Dear MoneyTrax Advisors:

Why would Don Blanton spend a day and a half at Borrow Smart University, the KendallTodd training intensive?  Don believes so strongly that the mortgage is a key to the Circle of Wealth planning approach that he rolled up his sleeves and “went back to school.” In 1.5 days he learned how this unique program called ‘Liability Management’ works to help clients find the money to meet their financial goals.  He also came away believing that the Borrow Smart Retire Rich conversation integrates perfectly with the COW approach.  That is why he invited Todd Ballenger to speak at Cow College for an unprecedented 4th year in a row and bought the Borrow Smart Retire Rich book for attendees.

Click Here to hear Don's Message

Now MoneyTrax advisors receiving this offer can attend Borrow Smart University and learn for themselves how this program will benefit current clients and generate new clients for the COW approach.  This one time opportunity will allow you to sign up for a class before the class dates are released to the financial industry. 

Click Here to download the Borrow Smart University brochure with dates, places, hour by hour class syllabus and cost.

For more information call 919.688.8222. 

Graduate Testimonials

"The BSU was a unique experience for me, as we had attendees from both sides of the balance sheet. Although the course work was intensive, there was time for each attendee to share thoughts and ideas that were working for them. We learned a lot from each other."

- Jake Jacobson, CMP, CLA

"We have been trying to communicate these ideas to our clients for years. The simple, clear process we were taught for communicating these concepts to my prospects and clients will have a significant impact on our business. I'd recommend you attend with like minded business partners."

- Trae Wieniewitz, CLU, CLA

"The training gave me a year's worth of knowledge in just two days. Their ideas and approach were so revolutionary to what I've seen already, I had a hard time staying in my seat. I just wanted to bust out the door and start using what I learned with my clients."

- Doug Dickson, CLA

"I feel the system I learned gives me a tremendous advantage in working with my clients in a way that will make a positive difference in their lives."

- Steve Ruckart, CLU, CLA

"After returning from your training I taught my first Realtor CE class and it was nothing sort of fantastic! One of the Realtors asked: 'This is life changing information. Do you know any lenders that teach this to clients when they borrow money?' I got two loans right after the class that paid for the training and my upgrade to your instructor program, and have 5 meetings scheduled with Realtors who attended the class."

- Scott Johnson, CMPS, CLA

"Your school opened a new world for me. The mortgage information was fantastic! I'm exthecited to see a program that challenges the industry to help people Borrow Smart and Retire Rich."

- Doug Franklin, CFP, CLA

"I can tell anyone seeking a higher level skill set, that this training exceeded ALL my expectations. There is no better training on the market today. I've invested 3 to 5 times the amount on other programs and gotten much less than what I walked away with after attending Borrow Smart University."

- Ron Luce, CLA

"These guys are way ahead of the marketing curve, they don't just teach you concepts and ideas, they show you how to the ideas to grow your business based on their 15 years of doing so."

- John White, CLU, CLA

"There were plenty of eye-opening thoughts and ideas communicated in the two-day BSU session. It was easily worth the price of admission."

- Michael McNamara, CLA

"Just wanted to let you konw how much I enjoyed and received from your most information workshop. I have great expectations going forward in building a powerful referral network amongst like minded professionals."

- Bob Sayman, CLA

"I've always wanted a reason to teach my six kids more about money. BSU provided me an easy way to talk with them, in addition to helping my individual clients with their liability needs. Also, I'm amazed at some of the things that I did not know. It was truly a great event."

- Dick Barr, CLA

"My business is about 60% Realtors, 40% existing client referrals. After attending BSU, I now understand how positioning myself as a Solution 4 Instructor will allow me to grow both very quickly."

- Phyllis Faulkner, CLA

"This system provided me with confidence, and a step-by-step plan toward my personal goal of $500,000 in annual income."

- Ramon Rodriguez, CLA

"I was surprised at how many new things I learned. I'll provide real value to my CPA referral sources, and I believe after attending other events this was the best training value I've experienced. Although I don't sell mortgages, its important as a financial advisor to be well educated in these areas."

- Gene Frost, CLA

"The Borrow Smart University was very empowering. Helping your clients understand the role their mortgage plays in their financial lives gives you a tremendous advantage over other advisors."

- Wes Wessel, CLA

"While I received a great deal of information at the event, I left with a clear entry point for building my business with CPAs and Financial advisors."

- Jim Enright, CLA

"This was my second time attending BSU for a refresher course and as anticipated, Todd did not disappoint. I was re-energized, re-educated, and re-focused. I continue to be convinced that Todd’s program contains the most useful knowledge, concepts, systems and practices available for equity/liability management. It is the engine of my business and vision."

- J. Scott Johnson, CLA™, RFC®, CMPS™

"Thank you for the opportunity to attend your session last week in Raleigh. I learned far more than I could have imagined and am definitely looking forward to continuing my education on "Borrowing Smart". I am re-reading the book, now with a significantly greater understanding, to ensure I reinforce all of the knowledge I gained.

As for the future, I am looking to make your programs the cornerstone for our Financial Advisor Affinity Mortgage Programs here at Chase."

- Charles Stec, JPMorgan Chase Bank

"As mortgage planning becomes mainstream, BSU is a critical learning and development program. The content is valuable to any mortgage professional interested in truly changing the lives of the clients we serve. The investment of time accelerates your learning curve tremendously in both knowledge and perhaps more importantly, the application and implementation of that knowledge."

- John Thompson

"In depth, precise and comprehensive."

- John Bell

"I thoroughly enjoyed the seminar and learned more during the two days than I thought I knew after years in the business. It was very thought provoking and extremely educational."

- Richard Trosko

"I thought the information delivered at BSU training event was given to us in a very efficient manner. Considering the amount of information I was able to grasp and retain more than I expected, thus being able to use it in a practical manner in my business everyday."

- Dave Glisczynski

"BSU is awesome! And you can quote me."

- Patrice Meze

Click Here to learn more about KendallTodd Interest Only Mortgages.

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