Solutions

Tax Freedom Day

Solution 4 - Additional Resources - this is a great little report to hand out at a consumer event, to a CPA education event, or even at a Realtor CE event.  The cover page alone is also a good single page handout, as this provides the key days worked to fund the taxes on everything from federal and state, to property taxes.

Please Read If You Are a First Time User:

Why Did We Create This Site?

We wanted you to know each time we added content to any of the Solutions.  You can click on the picture to preview the content and read the description to see if it has relevance to you or your team.

How Should I Use This Resource?

-Login at the www.kendalltodd.com site to download the content.
-Each post below has the exact location where you can find this new information (and required subscriber Solution Level) . 
-The Search function at the bottom of each page is a quick way to find this topic, or additional related information.

Mari and Liz Interview

Solution 1 - Online Web Training - Mari and Liz attended Borrow Smart University, and they've since transformed their business.  They've gone from pursuing - to being pursued by top Realtors, loan officers, and even the media.  They are doing 3X the prequalifications since they restarted their business with a whole new approach - simply put they are now financial educators who monetize their business through loans they provide for consumers.  Listen as they share some of their recent successes, failures, and even hired a 'speaking coach' to help them train to become great presenters.

Mike Young Interview

Solution 1 - Online Web Training - Mike just completed a one day event where he strategically trained his 48 loan officers while also allowing them to go deeper with the over 100 Realtors and Financial Advisors who attended with them.  Learn a little about how Mike has made a unique commitment to his clients, and his company.  His commitment has him on track for his best month ever in loan closings during the middle of a mortgage liquidity meltdown - you'll have to listen to the recording to hear just how big a month that is!

CFP Credits - Submission Form

Solution 4 - CFP / CPA Classes - The CPA Classes are approved now for CFP credits.  Most of the classes are 2 hours.  We've provided a simple form with instructions on how to submit a list of financial advisors or others that you teach who also desire Certification Credits.

A Coach Mentality - Executive Summary

Solution 2 - Coach Best Practices / Success Stories - Scott is really doing a nice job of positioning himself in his local market.  He is constantly dripping on his clients to keep them aware of his efforts and reducing likelihood they would go elsewhere, while also creating awareness for advisors get a better feel for his value proposition.  This one page (front and back) flyer offers some interesting considerations.