Congratulations on your enrollment in the Real Estate Tax Pro System! On this page you will find the resources that Dan discussed on the webinar.
As always, keep in mind that the number one key to success is taking action. We suggest that you begin your marketing efforts this week in order to accelerate the path to dominating the real estate industry in your local area.
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Training Videos
Dan Henn, CPA Presentation to Real Estate Broker and Agents
This exact presentation resulted in 7 of 12 agents requesting an appointment, and closing over $4,000 of immediate new business. Additional revenue will be created from lead follow up.
Download: Realtor Presentation by Dan Henn, CPA to local Real Estate Broker and Agents
Realtor Presentation Transcript
Dan Henn, CPA Presentation to Property Managers
This exact presentation resulted in 7 of 12 property managers requesting an appointment, and closing over $6,000 of immediate new business. Additional revenue will be created from lead follow up.
Download: Property Manager Presentation by Dan Henn, CPA to local Real Estate Broker and Agents
Get Tax Leads By Teaching Real Estate CPE
Guess what? Real estate agents have to complete CPE hours each year, also. Generate leads by offering CPE to your local agents.
Download Video: Teach Realtor CPE
Preparing to Speak
Checklist for Speaking (Excel) – Simple dos and don’ts and what not to forget when you speak
Checklist for Marketing related activities to getting Speaking Gigs (PDF)
Remember to customize all these templates before using them.
Letter to request speaking engagements with Real Estate Brokerage Offices (Word)
Letter to to follow-up after your speaking engagements (Word)
* Speaker Bio Samples (PDF)
* Speaker Bio Template (Word)
* Real Estate Broker/Agent Strategy Session “Order Form” (Word)
* Property Manager Strategy Session “Order Form” (Word)
* PowerPoint Presentation to Brokers and Real Estate Agents – Version 1(PPT)
* Presentation to Brokers and Real Estate Agents – Version 2(PPT)
* PowerPoint Presentation to Property Managers – Version 1 (PPT)
* PowerPoint Presentation to Property Managers – Version 2 (PPT)
* PowerPoint Presentation to Real Estate Investors (PPT)
Lead Magnets
Remember to customize all these templates before using them.
Real Estate Agent Deductions Booklet (Word)
Real Estate Agent Deductions Special Report Version (Word)
Top 10 Tax Issues Facing Real Estate Agents (Word)
FIRPTA Report (PDF) – created in Canva.com
LAX RETP Bootcamp Audio
LAX RETP Bootcamp Audio 1
LAX RETP Bootcamp Audio 2
Additional Materials
* How to become a newspaper columnist and create expert status (Excel)
* Article on How to draw attention to clients and prospects (Word)
* Items to include in your Media Kit page on your website (Word)
* Networking in the Real Estate Industry – Why Join the local Real Estate Associations (Word)
* Checklist about how to get on radio and how to conduct the interview (Excel)
* 100 Tax and Accounting Topics to Write or Talk about (Excel)
* Top Real Estate Taxation Topics to Write About (PDF)
* Article Trade Show Ideas – How to show up and knock their socks off (Word)