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Old 02-01-2010, 10:37 PM   #8 (permalink)
Merlocke
 
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Location: Canada
Thanks so much for everyone's suggestions.

I wonder if it would be possible to start a locked forum - or perhaps I'll just set up a private blog where I can teach others a few techniques to really get you ahead. It would sate my "need" to share, while creating content and receiving feedback that would really help in building the course for the next generation. I can always start with the super basics, and just move forward in advancement until people were ready to take the next step. Would that be useful to anyone here?

Just as a side note however, I do not currently hold any financial licenses - however that was done on purpose in my original planning. I have studied the courses, and can challenge the tests at any time, but hanging up my license in a shop restricts me to only selling products from that particular shop. For example - someone with their Mutual Fund License at TD Bank cannot sell you anything from say CIBC, HSBC, or Bank of America. I'd like the freedom to share with clients the BEST options without getting consistently fired from a financial institution, or put that license in jeopardy. What I have done however is set up my network in each of the major centers to give me access to the products (a licensed rep from the source helps you) and I'd earn more money selling the books/videos/whatever once they were done. Naturally, I'd donate a good chunk to charity as the teaching is really more for pleasure than anything else. (oh, that and the TFP naturally)

Another question I've got for the group: Would it be more interesting if I shared a few more advanced methods off the hop, or just stuck to the basics?
As an example of a more advanced course, I can teach a technique that turns $5000 into a cash flow of $6000-$12000 per year utilizing tax savings and a GIC style investment (I know, you're wondering how the hell a GIC can give that good of a return - well it can't - hence why I have to teach the technique).

Or on the more basic side, I just teach techniques on simple tax savings that can bring back $3000-$5000 a year (for Canadians). I'd have to run the numbers through some of my accountant contacts in the U.S. to see what the averages are there, but I'd presume that it would be fairly close as it's not a rocket science type system. In fact, most of the basic stuff is sitting right on the CRA and IRS websites in plain view in regards to what works and what doesn't work in tax savings.

Is any of this stuff valuable to anyone here? I mean, the purpose would be for me to bounce the teaching style off of you, in exchange for feedback. I don't charge a thing for the actual knowledge to anyone on the closed forum/blog - and I get a better product in the end. (naturally it'd be on trust that you don't distribute what I'd eventually sell in the future as a course).

At least with something like this, I don't have the crazy stage speaking schedule as well, so I can stay home with my kids more too. (blogs and videos can just be read and watched at your leisure). Halx? Mods? I'm not sure if this fits here or not. Otherwise, I'll go figure out wordpress and start from there. Because of the support and help from the TFP in the past, I'd always leave an open invite into the locked forum/blog for long time and contributing and donating members to the TFP until I close that down to create the final courses.
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