KWU courseS

Business Planning Clinic

ProfitAbility: Agent Financials

ProfitAbility: Agent Financials

Full-day course (9am-4pm)
Develop clarity of goals
How many appointments you need to hit your goal
Where & how you'll generate the leads
What your budget will look like
Who you'll need in your world to make that happen
Accountability tools to put your plan into action

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ProfitAbility: Agent Financials

ProfitAbility: Agent Financials

ProfitAbility: Agent Financials

Half-day course (9am-2pm)
Think profit, not revenue
Save and pay for taxes
Understand and use a Profit & Loss statement
Control your cash flow
Separate business from personal accounts
Set up your business to protect your money

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Time Management with the 411

Time Management with the 411

Time Management with the 411

Half-day course (9am-1pm)
Take control of time management
Set goals with accountability
Create a 411 Action Goal Worksheet
Implement time blocking and other productivity techniques
Draft your action plan

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Six Personal Perspectives

Time Management with the 411

Time Management with the 411

Full-day course (9am-4pm)
Discover how to use your strengths and weaknesses to achieve self-mastery
Time block your top 20% activities
Learn to break through ceilings of achievement
Build a purposeful learning action plan
Unlimit your thinking
Adopt an accountable mindset

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Original Content

1-on-1 Coaching

Affluent Agent, Part II: Build Your Tax Shelter

Affluent Agent, Part I: Keep Your Money

Offered through BASE Coaching Group
Customized intake process
All coaching calls via video
Access to call recordings and database of recorded training
Two 1-on-1 tiers are available
Group coaching courses

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Affluent Agent, Part I: Keep Your Money

Affluent Agent, Part II: Build Your Tax Shelter

Affluent Agent, Part I: Keep Your Money

2-hour course
Become aware of your expenses
Make smart spending decisions
Separate your business from your household
Review a P&L
Plan for income taxes

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Affluent Agent, Part II: Build Your Tax Shelter

Affluent Agent, Part II: Build Your Tax Shelter

Affluent Agent, Part III: Invest in What You Know

3-hour course
The pros & cons of business entities
Understand & minimize Self-Employment Tax
Take advantage of retirement accounts
Discover little-known tax advantaged accounts
Possibilities of self-directed trust accounts

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Affluent Agent, Part III: Invest in What You Know

Affluent Agent, Part III: Invest in What You Know

Affluent Agent, Part III: Invest in What You Know

3-hour course
Unique laws & principles of real estate ownership
Special perks for real estate professionals
Evaluate using cap rate, return-on-investment
Common and uncommon financing methods
How to screw it up and still make a lot of money

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Facilitated Mastermind

Affluent Agent, Part III: Invest in What You Know

Facilitated Mastermind

Timing based on needs
Topics can include anything referenced in the content on this page or other real estate production and leverage concepts

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Goal Setting Workshop

Affluent Agent, Part III: Invest in What You Know

Facilitated Mastermind

Timing based on needs and number of attendees
Establish intense clarity around long-term goals
Use long-term goals to determine measurable milestones
Apply productivity tools such as GPS, 411 to implement monthly, weekly, and daily actions

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