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Description
Presented by Brittany Schanck, Strategic Relationship Manager, IRAR Trust Company
In today's competitive market, staying in front of clients and differentiating your services requires more than traditional sales tactics.
This on-demand webinar — presented by IRAR Trust Company, NAR's exclusive self-directed IRA Benefits Partner — walks you through how to use the complimentary Beyond the Sale marketing guide to open new conversations, create client value, and build a referral pipeline using self-directed IRAs (SDIRAs).
Whether you're a seasoned broker or newer to the industry, this session breaks down a complex financial tool into a practical, turnkey strategy you can begin implementing immediately — without needing to become an SDIRA expert yourself.
In this webinar, you'll learn:
- What self-directed IRAs are and how they work in three simple steps
- How to identify existing clients in your database who are ideal SDIRA candidates
- Ready-to-use marketing tactics including pre-written copy, social media graphics, and email templates
- How to position yourself as the go-to SDIRA-savvy agent in your market
- Strategies for generating referrals and re-engaging leads through client education
This approximately 25-minute webinar pairs directly with the Beyond the Sale marketing guide, available as a complimentary download in the REALTOR® Store as part of your NAR member benefit.
For informational and educational purposes only. IRAR Trust does not provide investment advice. Consult your financial, legal, and tax advisors before entering any investment.
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Product details
- type:
- multimedia
- fbt-product:
- /beyond-the-sale-leveraging-iras-to-grow-your-business-digital-download/
- fbt-product:
- /mastering-the-1031-exchange-timelines-types-client-conversations-webinar/
- label:
- NEW
- Delivery
Beyond the Sale: Leveraging IRAs to Grow Your Real Estate Business Webinar (Digital Download)
- Author:
- IRA Resources, Inc. (IRAR)
- SKU:
- E135-229
- What self-directed IRAs are and how they work in three simple steps
- How to identify existing clients in your database who are ideal SDIRA candidates
- Ready-to-use marketing tactics including pre-written copy, social media graphics, and email templates
- How to position yourself as the go-to SDIRA-savvy agent in your market
- Strategies for generating referrals and re-engaging leads through client education
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This webinar does a great job showing REALTORS® how to think beyond the traditional real estate transaction. It explains how retirement accounts like IRAs can be used to invest in real estate and how agents can help educate their clients about those
This webinar does a great job showing REALTORS® how to think beyond the traditional real estate transaction. It explains how retirement accounts like IRAs can be used to invest in real estate and how agents can help educate their clients about those opportunities. What I liked most is that it breaks down a topic that can feel complicated into something that’s easy to understand and actually usable in our business. It also provides ideas on how to start conversations with clients who may have retirement funds that could potentially be used for real estate investments. As REALTORS®, we’re always looking for ways to provide more value to our clients, and this webinar highlights another way we can do that. It encourages agents to position themselves as trusted advisors while also creating additional opportunities to grow their business. Overall, it’s a helpful resource for agents who want to expand their knowledge and better serve clients who are interested in real estate investing.
Beyond the Sale: Leveraging IRAs to Grow Your Real Estate Business Webinar (Digital Download)
Presented by Brittany Schanck, Strategic Relationship Manager, IRAR Trust Company
In today's competitive market, staying in front of clients and differentiating your services requires more than traditional sales tactics.
This on-demand webinar — presented by IRAR Trust Company, NAR's exclusive self-directed IRA Benefits Partner — walks you through how to use the complimentary Beyond the Sale marketing guide to open new conversations, create client value, and build a referral pipeline using self-directed IRAs (SDIRAs).
Whether you're a seasoned broker or newer to the industry, this session breaks down a complex financial tool into a practical, turnkey strategy you can begin implementing immediately — without needing to become an SDIRA expert yourself.
In this webinar, you'll learn:
This approximately 25-minute webinar pairs directly with the Beyond the Sale marketing guide, available as a complimentary download in the REALTOR® Store as part of your NAR member benefit.
For informational and educational purposes only. IRAR Trust does not provide investment advice. Consult your financial, legal, and tax advisors before entering any investment.
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