If you would like to receive the Certified “Wealth Agent™” designation,  you would first take “The Ultimate Agent – Master Your Relationship Farm in 90 Days or Less” training, then take the optional 4 modules of additional course content for the Wealth Agent™ certification designation – where you will receive additional booklets and PDF handouts of valuable information that you can use with your Relationship Farm™!

Click the link to learn more about the benefits and learning module descriptions for the Wealth Agent designation.

Ultimate Agent Course Content Outline

Module 1: Introduction to the Ultimate Agent 

Introduction to "The Ultimate Agent – Master Your Relationship Farm in 90 Days or Less" program. Review of the standards of practice and the mindset shift around real estate investing vs. stock investing that can change your clients' financial future and the trajectory of your real estate status and business.

Module 2: Build Your Relationship Farm™

You will learn how to build your 3 Relationship Farms and why our PDF handouts are designed for Authority Marketing as a real estate expert.  We will show you how everyone you know and meet can become a Referral Farm.

Module 3: How to Monetize Your Relationship Farm™

You can estimate the income potential of different size Relationship Farms.  Your new strategy is to create clients from referrals rather than compete for clients. Learn how investment sales offers predictable base income.

Module 4: The Elevator Speech

Develop a concise way to introduce yourself and connect with people you meet.

Module 5: Master the Art of the Invitation

Transform how you reach out to the people you know and stay top of mind with valuable retirement and investment information. 

Module 6: How Long Will Your Savings Last in Retirement?

No matter how far off retirement is it is a topic people should be thinking about in order to plan for the future. Introduce the eye-opening reality of the long-term retirement needs most people are not prepared to meet by presenting this module's PDF and real estate investment story.

Module 7: Longevity Risk - What is Your Life Expectancy?

Provide your Relationship Farm members a unique perspective of how long their retirement savings may need to last. 

Module 8: Women Living in Poverty in Retirement

Share the special considerations women in your Relationship Farm should be aware of when defining investment strategies for their longer life expectancy in retirement. 

Module 9: Intro to Real Estate Investing vs. Stock Investing

Begin to master the fundamental concepts and the language to use when introducing the recent historical differences between Real Estate Investing versus Stock Investing with the people you know and meet by sharing these two PDF handouts. 

Module 10: Real Estate Investing vs. Stock Investing - 120+ Years in Review

Learn how to present the print-on-demand booklet to compare and contrast real estate and stock investment for different 25-year periods going back over 120+ years. You and your Farm Members will find this surprising and compelling.

Module 11: What is Compound Growth?

Prepare yourself for future wealth-building consultations by learning how to explain the difference between Compound Interest and Compound Annual Growth Rate which should be used to describe the real growth rate for investments that fluctuate in value like stocks and real estate. 

Module 12: Wall Street Math™ - Made Easy

Use the Wall Street Math™ — Made Easy PDF to pull back the curtain on the stock market average return marketing claims compared with actual compound annual growth rates.  You will learn how Wall Street creates high historical stock market returns that do not really exist. People will be surprised to learn this information. 

Module 13: Myth vs. Reality for Stock Investors

This module has 2 very powerful handouts that shows the real low returns of the stock market compared to what Wall Street may claim using “Average Return”. This will be an eye opener for many people. Since the stock market usually provides much lower results than people anticipate, many must delay retirement or risk outliving their savings. 

Module 14: What is Inflation? Made Easy

Define the negative impact inflation has on paper asset values and how real estate investments usually keep pace with inflation and maintain purchasing power. 

Module 15: How Much Income Will You Need on Your First and Last Year of Retirement?

Most people do not really think about how much income they will need during retirement. Assist your Farm Members with solutions by showing them how real estate values and rental incomes usually pace with inflation when planning for retirement.

Module 16: Investing for Income vs. Investing for Growth

You will learn the basics for how real estate investors invest for income. Stock investors invest for growth which in many cases stock investors find it very difficult to accomplish their wealth building and retirement planning goals. 

Module 17: Real Estate Offers Tax Efficient Investing

Start a conversation when you explore the tax implications between stock and other paper assets and the tax advantages of owning real estate when planning for retirement and building stable wealth and income potential over time. 

Module 18: Just Buy One House

Show your clients where to begin and how the purchase of a first investment property that can build a path to a stable retirement and the advantages of working with you and enlisting your team of support experts. 

Module 19: Peace of Mind Planning

Hold empowering conversations with your farm members around the simple concept of including income-producing real estate as part of the pie or the multiple income sources needed to make the whole amount of a piece of mind retirement strategy. 

Module 20: Will You Outlive Your Money in Retirement?

Help people define your client's retirement timeline and the advantages of including real estate in their plans as soon as they can. Learn how to combine multiple PDFs to address niche audiences like women, as well as men, individuals, and families to engage them in your wealth workshops and planning conversations. 

Module 21: Your Story

Gather your new knowledge and expertise to define "Your Story" and communicate the advantages that come from your expertise and authority in real estate investment strategies for retirement that includes the income-producing potential of real estate. You have a purpose driven career in helping people invest for a more abundant future!