Ever wonder how to make the jump from Loan Officer to Broker or owner of a profitable net branch? In this training I break it down in detail step by step. Everything from getting office space to structuring your benefits and finances for maximum profit.
Manager Training
CD 1 - Starting Your Company
1. Getting your finances in order
2. Going from home office to commercial space
3. Finding good commercial space
4. What equipment to buy
5. Budgeting methods to determine “profitability”
6. Frugal isn’t a bad word
7. Zero line budgeting & using a CPA
8. Revolutionaries die bloody, don’t reinvent the wheel
CD 2 - Organizing Your Company
1. Telecom & Internet
2. Building Business Credit with Dunn & Bradstreet
3. Organizing the commercial office space
4. W2 or 1099
5. Benefits & Payroll via a PEO
6. Deciding between Marketing or infrastructure
7. Employee Contracts
CD 3 - Marketing Your Company
1. Marketing for profit not volume
2. Determining ROI & Database management
3. Lead Ownership
4. The true role of your website
5. Telemarketing, Direct Mail,
6. Internet Leads / Pay Per Click Internet Marketing
7. Radio / TV Commercials
8. Magazine Print & Call Capture
9. Using a new Realtor as a listing mule
10. Buying a Realty Franchise versus in-house Discount Realty
CD 4 - Growing Your Company
1. Hiring Sales People versus Assistants
2. How to compensate sales people
3. When to hire a processor full time
4. Who to hire and how to attract them
5. How to conduct a Interview
6. How and When to Fire
7. How to hold a sales meeting
8. How to promote someone
9. When to buy new equipment
10. Getting bigger space versus opening a new office
11. Profit versus the sweetest office in town
12. How to pay the branch manager
CD 5 - Dealing with People
1. This is a benevolent dictatorship, and your “El Presidente”
2. Criticize in private, praise in public
3. Never hire family, friends, or people from church
4. Controlling pushy people
5. Controlling sensitive people
6. Controlling cynical people
7. Controlling weird people
8. How to handle people with money problems
9. How many people can you control before you need to delegate
CD 6 - Sales Management (Meeting your inner Machiavelli)
1. How to keep the vision clear for salespeople (using the carrot)
2. Have something worth taking away (using the stick)
3. How to compensate them properly
4. How to stamp out trauma drama
5. How to catch fraudsters (taking out the trash)
6. Who makes a good salesperson
7. Being their boss not their buddy
8. Retention, the BIGGEST killer of your money
CD 7 - Callrooms (Building a better boiler room)
1. How to hire, retain, & promote good telemarketers
2. How to pull good lists
3. Predictive Dialer, Rent or Buy
4. DNC Compliance
5. Cost per lead, per closing. Quantity and Quality in balance
CD 8 - Wealth methods with your corporation (or "why poor people don’t run for Congress and write the tax code")
1. Why incorporate
2. The SEP-IRA (your best friend)
3. Splitting your corporation for asset protection
4. Traveling and Eating on the corporate nickel
5. Legal Methods to Making $200,000+ while showing $75,000
Information for the Search Engines