What's Inside
The Investment Models Test is a self-assessment built on Gary Keller's Millionaire Real Estate Investor framework. It walks you through the three core models that determine whether your investing — and your business — actually builds wealth:
Net Worth Model
Where is your investment net worth today, separate from personal assets? And is the trajectory pointing where you want it?
Cash Flow Model
How much monthly income does your business and your portfolio produce — and how much of that is dependent on you showing up to work?
Lead Generation Model
What systems do you have for finding deals and clients? Or are you relying on luck and referrals?
How to Use It
- Download the PDF (button above)
- Print it, or fill it out digitally — whatever works for you
- Work through the assessment honestly — the value of the test comes from the discomfort of an honest answer
- Bring it to a free 30-minute consult if you want help interpreting the results
Share the Test
If you want to send the test to someone else — a colleague, a coaching prospect, a team member — share this page. You can also use this QR code on flyers, business cards, social media, or in print:
Scan to open this page.
wealthbuildingbroker.com/
investmentmodel
Want a higher-resolution version of the QR for print? Drop me a note and I'll send the original file.