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Note Business Marketing Assessment Program

A Complete Review, Analysis and Assistance

with your Note Business Marketing


Would you like to know if your current marketing is up to par?  You will receive a complete analysis of everything you are currently doing.  You will confidentially submit to us all of your ideas and current marketing materials (i.e. letterhead, envelopes, postcards, form letters, brochures, advertisements, website address, handbooks, leaflets, etc.) and we will review it all and make suggestions if necessary for you to improve your marketing efficiency.  It will then be up to you to put it into action or use the advisors to assist you with implementation and follow through. If you are a seasoned veteran or new to the business, everyone can use this service.  We will review and analyze your current marketing efforts for maximum efficiency with our Marketing Assessment Program.

Being in the Cash Flow business since 1991 as a Note Broker, Note Buyer, Master Buyer, author, teacher, speaker, coach and mentor I have heard it all.  I have heard all of the excuses and reasons that individuals give of why they do not succeed in this business.  Things like:

  • I tried the business and it doesn’t work
  • I sent out 100 letters and got no responses, it doesn’t work
  • I put an ad in the newspaper one weekend and no one called, it doesn’t work
  • I got 3 calls and no one wanted to sell their note, it doesn’t work.
  • I tried talking to realtors and they didn’t have any notes, it doesn’t work.
  • I sent a letter to some referral sources and they didn’t refer anything to me, it doesn’t work
  • I talked to a person with an ad in the paper and he didn’t want to do it, it doesn’t work.
  • It’s too expensive to do marketing.
  • It takes too much time to do marketing.
  • Marketing is hard, I can’t make a good letter, I don’t know what a good ad would be, I can’t create a good website and I don’t know if it will get me any responses.
  • I have a website but I don’t get any deals from it, it doesn’t work.

I have come to the conclusion that the number one reason people do not succeed in this business is that they do not do the right kind of marketing (or enough of it) to get results.

The most common question that I get every week from new people in the business is, “What is the best way to market?” My standard answer is that there is no one best way to market.  The best way to market is to have a marketing plan with 3-5 marketing methods working for you at any one time. Over the years I have tested and retested many, many ways to market for the cash flow business.  In short, a marketing plan might consist of a core of five different marketing methods.  They might include: Direct Mail, Referral Network, Classified Ads, Networking and a Website.

Your marketing must include both online and offline methods.  Some people may think that you can just put up a website and you are marketing online.  Others may think that you can send out 100 letters to note holders and that is enough.  Still others may believe they can put an advertisement in a paper and that will bring them dozens of leads.  They would all be incorrect.

Being in the Note Business since 1991 I have done just about everything you can think of and more when it comes to marketing the note business and have become a seasoned note marketing professional.  I have helped countless brokers and consultants fine tune their existing marketing plans as well as help them get started.  I have seen first hand the true success rate of people in the cash flow industry.  I believe the number one reason people do not succeed in this business is that they do not do enough of the right kind of marketing (and enough of it) to get results. I thought about how I might continue to help brokers and consultants get better results from their marketing efforts.

So I designed a program for both new and seasoned people in the business to get assistance with whatever kinds of marketing they wanted to do.  In essence taking what I have done for years, what I currently do and what I have seen other people have success with and paring it down to give us the same good marketing results but on a smaller scale that is both more affordable and efficient for the typical note broker.  We are ready, willing and able to assist you.