It takes a team to build family wealth

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The idea

1. How a team increases what you keep
2. It is not much on its own

In practice

1. Using real estate inside the plan
2. Someone who does what you will not

How a team increases what you keep

Okay, hey, in this video I want to show you how you can actually increase your retirement income while still paying for college. And I'm going to show you how to use a scholarship house business to do that. One thing I love about business is the ability to involve a lot of people to help you get to where you want to go. It took me about 20 years to be able to make over a million dollars a year, and in the last two years, we've almost gotten to a million dollars a month.

So, we have grown exponentially, and that can work for you as well. And the key is something that I learned when I read one of my favorite books called Who Not How that was referred to me by a friend and a mentor, and I read it multiple times one summer, and it really helped me to realize how important it is to have people on your team to be able to help you achieve your goals. And we were able to grow so fast over the last couple years because of my team. And today on this video, I am so excited to be able to introduce you to our team.

So, meet our team. Now, it takes a small army sometimes to be able to run a business, and you can start a scholarship house business by taking advantage of our team. We are here to help you. So, yes, my income increased significantly, and of course, there's expenses that come along with that, but I would much rather have a smaller part of a huge pie than 100% of a small pie.

And the reality of it is is that my take-home income has significantly increased over the years as well as we've built our team. So, I want to introduce you to our team, and I want you to know the support that you have if you chose to work with us. I want to know I want you to know the support that you have behind you to help you through this process because in order for you to reduce the cost of college, increase your retirement income, maximize these tax scholarships, get into real estate, you need a team. In fact, when I first learned about the short-term rental loophole and how to use real estate to reduce my taxes, I started learning and learning and learning and buying courses and buying courses and and I was just consuming as much content as I possibly could.

And that's about the time I read this book and realized that I needed a team. I needed a team to help me out. So, the first person in our on our team that I want to introduce you to is one of the main reasons that you are watching this video and his name is Phil. Phil, wave to the camera.

Okay. Um there you are. Phil, how long have you been running ads for us? I've been running ads for Lance for the last year.

Awesome. And how much have we spent on ads in the last year? We spent just under $700,000. All right, so it's not much.

Not much. >> [laughter] >> So So that that is how we're able to find amazing people to introduce that to this program. Now, behind Phil is our tech team, Zaid and his team. Zaid, wave to the camera.

Zaid, he's the one that makes everything run smoothly and he's the guy behind the scenes that doesn't get a lot of attention unless things don't go well and then he gets too much attention, right? >> [laughter] >> But Zaid actually keeps things running very very smoothly and we are super grateful for him because it requires a lot of tech behind him. Now, once you actually meet with us, the first person that you meet with is one of our advisors and our advisors are led by Deb. Deb, say hello.

Welcome or wave to the camera. Hi, Deb. Deb runs our team of advisors and we have John. John, raise your hand.

Gray, Isaac, Graham, Ella, Ellie, Natasha,

It is not much on its own

Natasha, Cat, Mary Ann, Mary Anna, Megan, Yamini, Lara, Deb, Kevin, Shelldine, and Ryland and Katherine. Look at that crew. Awesome. So, if you are excited if you are lucky enough to meet with one of these advisors, then you are going to be introduced to our program from them who will then introduce you if you qualify and if you are somebody that we feel like we can actually help, then you will be able to meet with our senior advisors led by Paul.

Paul, introduce yourself. Hello, wave. Paul runs our senior advisors and we have Bree. Hello, Bree.

Bailey, Josh, Michael, Devin, Deb, Isaac, Megan, John, and Cat are also our senior advisors. So, we're super excited to have them. They are the ones that introduce you to our program, answer all your questions, and help you to realize if this is a good fit for you and your family or not. Then, once you join our team and start working with our team, you get to work with one of our amazing college funding specialists.

And our college funding specialists are April, Chuck, Deborah, Jim, Teresa, Lara, Nicole, Zane, E.J., and Victor. Awesome. Our team of college funding specialists. And then, the first team that you would meet with is our financial aid team.

Corey, how long have you been with me helping me with financial aid? Hello. This year was 11 years. 11 years.

We've got Corey heading up our team of financial aid team and LuAnn, wave LuAnn, is the newest member of her team helping us to get all of those scholarships and financial aid and helping to navigate which schools your kids want to join. All the good things that come along with navigating the college planning process and maximizing all that financial aid. So, super excited to have them on our team. And then, we have our real estate team led by Julie, Julie wave.

Okay, how long have you been playing with real estate? I've been playing with real estate for the last 12 years. Awesome. And did you use real estate to apply, did you apply any of these strategies for your situation?

Uh yes, I have used real estate strategies to help reduce my AGI and take advantage of some different tax scholarships in order to help my kids go to college. Awesome. Implementing everything. In fact, while I'm thinking about it, how many of you were one of our clients before you joined our team?

Wave your hand if you were one of our clients before you joined our team. That is probably one of the things that I'm the most proud of is the fact that our clients love working with us so much that they decide to help other family. And we also just introduced our affiliate program as well so that all of our clients can spread the word and and get, you know, become part of our team as well. It's like an extension of our team and so that is also really exciting and fun.

And then, on the real estate team, we have Cade and Adam, raise your to find deals, they're helping to underwrite deals, do all the analytics and analyzing the deals, providing all the data on the deals, managing our website, making sure that our scholarship houses are up to date and all the information is in there. And then, we also have, I know he's out of town, but Bailey is heading up our acquisitions team to help find new houses. So, we have plenty of houses and plenty of inventory for our entire team. So, that's super exciting.

And then we have our financial team that specializes on the financial side. Um Dan and Jerry, as well as a lot of these other uh a lot of these others are also very specialized in the financial side, but I'm specifically referring to Dan and Jerry because they have been with me the longest. How long has it been, guys? I think we're going on 13 years or more.

That's a long time. They've put up with me for a long time. >> [laughter] >> So, so

Using real estate inside the plan

there's no there's really not a title for them because they can do a lot of the stuff since they've been around since the beginning. But anyway, specializing on the financial strategies as well as college funding specialist as well. So, I'm glad that they stuck with me that long. And then we've got Mary Ann who's also not on here, but she has had [clears throat] heading up our property management team, our scholarship vacations to be able to manage all of our properties.

And then, last but not least, I wanted to introduce the people who are an extension of me cuz I've always wanted to clone myself because there's just never enough time in the day. And the first person is Daniel Moskowitz. Where we at? There we go.

Daniel. All right, Daniel, how long has it been since we've been working together? Two years now. All right, two years.

Now, Daniel was my first official high-level executive-type hire. He comes from the world of working with the Tony Robbins, the Grant Cardone, all the bigwigs, and he is my COO that runs this ship. And he does everything I don't like to do. >> [laughter] [clears throat] >> So, so he is also behind the scenes working on everything.

The sales, he has an extensive sales management background as well as tech managing helping managing all the tech. And so honestly he's just a true operations operations person. And then I needed to extend myself and and and clone myself even more. And so that's when I got Kaylee who runs my entire life and make sure that all of these houses that we buy are moving smoothly through the process.

And Kyler Kyler is managing and he's basically an extension of me. He's helping in a lot of areas but he's helping to make sure the college funding specialist and all of the new clients have an amazing experience and just really again helps to run the ship. So between this crew there's no way I could do what we're doing without them. So I just also while I have you all together, I also do want to share my gratitude for being with me helping me out.

Some of you have been with me longer than others. Some of you are just joining us today actually which is super exciting. Every time we get on one of these meetings there's new faces. We are growing very fast which is always exciting but I do want to extend my gratitude because you not only are you helping me but you are helping everyone watching this video that wants to join our team and work with us as one of our clients because honestly there's no way I could help all these clients without you and all these houses that we're finding, all of the behind the scenes, the tech, the ads, all the things that go [music] unnoticed.

Just wanted to say thank you. So

Someone who does what you will not

again, if you want access to this amazing team and you want this amazing team to help you with your your college goals, help you increase your income, help you reduce your taxes, help you pay for your help you pay for your kids' college, you can have access to our team. And when you join our team and when you find a house, okay, our team is to help you every step of the way from finding the house cuz our acquisition team will help you find the house to managing the underwriting and the analytics and making sure it's going to fit your financial goals to working with our one-on-one with our college funding specialist, getting the houses designed and managed, getting the income optimized, selling the houses or refinancing the houses and doing it all over again. So, if you want to maximize your income, if you want to increase your retirement and pay for your kids' college and save lots of money in taxes along the way, then join the team. We'd love to have you.

And then you'll want to join our affiliate program and tell all your friends and family about it as well and be an extension of our team. So, again, thanks again for watching and we'll talk to you soon.