Building Legacy Wealth 2-Day Workshop Itinerary 

 

Reserve My Spot Now

Day 1 - Thursday January 27th

 

9:00 - 10:00 AM  - How to stay motivated 

 

10:15 - 11:00 AM - Passion - Purpose - Product - Profitability - Personal & Professional Development

 

11:00 - 11:15 AM - Break

 

11:15 AM - 12:00 PM - Budgets and Knowing Your Numbers -

What is your average cost per transaction? Who should your next hire be to be the most profitable?

 

12:00 - 1:00 PM Lunch Brought in By Jaffrey Insurance 

 

1:00 PM -2:00 PM - Digital Marketing Workshop -

Determine Your Ideal Client and how to work with more of them! 

 

2:15 - 3:00 PM - Customer experience- handoffs between departments. 

 

3:00 - 4:00 PM - Recap/Wrap Up and What to implement immediately 

 

Day 2 - Friday January 28th

 

9:00 - 9:30 AM  Family balance - how do have an amazing business life and family life

Special Guests Tara and Cody McCarthy

 

9:45 - 10:45 AM - Sales Scripts to increase your prices/bottom line

           Or building a personal financial statement  (Go vote in our group) 

 

11:00 AM - 12:00 PMSocial Media Deep Dive- 

 Or how to decide whether to do short term or long term rental 

 

12:00 - 1:00 PM - Lunch Sponsored by RTS our investment friendly Title company!! 

 

1:00 PM - 3:00 PM - Additional Streams of Income- We will break down exactly how we layer our companies to create income and mutual benefits 

 

3:00 - 4:00 PM -  Creating an easy to decipher financial package so banks want to work with you and final recap of the boot camp! 

 

Speakers 

Brad Flanagan

Jamie Flanagan

Tara and Cory McCarthy