FREE REALTOR WEBINAR 

Identifying the problem for the realtor and the client: 

Problem 

• invisible surplus
• lack of team coordination 
• teams for selling not client legacy success
• clients believing that real estate is a real estate decision 
• clients on step 8 before step 1 and step 1 isn't getter pre qualified for a mortgage
• transactional sales
• showing clients homes before they have gone through any type of pre approval process 
• value after sale - drip campaigns, calendars, etc
• high cost marketing - cold advertising 
• no true quarterback on a client team - realtors and mortgage brokers are not holistic planners 
• nurturing clients means setting them up on the type of home they want to buy and sending them 
• buying a home is very emotional for clients 
• clients view their own home as an investment, where it is an asset
• the realtors client also has other professionals they call their client and not on the same team is an issue
• transactional selling leads to lost wealth for clients over their lifetime - realtors, mortgage, banks, investment/insurance 
• who is guiding your clients on the day to day transactions that have the biggest impact on their success - they make most financial decisions on their own
• who remains the quarterback well before or after the house sale for your client?
• Support strategies for realtors own business such as paying taxes with Chexy 
• Solution 
•  Instantly turn your business from transactional to holistic
• become your marketing partner 
• referral multiplier effect 
• nurture relationships well before and after the sale
• create pipelines 
• become part of your client's lives year round 
• part of a client life strategy team not a product selling team 
• instead general drip campaigns have client meetings around house improvement or other decisions 
• building fences around your client 
• we can help build a fully functioning holistic AI homebuying process for the client through our platform 

What does the membership include for the realtor and client.  Realtor partner is free and client is $19.99 mth 

• join our private community channel for realtors 
• access to set up your own affiliate platform
• access to our realtor resource page. this gives you a a playbook on all the products we have to offer and how to access and utilize them and this will grow over time 
• Daily community meet ups for strategy discussion, advice, ideas around improvements 
• mobile app access all your products and your private communities for collaboration with other realtors, clients, and professionals 
• mobile and online access to direct message clients or other team members
• ai through henri and build in realtor experience so that house type and items can be added for additional value added advice 
• the realtor membership is completely separate from the client membership to start but has the option to be added the the client community and create their own channel for clients when they sign up automatically get added to your channel 

Client 

• have access to many of the same type of products and tools 
• full access to henri ai 
• show full list of what the get from the 
• who else is offering you this today? Give us a test drive this is a no risk option for realtors to grow their business.  
• Currently we offer to any realtor that sees the value and we are set to scale to a certain limit 

Our model is built around supporting the individual family and independent professionals with ongoing support and guidance through our strategic partnerships 

Our platform is designed to help work with your pain points that could be how to separate your business from every other realtor also promising great service or all those clients and prospects that slip away to the competition for any number of different reasons.  

How often are your clients refinancing a home even just a few years after a purchase because they have made bad money decisions along the way.  Often it isn't one big decision but many micro decisions that add up over time.  

Clients buy a home from a realtor, get a mortgage from a broker, buy life insurance and investments, have bank accounts yet they make the vast majority of money decisions on their own over their lifetime without professional support. 

If you want to be more than a transactional sales person for your clients, you are in the right place.  We can help turn your business into a holistic practice overnight.  

We are partnering up with realtors, mortgage lenders, and financial advisors to provide the money coaching advice and support most families require.  

The best news is that you don't have to take courses or spend thousands of marketing dollars to do this.  

Synergy Money Coach is sm