We Heard You!!!

We heard you!

We've done surveys, received your emails, had feedback on webinars - and we've listened to your comments. What you told us is that you'd like the fastest path to a deal, including speeding up the time spent waiting for our team to send our comments when you've sent in a deal to be reviewed.

Well, guess what? That's what we want, too!

We've come up with a 2-pronged solution. We can begin one leg of it now, and the second leg of it will be introduced a bit later, as it's developed.

The lag in turnaround time for deal reviews is because of the sheer volume of deals we now have being sent to us. Our team sees a lot of the same situations over and over again, and many times the deals simply aren't the type that would be of interest to Lance's buyers. We also see the same problems over and over that people have with understanding how to analyze the deals.

We'd like to jump start your path to a deal, and make YOU better deal analysts from the very start.

We're implementing the FCG Deal Review Certification. We want you to first go through the Deal Analysis Toolkit, watch the videos, check all other materials available to you on the Private wealth Academy vault, and work up some practice deal reviews.

When you think you're ready, we have the FCG Deal Review Certification quiz for you to take. It'll help ensure you're on the right track to understanding deal analysis. Once you've passed the quiz and are certified, you can begin sending in deals to be reviewed.

The quiz is open book, open notes, open vault, open internet - we want you to know and understand how to analyze a deal and figure out if it's a good one or not.

This will jump start your way to better deals by helping you be able to weed through the bad deals yourself! You won't have to waste time sending us the analysis- and waiting for an answer - on deals that are bad or only marginal, because you'll understand how to figure that out for yourself.

Want a hint of what's coming in the future? Lance is having a whole new online platform created, and the first major new feature is a deal filter. You'll be able to enter your deal online and get some immediate feedback! I know you'll be looking forward to that as much as we do! More details on this are TBA.

Please go to your Private Wealth Academy Vault and take the quiz after you've taken the training. Once you've passed the test, you're eligible to send in deal reviews. A passing grade is 75%. 

P.S. "If you're an existing client and have already been sending in deals, we still ask that you complete this quiz before sending in additional deals for review."