WINNING AND CREATING INVESTOR CLIENTS

24 Apr

Winning and Creating Investor Clients, 4/24/2024

Winning and Creating Investor Clients, 4/24/2024

Wednesday, April 24, 2024 (10:00 AM to 12:00 PM)
2.0 CE Hours
UCAR Education Room, Orem, Utah CLASSROOM, ELECTIVE CREDIT, INVESTING

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Dan designed this course to help realtors by providing language and tools to help them:

Investors make GREAT clients since they buy more often, tell their friends about you, and do not care what color the wallpaper in the bathroom is:

This course is designed to help Realtors win and create investor clients by providing language and tools to help them:
  • Replace clients' fear with excitement about investing in real estate
  • Become comfortable with basic real estate investment jargon
  • Understand the components needed to compare real estate to other popular investment vehicles such as stock portfolios, mutual funds, cryptocurrency, Pokemon card collection, etc.
  • Understand and overcome client objections to investing in real estate
Many Realtors come out of the course either wanting to invest for the first time themselves or with a renewed enthusiasm for investing in real estate!

UCAR Education Room - The Big Room
UCAR Education Room (The Big Room)
1031 W Center St
Suite 100
Orem, UT 84057

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Dan Mullen
Dan has been a Certified Public Accountant for 8 years, having worked for worldwide, national, and regional firms. While practicing as a CPA, he noticed how often high net worth individuals used real estate as a key investing strategy for creating, protecting, and holding wealth. He decided to do a deep dive to discover how to implement those strategies for every day people.

Shortly after investing in his own properties, he built a passion for real estate investing and recently began to dedicate his professional life to helping people understand and invest in rental properties. Recognizing the powerful effect of leverage on investment returns and in preparing for retirement, he began working as a mortgage consultant, currently with Summit Home Loans.

Dan’s CPA credentials and creativity provide his clients and referral partners unique advantages in real estate investing and getting self-employed borrowers to qualify for mortgages.