lawson wealth solutions presentation

Help InvestorsRealize Their Financial Goals

Through Real Estate

How to Earn More MoneyEarn higher commission %Sell higher-priced propertiesFind more prospectsSell more to existing contacts

Small target market

Number of Realtors

Timing

Why is it so Hard?

7%

93%

% to Move in 6 Months

Move Not Move

What is it Costing You?SALES SALES SALESGreater cash flowConsistent cash flowTime spent on marketingPeace of mind

Market Potential

ReallocateNot Reallocate

% to Reallocate in 6 months

Move Not Move

% to Move in 6 months

Why are Your Contacts Not Buying Investment Properties from You?

You are not offering itor they do not know you are offering it.

1


You are not offering itor they do not know you are offering it.They don’t know what wealthy people know.

2

Millionaires in Real EstateIRS FactsAccording to the most recent IRS Statistics, the wealthy people (those with enough money to file estate tax returns) had more wealth in real estate than stocks, bonds, funds, businesses, automobiles, collections, life insurance, cash, and everything else combined.

Real Es-tateOther

IRS Data

You are not offering it or they do not know you are offering it.They don’t know what wealthy people do.They don’t know how

tofollow the TRAIL to

wealth.


3

Trail to WealthTax AdvantagesRental IncomeAppreciationInflation ProtectionLeverage

You are not offering it or they do not know you are offering it.They don’t know what wealthy people do.They don’t know how to follow the TRAIL to wealth.They don’t know this is the best time to buy.


4

Real Estate CyclesThe Key | Sell High, Buy Low

2003–2005

2006–2007

2008–2010

2011–2012

2013–2014

Market Gaining

Momentum

Housing Values

at All Time High

Housing Values Begin

Decline

Values Bounce Along Bottom

Experts Project

Appreciation

OPTIMISM EUPHORIA FEAR DEPRESSION OPTIMISM

Point of maximum risk in investment

Point of maximum risk in investment

You are not offering it or they do not know you are offering it.They don’t know what wealthy people do.They don’t know how to follow the TRAIL to wealth.They don’t know this is the best time to buy.They don’t know Indy is the best place to buy.


5

Indy is the Best Market#1 10 Best Markets for Real Estate Investors; Inman News

2011#1 Most Affordable Cities to Buy a Home; CNN, Fortune and

Money 2010#1 Most Affordable Cities to Buy a House; CNN Fortune and

Money 2011#1 Most Affordable Cities to Buy a House; CNN Fortune and

Money 2012#1 Housing Affordability Index; National Association of Home

Builders 2012#3 Real Estate Investing: The Best Markets; Wall Street

Journal 2010#3 Best Bang for the Buck; Forbes 2008#4 Most Affordable Cities in the U.S.; Forbes 2011#4 Ten Best Cities for Buying Investment Property; ActiveRain

2011#4 Greatest Increases in Median Rent; DSNews 2012#4 Top 10 Real Estate Investment Markets; IRA123 2011#4 Top 25 Cities for Business; Executive Outlook Magazine

2010#5 5 Cities Where Rents are Rising Most; RealtorMag 2012#7 Top 10 Metro Cities for Economic Growth Potential;

Business Facilities Ranking Report 2010#8 Top 10 Metro Cities with the Best Cost of Living; Business

Facilities Ranking Report 2010

What Secret Enables Realtors to Sell More Investment Properties?

You sell the client on real estate as an investment.

1

Most realtors skip Step 1.

It is a two-step process:

You find the right property for the client.

2

That’s where we come in…

My BackgroundDegree in Finance and Accounting from IU Bloomington10 Years of case design for seniors

› Securities licensed (series 6, 63, and 7)› CFP for 8 of those years (also RFC,

SA, CLTC, CBA)› Worked with almost 1,000 advisors

in 43 statesAdded real estate to case design in 2002Started private real estate fund in 2004Became business consultant in 2007Re-entered real estate industry in 2011 Over 90

endorsementson LinkedIn

Why do you need me?Some of you might be thinking “I know real estate…why do I need you?” Tax knowledge Builds your credibility Teamwork Financial analysis Leverage your time

What is a RESO+P?Real Estate Strategies, Opportunities and PlansFour scenarios—their current plan and three with real estateToday’s Balance Sheet and Income Statement with each planFuture Balance Sheet and Income Statement with each planTakes into consideration:

Goals Time frame Risk tolerance Cash flow Tax plan Estate plan Credit

How it Helps You Client understands how real estate

benefits them Client understands how real estate fits into

their portfolio Client is excited to have real estate as part

of their portfolio Client is motivated to move forward and

acquire real estate Client has a specific plan of action THE CLIENT IS ALWAYS YOUR CLIENT!

How it Helps YouIn addition: You weed out time wasters You are serving your clients You have something to talk

about You maintain contact with

your client Increase repeat purchases

GuaranteeMoney Back Guarantee.If the RESO+P cannot find a way to improve your financial situation—based on objective evaluation—let us know and we will refund your money.

What Could HappenYou do nothing. No effort. No reward.You try RESO+P with clients and we CANNOT help them.

Clients get a full refundThe RESO+P benefits your clients, but they do not take action.

This is where you are alreadyThe RESO+P benefits your clients and they move forward.

You make more money now through sales

You increase referrals (by differentiating yourself)

You increase repeat buyers (retention)

You are ready to take action and would like the Starter Kit.

YES

YES

You are interested and would like to meet to learn more.

Plan of Action

Pick the “Low

Hanging Fruit.”

Contacts who have expressed interest in investment property.

Contacts who have mentioned frustration with investments.

Quick StartStarter Kit

Includes Agreement that protects your contacts

Includes Affiliate setup instructions

Create Curiosity

Scripts provided in Starter Kit

You miss 100% of the shots you never

take.