Lunch & Learn Ideas (L&L)

Lunch & Lunch How To

Money  

January

  • Personal Budget 
  • February: Tax changes  
  • March: Create a financial plan and Rick Ruby allocations 
  • April: Stock market 101 & 102 
  • May: Crypto & Block Chain 
  • June: REO Investing – Fix & Flips and SFR long-term rental properties 
  • July: Life insurance-term (permanent, term, and umbrella)  
  • August: Estate planning – wills and POA 
  • September: Investing/Development projects/multi-family 
  • October: 401k and SEPs (Open enrollment is next month) 
  • November: Retirement Calculator 
  • December: Gingerbread pickup / holiday lunch 
  • Other ideas: 
  • Credit cards/Credit scores  
  • Student debt consolidation 
  • Allowance for adults  
  • Allowance for kids  
  • Marketing 
  • January: Social setup (Google my business, FB Basics, LinkedIn, etc.) 
  • February: Events calendar & checklists 
  • March: FU Campaigns w/ Mailer Lite 
  • April: Google forms for post-close surveys, lead intake, AAY 
  • May: Understanding social media analytics/google analytics, best time to post, understanding audience engagement 
  • June: Marketing tools like Canva and Instagram reels 
  • July: Facebook Ads 
  • August: Google Ads 
  • September: How to write a blog, SEO, and local searches – Neil Patel  
  • October: Marketing calendar 
  • November: Video marketing plan (equipment, calendar, etc.) 
  • December: Gingerbread pickup / holiday lunch 
  • Other ideas: 
  • Learning and creating a personal brand  
  • Mastering 
  • January: Wheel of Life / Core Score Tests (for New Year’s Resolutions)  
  • February: Account Pyramid / Mastering Lists 
  • March: Lead Tracker & Conversion 
  • April: Greatness Tracker 
  • May: Prospecting and lead generation  
  • June: Life hacks (Reminders/strides/habit tracker/atomic habits) 
  • July: Wheel of Life – revisit goals, bucket list, 5-year plan, vision board 
  • August: Time Blocking/perfect week/Pomodoro/email filter/Josh Sigman 
  • September: DISC, Love Languages, Enneagrams  
  • October: Traction/EOS 
  • November: Goal setting, chunk down, project implementation (post Summit) 
  • December: Gingerbread pickup / holiday lunch 
  • Other ideas: 
  • Company culture 
  • Books: 
  • 4 disciplines of execution  
  • Miracle morning  
  • Never split the difference/the art of negotiation 

List Making – DTR (can do this during December “how to make your naughty and nice list”)

  • Professional headshot photos – hire a photographer to take updated headshots for business professionals. (“Martinis and Mugshots”)
  • Money Matters for Business Owners – monthly personal budget and financing class
  • Day Trips – rent a bus and get CE class along the way
    • Casino – get a bus to a casino ($10 pp)
    • Waco, TX – Magnolia 
    • Winery at Cedar Creek
  • Accountability Challenge (a.k.a. Coin Points) – this is a 60-day accountability challenge for LO and Realtors.
  • Social Media Classes
  • Staging Class
  • Round Table (with a heavy focus marketing ideas)
  • Time Management Class
  • Business Planning (throughout the year – do the “check in”)
  • Greatness Tracker
  • Lead Tracker
  • Wheel of Life
  • Appraisal Class
  • Gifting Class – how to and ideas
  • Life Hacks (and Apps)
  • Homebuyer Education and/or First Time Buyers
  • VA Homebuyer Classes
  • Credit Class
  • Money:
    • Budget
    • Money Matters
    • Investing (non-real estate)
  • Real Estate Investing:
    • Getting Started
    • 1031E
    • Passive / Syndication
    • Alternatives
    • How to flip. This seems like a lot of work and I doubt it would produce a huge return. We may consider doing this as a Facebook Live event.  Maybe do it as a Q&A with a round table of people in that space. (i.e. Flipper, hard-money person, long-term rental guy, etc.) 

More Ideas (need to categorize)

  • Build the Ideal Business
  • Lists – how to create DTRs
  • Greatness Tracker
  • Lead Gen
  • Lead Tracker
  • Role playing and call scripts
  • write a winning offer
  • Understand the CD
  • Open Houses – how to make the most out of them
  • Lead Follow Up Campaigns
  • Social
  • Clients Events / LinkUp Mixers
  • Appraisal-Price Your Listings with Confidence
  • Basic Rate Talk-How are they Determined and Why
  • Prepare the Borrower for the Loan Interview/Application
  • Reverse Mortgages
  • Credit-What’s the Deal?
  • Financing Keys to the Contract
  • Loan Types-Provide Solutions to Sell More Homes
    • Investor Loans
    • Rehab
    • Non-warrantable Condos
    • Non-Traditional Income
    • New Construction-Extended Locks and Qualifying

Classes

Outline

CORE

  • Greatness Tracker
  • Lead Tracker
  • P&L

Art of Delegation

  • Email filters
  • Email folders
  • Agenda Docs
  • Asana

Mortgage Stuff

  • Credit (Tamara and/or Wayne)
  • Non-QM (JW)

Productivity Class

Mark will teach this.

Productivity Tools

  • Chess timer
  • Atomic Habits (JLS)
  • Core Forms
  • Reminder App
  • Email filters

Productivity Tools

  • Email
  • Calendar
  • Contacts
  • Reminders
  • Notes
  • Bullet Journal (JW)

Money Matter

MP teaches the entire class.

Show how to create wealth.

This class promotes Money Matter and Budget meetings.

Money Matters

  • Money Matter Principals
  • Budget
  • Stock Talk
  • Investing in Real Estate
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