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In August 2014 the DOL published an RFI pertaining to Self-Directed Brokerage accounts within participant directed 401(k) plans. This session will review any DOL updates as well as review the fiduciary considerations in offering a brokerage window. What are the fiduciary roles and responsibilities of offering brokerage windows and how can plan advisors help their clients with this decision.
Mr. Lee Topley, AIFA® Managing Director of the Unified Trust, NA Retirement Plan Consulting Group will join us today to help us better understand the fiduciary requirements of offering a self-directed brokerage option. Lee will also chat with me about how an Advisor can help their Plan Sponsor Clients meet their fiduciary obligations if they are considering or already offer these options.
The information presented is the opinion of the presenter, is not intended to be legal or financial advice, and should not be relied upon for those purposes.
If you have tried to start a new real estate brokerage in the State of Arizona only find the DRE forms confusing and difficult to understand, this show is for you. Listen in as Attorney Steve, the real estate lawyer, discusses the general steps you need to take to get your DRE real estate company approved by AZRE.
Here is a basic overview of the steps that will be discussed:
1. Take 90 hours of real estate education (I like Arizona School of Real Estate & Business)
2. Get fingerprint done (so you can get a fingerprint clearance card)
3. Pass the state and federal real estate exam (signup at Pearson Vue)
4. For brokers, take and pass 9 units of the broker management clinic
5. Submit all your materials online to AZRE.gov
6. Fill out form LI-213 so you can reserve a corporate name (for example, an LLC with your real estate company name). NOTE: Do this before you file for the LLC with the Arizona Corporations Commission (A.C.C.)
7. Once the LI-213 form is approved (usually around 10 days) then file for your LLC with the A.C.C. Pay for the expedited fee so you can get that done in about a week
8. Make sure the articles get published (the A.C.C. will not do that for you) and then file your affidavit of publication with the A.C.C. within 60 days
9. Submit form LI-212 (entity/employing broker application) with the Arizona Department of Real Estate, attaching all the required documentation (LLC infromation, name of Designated broker, corporate resolution, disclosure of criminal convictions, etc.)
10. Once approved, you should be good to go assuming all other requirements are met. Time to recruit new agents and get out there and sell.
We can help with the LLC, PLLC, DBA's, independent contractor agreements, DRE setup, etc.
in Real Estate
Dan Duffy, CEO of United Country Real Estate … talks about innovation and turning the real estate industry on it's ear. United Country Real Estate is the oldest real estate company in the nation. Originally opened in 1920, started by Robert Chamberlain. His business concept was lead generation. Listen to podcast >>
The post Episode #90: Innovating the Brokerage Model, Dan Duffy of United Country RE appeared first on Agent Caffeine by Kelly Mitchell.
in Real Estate
We're joined by Eric Reid, the co-founder of the Renaissance Realty Group, a progressive brokerage in Georgia that became a local market leader during the real estate market crash by specializing in REO & short-sale properties, and once again leads the local market with a shift towards traditional & international properties. Eric joins us to discuss his success in the real estate industry, and the role that coaching & training has had in helping him stay focused, inspired, and a highly successful top-producing broker-agent!
Schedule A Free Coaching Call
Visit Tim & Julie Harris Online
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Arron The Legal Guy Wednesday 11am PT Just Talking Business with GLG & Associates
G. L. Giddings is the founder and owner of GLG and Associates LLP, a specialized benefits brokerage in the Louisville, Kentucky - Southern Indiana area. Mr. Giddings is an Air Force veteran and a graduate of the Business Institute of Pennsylvania with a degree in Specialized Business Administration with minors in Strategic Marketing and eCommerce.
He currently is the President of the Board of Directors as well as Director of Human Resources and Public Relations for Dreams Made Real Inc. (http://dmrpresents.com).
Mr. Giddings will use his years of experience and provide leadership to the members of the Board of Directors, employees, and artists around the world by building meaningful relationships through corporate and public networking interactions. He and his teams are responsible for providing effective, affordable, and efficient voluntary benefit programs for the employees and artists as well as all public relation matters and serves as goodwill ambassadors on behalf of the company. With this opportunity, I am able to continue my own pursuits of empowering others and helping them to achieve their own personal and financial goals and dreams.
In his spare time, he loves to play golf, read, cook, and wrestle with his Ratterrier Chihuahua mix, “Nappy ”.
I’ll definitely tell you this: if you want SUCCESS, DMR is the “one-stop shop” to help enhance and grow your entertainment career!” He and his beautiful wife Catrina happily make their home in New Albany, Indiana.
“Changing Lives.....One Person At A Time!”
In this episode, Ron DeLegge does a Portfolio Report Card for DC in Florida. He’s a 72 years old, married and retired. His $2 million nest egg is divided across a taxable brokerage account and a traditional IRA. DC manages the money himself and his overall asset mix is 49.68% to stocks, 31.93% to bonds, and 18.3% to cash. DC’s entire portfolio consists of 18 mutual funds, 10 individual stocks, 9 ETFs, and two closed-end funds (PTY and EXG). What kind of grade will DC's portfolio get? A, B, C, D, or F?
Get $100 if your Portfolio Report Card is an "A"
Follow us on Twitter @PTalkRadio
In this episode, Ron DeLegge does a Portfolio Report Card for GO in Swarthmore, PA. He’s a 66 years old, married and his wife is 57. His $818,000 nest egg consists of a taxable brokerage account, traditional and ROTH IRA, and a 401(k) plan. GO manages the money himself and he owns 9 ETFs, 8 mutual funds, and 2 individual stocks. What kind of grade will GO's portfolio get? A, B, C, D, or F? Get $100 if your Portfolio Report Card is an "A" Follow us on Twitter @PTalkRadio
Recognized worldwide as the Queen of Retail, Faith Hope Consolo is renowned for her expertise as the consultant and retail broker who has been instrumental in revitalizing and sculpting retail corridors across the nation -- and beyond. The sheer volume, size and distinction of her transactions, combined with her expertise in a global array of retail markets, have set the highest standards among real estate specialists. As Chairman of Douglas Elliman’s Retail Leasing and Sales Division, a/k/a The Retail Group, Ms. Consolo is responsible for the most successful commercial division of New York City’s largest residential real estate brokerage firm.
Her understanding of the industry and expertise of the retail landscape enable her to strategize with retailers throughout the country. extensive client base that includes such top-tier fashion names as Alexis Bittar, Alice + Olivia By Stacey Bendet, Bond No. 9, Buccellati, Cartier, Caruso, Bruno Magli, Christian Louboutin, Fendi, Ferragamo Fogal, Giorgio Armani, Ivanka Trump Jimmy Choo, Manolo Blahnik, Oro Gold, Paul Morelli, Peter Millar/Richemont Group, Versace and Yves Saint Laurent, as well as globally-based mass merchandisers.
Her message of inspiration is priceless!
Our Interview is with Matthew Wroda & we would like to begin with a quote from Matthew that we felt is very approopriate for his Interview on MindYourBodyandSpirit radio show & the fact that Howard Hanna Holt is having a presence in our up-coming summer issue of the Heatlhy Referral Newspaper that includes distribution at the Chautauqua Institute in Chautauqua, N.Y. To see past issues you are welcome to go to www.scribd.com/HealthyReferral .
As Matthew was accepting his position with Howard Hanna he stated> “I have been able to experience all facets of the advertising world and how to bring ideas to the table along with dealing with the press.I plan to bring new media to the forefront and apply it to the real estate industry in innovative and user-friendly ways.
"Let me show you the front door to your future." "After following my passion into the Real Estate industry I am ready to start turning dreams into reality. I am open minded & ever evolving with marketing trends and most importantly the fast pace Real Estate business." To read more go to www.HowardHannaHolt.com ph 716-753-7880
Matthew can be emailed at matthewwroda@HowardHanna.com
And as Always ~ THANK YOU from all of us at MindYourBodyandSpirit & the Healthy Referral Newspaper for listening! Contact us at 216-533-2273 www.HealthyReferral.com
Kwame Som-Pimpong is the co-founder and research analyst at Afara Global, a boutique consultancy that supports US companies with business interests in African markets. Kwame's background spans government relations, performance auditing, budget analysis, economic development, project management, and relationship management for local governments, the State of Georgia, and the US Government. Kwame has represented Afara Global in numerous African countries including Uganda, Kenya, South Africa, Senegal, and Equatorial Guinea. He is also a contributor for Tekedia and Global Atlanta. Kwame earned a Bachelor of Arts in Political Science from Davidson College. Kwame also holds a Master of Public Administration from the University of Georgia.
Luke Chernosky is the founder of Chernosky Capital LLC. Chernosky Capital LLC is a capital advisory and early stage investment brokerage firm focused on companies in AfricaPrior to founding Chernosky Capital, Luke worked in Lagos as an Associate at Adlevo Capital, the first Nigeria-based venture capital firm. From 2010 to 2012, Luke worked alongside the founding partners to close the first 3 deals of Adlevo’s maiden fund, in West Africa's technology infrastructure sector. In 2013, he worked at Dreamspaces Development, a luxury real estate developer in Lagos, Nigeria. Here, he was brought on as an interim Vice President and served as the “right-hand” of the founder and CEO. Luke is currently the Editor-in-Chief ofTechChern and sits on the International Committee of the DC Chamber of Commerce.
I have returning guest to my show, Chris Albin, who while a high school teacher, built up over 300 rental properties. UNBELIEVABLE!! He will be coming on the show to share creative strategies on how to purchase property with No Money Down and No Credit. He is Amazing!! What I love about Chris is that he DID IT and LIVED IT. He is the Owner/Broker of the Danville, IL area’s only Flat-Fee Exclusive Buyer’s Brokerage, where he’s worked with area investors analyzing and purchasing real estate investments and area buyers in purchasing a home (usually first-time home buyers). Don't miss this episode of the Mark Kohler Show!! Tuesday, January 26th, at 11am PST / 2 EST. You can call in and listen LIVE on the road at 646-200-4285, or listen in here from your computer.
in Real Estate
Jim has over 35 years experience in commercial real estate. He's been a successful agent,
manager, and has been President of three different commercial real estate companies including
the A.I.R. Commercial Real Estate Association, the predominant association for commercial
real estate brokers in Southern California. Since 1998 Jim has focused full-time on coaching
and training commercial real estate agents, and the more than 400 articles he's written
within our industry have been read by tens of thousands of commercial brokers.
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