Articles in the Formulas and Strategies Category

An Overlooked Formula
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Posted in Formulas and Strategies, Spring 2018 on March 2018
Stats: 318 views and No Comments

An Overlooked Formula That I Call Up and Out What is the asset class that is always the largest in our Marketing Book?  Of course, we all know the answer ….land. It’s the most challenging asset class to market for a number of reasons.  The most innovative/creative formula I’ve seen is what I call the […]

Brainstorming: The Best Ideas Come Last
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Posted in Formulas and Strategies, Winter 2017 - 2018 on December 2017
Stats: 297 views and Comments Off on Brainstorming: The Best Ideas Come Last

This is true in a brainstorm and at exchange meetings or any other long drawn-out business or personal meeting. The best ideas will come after you are thought out.

The Don’t-Wanter is a Key to Many Transactions
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Posted in Fall 2017, Formulas and Strategies on September 2017
Stats: 382 views and Comments Off on The Don’t-Wanter is a Key to Many Transactions

There is a basic difference between an exchange and a sale.

What Results Are You Hoping For?
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Posted in Fall 2017, Formulas and Strategies on September 2017
Stats: 353 views and Comments Off on What Results Are You Hoping For?

When you think of something that needs to be completed, what is the first thing you think about? Do you think about the steps you will take get started, or do you think of a clear result?  My question is and always will be, how can you think about what needs to happen if you […]

Bargain Sale Technique
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Posted in Formulas and Strategies, Spring 2017 on April 2017
Stats: 522 views and Comments Off on Bargain Sale Technique

Bargain Sale Technique A Rarely Used Technique to Solve a Client Property Liquidation Issue Chase Magnuson, CFO Society of Exchange Counselors members often are retained by clients with complex ownership issues.  As problem solvers, members use many seldom-used, creative concepts to reach an acceptable resolution for their clients.  The use of charitable bargain sales arrangements […]

Information to Obtain Through Counseling
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Posted in Formulas and Strategies, Spring 2017 on April 2017
Stats: 537 views and Comments Off on Information to Obtain Through Counseling

This is a guide list. You will have to develop the specific things you need depending on the
requirements of each individual client case.

Counseling and Control
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Posted in Formulas and Strategies, Winter 2017 on February 2017
Stats: 516 views and Comments Off on Counseling and Control

Counseling leads automatically to control or disassociation with the opportunity to associate at some later date.

Being Flexible Benefits an Exchangor
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Posted in Formulas and Strategies, Winter 2017 on February 2017
Stats: 455 views and Comments Off on Being Flexible Benefits an Exchangor

Your chances for success as an exchangor increase with flexibility!

Steele Strategies
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Posted in Fall 2016, Formulas and Strategies on October 2016
Stats: 2,922 views and 1 Comment

How to Operate at an Exchange Meeting Negotiating an Exchange Offer

Borrow a Certificate of Deposit to Obtain a Loan
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Posted in Formulas and Strategies, Summer 2016 on June 2016
Stats: 821 views and Comments Off on Borrow a Certificate of Deposit to Obtain a Loan

*Excerpted from Creative Down Payments, a book by Chuck Sutherland Strategy As an incentive for a financial institution to make a loan, you can entice a third party to place compensating balances into the bank. Those compensating balances might be in the form of checking accounts, savings accounts, or Certificates of Deposit. Dick Janson, a […]