Upload
others
View
1
Download
0
Embed Size (px)
Citation preview
Recording on?
Welcome To The Week 2 Coaching Call
“Life-Pivot” Business Loan Brokering Mastermind Course
“the cowards never started, and the weak died along the way” Phil Knight Founder of Nike in Shoe Dog
This Business Is Great Because You Can Get Started For With A Very Small Investment
This Business Is Terrible Because You Can Get Started For With A Very Small Investment
FOLLOWING THE SUCCESS PATH
Modules 1,2, & 3
Modules 4
Module 1 Introduction/Course Roadmap (15:56)
Module 2 Office Set-Up and Procedures You Need to Consider When Starting Your Business Intro (2:27)
(6 SubModules) SubModule 1 - Naming Your Business (6:56) Submodule 2 - Choosing a Niche (4:07) Submodule 3 - Gathering Existing Assets (2:30) Submodule 4 - Legal Formation (2:58) Submodule 5 - Your Office, Equipment You Will Need, and Leasing Space VS Home Office (6:30) Submodule 6 - State Licensing Requirements (1:52)
Module Review 1 & 2
Module Review 3
The Core Of Loan Brokering Intro (3:22)
(7 SubModules) Submodule 1 - The Core Of Loan Brokering Intro (1:37) Submodule 2 - Generalist VS Specialist (12:55) Submodule 3 - The Two Main Niches (2:31) SubModule 4 - Equipment Finance Deep Dive Intro (2:29) (13 Sub-SubModules) SUBSubmodule 1 - Leases VS Loans (4:11) SUBSubmodule 2 - Understanding Equipment Leases (3:17) SUBSubmodule 3 - Benefits of Leasing (8:22) SUBSubmodule 4 - Lease Term Options FMV, 10% Buy-Out, $1.00 Buy-Out (6:53) SUBSubmodule 5 - Tax Treatment of Leases (9:35) SUBSubmodule 6 - Sale Leasebacks (7:29) SUBSubmodule 7 - Municipal Lease (2:49) SUBSubmodule 8 - Section 179 IRS Code (4:49) SUBSubmodule 9 - Proposals (7:22) SUBSubmodule 10 - How Does A Typical Deal Go Down (12:42) SUBSubmodule 11 - Documents (7:35) SUBSubmodule 12 - Other Leasing Terms To Learn (6:42) SUBSubmodule 13 - Equipment Leasing Profile Form (4:46)
Module Review 3 Submodule 5 - Commercial Real Estate Financing Deep Dive Intro (1:40)(12 Sub-SubModules)
SUBSubmodule 1 - Why Investors Will Use Brokers for Commercial Real Estate Loans (6:22) SUBSubmodule 2 - Permanent Loans (2:13) SUBSubmodule 3 - Bridge Loans (1:45) SUBSubmodule 4 - Hard Money Loans (2:05) SUBSubmodule 5 - Construction Loans (3:41) SUBSubmodule 6 - Mezzanine Loans (1:59) SUBSubmodule 7 - Joint Venture Loans (1:41) SUBSubmodule 8 - Take-Out Loans (:49) SUBSubmodule 9 - Conduit Loans (2:42) SUBSubmodule 10 - SBA Loans (4:15) SUBSubmodule 11 - Fee Agreements (7:17) SUBSubmodule 12 - Commercial Real Estate Transaction Overview Form (3:43) Submodule 6 - Other Products You Can Offer As A Business Loan Broker (1:32) (3 Sub-SubModules) SUBSubmodule 1 - AR Financing/Factoring (4:14) SUBSubmodule 2 - Contract Financing (2:32) SUBSubmodule 3 - MCA Merchant Cash Advances (3:36)
Submodule 7 - Using a Financial Calculator - TVM Calculation (13:25)
Sign Up For Scotsman Guide SubscriptionEmail and Magazine
http://www.sg-comdigital.com/comdigital/201711ce?pg=2#pg2https://www.scotsmanguide.com/subscription/
Metric Spreadsheet
Questions From This Week
Question 1:In your most successful deal. What kind of thoughts were going through your mind as you tried to get the deal?
Question 2:In regards to you first few deals. What did you do that you think is different from those who are not successful?
Module Review 4 - Released This Past MondayHow To Find Deals/Marketing (5:01)
(9 SubModules) Submodule 1 - Naming Your Business (repeat of video in Module 2) (6:56) Submodule 2 - Logo Design (15:06) Submodule 3 - How To Get Your Business Cards Designed and Printed (7:18) SubModule 4 - Intro Website Marketing and Website Design Considerations (7:37) (9 Sub-SubModules) SUBSubmodule 1 - Part 1 Hiring A Designer VS Building Your Own (5:21) SUBSubmodule 2 - Part 2A Choosing A Domain, A Host, And Installing WordPress (19:59) SUBSubmodule 3 - Part 2B Installing Your WordPress Theme Optimize Press (22:02) SUBSubmodule 4 - Part 2C Creating Your Vanity Email (6:36) SUBSubmodule 5 - Part 3 Goals Of Your Website (9:46) SUBSubmodule 6 - Part 4 Website Content (8:35) SUBSubmodule 7 - Part 5 Good Website Examples (5:25) SUBSubmodule 8 - Part 6 Other Web Marketing You Should Know About (9:27) SUBSubmodule 9 - Part 7 Final Recommendations (2:42) Submodule 5 - Designing Your Brochures (4:03) Submodule 6 - The Annuity Method (35:11) Submodule 7 - Other Ways To Market (7:21) SubModule 8 - How To Do A Press Release (4:42) SubModule 9 - Using and Choosing a CRM (Customer Relationship Management) System (5:24)
IMPORTANT!
Take imperfect action towardsreaching your goal of launching a successful
commercial finance company!
Next Week’s Coaching Call Time Thursday 7:00 PM Eastern