Off Wall Street Assets Preview

Module 1: The Millionaire Readiness Quiz

• Read Chapter 2 of The Millionaire Maker, this will help you determine where you are financially.
• There are 7 different profiles and 7 different ways to become a Millionaire so follow your sequence.
• Your Relationship to debt is a direct reflection of your ability to be an entrepreneur
• The minimum amount for your freedom day number should be $10,000

Module 2: You’re Not Taught Money

• Don’t try to combine the wealth cycle with the lifestyle cycle
• We live in a world with two conversations, the occupational conversation vs the entrepreneurial conversation
• The fastest way to change you relationship to money is to be involved in this conversation
• The most important elements to creating wealth is having the right team around you

Module 3: The Investment Mindset

• The wealthy do not pay down debt just to get out of debt, they leverage good debt for investing
• We’re conditioned to get a job and live the lifestyle cycle
• We’re in the greatest time to be an entrepreneur
• How much more income do you want and how much money are you going to set aside to invest in new assets

Module 4: A New Year - How to Sell

• Let’s talk about goal setting. Think about how much more revenue to you want to get this year and how much you want to invest in assets.
• The first person you should hire when creating your team is a sales person.
• Creating a marketplace so that the money moves in the economy
• Pre-sales and deposits is the quickest way to launch your product or service without developing 100%.

Module 5: Your Financial Family

• Show me your friends and family and I will show you your future
• Find your financial family and friends because you need to be in the conversation with those that are in the same wealth conversation.
• You don’t know the deal if you can’t speak the deal
• What are the top two things that could crush your wealth building?

Module 6: The Wealth Building Team

• The Millionaire Matrix
• Make More Money, Keep Your Money, Invest it, Work with the right Team
• Off Wall Street Assets brings you the experts to all of the conversation you need to be in to become wealthy.
• You need to have an integrated team to help you stay up to date in the money conversation.

Module 7: Debt is Just the Cost of Money

• Your companies need money, when is the time to get it?
• Don’t live within your means, grow your means, Debt is just the cost of money.
• Why would you pay down your house at a 1-3% mortgage when you can invest that money and earn 10%
• Banks work on arbitrage

Module 8: Getting into the Bigger Game

• Using The Millionaire Maker Game to build a business and get started if you don’t have a business yet.
• Teaching your kids the value of money, never pay your kids an allowance
• Creating your cash machines with your skill sets
• Start with the entity and tax, then learn money rules and due diligence

Module 9: How do I Get Started

• Our goal is to make money, so here’s what happens at the show
• The Off Wall Street Assets Workshop
• You have to determine your first step, so say you have $500,000 dollars, we’re going to go through money rules and sequencing to determine the right investments.
• Here’s the deal on the workshop, it’s $1497 for two PLUS two teens or $750 for one and one Teen. (NOTE: Deals vary on location and community)