Real Estate Strategies, Opportunities andPlansFour scenarios—their current plan and three with real estateToday’s Balance Sheet and Income Statement with each planFuture Balance Sheet and Income Statement with each planTakes into consideration: Goals Time frame Risk tolerance Cash flow Tax plan Estate plan Credit
  19. 19. How it Helps You Client understands how real estate benefitsthem Client understands how real estate fits into theirportfolio Client is excited to have real estate as part oftheir portfolio Client is motivated to move forward and acquirereal estate Client has a specific plan of action THE CLIENT IS ALWAYS YOUR CLIENT!
  20. 20. How it Helps YouIn addition: You weed out time wasters You are serving your clients You have something to talk about You maintain contact with yourclient Increase repeat purchases
  21. 21. GuaranteeMoney Back Guarantee.If the RESO+P cannot find a way toimprove your financial situation—based on objective evaluation—letus know and we will refund yourmoney.
  22. 22. What Could HappenYou do nothing. No effort. No reward.You try RESO+P with clients and we CANNOT helpthem.Clients get a full refundThe RESO+P benefits your clients, but they do not takeaction.This is where you are alreadyThe RESO+P benefits your clients and they moveforward. You make more money now through sales You increase referrals (by differentiatingyourself) You increase repeat buyers (retention)
  23. 23. You are ready to take action andwould like the Starter Kit.YESYESYou are interested and would liketo meet to learn more.Plan of Action
  24. 24. Pick the “LowHangingFruit.” Contacts whohave expressedinterest ininvestmentproperty. Contacts whohave mentionedfrustration withinvestments.Quick StartStarter Kit IncludesAgreement thatprotects yourcontacts Includes Affiliatesetup instructionsCreateCuriosityScripts provided inStarter Kit
  25. 25. You miss 100% of theshots you never take.

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