Confident Clients.
Smarter Moves.
Assets Intact.
Sooner or later the house comes up, and the answers get fuzzy. This cohort trains you to handle every real estate money moment with financing strategy, so the deal works and the portfolio you manage stays right where it is.
Only a lack of diligence.
When the house
comes up,
your answer is
the relationship.
The best advisors don't punt
the real estate questions.
They answer them.
Six Wednesdays. No fluff.
Everything applies to a client
you're sitting with right now.
Keep the Assets You Manage
Your client can write a winning "cash offer" without selling a single share. The portfolio stays put, the AUM stays yours, and yes, they can even change their mind after closing.
Speak Real Estate Fluently
Gifts, trusts, title, basis step-up, capital gains on the home sale. Learn the answers your clients are currently getting from their golf buddies.
Turn Assets Into Income
Your retired clients have plenty of money and "no income." Learn how lending turns what they've saved into what they qualify with.
Six weeks.
Every real estate question
your clients ask.
Live cohort sessions every Wednesday
from 12:05pm for 50 minutes.
Taught from the front lines of lending
with a couple minutes to spare
before your 1pm meeting.
First Half: Public
On YouTube, LinkedIn, even right here on our website.
Second Half: Private
For advisors who register.
Keep Your Assets, Even on a "Cash Offer"
The portfolio stays put. The offer still wins.
- How clients write a true cash offer without liquidating investments
- Why selling out of the market to buy a house is usually the expensive path
- The good news: they can change their mind after closing
- What liquidating really costs: taxes, timing, and lost growth
- The conversation that keeps your AUM in the house hunt
The Tax Man
Gifts, exclusions, and a shoebox full of receipts.
- The annual gift exclusion vs. the lifetime exemption, in plain English
- No, your client will not owe gift tax. Unless they're past $30 million. To which we say: congratulations
- Gift of equity: the smart way to do it vs. the dumb way
- Selling a primary residence and the capital gains exclusion
- Run down every receipt from the house to fit within the exclusion
Turning Assets Into Income
Plenty of money. "No income." Solved.
- IRA distributions as qualifying income, done right
- Asset depletion and asset dissipation: what they are and when to use each
- Social Security, pension, and annuity income in underwriting
- Why retired clients get told no by lenders who don't know better
- Structuring the drawdown so the loan works and the plan survives
The House in the Trust
Title, trusts, and the step-up that saves six figures.
- Putting the house in a trust: what changes and what doesn't
- Changing title without triggering problems with the lender
- Basis step-up at death: the most valuable tax break nobody plans for
- When gifting the house early is the dumb way
- Buyout agreements between siblings who inherit the family home
Life Events: Divorce, Moves & the Kids
When life changes, the house is always in the middle.
- Divorce buyouts: keeping the house without wrecking the settlement
- Buying the next house before selling the current one
- Helping adult kids buy: cosigning vs. gifting vs. co-owning
- What each path does to the parents' finances and taxes
- The moves that protect both the client and the family peace
Capstone: Situations = Solutions
Every client situation has a financing solution.
- Bring a real client scenario. We workshop it live
- Pulling the whole toolkit together: assets, income, gifts, trusts
- The referral conversation: when to bring in lending, and how
- Live stories from the preceding weeks
Rock Solid Certified AdvisorTM
Finish the cohort. Carry the badge.
- Complete all six sessions to become a Rock Solid Certified Advisor
- Answer real estate questions with lending strategy built in
- A direct line to lending answers for every client you serve
Straight talk from
the front lines of lending.
A cash offer doesn't have to mean cashing out. Your client can win the house and keep the portfolio.
Your client will not owe gift tax. Unless they're past $30 million. To which we say: congratulations.
The house is the biggest line on the balance sheet you don't manage. Be the advisor with answers for it anyway.
Proof is the best proof.
David Wickert
President and Managing Owner, Accunet Mortgage LLC
NMLS #328847
In addition to hiring and training new licensed Loan Consultants for the Accunet team, David works directly with clients and their advisors. Closed loans, happy clients, and a steady stream of referral business is evidence at a fundamental level.
Production figures reflect the last 24 months. Accunet Mortgage LLC. NMLS ID 255368. Equal Housing Lender.
The cost is 50 minutes
on a Wednesday.
Here's the philosophy I run Accunet on: I train my loan officers so well they could go do mortgage anywhere. They stay for the support, the ideas, and the entrepreneurial spirit.
Now we're bringing that to advisors. I'll train you so well you could take these plays to any lender in town. That's the bet. No tuition, no catch, no pitch at the end. Just six Wednesdays of our best thinking, and the work speaks for itself.
Six weeks each. Every Wednesday.
New cohorts through the end of 2027.
All sessions run 12:05pm CT for 50 minutes,
with a couple minutes to spare before your 1pm.
Limited to 25 advisors per cohort so every advisor gets real client-level attention.
Fair questions.
Straight answers.
What if I miss a week?
No worries. We send out a replay.
Is there CE credit?
There's no CE or CFP credit here. Great advisors just want to keep getting better. That's what this is for.
Will I get sales calls afterward?
No sales calls after. We don't chase.
What does it cost?
Nothing. No tuition, no catch, no pitch at the end. The cost is 50 minutes on a Wednesday.
What happens after I register?
We send your join link and calendar invite. One signup covers all six sessions.
Claim your spot in the next cohort.
Email us with your name and firm.
We send your join link and calendar invite.
One signup covers all six sessions.
No tuition.