Professional Memberships

The Real Estate Financial Planner™ software is designed to model real estate investing strategies primarily for the real estate investors buying, selling and investing in properties.

Professional-Grade Real Estate Financial Planner™ Accounts

However, the Real Estate Financial Planner™ software provides professional-grade membership plans for professionals that serve real estate investors. These professional memberships include professional Real Estate Financial Planner™ accounts with a larger number of Scenarios, Accounts, Properties, Rules and Goals.

The professional membership plans also include special tools that make running real estate financial plans for clients more powerful and easier. For example, professional Real Estate Financial Planner™ accounts include Folders for organizing Scenarios and related assets for a specific client.

Professional memberships plans also include the ability to run the all-important Monte Carlo simulations. And, with the ability to run Monte Carlo simulations for real estate investments comes the ability to compare the Expected Value of two different Monte Carlo runs to easily compare them.

Marketing Tools to Attract Clients

Plus, the Real Estate Financial Planner™ professional membership plans include special tools to attract clients using a variety of outputs of the Real Estate Financial Planner™ software.

For example, we provide our professional members special Funnels that allow them to either sell or give away:

  • Spreadsheets
  • Books
  • Real estate investing class recordings
  • PDF downloads
  • Free Premium Real Estate Financial Planner™ software accounts for their clients
  • And much more to attract clients for their own professional practices

In most cases, as part of their paid-membership dues, the Real Estate Financial Planner™ professional gets to choose whether to give away the resources for free or use the paid funnel and keep 95% of the proceeds of any sales. This allows the professional to use paid marketing and recoup some or all of their lead-generation marketing costs.

Funnels

The Real Estate Financial Planner™ software provides funnels to attract:

An accountant might use a funnel that provides a free real estate deal analysis spreadsheet to real estate investors to start a relationship with the real estate investor with the intention of ultimately helping them with their tax returns for their real estate investments. The accountant might also use a different funnel that attracts real estate agents&mdashagain using the same free real estate deal analysis spreadsheet but this time for the real estate agent to give away to their real estate investor clients—to begin a relationship with the real estate agent. Ultimately, the accountant might want to provide tax services to the real estate agent and become a referral partner to the real estate agent.

Professional Membership Plans

If you are a professional in the real estate investor niche and want to work with others in the niche in your professional practice, join the membership plan for your industry using the links below:

Real Estate Agents Mortgage Brokers Accountants Financial Planners Real Estate Investors

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