Business
Ethan Beute, Follow Up Boss
Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.
Total 85 episodes
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03/12/2024

[Inside Whissel Realty] Finding The Right Team with Karlee VanDyke

[Episode 8 of the Inside Whissel Realty series on Real Estate Team OS]In her move into real estate, Karlee VanDyke spent six months interviewing nearly every team and brokerage in her market.Now you can learn from that process - how to know what you’re looking for, red flags to watch out for, and one question that tells you how strong the organization is.Today, Karlee’s a top agent with Whissel Realty Group brokered by eXp Realty in San Diego. Learn about her accelerated path from Bronze to Platinum and what that brought her. Get unique and specific benefits from being on a great team (like “pond days” and agent relationships).Whether you’re a team leader or an agent, you’ll get helpful ideas in this conversation about how teams can best support and serve agents.Listen to this Inside Whissel Realty episode with Karlee for insights into:- Time-blocking to protect money-producing activities- What she learned interviewing teams and brokerages and how you know you found the right one- How the team supports her sales production- The path to Platinum from Bronze and the benefits of putting in that work- How she plugged into the system and started generating her own opportunities- A simple fact for an agent concerned about team splits- How she handles forms, conversations, and presentations after the NAR settlement- Specific red flags as agents try to find the right team or brokerage (like shielding your top agents)- How the “pond day” in Follow Up Boss benefitted her business (and how she made calls to those potential clients)- The most valuable aspect of being on the team at this stage of her career: leveraging agent relationships- Why she’s not leaving Whissel Realty Group and one question that lets you know how good any team is- The primary sign that a team is a good one: top agent tenureAt the end, learn of a love of Padres, Chargers, and VanDykes!Karlee VanDyke:- https://www.instagram.com/karleevandyke.realestate/- https://www.facebook.com/karlee.vandykeWhissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
35m
26/11/2024

[Inside Whissel Realty] The Agent Concierge Experience

[A bonus episode in the Inside Whissel Realty series on Real Estate Team OS]Before we bring you two of Whissel Realty Group’s top-performing agents to close the series, we’re highlighting one of the most important themes you’ve heard from the team.  A key lesson in the series: providing agent leverage profitably.  A unique way they bring it to life: the ACE Team (Agent Concierge Experience).  In this short, jam-packed episode, get the philosophy, strategy, and tactics behind the ACE Team, including specific tips for working more effectively with virtual assistants.  CEO Kyle Whissel - The three things they want agents doing most often - The leverage they provide to make that happen - The way they do it profitably and equitablyCOO Chris VanderValk - The macro trend that requires a team to provide agent leverage- The specific value the ACE Team adds to the sales funnel- The importance of the team providing this leverage, rather than agents providing it themselvesDirector of Operations Shannon Youssefi- The core services provided by the ACE Team- The lessons she learned hiring the initial VA to building a 25-member international teamAt the end, hear from our two final guests in the Inside Whissel Realty series - Adrian Quijano (who’s tripled unit sales for three years straight and is pacing to do it again this year) and Karlee VanDyke (who’s closed $45M in volume in her first two years with the team).
20m
22/11/2024

[Inside Whissel Realty] Omnichannel Marketing with Max Bolanos

[Episode 7 of the Inside Whissel Realty series on Real Estate Team OS]New to Whissel Realty Group and new to the real estate industry, Max Bolanos is drinking from a fire hose. And he was kind enough to join us in this series just 90 days into that journey as the team’s new Director of Marketing.Learn how Max developed a strategic, structured approach to omnichannel marketing and how the #1 team in San Deigo and a top team in the US and in eXp Realty globally will benefit from this experience.Listen to this Inside Whissel Realty episode with Max for insights into:- The benefits of pressure and intensity- How a memorable ad campaign (and a less-than-desirable letter grade) launched his marketing career- A definition and example of an omnichannel marketing campaign- The challenges of marketing attribution, especially in real estate- How he joined Whissel Realty Group and what the plan was for his first 30, 60, and 90 days- The power of a creative brief and intake form for new listings- A valuable change to your project management process- Honoring different creative visions- Balancing marketing and branding- Getting more out of in-person events- Leveraging the ACE team (Agent Concierge Experience)At the end, learn about a diverse, healthy, structured, and aligned team.Max Bolanos:- https://www.linkedin.com/in/maxbolanos/- https://www.instagram.com/thewhisselway- https://thewhisselway.comReal Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
33m
19/11/2024

[Inside Whissel Realty] Three Pillars of Content Strategy with Bryan Koci

[Episode 6 in our Inside Whissel Realty Series on Real Estate Team OS]Besides Kyle Whissel, CEO and Team Leader of Whissel Realty Group brokered by eXp Realty in San Diego, very few people have been on this team’s journey longer than Media Manager Bryan Koci. How long? Nearly a decade!  In this conversation, Bryan brings you the strategies and tactics behind their agent-facing content like the Media Mayor Mastermind and The Whissel Way podcast, as well as their consumer-facing content for the top, middle, and bottom of the sales funnel.You’ll also learn how the media team serves agents, how and why to balance “low production” (iPhone) with “high production” (studio), why they have multiple YouTube channels, Instagram handles, and Facebook pages and groups (and why you might, too), and how all of this evolved over the past decade.Listen to this Inside Whissel Realty episode with Bryan Koci for insights into:- The modular studio he built that we recorded the series in- How the structure provided by EOS took the team “to the next level”- How the evolution of the company and the media team introduced him to the challenges and questions that every team leader faces- The importance of balancing “high production” and “low production” of your video content - and the role of each in helping your business- The three pillars of their content strategy - agent-facing, mid- to bottom-of-funnel consumer-facing, and top-of-funnel consumer-facing- Specific distribution tips for Facebook and YouTube all under the theme of “separate channels for separate audiences”- How and why to bring Collaborators into your Instagram content- Doing things because it’s right or good, not just because of the ROIAt the end, learn about camera gear that never gets used, shared Netflix logins, and boxes of cords and cables.Bryan Koci:- https://instagram.com/bryankoci- https://thewhisselway.com/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
41m
15/11/2024

[Inside Whissel Realty] Getting Right-Fit Agents Into Production with Katy Carlson

[Episode 5 in the Inside Whissel Realty series on Real Estate Team OS]After managing a yoga studio for a decade, Katy Carlson joined Whissel Realty Group brokered by eXp Realty in San Diego as a real estate agent. In her first 18 months, she became a mentor and helped mature the mentorship program. She then shifted to the admin side as Head of Agent Development. Today Katy serves as Agent Success Manager.Learn what her role entails and how she helps get right-fit agents into active production quickly. Get details on their full-time, two-week training program, their mentorship program, the three main tools agents have to learn, the balance of different types of training methods, and more!Watch or listen to this Inside Whissel Realty episode with Katy Carlson for insights into:- Everyone following the same sequence and heading in the same direction despite different skill levels and paces- The scope and mission of the Agent Success Manager role- How she chose Whissel Realty Group as an agent after interviewing four other companies- Training energy regulation, sales skills, and mindset- The design of the first three months of agent onboarding, including the full-time, two-week training program, the mentorship program, and the green-lit/on-probation/cut-from-the-team outcomes for agents- The three main tools agents use (and get trained on)- The limited changes to buyer agent training- The types of training - role-play, refresh, required, optional, virtual, in-person, etc- The three things she’s focused on for 2025At the end, learn about one-way tickets, new people, and beautiful experiences.Whissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/- https://whisselrealty.com/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
37m
12/11/2024

[Inside Whissel Realty] Lead Sources and Lead Flow with Rachel Choo

[Episode 4 in the Inside Whissel Realty series on Real Estate Team OS]Learn from school-teacher-turned-ISA-turned-sales-leader Rachel Choo how the skill of regulating emotions improves sales as we dive into the agent training, mentorship, and role-play behind the #1 team in San Diego, a top team in the nation, and a top team in eXp Realty globally.Rachel also shares insights into their top lead sources, lead distribution process, and lead team policy, as well as the way agents move through four tiers or quartiles based on their production levels.Watch or listen to this Inside Whissel Realty episode with Rachel Choo for insights into- The critical balance of clear expectations and values alignment- The scope and mission of the Director of Sales role, including key leadership roles within sales management- The path from school teacher to ISA to Director of Sales, including the commonality between working with agents and working with parents and children- Why agents need to build the skill of emotional regulation and ways to do so- The three main topic buckets of agent training - and their connection to the mentorship program- The financial and non-financial reasons mentors participate in the mentorship program- Why they held off on training around the NAR settlement and changes to buyer agency- Specific value propositions buyers agents have on the team - including the VIP Buyer Program and the Love It or Leave It Guarantee- Top lead sources and how agents get access to those sources- How they set sales goals, track pipeline, and adjust training- How agents land in the Bronze, Silver, Gold, or Platinum quartiles and what they mean- How niching down will help them level up in the year aheadAt the end, learn how book selection supports resting, relaxing, and recharging, as well as learning, growing, and developing - and the preferred location for both.Whissel Realty Group:- https://www.instagram.com/rachooqua/- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/- https://whisselrealty.com/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
40m
05/11/2024

[Inside Whissel Realty] “The Backbone of the Sales Funnel” with Shannon Youssefi

[Episode 3 in the Inside Whissel Realty series on Real Estate Team OS]From third-generation real estate agent to team operations leader, Shannon Youssefi has unique experience and skillsets. Even within Whissel Realty Group, brokered by eXp Realty in San Diego, she’s been in multiple seats from listing management to transaction coordination to (now) Director of Operations.  Shannon shares lessons learned while unifying systems and technologies across the company. This never-ending process seeks to provide more leverage to agents, more clarity and efficiency for staff, and a better experience for clients.Pay special attention to tips on storytelling with data to improve sales and working successfully with international VAs.Watch or listen to this Inside Whissel Realty episode with Shannon Youssefi for insights into:- How issues take care of itself when you have the right people in the right seats- The unique experience and skillsets of a salesperson turned ops leader- The evolution and scope of the Director of Operations role, including the people and teams she oversees and the people she connects with daily, weekly, and monthly- Building the “backbone of the whole sales funnel” - the process and the benefits- Storytelling with data for better training and results- The never-ending process of improving listing management and transaction coordination, including roles, rules, and exceptions- The core tech powering operations - and the role of the data scientist- Lessons learned from building the international team of VAs from one to 25 members- Why problems and mistakes are often a “me” problem, not a “them” problemAt the end, learn how a stockpile of phone cases is more attractive than selfie mode.Whissel Realty Group:- https://thewhisselway.com/- https://www.instagram.com/thewhisselway/- https://whisselrealty.com/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
46m
29/10/2024

[Inside Whissel Realty] Providing Agent Leverage Profitably with COO Chris VanderValk

[Episode 2 in the Inside Whissel Realty series on Real Estate Team OS]From head of acquisition for an eliminated partnership program to ISA team builder to EOS integrator and hands-on COO to eyes-on/hands-off COO, Chris VanderValk has seen and contributed a lot to Whissel Realty Group brokered by eXp Realty in San Diego.In this conversation, he walks the line between criticism and positivity, explains how the Agent Concierge Experience team and new Agent Advisory Board help agents, talks through lead sources, and describes how and why they left the cap model and allowed agents to claw back splits through GCI. A top theme: creating more leverage for agents.A primary lens: “We have to make this so valuable people can’t leave - period.”A result: the #1 real estate team in San Diego and consistently a top team in the nation and in eXp Realty globally.Watch or listen to this Inside Whissel Realty episode with Chris for insights into:- Improving processes and results through a culture of “hyper criticism with positivity”- The arrival into and evolution of the COO role and the EOS process (including a layoff, a resignation letter, and a democratic process)- How and why they’re launching an Agent Advisory Board (including interviewing, selecting, tasking, and rewarding the agents)- Ways to enhance agent productivity in a profitable way (including their ACE or Agent Concierge Experience team)- How and why they successfully transitioned from a cap model to a no cap model and uniquely allow agents to claw back splits through GCI tiers- A rundown of top lead sources from open houses to the “belle of the ball” (Zillow Flex)- Enhancing agent leverage in 2025 through changes to the ACE and ISA teams- Why the traditional job of a real estate agent is “illogical”At the end, the fun and relaxing nature of catching, cleaning, cooking, and eating halibut and corvina.Chris VanderValk:- https://www.instagram.com/chris_vandervalk/- https://whisselrealty.com/- https://thewhisselway.com/thewhisselwayReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
44m
22/10/2024

[Inside Whissel Realty] Letting Your Systems Run Your Company with CEO Kyle Whissel

Within a couple of days of recording this conversation, Whissel Realty Group brokered by eXp Realty in San Diego, had 42 transactions scheduled to close. On one day! This type of performance isn’t possible without mature and optimized systems.Kyle Whissel welcomed us into his recording studio and his real estate team to help us kick off this 9-episode series taking you Inside Whissel Realty, who consistently perform as the #1 team in San Diego and a top team in the nation and across eXp Realty globally.How to get past vanity metrics and how to know who knows their numbers.Seven key inflection points on the team-building journey.How they know which agents to bring on and which to cut.The elusive power of brand building.How they’re keeping agents in the three most dollar-productive activities.Kyle shares all this and much more right here in this conversation!Watch or listen to the first episode Inside Whissel Realty for insights into:- Two benefits of running the team on a system (specifically: what life was like before and after they implemented EOS)- Why the systems run the company and the people run the systems - and where that leaves the leader- Two things you can expect to hear more about in this 9-episode series- How and why he shifted out of commercial real estate into residential- The piece of direct mail he can still see in his mind that sent him down the team path - and two big mistakes he made in the process- How you’ll know if you’re the right person to build and lead a team and what type of agents you should design for- The financial and cultural upsides of “running the play that’s called”- How they’ve built a company that keeps agents doing the three things that make money (going on appointments, prospecting, and negotiating contracts)- How to know who knows their numbers - and who doesn’t- Where he turns for credible, valuable insights to help him learn and grow as a person and as a business- The power of brand, the value of video, and the challenge of marketing attribution- Key points of inflection on his team-building journey- Why top agents love seeing low performers get cut - and what minimum standards must be met to stay on the teamAt the end, learn about a Buffalo pilgrimage, a serious student, and late-game legs.Kyle Whissel:- https://www.instagram.com/kylewhissel/- https://whisselrealty.com/- https://thewhisselway.com/thewhisselwayReal Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
59m
15/10/2024

047 12X Agent Count in 8 Months with Shawn Getty

Shawn Getty sold 186 homes in the first half of his third year in real estate, including a stretch of 60 homes in 60 days. And he did it all with $0 in ad spend.Shawn started the team-building process 6 or 7 times before getting the traction he has today (including losing 27 agents all at once). But Getty Group, brokered by eXp Realty in Calgary, has grown from 4 to 48 agents in an 8-month window this year.Learn his tactics for agent attraction, the structure of his recruiting conversation, and many hard-learned lessons from the fits and starts of building his real estate team.Listen to this Real Estate Team OS episode with Shawn Getty for insights into:- Two basic truisms of team success- Multiple false starts on the team-building journey- Building an education-based and skills-based team of people who hunt together, rather than alone- Growing agent count by 12x (from 4 to 48) in under 8 months- How to attract agents using Instagram- The specific conversation structure to bring agents onto your team- A free social media tactic drives 30-40% of their business (and that other agents make fun of)- A free social media tactic to become top of preference, not just top of mind (with a specific example)- The two ways he’s working on the main bottleneck in his business today- Why teams will be bigger, more prominent, more impactful, and more needed in the futureAt the end, learn about “the uniform of the wealthy,” “the champion sweater that can’t be beat,” and the balance in being all on or all off.Shawn Getty:- https://www.instagram.com/shawngetty- https://www.gettygroup.ca/Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
52m
08/10/2024

046 Paths and Playbooks to 40+ Agents with Kyle Draper

Four and a half years ago, Kyle Draper started Serene Team (brokered by eXp Realty in Los Angeles) with two agents he’d mentored earlier in his career and an admin.Today, the team is more than 40 agents strong - and growing. As you’d expect, the path was filled with hard-learned lessons and supported by the guidance of mentors. Those initial team members? They’re all still contributing. Learn about the challenges in the 7- to 12-agent range, the nuances of a transaction management system they put into place, and which tools and tech have been vital to turning online leads, past clients, and sphere opportunities into closed transactions - including video.Watch or listen to Ep 046 with Kyle Draper for insights into:- Setting and managing expectations- Three hurdles for new agents to clear in the first 21 days before earning a spot and a mentor on the team- What he had to put down before fully committing to real estate and starting a team (at the onset of COVID)- Which staff positions he’s hired locally and which he’s hired internationally- Finding your right team size and the specific challenges in the 7- to 12-agent range- Why and how he stepped back into sales production- Inside the transaction model he’s running, including its nuances, benefits, and challenges- Balancing investment of time, energy, and focus on online leads, past clients, and sphere - especially when the latter two drive most of your business- How the FUB-Ylopo pairing helps the team create and close more opportunities- When, why, and how his team uses video email, video messages, and screen recordings - including very specific stories, use cases, and wins- Two reasons teams will get bigger in the futureAt the end, learn about two competitors receiving flowers, cutting a car payment nearly in half, and the two sides of a wonderful weekend.Kyle Draper:- https://www.instagram.com/thekyledraper/- https://www.zillow.com/profile/Kyle%20DraperReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
55m
30/09/2024

[Techtember] 045 Marketing and Your Tech Stack with Chase Whitney

Chase Whitney is doing geographic farming activities today that he was doing as a pre-teen to support his parents' real estate business. After more than a dozen years as an agent himself, Chase still does many hands-on, in-person, face-to-face, and human-to-human activities that can’t be scaled or leveraged. But he’s also passionate about tech and improving The Whitney Team’s marketing and finances through that passion.Learn how they expanded from a father-mother-son trio to an 8-person team, the 5 pillars of their tech stack (and his preferred vendors for each), what he learned using 7 different CRMs in 7 years, how he overcame shiny object syndrome, and much more!Watch or listen to this Techtember episode with Chase Whitney to learn: - The when-you-know-you-know aspect of team culture- Moving from a father-mother-son real estate business to the fits and starts of building out their real estate team- Why old-school, manual, hands-on, and human-to-human marketing is so valuable in a tech-enabled age- Overcoming the challenge of being drawn toward shiny objects- The five core pillars of your real estate tech stack and the two rules that support them all- What he learned by migrating their database through seven CRMs in a seven-year period- Tips for improving your retargeting ads and alleviating ad fatigue in your target audiences- How their direct mail strategy is targeted and tracked with tech- Why front-facing IDX is irrelevant and what to look for in a real estate website solution- Ways to leverage your best asset - property! - to create more valuable conversations- The two main problems or questions that agents and team leaders reach out to him withAt the end, learn about bleeding red and gold, hours of research to save $2, and the problems with audiobooks.Connect with Chase Whitney:- https://consultwithchase.com/- https://4realestatehelp.com- https://www.instagram.com/chasewhitney_re/Check out the book we talked about but couldn’t remember the title of:- https://www.amazon.com/Oversubscribed-How-People-Lining-Business/dp/0857086197Check out Real Estate Team OS episodes with people Chase mentioned:- Ep Elena Kee https://www.realestateteamos.com/episode/real-estate-crm-elena-kee-technology- Ep 043 Chelly Herren https://www.realestateteamos.com/episode/techtember-operations-real-estate-tech-stack-chelly-herren- Ep 028 Jeffery McGonigle https://www.realestateteamos.com/episode/real-estate-agent-proficiency-jose-samano-jeffery-mcgonigle- Ep 041 Justin Benson https://www.realestateteamos.com/episode/techtember-shaping-tech-to-your-way-of-doing-business-with-justin-bensonConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
52m
24/09/2024

[Techtember] 044 Transaction Coordination and Your Tech Stack with Lisa Vo

Deep experience with transaction coordination and operations.Roles on mega teams and small teams alike.A passion for and understanding of technology.Lisa Vo brings more than a dozen years of industry experience and specific strengths and insights to this Techtember conversation.Watch or listen to this Techtember episode of Real Estate Team OS to learn:- The need to challenge flexibility with standardization- A 13-year journey into real estate through multiple roles and teams, including four of the main roles she takes on now- The key questions she asks to diagnose a team’s tech stack and CRM- How to know if you’re using too little tech or too much tech in your business - and advice for both types of people- How to untangle a Franken-stack of too much real estate tech- Specific tools you can use for efficiency and convenience … even if you don’t know how to write code- Benefits of joining a real estate team, including a done-for-you tech stack- Keys to a great TC function- Distinct stages of tech implementation for transaction coordination - and which tools you need as you progress- Trends toward real estate teams and teamerages- Advice for someone who fears or hates tech in general and AI in particular- Why she’s most excited about industry-specific solutions when it comes to AIAt the end, get fun stories about YouTube, a MacBook Pro, and Astros.Follow Up Boss Success Community:- https://www.facebook.com/groups/followupbosscommunityLisa Vo:- https://lisalovesfub.com- https://simplyclosed.house- https://huzi.aiReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
54m
17/09/2024

[Techtember] 043 Operations and Your Tech Stack with Chelly Herren

From studying supply chain management to running operations for a team from 0 to 100 agents to becoming COO of a real estate team committed to per-agent productivity, Chelly Herren’s seen, tried, learned, and achieved a lot - especially in the zones of real estate tech and real estate ops.And she’s here to share it with you.- How to simplify your tech stack for more efficiency and less redundancy. - A disciplined approach to evaluating the true cost and true benefits of new technology.- Specific tactics to increase agent understanding, buy-in, and adoption. It’s all here in one helpful and engaging conversation!Listen to this Techtember episode with Chelly Herren to learn:- 3 reasons people join team leaders (not just join teams)- Her path to COO of The Hyland Group, including helping build a team from 0 to 100 agents in a couple of years and a couple of markets- The profile and structure of a highly productive team, including a leader closing 100+ transactions per year- Her two-step process for evaluating the tech the team had in place and redesigning it to reduce redundancy and increase per-agent productivity- Transparency and efficiency gains from managing transactions inside Follow Up Boss- The most common tech theme, question, or problem she encounters (consolidation / simplification)- The 3 main questions she asks when evaluating whether, when, and how to add new tech to their operation- A caution and question to help you consider the full cost of new tech and weighing it against the benefits- Specific tactics for better agent buy-in and adoption of new tools and tech (including an SOP library and agent tools website)- How she keeps up with trends in real estate operations and technologyAt the end, learn about Swifties, Zonies, leftovers, designer purses and wallets, information saturation, and pilates vs beaches.Connect with Chelly Herren:- https://chellyherren.com/- https://www.prescottareaproperty.com/Guests mentioned in this episode:- Ep 016 with Emily Smith https://www.realestateteamos.com/episode/emily-smith-intrapreneur-entrepreneur-teamerage- Ep 023 Christy Belt Grossman https://www.realestateteamos.com/episode/operations-leadership-real-estate-assistant-coo-christy-belt-grossman-ops-boss- Ep 041 Justin Benson https://www.realestateteamos.com/episode/techtember-shaping-tech-to-your-way-of-doing-business-with-justin-benson- FUBCON Session with Jon Cheplak https://www.realestateteamos.com/episode/jon-cheplak-real-estate-teams-traditional-brokeragesConnect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
58m
10/09/2024

[Techtember] 042 Planning Your Real Estate Tech Stack with Lee Adkins

Real estate agent. Operations leader for a real estate team. Partner in a real estate brokerage. Real estate tech consultant.These are just a few of the roles Lee Adkins has played and seats he’s been in over the past couple of decades in the industry.  He’s the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, implements, and manages your team’s Follow Up Boss leads and systems.  We invited him into this Techtember episode to help you assess and audit your real estate tech in general and your real estate CRM in particular.  And many of the insights are simpler and more analog than you’d expect.  Watch or listen to this Techtember episode to learn:- The fundamental and often overlooked importance of a plan- How he went from touring musician in a band to real estate tech consultant- The two most common problems he encounters when assessing the tech stack of a team or brokerage (with a nod to the “I didn’t know it could do that” problem)- Specific questions to help you find and implement new tech effectively- Using a pencil and a piece of paper for your business plan, operations manual, or tech stack- Why to click through all the Admin tabs of your CRM- Setting, forgetting, and benefitting from the Follow Up Boss pixel- Why to set all your reporting to the same time frame- Knowing who to talk to, getting to Smart List Zero, then getting out to connect with people and earn commissions- Where to get hours of in-account, on-screen, show-and-tell training on Follow Up BossAt the end, learn how a rock band is like a real estate team, how fast $9.95/month racks up, and how to help your team unplug.Follow Up Boss resources:- https://www.youtube.com/playlist?list=PLDmR8fGtgojAuhaYlB6n8xn8yJwkPCLPU- https://www.facebook.com/groups/followupbosscommunityAmplified Solutions:- https://AmplifiedSolutions.com- https://www.instagram.com/amplifiedsolutions/Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
56m
03/09/2024

[Techtember] 041 Shaping Your Real Estate Tech Stack with Justin Benson

When set up properly, your technology should be shaped to your real estate team’s way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs.But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessary cost and frustration.For advice on turning this around and to kick off Techtember, we bring you this incredibly helpful conversation with Justin Benson, Founder and CEO of Bara Agency and of Shilo.ai.Before starting Bara, a fraction Chief Technology Officer agency, he helped build Gluch Group, helped expand it to three states, sold hundreds of homes himself, and created their tech stack.Justin shares the three pieces of tech every team needs, ways to think about your tech budget, the most important question to ask when evaluating new and existing tech, and much more!Listen to this Techtember episode with Justin Benson to learn:- Why great salespeople are the bedrock of your team- His path from med school to tech startups to real estate agent and team leader operating in 3 states to fractional Chief Technology Officer- Where many ops leaders get stuck or reach their limit with technology- The most important question to ask as you’re evaluating your tech- How to plan your tech budget- The three key elements of every tech stack, no matter your size- Avoiding the danger of changing too much tech too quickly- Specific ways to increase agent adoption of new tech- The promise of AI while it’s still in its infancy- How to find the right person to lead your tech initiatives- Places he goes to keep up on tech trends and announcementsAt the end, learn about the enduring value of underdogs, chartering a jet, struggling to relax, and predicting the future based on the past.Connect with Justin Benson:- https://baraagency.com- https://shilo.ai- https://www.instagram.com/justinbensonConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
1h 3m
27/08/2024

040 Customer Centricity with Follow Up Boss Co-Founder Dan Corkill

Your customer is your North Star. They're the reason you're in business. They're the source of revenue and referrals. You may have personal motivations and goals for yourself and your team, but none are achieved if you don’t attract the right people and deliver exceptional customer experience.So how do you build a customer-centric culture, then sustain and protect it for years to come?Go inside the company and culture that brings Real Estate Team OS to life every week! Get warmed up for the Techtember series that kicks off next week!Learn about tech, teams, customer centricity, and customer-led education with Follow Up Boss Co-Founder and CEO Dan Corkill!Watch or listen to Ep 040 with Dan Corkill for insights into:- Attracting agents, staff, and consumers alike to your experience by being thoughtful and intentional- The self-enforcing dynamics of a strong company culture- Ways to decide - as your business is growing - who to hire and when (in short: look for where the pain or bottleneck is)- How Dan decided to focus and niche down to serve the real estate community - How the puzzle of online leads became an opportunity for teams and a problem to solve- The big difference between AI and automation (and how both are useful)- A quick preview of who and what is ahead in the Techtember series of this show- Staying focused on your customer, not your product, by investing in customer-led educationFor Dan’s responses to our three pairs of closing questions, check out this Fireside Chat at FUBCON 2023: https://youtu.be/ad-_sgeko6s?feature=shared&t=2315Follow Up Boss:- https://followupboss.comReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
42m
20/08/2024

039 Operating More Like A Car Dealership with Andrew Duncan

In recent years, The Duncan Duo Team has been twice the size and done twice the transactions. Today, they’re in a healthy spot between a small SEAL team and a mega team - and Owner Andrew Duncan is back in, hands-on, every day.Leadership changes. Marketing changes. Buyer agency changes. Andrew speaks to them all in this conversation. He shares how and why he’s serving as Sales President, diversifying revenue streams, and shifting agents to be more listing-based.Be sure to listen for their shifts to a more listing-based business, including things “every smart real estate team leader” should be doing and how brokerages will operate more like car dealerships over the next five years.Listen to Episode 039 with Andrew Duncan to learn:- The path from top salesperson in a Fortune 500 company to a real estate agent who sold one house in his first year (kinda)- Why building a team was necessary and why - years later - he chose to get hands-on “blow some things up” in the business- Playing to your strengths and core competencies- Their 12-month production goals as they sit between SEAL team and mega team- How and why they’re shifting resources to help agents be more listing-based- Why more teams and brokerages will look like car dealerships five years from today- The origin and benefits of their Guaranteed Sale program- Tips for profitably leveraging mass media and advertising- Their leadership structure and his role as Sales President- What he’s doing Monday-Friday from 9am-5pm- Why teams will grow more aggressively over the next couple of years and why more agents should consider themAt the end, learn what the Lightning, Warriors, and Lakers have in common, the threshold for coupon code hunting, and next-level networking at real estate conferences and masterminds.Connect with Andrew Duncan:- https://www.instagram.com/theduncanduo/- https://www.instagram.com/theandrewduncan/- https://duovermovement.com/Connect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
56m
13/08/2024

038 From ISA to Director of Opportunities with Lisa Ryan

An incredibly valuable part of your team operating system: the ISA function, your ISA team, and your Inside Sales Manager. Here in Episode 38, Lisa Ryan, Director of Opportunities at Exquisite Properties LLC, an independent teamerage in San Antonio, Texas, shares her path from ISA and Inside Sales Manager into her current role. You’ll learn how they build trusting partnerships with agents, how they compensate ISAs, which daily activities are expected, what metrics they track, how they manage handoffs to agents, when ISAs take opportunities back from agents, the role of AI in opportunity development, their training cadence for agents and ISAs, and much more!Watch or listen to Episode 038 with Lisa Ryan to learn:- The benefits of modeling behavior in-office and in-person- The path in and out of ISA and Showing Assistant positions and why the ISA position isn’t “entry level”- The language and mindset of opportunity- Keys to a healthy agent-ISA relationship- How they compensate ISAs on buyer and seller transactions and with bonuses and incentives- Core activities in the role, including 1,000 calls per week- How they manage handoffs from ISA to agent (and exactly when and why ISAs are empowered to take those opportunities back)- Key metrics they pay attention to besides calls and appointments- What their training schedule looks like- The pros and cons of AI in lead engagementAt the end, you’ll hear about fantasy football, ramen noodles, family walks, and “adult cartoons.”Connect with Lisa Ryan: - https://www.instagram.com/exquisitepropertiessa/- https://www.tiktok.com/@isasofsa- Email: Lisa @ ExquisiteSA . comConnect with Real Estate Team OS: - https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
51m
06/08/2024

037 Prospecting for Listings with Greg Harrelson

Prospecting to set up listing appointments. It was foundational to a successful real estate business 30 years ago.It remains so today.Greg Harrelson got his start prospecting. And growth from appointment setter, to a small real estate team, to a teamerage with 9 offices and 5 markets in the Carolinas that closed nearly 4,000 transactions last year all happened through … prospecting for listings.Greg, who prospects alongside his agents for 3 hours every day, describes his approach as “developing talent and amplifying wealth.” In this wide-ranging conversation, he welcomes us into the philosophy and practices behind his success.Listen to this Real Estate Team OS episode with Greg Harrelson to learn: - The 3 must-have characteristics of your next real estate team member- How to find the right coach, how to become more coachable, and why he’s always sought coaching- The brokerage challenges from which teams emerged, how online buyer leads accelerated teams, and the future of real estate teams- The four things every brokerage or team must provide (and what they all have in common)- Why culture is more about agent retention than attraction- How he built and then disbanded his real estate team- Insights into acquiring agents, developing agents, and recruiting agents - The org structure for their 9-office, 5-market team and his place and role in it (including his 10-80-10 approach)- What’s been lost in the real estate industry and how easy it is to correct (spoiler: talk to more people)- Coaching an acquired agent from 40 transactions per year (mostly buyers) to 90 transactions per year (all listings)- Why he’s coaching pricing presentations, price reduction presentations, and listing extension presentations “religiously” right now- Very specific advice for the leader of a small real estate teamConnect with Greg Harrelson:- https://realestatesalessolutions.com/agent-success-academy/- https://www.facebook.com/groups/235977313258813- https://www.instagram.com/gregharrelsonrealestate/Connect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
57m
30/07/2024

036 The Future of Real Estate Is Cyborgs with Taylor Hack

Don’t confuse a robot for a cyborg. The latter is simply a living organism augmented by an artificial component or technology.So, a well-equipped human is a cyborg. For example: with a smartphone and a ton of texting shortcuts to save time or with a prompting process to write more personal emails or replies to reviews faster.The future of real estate sales and services belongs to those moving in this direction. Learn how and why - in a practical, approachable, no-hype way - with Taylor Hack, Owner of Hack&Co in Edmonton, Alberta. Taylor shares why he built a team (but not a mega team), how guests of Real Estate Team OS like Veronica Figueroa, Justin Havre, and Kris Lindahl have helped him on his journey, how he’s leveraged his passion for marketing and technology, and specific ways he’s using AI to improve himself, his team members, and their results.Get specific tips to increase speed and maintain quality in getting insights from spreadsheets, writing and replying to emails, responding to online reviews, and more!Listen to Ep 036 with Taylor Hack for:- A meaningful definition and clear benefits of synergy- How high-end car sales, mortgages, and irritation helped him produce $1M in commission in his first 32 months in real estate- Why he started his real estate team and how hard it is to learn to run a business- Why his 10-person team is exactly the right size (and how to find your right size)- Why “the future of real estate is cyborgs” delivering “awesome” and “now” five-star experiences- How to find the balance of people and machines in your business (how to make sure clients can’t “see the wires” of your machines)- How he learned about AI and a framework to better leverage Chat GPT (concluding with 3 critical questions)- Places to turn for trustworthy AI guidance (a couple of links here: https://linktr.ee/taylorhack)- Writing emails, replying to emails, and replying to reviews with AI- The benefits of a voice paragraph (written by and for AI)At the end, learn about earning a vintage 911, mowing the lawn, being present with dogs, and trading the two worst hours of your day for the two best.Taylor Hack:- https://www.instagram.com/taylorthehack/- https://linktr.ee/taylorhack- https://www.google.com/search?q=taylor+hack+follow+up+boss- https://www.hackandco.ca/team-pageReal Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
1h 2m
23/07/2024

035 What's In Your Real Estate Team Operating System?

What’s the OS stand for in Real Estate Team OS? Operating System!So what exactly is in your real estate team operating system?It’s everything backstage, behind the curtain, back of house, and behind the agent. It’s the people, processes, and technology we put into place to keep agents in dollar-productive activities and to add efficiency and scalability to our organization.In this episode, you’ll hear about key elements of the operating systems of 7 different team leaders and teamerage owners from New Jersey, Virginia, and Florida over to Colorado, Arizona, and Texas. Specifically, we asked: What are one or two key people, processes, or technologies that you couldn’t have built your team without?Watch or listen to Episode 035 of Real Estate Team OS for insights from:Dave NessFounder of Thrive Real Estate Group, an independent teamerage in Denver, ColoradoTwo key roles: the integrator (which gets various titles) and a dedicated sales leaderThe importance and challenge of having these roles well-staffedThe changing needs of your team over timeMicah HarperCEO of Exquisite Properties, an independent teamerage in San Antonio, TexasWhy his inside sales leader is titled Director of Opportunity How a truly empowered ISA team operatesWhat a healthy ISA-agent partnership looks likeBecky GarciaFounder and CEO of The Garcia Group, a 99% female real estate organization in Phoenix, ArizonaTwo roles to save time and improve results: operations manager and personal assistantThe challenge and benefits of migrating from one CRM to anotherTraining agents to communicate and demonstrate the differences in and benefits to the consumer of how your team operatesMarcus LarreaFounder and Team Lead at Palm Paradise Realty Group, an independent teamerage in southwest FloridaFirst two hires: transaction coordinator (do-it-all ops person) and marketingTwo key tools: Follow Up Boss and Cloud CMA (“best tool,” “best investment”)Mercy Lugo-StruthersCEO and Principal Broker at Casals, Realtors, in Northern VirginiaCharacteristics all staff and agents need to possess and how she evaluates them in the first 7 days and first 30 daysA piece of tech that’s “the glue of the team”The benefits of an accountability partner like the Zillow Flex programJoe OzRemote Team Leader of Joe Oz Real Estate Group in Montclair, New JerseyThe benefits of investing in a team member and having them grow into their strengthsRetention through compensationGetting saved from yourselfAbel GilbertBroker/Owner of ONEPATH Realty, an independent teamerage in Miami, FloridaThe constant change and evolution required in your operating systemMaintaining your database and sales processes in one, central hubSeeing the future 60 to 90 days out and making changes accordinglyConnect with Dave Ness: https://www.instagram.com/thrivedenver/Connect with Micah Harper: https://www.instagram.com/micahharper/https://www.instagram.com/exquisitepropertiessa/Connect with Becky Garcia:- https://www.instagram.com/garciagroupaz/Connect with Marcus Larrea:- https://www.instagram.com/marcuslarrea/- https://www.instagram.com/palmparadisegroupfl/Connect with Mercy Lugo-Struthers:- https://www.instagram.com/mercylugostruthersteam/- https://www.instagram.com/mercylugostruthers/Connect with Joe Oz:- https://www.instagram.com/joeozrealestate/Connect with Abel Gilbert:- https://www.instagram.com/growwithabel/- https://www.instagram.com/onepathrealty/Connect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
39m
16/07/2024

034 Simplifying Your Real Estate CRM with Elena Kee

Our themes in this conversation include simplicity, ease of use, interconnectedness, complementarity, intention, unification, transparency, and holism.Our topic is real estate tech stack in general and real estate CRM in particular.  Our guest is Elena Kee, a real estate team ops leader turned real estate tech consultant. She’s the founder of Kee Technology Solutions, a 20-member team helping people get the most from their real estate tech. And it all began with a CRM migration project years ago.  Elena’s worked with previous guests on the show like Lauren Bowen, Suneet Agarwal, and Nick McLean and joins us to share common challenges, top tips, and practical approaches for agents and teams to solve business problems and capitalize on business opportunities by working from one, central hub.Watch or listen to Ep 034 with Elena Kee to learn:- How a CRM migration project unlocked her path in the real estate industry- How to identify great ops people - including the 3 specific assessments she uses with TestGorilla (https://www.testgorilla.com/)- One of the most common problems she finds in real estate tech stacks- Two things that top teams are working on right now from a CRM perspective- Why leads and lead sources aren’t your real problem as an agent or a team- A process to improve your CRM workflow, from smart lists to reporting to transparency to notes to automations- How many stages and tags are too many - and how to land at the right amount- What agents do and don’t need to know about how your CRM is set up- Trends she’s seeing in real estate teamsAt the end, learn about starting a gigging band, saving on paper towels, hiring a content “ingester,” and getting cozy with video games.Connect with Elena Kee:  - https://keetechnology.com/ - https://www.youtube.com/@ElenaKee/playlistsReal Estate Team OS guests mentioned in this episode:- Lauren Bowen https://www.realestateteamos.com/episode/lauren-bowen-robert-slack-coo-lead-sources-team-leaders- Suneet Agarwal https://www.realestateteamos.com/episode/suneet-agarwal-real-estate-agent-recruiting-reside- Nick McLean https://www.realestateteamos.com/episode/real-estate-team-onboarding-training-differentiators-nick-mcleanConnect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
53m
09/07/2024

033 The Past, Present, and Future of Real Estate Teams

As we’ve heard on episodes of Real Estate Team OS with guests like Tom Ferry and Chris Heller, the roots of the real estate team business model are more than 30 years deep.  But we’re still just getting started!  Spend time with seven pioneers of teams and teamerages from New Jersey, Virginia, and Florida to Colorado, Arizona, and Texas.  Each answers these three questions:  1 When did the team model come onto your radar? When did you first learn about it?  2 Why did you commit to the model as a team leader or brokerage owner?  3 What’s the future of teams? Will they continue to play a bigger or more dominant role in the industry?Watch or listen to Episode 033 of Real Estate Team OS with: Micah Harper, CEO of Exquisite Properties, an independent teamerage in San Antonio, TexasCreating a team by solving his own challenges as a high-performing solo agentWhy traditional brokerages are losing valueAsking important questions about the future of teamsDave Ness, Founder of Thrive Real Estate Group, an independent teamerage in Denver, ColoradoWhy he started a teamerage, homegrown from day one, a decade agoWhy they’re so prescriptive for the first 3 years with team agentsWhat level of production is required to be a true real estate advisorMercy Lugo-Struthers, CEO and Principal Broker at Casals, Realtors, in Northern VirginiaHow an “awakening of possibilities” occurred and drove her teamTwo takeaways from the Workman Success Systems research on teams (download it here: https://workmansuccess.com/teams-report/)How the team helps agents manage one of their biggest challengesAbel Gilbert, Broker/Owner of ONEPATH Realty, an independent teamerage in Miami, FloridaWhat role human experience plays in the real estate industryWhy agent count is a superficial numberWhy independent teamerages with great culture and optimized per-agent productivity will dominate the futureBecky Garcia, Founder and CEO of The Garcia Group, a 99% female real estate organization in Phoenix, ArizonaHow she grew her team to 30 agents and 9 staff membersHow she transitioned a team started in an REO market through a major shiftWhich signs and trends suggest that teams will continue to grow in importance Joe Oz, remote Team Leader of Joe Oz Real Estate Group in Montclair, New JerseyThe role of Gary Keller’s The Millionaire Real Estate Agent and mega agent modelThe spark for starting his own teamHow he’s transitioned to a remote team (operating a NJ-based team from Orange County, CA)Marcus Larrea, Founder and Team Lead at Palm Paradise Realty Group, an independent teamerage in southwest FloridaWhy the need for a team became immediately clear to him when he entered the industryWhat the consequences are of the “Uberization” of societyWhy team production will continue to grow in the years aheadConnect with Micah Harper:- https://www.instagram.com/micahharper/- https://www.instagram.com/exquisitepropertiessa/Connect with Dave Ness:- https://www.instagram.com/thrivedenver/ Connect with Mercy Lugo-Struthers:- https://www.instagram.com/mercylugostruthersteam/- https://www.instagram.com/mercylugostruthers/Connect with Abel Gilbert:- https://www.instagram.com/growwithabel/- https://www.instagram.com/onepathrealty/Connect with Becky Garcia:- https://www.instagram.com/garciagroupaz/Connect with Joe Oz:- https://www.instagram.com/joeozrealestate/Connect with Marcus Larrea:- https://www.instagram.com/marcuslarrea/- https://www.instagram.com/palmparadisegroupfl/Connect with Real Estate Team OS:- https://www.realestateteamos.com/subscribe- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
40m
02/07/2024

032 The Problem with Content-Based Training with Carmen Morin

The most common problem with corporate training and education, including real estate training, is its classroom-style, content-based, and lecture-based approach.We tend to pile on more modules, courses, topics, and information, rather than focusing very specifically on closing a skills gap.We often toss new agents into “sink or swim” situations, rather than supporting them in their roles.We tell them what to do over and over, rather than create a valuable learning experience.It’s exhausting, ineffective, and unkind. And it’s more work than you, your leaders, managers, staff, and agents should be doing.If you want better results with greater efficiency, you need to see or hear Carmen Morin. The fractional Chief Learning Officer with the #1 eXp Realty team in the world, Carmen shares with you the performance-based approach to education and training. She's an instructional design strategist, an award-winning classical pianist, and an entrepreneur who's partnered with Justin Havre and Jon Cheplak on https://AgentDevelopment.com.Here in this episode, you’ll learn to set the right goal or outcome for your teaching programs, to develop skills, behaviors, and mindsets rather than knowledge alone, and to come alongside your agents just as teachers and mentors have done for millennia.The result: a more efficient and streamlined approach to developing foundational skills that produce performance and results.Watch or listen to this episode of Real Estate Team OS for Carmen’s insights into:- All knowledge, skills, behavior, and mindset can be learned through focused and intentional training (90% nurture, 10% nature)- “Teaching as the mother of all leadership” and where we went astray- Transitioning your training to performance-based and learner-centered rather than content-based and content-centered- The importance of constant feedback and a sense of autonomy throughout the entire learning experience- How the solo, self-directed nature of real estate affects the way it should be taught, trained, and coached (think: more like golf or tennis than like basketball or hockey)- Key differences between teaching children and teaching adults- The sales successes, cost savings, and cultural benefits of the beta cycle of their 90-day, foundational training program- What types of training to deliver live vs written or recorded- Why your revamped training system is built around and cycles back to foundational skills- Advice for someone who wants to take a performance-based approach (whether agent, team leader, or brokerage owner)- How the habits to shape skills in arts and music benefit you in a professional pursuit like real estateAt the end, learn about Beyond Real Estate, (nearly) empty gas tanks, and resting in an active, multidisciplinary way.Check out the training program for solo agents, teams, and brokerages: - https://www.agentdevelopment.com/Connect with Carmen Morin: - https://carmenmorin.com- https://www.instagram.com/carmenmorin.co/Check out The Justin Havre Real Estate Team:- https://www.justinhavre.com/Connect with Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.realestateteamos.com- https://linktr.ee/realestateteamos 
57m
25/06/2024

031 Why Growth Doesn’t Always Look Like Growth with Marcus Larrea

Taking two steps forward might require taking one step back. In other words, growth doesn’t always look like growth.  In this conversation with Marcus Larrea, Co-Founder of Stellar Medical and Founder and Team Leader of Palm Paradise Realty Group, you’ll get a few very specific examples - including ways he protected agents, clients, and staff by creating and communicating calm even amid chaos.Marcus shares several marketing and operations ideas that he learned through R&D - which means “rip off and deploy” as much as research and development.Gamifying standards and performance, improving every agent’s social media presence, more effectively leveraging your first hire - get all that and more here in Episode 031, which we recorded together in person at the Pendry in San Diego.Listen to this episode of Real Estate Team OS to learn with Marcus:- Ways to create a competitive edge- The path from co-founder of an FDA-certified medical device manufacturer, to licensed agent, to team leader- Why “swiping a credit card” to buy online leads and reinvesting 100% of commissions back into more leads worked for him but wouldn’t work today- Why he committed to the team business model and how it helps clients and agents alike- Who his first two hires were and how they provided a foundation for the team- Their process for the team and their agents to produce more social media engagement- PARADISE as core values- How to protect your staff, agents, and clients from chaos and why “what you don’t know doesn’t hurt you, as long as it doesn’t affect you”- How he ramped down personal production to commit to a leadership role- Why “growth doesn’t always look like growth” and three examples of taking a step back before moving forward again- How they gamify team standards and create more agent success- A few systems and tools that have been critical to their success - from SOPs to Cloud CMAAt the end, Marcus talks Florida Gators and travel soccer, an underused VR headset and an indulgent “shoe thing,” and work as a series of sprints then anticipated breaks.Connect with Palm Paradise Realty Group:- https://palmparadiserealty.com/- https://www.instagram.com/palmparadisegroupfl/Learn more about Real Estate Team OS: - https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
50m
18/06/2024

030 More Listings in 90 Days with Jordana Tobel

If you’re looking for ways to level up your agents and win the second half of the year, you’ll love this conversation with a fellow Real Estate Team OS viewer/listener.After building a real estate branch in a corporate banking environment, Jordana Tobel founded Premier Listings in 2015. With plans to triple agent count from 100 to 300, Jordana shares specific ways they’re preparing agents to get uncomfortable, create new habits, and generate more listings with a new 90-day listing program.Learn why their agents have been getting signed listing agreements for 5+ years, how the NAR settlement can benefit agents, clients, and the industry, and how she’s using an AI training tool (linked up below) to improve agents’ conversations with buyers.  And hear how the diverse needs of agents led to three levels of leads and accountability for agents to opt into - as well as the nuance they’re adding to the highest level of leads and accountability to serve both brand-new agents and deeply experienced agents alike.Listen for Jordana’s insight into:- Relentless positivity (without false positivity)- The value prop inspired by her corporate background and REO properties- The three partnership levels she created for agents with varying levels of leads and accountability- The nuance they’re adding to the highest level of leads and accountability to serve new agents and experienced agents alike- Tripling agent count and raising standards- Preparing the team for the second half of 2024- Details of their 90-Day Listing Program to improve skills and habits through training and accountability- Getting comfortable on camera- Why their team has been getting signed buyer agreements for more than five years and how the NAR settlement raises their standards … and improves the industry- Improving role play with an AI training toolAt the end, learn why the captain doesn’t have to be the best player, the frivolity of self-driving mode, and the importance of consuming content like Real Estate Team OS!Connect with Jordana Tobel and Premier Listings: - https://www.instagram.com/jordanathefloridabroker/- https://www.youtube.com/premierlistings- https://www.joinpremierlistings.com/- https://www.premierlistings.com/Check out the AI-driven training tool:- https://app.7taps.com/bmvQQHJqdgFPLearn more from Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/
55m
11/06/2024

029 Culture as Your Key to Sustainable Success with Abel Gilbert

At one point, ONEPATH Realty was home to 250 agents. Today, that count is approximately 100 - with 50 producing team agents.  Why? Culture, mindset, and focus.These words are easily and often thrown around - so much so that they can seem soft or squishy. But they’re keys to your sustainable success. In this conversation, Abel Gilbert, broker/owner of ONEPATH Realty in Miami, demonstrates why and explains how.  Worth noting: he considers the human experience of your agents, staff, and clients as the essence of your culture.Abel also shares practical takeaways from his journey, including the five departments of a real estate team, the two most important leading indicators to watch, the key components of building to the right agent count, and the three areas he wanted to master before opening his own brokerage.We recorded this together in person at the Pendry in San Diego.Listen to this episode of Real Estate Team OS for Abel’s insights into:- How mindset (not a magic pill or easy answer) makes a team more productive and optimized- What he was waiting for and developing before opening his own brokerage- Why he left sales production quickly - on the path of leading and guiding clients, then agents, then a company- How his team filled in the valleys in the peak-and-valley dynamic of the real estate business- One system that’s been with him throughout his growth- The five departments of a real estate team- The two leading indicators his team focuses on- Company culture as the human experience of your agents, staff, and clients - and the key to the longevity of your business- The role of their Culture Manager, why it matters, and where to find the right person- How he approaches hybrid roles for agents- Waiting for the right time vs trying things to see what works- The key components of finding the right agent count- Why the independent brokerage operating as a team is the future of the businessAt the end, he shares with you how he shares the ocean and how 11-year-old triplets allow him to recharge even if they don’t allow him to rest or relax.Connect with Abel Gilbert and ONEPATH Realty:- https://www.instagram.com/growwithabel- https://www.instagram.com/onepathrealtyLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
49m
04/06/2024

028 Getting New Agents to 100% Proficiency with Jose Samano and Jeffery McGonigle

Every week you meet and learn from a different leader on Real Estate Team OS. Typically, you meet a visionary or an integrator, an owner or an operator, an entrepreneur or an intrapreneur. This week, you get both in the same episode! Jose Samano and Jeffery McGonigle are co-owners of Power Real Estate Group in Orange County, California. Jose is the visionary; Jeffery is the integrator and operator.Together, they bring you inside their journey of attracting, onboarding, and empowering the right people - after initially trying to recruit everyone. You’ll learn what a collaborative culture looks like and how it operates. And you’ll understand how and why they’re turning new agents into “sales athletes” in a real estate industry that’s embracing professionalism.Watch or listen for Jeffery’s and Jose’s insights into:- The shift to a more professional industry and the grit and love of fundamentals that success in it requires- How one started in the industry as a teenager and the other came from corporate management- Tips and tactics for more effective SOPs (it’s easier and more important than you think)- How they’ve structured their 140-person team to deliver lower-funnel leads and lots of support systems to agents- Why they celebrate VAs’ birthdays just like they do every other team member- Why “We don’t want to change people. We want to enhance them.”- Why everyone is in-office by 830am, role-playing by 9am, and on the phones by 930am- Why “You don’t have to be a new agent, but you have to be willing to take on new ideas.”- Why “The North Star has to be the client.”- How their agent advisory board process works and what makes it successful- How their 30-day onboarding and 12-week training programs work and what makes them successful- How they do collaborative call listening and coaching - spending 45 minutes on a 5-minute call- Specific tips to work more effectively with VAsAt the end, learn what the Orlando Magic have in common with The Laughton Team, just how inexpensive a unique dining experience can be in LA, and how a book can pour into you, your office, and your agents.Check out our previous two-guest episode:- https://www.realestateteamos.com/episode/ryan-rodenbeck-john-mccarthy-spyglass-leadership-structureConnect with Jeffery, Jose, and Power Real Estate Group:- https://www.instagram.com/jeffery_mcgonigle/- https://www.instagram.com/joserobertosamano- https://www.pwregroup.com/Learn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
1h 5m
28/05/2024

027 Performance Marketing with Grant Wise

Improving sales production and agent recruiting requires that we layer add a layer to our marketing function - performance marketing.Grant Wise has been an entrepreneur his entire adult life and has developed a passion and expertise in direct response marketing. Learn what he’s learned and taught to top teams, including those of several people featured on this show!  Learn how to narrow your focus and investment to what’s really working, how and why to create a deal tracking report, how to create and implement a lead management policy, and more.  Learn why you need at least a 3x return per lead source, why you should send 5 emails per week, and which role can close the “gaping hole” in most team’s businesses.Watch or listen to this conversation with Grant to learn:- Getting clear on the top 3-5 things driving growth in your business- Improving production and recruiting by adding a performance marketing layer (and a P&L for your marketing, advertising, and sales efforts) to your business- The problem with elevating your social media manager to Marketing Director- How a Deal Tracking Report tells you what’s driving your profit (not just your revenue) and how to create one (and keep it updated!)- Why you need a 3x return on every lead source … at a minimum- How to determine your proper reinvestment rate per lead source- The “gaping hole” in most team’s businesses that they don’t know about and how a CRM Manager position helps close it- Why you need a Lead Management Policy and how Keri Shull and her team created and implemented theirs- The difference between remarketing and retargeting and two tips to increase appointments with remarketing- How to leverage your expertise of living in and experiencing your community to create more conversations- Why many people have “automated themselves out of relationship” with their marketplace and how email marketing can help you restore relationships- How not to misuse AI and synthetic mediaAt the end, hear a question that’s better asked to Grant’s wife, a dynasty he’s pleased to experience, and a replacement for Netflix in his evening viewing.Connect with Grant Wise:- www.likegw.com - https://www.youtube.com/@likegrantwise- www.facebook.com/likegrantwise - www.instagram.com/likegrantwise Mentioned at the close of this episode:- https://www.masterclass.com/- https://ouraring.com/Learn more about Real Estate Team OS: - https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
56m
21/05/2024

026 The DIRECT Model for Agent Accountability with Koby Sway

The Briley Team, the #1 real estate team in Nebraska, tripled production over the past few years and they’re pacing for another year of tremendous growth in 2024.In this conversation with General Manager Koby Sway, you’ll get insights into how they’ve done it, including the DIRECT model to engage, empower, and focus agents and staff.- Develop rapport - Indicate focus - Reinforce / recognize - Engage in self-discovery - Create a plan / cause for gap - Test / tweak / timelineThis is Koby’s first role in the real estate industry. Learn why it made sense for him and for the team, how they’ve grown lead conversion from 5% to 21%, the first hires he made when he joined the team, and more!Watch or listen for insights into:- Finding coachable, moldable, and trainable people- His path from corporate America into a General Manager role with a real estate team- The two things that drove the need for a GM: challenges with the “Seal Team” approach and the opportunity with Zillow Flex- Specific growth in agents, production, and conversion over the past few years - and how they achieved it- Why he loves termination and how to overcome the reason that 90% of real estate agents fail- The 6 steps in the DIRECT method to empower people to achieve their goals (and the two steps most people overlook)- How to get comfortable and confident yourself and how to help your team get comfortable and confident as you start using the DIRECT method- How they increased lead conversion from 5% to 21% over the past few years- Two key staff hires early on: Sales Operations Manager and Sales Coach- How to save time with better feedback loops between team members- Why the goal of 250 agents and $1B in volume still comes down to one agent at a timeAt the end, learn how Kobe made Koby a Lakers fanatic, why he’s such a cheap date, and how you can learn something from anyone and everyone.Episode with Tim Grover, NYT bestselling author and trainer for Michael Jordan and Kobe Bryant:- https://www.realestateteamos.com/episode/tim-grover-winning-relentless-fubcon-sessionConnect with Koby Sway:- Email (as mentioned in the episode): Koby at The Briley Team dot com - https://www.instagram.com/the_inspiring_agent/- https://www.facebook.com/theinspiringagent/Connect with The Briley Team:- https://www.instagram.com/thebrileyteam/- https://www.facebook.com/brileyteamLearn more about Real Estate Team OS: - https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
58m
16/05/2024

[Inside The Team] A Team Within A Team (Within a Team?) with Tiffany Gobster

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Tiffany Gobster, Team Leader of The Gobster Group inside The Laughton Team in Phoenix, Arizona.A team within a team within a team? Yes! It comes up in this conversation. The theme is continued growth in collaboration with a family of people in a shared culture.Find out why - as she’s found more and more success in her business - Tiffany will always build with George Laughton and within The Laughton Team.Watch or listen for Tiffany’s insights into:- The natural and the intentional aspects of a vibrant team culture- The expected and unexpected aspects of life as a real estate agent- When starting a team became an obvious need and the first two people she brought alongside her- How things like onboarding, training, and tech stack work as a team within a team- Her preferred methods of recruiting agents and of coaching her team members- Two things you need before starting a team- Why you’re a better agent for your clients when you join a team- Branding implications of building a team within a team (within a team) - spoiler: it’s about the agent, not about the company- Why future success will draw on the pastAt the end, learn just how a collection of colorful Stanley cups became the household standard.Connect with Tiffany Gobster and The Laughton Team:- https://myphoenixhomesearch.com/team/tiffany-gobster- https://www.gobstergroup.com/- https://www.instagram.com/laughtonteam/- https://www.facebook.com/laughtonteam/Follow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamosLearn more about Real Estate Team OS:- https://www.realestateteamos.com/subscribe/ - https://linktr.ee/realestateteamos
32m
14/05/2024

[Inside The Team] Accountability Calls and Video Texts with Tony Tramontozzi

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Tony Tramontozzi, Team Leader of The Tozzi Group inside The Laughton Team in Phoenix, Arizona.Hear how Tony transitioned from property management to become a real estate agent, how he stepped into and then back from a regional team leader role before starting his own team within The Laughton Team (timing is everything), and what the next steps are for him and his six-agent team.  You’ll get a look into his bi-weekly accountability calls with agents and a hands-on, human-to-human practice he’ll always maintain even though some people automate it.  You’ll also understand the benefits of building a team inside a team - and what it takes to attract new agents and make them successful. Watch or listen for Tony’s insights into:- What a collaborative culture looks like in action- How he shifted from property management and joined The Laughton Team back when they had just a half dozen agents- Why the timing of a leadership role makes all the difference (one he stepped into and stepped back from before starting his own team within the team)- The big shift a new team leader has to take - both as a mindset and in day-to-day practice- How to make your team attractive to new agents- What his bi-weekly accountability conversations with agents look like and why he asks “what got in the way?” more than “why?”- What specifically gets in the way of new agents meeting their commitments and goals- How he leverages tech and what he keeps as a hands-on, human-to-human, and in-the-moment video texting practice (even though some people automate it)- How he’s thinking about potentially hiring his first staff member, assigning a co-team-leader, and stepping back a little from sales production to be more available to his agentsAt the end, learn why he loves a team with haters and a team that’s had some down years.Connect with Tony Tramontozzi and The Laughton Team:- https://myphoenixhomesearch.com/team/tony-tramontozzi - https://www.linkedin.com/in/tonytramontozzi/ - https://www.instagram.com/laughtonteam/ - https://www.facebook.com/laughtonteam/ Follow Real Estate Team OS: - https://www.instagram.com/realestateteamos/ - https://www.tiktok.com/@realestateteamos Learn more about Real Estate Team OS: - https://www.realestateteamos.com/subscribe/ - https://linktr.ee/realestateteamos
35m
09/05/2024

[Inside The Team] Building Your Tech Stack for Scale with Julia O’Buckley

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Julia O’Buckley, Operations Manager with The Laughton Team in Phoenix, Arizona.To the operations role, Julia brought experience as a real estate agent and as a transaction coordinator. She helps run the ISA team, the TC team, database management, and a tech stack that puts their 200+ agents in the best position to win.Learn how they uncover problems and opportunities, vet potential tech solutions, and roll it out into the organization - including the keys to agent buy-in and adoption. Specifically, she shares the story of switching CRMs from concept to implementation.  Hear references to Follow Up Boss, Bara Agency, Sisu, BrokerMint, Ylopo, Grow.com, Curaytor, and other tools used by this top team.Watch or listen for Julia’s insights into:- What the Operations Manager role includes and how she brings it to life- Matching transaction coordinators and agents for better customer experience, including the file per TC ratio they shoot for- The state of their tech stack, why 2023 was the year to switch CRMs, why Follow Up Boss was the choice, and how they got everyone on board- How Ylopo and Sisu have benefitted The Laughton Team- Specific tips to increase agent adoption, including trust, value, communication, and training- How the team has invested in her as a person and as a professionalAt the end, learn how working with your hands can quiet down your mind. Connect with Julia O'Buckley and The Laughton Team:- https://myphoenixhomesearch.com/team/julia-obuckley- https://www.linkedin.com/in/julia-o-buckley-60ab2a98/ - https://www.instagram.com/laughtonteam/- https://www.facebook.com/laughtonteam/Follow Real Estate Team OS:- https://www.instagram.com/realestateteamos/ - https://www.tiktok.com/@realestateteamos Learn more about Real Estate Team OS: - https://www.realestateteamos.com/subscribe/ - https://linktr.ee/realestateteamos
34m
07/05/2024

[Inside The Team] Aligning Sales and Operations with Alise Hannebaum

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Alise Hannebaum, VP of Sales and Operations for The Laughton Team in Phoenix, Arizona.Alise joined the team at the start of the year; it’s her second role in the industry after more than a decade in finance and banking operations.   Learn how she scoped the role, how she invested her time in the first 90 days, and what’s ahead in the next year or two to align sales and operations from both an operational and financial perspective.Watch or listen for Alise’s insights into:- Endurance as a must-have characteristic within your team- The puzzle-piece metaphor that captures her approach to operations and the benefits of coming into real estate from outside the industry- Her initial steps through the first 90 days of joining The Laughton Team- Protecting your Fridays- The relationship between sales and operations and two definitions of her role across them- Tips to improve your likelihood of operating your business profitably- What to look for to know when to hire so that you’re not overstaffed and you’re not burning out your best people- Key metrics for your leadership team and tips for managing cash flowAt the end, learn about her perfect place … especially when there’s no splashing in the shallow end.  Connect with Alise Hannebaum and The Laughton Team: - https://www.linkedin.com/in/alisehannebaum/ - https://www.instagram.com/laughtonteam/ - https://www.facebook.com/laughtonteam/ Follow Real Estate Team OS: - https://www.instagram.com/realestateteamos/ - https://www.tiktok.com/@realestateteamos Learn more about Real Estate Team OS: - https://www.realestateteamos.com/subscribe/ - https://linktr.ee/realestateteamos
39m
02/05/2024

[Inside The Team] The Will and Skill Behind Agent Productivity with Justin McLellan

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Justin McLellan, Head of Agent Productivity for The Laughton Team in Phoenix, Arizona.After nearly 15 years of teaching in a high school classroom, Justin joined the team to improve the engagement and efficiency of real estate agents. He’s been the point person on multiple lead sources, including the Zillow Flex program.Justin shares here what he learned by listening to more than 1,000 phone calls and how he turned those insights into multiple playbooks, as well as the relationship between will and skill in driving the productivity of their 200+ agents. Watch or listen to this episode with Justin McLellan for insights into:- Tips for piloting and experimentation, including the willingness to fail and to test even the smallest things- A description of his role as Head of Agent Productivity- Why “all leads are created equal” and how they bring multiple lead sources into one funnel- What he learned by listening to more than 1,000 phone calls between agents and potential buyers and sellers- How he turned those learnings into multiple playbooks- The balance of will and skill - of engagement and effectiveness - that drives agent productivity- How they invest in and distribute leads across hundreds of agents and multiple offices- The unique benefits of the Zillow Flex program- The passion behind his work as a high school teacher and with The Laughton TeamAt the end, learn why he wore multiple hats (literally) over the past couple of decades!Connect with Justin McLellan and The Laughton Team:- https://myphoenixhomesearch.com/team/justin-mclellan- https://www.linkedin.com/in/justin-mclellan-870431286 - https://www.instagram.com/laughtonteam/- https://www.facebook.com/laughtonteam/ Follow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamosLearn more about Real Estate Team OS:- https://www.realestateteamos.com/subscribe/- https://linktr.ee/realestateteamos
38m
30/04/2024

[Inside The Team] Leading and Coaching Alongside (Not From Above) with Michelle Bleach

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Michelle Bleach, Regional Team Lead for The Laughton Team in Phoenix, Arizona.Learn about Michelle’s path from real estate agent to team leader to leader of team leaders - and the development of and transition into her role as Regional Team Lead (with stops as a trainer and mentor along the way!).Get tips for more effective coaching. Find out what makes The Laughton Team unique for agents, staff, and team leaders alike. And hear her advice for agents thinking about starting or joining a real estate team.   Watch or listen for insights into:- Processes and procedures as roadmaps- How she tripled her annual sales production when she joined The Laughton Team- Ways to turn online opportunities into a sustainable book of business (and help others do the same!)- How to successfully transition from peer to leader of peers- How the leadership team stays on the same page and speaks the same language through a leadership development program and coach- Key elements of an effective coaching conversation, how to be a more effective coach, and how to be more coachable- When groups and teams get together in person (vs remotely)- How they’re evolving support of teams within the regional branches- Which agents should join teams (and few tips to find the right one)- What’s ahead for her, her role, and the team leaders in the next year or twoAt the end, learn how a relationship created at the start of her career still benefits Michelle today!For more on Levels 1-4 of the agent journey inside The Laughton Team, watch or listen to the first two episodes in this Inside The Team series with founder George Laughton and COO Billy Hobbs!  Connect with Michelle Bleach and The Laughton Team:- https://myphoenixhomesearch.com/team/michelle-bleach- https://www.linkedin.com/in/michelle-alcorn-bleach-84463924/ - https://www.instagram.com/laughtonteam/ - https://www.facebook.com/laughtonteam/ Follow Real Estate Team OS: - https://www.instagram.com/realestateteamos/ - https://www.tiktok.com/@realestateteamos Learn more about Real Estate Team OS: - https://www.realestateteamos.com/subscribe/ - https://linktr.ee/realestateteamos
35m
23/04/2024

[Inside The Team] Operations Experiments and Investments with Billy Hobbs

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with Billy Hobbs, Chief Operating Officer for The Laughton Team in Phoenix, Arizona.In this conversation, Billy shares his path to the COO role (which includes experience as an agent, broker, and team leader), the nuanced and mutually beneficial system of splits and services they’ve designed to engage and retain agents, and tips for connecting and communicating with hundreds of team members across regional offices, teams within the team, and subcultures.Watch or listen in particular for the critical role that pilots and iterations have made throughout their team journey.Watch or listen for insights into:- Hiring for and celebrating the pursuit of excellence- His path from agent to broker to team leader to ops leader - including an indicator of who’s a good fit for a COO role - Team growth from 30 agents, 3 staff, and 1 office to 200 agents, 75 staff, and 6 office to 235 agents, 27 staff, and 5 offices- The critical role of pilots and experiments and the two filters to define success- The four levels of splits and services within the team (and how it’s changed from the first iteration to the third)- Tips for supporting teams within the team (and the value of subcultures within the team)- The importance of building with humans then driving efficiency with systems and of being willing to lead with ops investments, not just to lead with revenue- Why the team model is so relevant in today’s market and why they operate according to that business model- What’s  ahead in this Inside The Team series with The Laughton TeamAt the end, learn about a team that found success even though they weren’t the most talented team.Connect with Billy Hobbs and The Laughton Team:- https://myphoenixhomesearch.com/team/billy-hobbs - https://www.instagram.com/laughtonteam/‍- https://www.facebook.com/laughtonteam/ - https://www.linkedin.com/in/billy-hobbs/Follow Real Estate Team OS:- https://www.instagram.com/realestateteamos/ - https://www.tiktok.com/@realestateteamosLearn more about Real Estate Team OS:- https://www.realestateteamos.com/subscribe/ - https://linktr.ee/realestateteamos
45m
16/04/2024

[Inside The Team] Foundations of a Top-Ten, $1B Team with George Laughton

Go inside a top-ten team in the nation ($1B in sales volume and nearly 2,500 transaction sides in 2023) in this Inside The Team episode with George Laughton, Founder of The Laughton Team in Phoenix, Arizona.George speaks to the past, present, and future of their team, the values that drive them, why he’ll always invest in coaching, and ways they’re improving agent retention.Watch or listen for insights into:- The value of being surrounded by A players- Balancing growth and scale with the local and grassroots aspects of your real estate team- How his grandfather’s portfolio of rental properties influenced his approach to his business and his team- The #1 focus of a team leader- Which hats he kept on and took off as the team grew- Tips for coaching and for finding a good coach- A must-have characteristic of a member of The Laughton Team- What it means for a buyer’s agent to “show value” and how he’s coaching his team regarding the NAR settlement and buyer-broker agreements- Tips and cautions for real estate teams at different stages of growth (and the duplicatable quality of their regional pod model)- How and why they developed Level 1 to Level 4 agent journeys within the team, plus teams within the team (including a caution on what NOT to do)- Balancing investments in technology and innovation with the human-to-human moments that create sustainable successAt the end, discover the benefit of leaving something in your digital Costco shopping cart and of shutting down a credit card and seeing what happens.Connect with George Laughton and The Laughton Team:- https://myphoenixhomesearch.com/team/george-laughton - https://www.linkedin.com/in/george-laughton-51506679/ - https://www.instagram.com/laughtonteam/‍- https://www.facebook.com/laughtonteam/ Follow Real Estate Team OS:- https://www.instagram.com/realestateteamos/ - https://www.tiktok.com/@realestateteamosLearn more about Real Estate Team OS:- https://www.realestateteamos.com/subscribe/ - https://linktr.ee/realestateteamos
50m
09/04/2024

025 Onboarding and Training As Your Team Differentiators with Nick McLean

Episode 025 of Real Estate Team OS features Nick McLean, Owner and CEO of Nick McLean Real Estate Group, author of Million Dollar Agent, cofounder of Reside Platform, and coach to top teams and team leaders.After serving as a wildland firefighter and 747 pilot, Nick started a team in a new market and grew it from 6 agents and 1 staff to 40 agents and 7 staff, from 100 units to 500 units, and from $0.5M in revenue to $5M in revenue over a 10-year period.Learn how operations in general and onboarding and training in particular differentiated his team - and why those things will matter more for your team in the years to come.Watch or listen to this episode for Nick’s insights into:- The need to be in sync as a team- The role of belief statements (relative to mission statements and core values)- Starting a team in a new market and at a time when there were very few teams- Thinking of your business as a manufacturing business and resolving bottlenecks in the flow (with hiring as the last resort solution)- Onboarding, training, and standards as the differentiating factors for your real estate team- Four specific ways to improve training and its value to your team- The critical importance of knowing the game you’re playing (and sticking to it)- Why “teams are going to continue to dominate” but how the Pareto principle will wash out teams that aren’t lean, tight, agile, and competitiveAt the end, learn how Nick’s experience as a wildland firefighter informed the squadron model for real estate teams, where he takes calculated, Storage-War-type business risks, what there’s an unlimited budget for, how he gets hours and hours of podcasts and audiobooks in, and when his daughter’s on her own with homework.Connect with Nick McLean:- https://www.instagram.com/nickmcleanre/- https://www.facebook.com/nickmcleanrealestateCheck out Nick’s businesses:- https://www.nickmcleanrealestate.com/- https://resideplatform.com/Books mentioned in this episode:- Million Dollar Agent by Nick McLean: https://www.amazon.com/Million-Dollar-Agent-Proven-Playbook/dp/B0C9FXJ8K9- Same As Ever by Morgan Housel: https://www.amazon.com/Same-Ever-Guide-Never-Changes/dp/0593332709- The Goal by Eliyahu Goldratt: https://www.amazon.com/Goal-Process-Ongoing-Improvement/dp/0884271951Learn more about Real Estate Team OS: - https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
58m
02/04/2024

024 Setting Up Your Team for Scale with Jeff Brown

Get subscriber-only episodes instantly, plus email-exclusive insights and guest previews every week! Sign up at https://www.realestateteamos.com/subscribeEpisode 024 of Real Estate Team OS features Jeff Brown, Director of People and Operations with The Heaps Estrin Team, the #1 team in Canada under Royal LePage.He joined the real estate team, led by Cailey Heaps, two years ago after spending about a decade with BMO Financial in human resources and workplace transformation.Learn how the role shaped up, how the role serves the organization, how they support people through changes (including deeper adoption of Follow Up Boss and opening a second location), how to add performance management, which KPIs are worth reporting, and much more!Watch or listen to this episode with Jeff for:0:00 Intro and welcome1:36 How to get the most from your team and team members by leading in an emotionally intelligent way7:45 How he made the transition into real estate two years ago, what the initial role looked like with the team, and why the team needed him and his role 13:58 Which KPIs are reported each month (and the various ways you can spend on flowers)18:15 What the state of operations was within the team before bringing on a Director of People and Operations21:14 Why *timing* is the key to opening up mindshare and creating scale for the agents and team leader alike23:20 Insights into the what and why of two significant projects for the team - a new location and a new vertical29:05 Culture and communication tips to facilitate change 31:21 How a “five whys” approach helped move the team deeper into their CRM (Follow Up Boss) and why they looked to go deeper in the first place37:55 How "the meeting after the meeting" supports training, education, and change39:44 How the team runs their weekly sales meeting40:49 How and why to implement true performance management for your admin and support staff - with two specific tips46:25 Why and how to face the leadership and management aspects of your job even if you don’t love them49:08 At the end, hear about an executive seeking permission from a junior team member, about just how expensive hand soap can be, and about leaving your phone in the other room.Learn more about The Heaps Estrin Team:- https://heapsestrin.comConnect with Jeff Brown:- https://www.linkedin.com/in/jeff-brown-72077424/Learn more about happiness with Gretchen Rubin:- https://gretchenrubin.com/Learn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamosGet subscriber-only episodes instantly, plus email-exclusive insights and guest previews every week! Sign up at https://www.realestateteamos.com/subscribe
54m
26/03/2024

023 Operations Leadership from Assistant to COO with Christy Belt Grossman

Christy Belt Grossman is the go-to expert for real estate operations. She started in mortgage ops before joining a 2-agent team as an assistant. Together, they grew to the #5 Keller Williams team and one of the first teams to produce $1B in sales.Today, Christy is the Owner of Ops Boss Coaching and shares tips for owners and operators alike on building a business by building a partnership.  You’ll also learn when and how to hire or promote an Ops Boss from Assistant to Director of Operations to Chief Operating Officer.Watch or listen to this conversation with Christy to learn:- The definition and value of life-giving leadership- Her growth from assistant to COO in a pioneering real estate team 25+ years ago including a hard lesson along the way- The nuance in operations roles and a team leader’s need to match their goals with these roles- Empowering your ops person to be a multiplier rather than just a subtractor- The Assistant as a job (not a career) that’s paid based on time spent (not results generated)- The Director of Operations as a goal setter who’s paid on results- The Chief Operating Officer as a business leader who’s producing results, driving growth, and co-creating and co-casting the vision- The 3x Rule for optimizing your operations- The process to determine proper compensation for operations team members- A general rule of thumb to guide operations hiring- How to identify the Assistant who’s prepared to become a Director of Operations- How to set goals and drive progress between team leader and ops leader … together- What solo agents and team leaders get by investing in operationsAt the end, learn about a rock band as a melting pot, a +20-year-old, patriotic VW Beetle, and Picasso’s mastermind sessions.Connect with Christy and Ops Boss on Instagram:- https://www.instagram.com/christybeltgrossman/- https://www.instagram.com/opsbosscoaching/Learn more about Ops Boss Coaching:- https://OpsBossCoaching.comLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
55m
19/03/2024

022 Creating More Leaders, Not Just More Followers with Matt Smith

Episode 022 of Real Estate Team OS features Matt Smith, President and CEO of Matt Smith Real Estate Group, the #1 team in Mid-Missouri and the #2 team in the state. Learn how Matt turned hardships into an environment of productivity, positivity, and accountability - and how anyone can learn the language of leadership. Get insights into hiring staff at the right time - and into empowering both staff and agents to make more and better decisions.Why should an agent join a team? When should a team leader leave sales production? What’s the 1-3-1 Method? Get those answers and more!Watch or listen to this episode with Matt to learn: - How an emphasis on culture and the language of leadership drive team performance- What it takes to be a leader who creates more leaders, which is a skill you can acquire and develop- Two questions to answer and one thing to ignore when considering when, whether, and how to leave sales production- How Matt got started in real estate including personal and business challenges along the way (like a broker taking 97 listings and 42 pendings from his team)- The nature and structure of his 3-location team that’s hit 25% market share- Tips for hiring staff in the right order and at the right time to allow growth and minimize friction- “I’m a TERRIBLE COO” and why he runs operations anyway- The cause of most problems between people- How The 1-3-1 Method and two empowering decision-making filters help your staff and agents build confidence, momentum, and success- Why there are “very few people who wouldn’t be better off on a team” - with a focus on taking more money home each year, not just from each transactionAt the end, learn about the best job Matt has (among many), why his wife walked out of a car dealership on him, and the perfect pairing of podcasts and workouts.Connect with Matt Smith: - https://www.instagram.com/mattsmithexp/- https://www.facebook.com/matt.smith.733450Check out All or Nothing in Real Estate: - https://allornothinginrealestate.com/Check out Matt Smith Real Estate Group: - https://www.mattsmithrealestategroup.com/Learn more about Real Estate Team OS: - https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
1h 3m
12/03/2024

021 The Leader Works For The Agent with Drew Little

Episode 021 of Real Estate Team OS features Drew Little, Realtor and Team Leader of The Home Run Team in Virginia Beach. He’s just a few years into his real estate career and brings to it 25 years of corporate and entrepreneurial experience. Learn how and why he got licensed, started a real estate team, and approached the business influenced by his baseball, military, corporate, and personal experiences.Hear him out on the misalignment between agent and broker in some models - and how to correct them. Get his story on interviewing nearly two dozen brokers and team leaders when he started his career - and what he looked for to make the decision who to go with. Watch this episode of Real Estate Team OS for Drew’s insights into:- Getting buy-in and commitment from team members, who want to be part of something bigger than themselves despite the individualistic nature of the industry- Working for fulfillment, not just for money (and avoiding “commission breath” in the process)- Why real estate was the solution when he realized corporate jobs were a problem- His initial vision for a real estate team that scales, including what needs to be localized and what can be centralized- “A fanatical focus on clients and on fiduciary responsibility” as a long-term strategy for sustainable success- The misaligned incentives in some brokerage models- What it means to be a true fiduciary (and how “helping people pays you back”)- How an agent should hire a broker (not the other way around) and the one question every broker should be able to answer for you- Why an agent should never chase splits (but how you can negotiate them)- The litmus test and value prop for joining The Home Run Team- Being committed to making sure agents can’t sell any more property anywhere else than with their team- Their first 3 staff hires (and why)- Why he’ll always be in sales production- His commission-based partnership approach to the ISA position (and how it’s paying off for everyone)- What an agent needs to know and be able to deliver before starting a teamAt the end, hear about some benefits (and a drawback!?) of coaching teenage baseball players, how his business partner’s frivolousness balances him out, and what it means to be an “omnivore of improvement.”Connect with Drew Little: - https://www.instagram.com/coach_drew757/- https://linktr.ee/coachdrewlittle- https://home-run-team.com/Learn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
55m
05/03/2024

020 The Oversimplification, Hype, and Reality of Teams with Katie Day

Episode 020 of Real Estate Team OS features Katie Day, Realtor and Team Leader of The MOVEMETOTX Team in Houston.Hear her journey into real estate sales and team leadership - in part through the lens of the simple promise you hear in webinars, podcasts, and stage presentations versus the messier reality of hiring, firing, and losing people. Hype oversimplifies. Experience teaches.Watch or listen to Episode 020 with Katie Day for insights into:- The need for adaptability within your team and where it comes from- Balancing team goals with individual goals- The progression from multi-family and single-family property management to real estate sales (with lessons learned from running an apartment community at age 21)- The first hire a new team leader should make (and that she didn’t make)- The role of culture and the development of core values of their 10-agent, 2-TC, 2-VA team (and defining some of it based on what you *don't* want, not just what you do want)- Why building a mega team isn’t their goal, despite its being glamorized and oversimplified- A "losing battle" many teams fight as they scale - and the high price they pay for it- Their two agent avatars and how they built a three-week training program specifically in support of them- Organizing your training into Sales, Marketing, and Operations and sequencing lessons for early sales wins- The multiple benefits of staying in sales production (and why many mega team leaders are returning to sales production)- How a solo agent benefits from joining a team and the two things that are required for success within a team (coachability and humility)- How an aspiring team leader should plan their first hire (or three)- The aha moment of being present on social media and creating video contentAt the end, hear why a varsity basketball lineup went rec league, a $2 refill savings, and the benefits of conferences and events.Connect with Katie Day:- https://www.instagram.com/movemetotx/Learn more about Real Estate Team OS: - https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
52m
27/02/2024

019 Building Your Real Estate Practice by Vertical with Mike Heddle

Episode 019 of Real Estate Team OS features Mike Heddle, Broker and Team Leader of Heddle Real Estate in Hamilton, Ontario.Learn how he built their real estate practice on four specific verticals, including relocation, new construction, property investing, and referrals through a tight network.Hear about the $300,000 they pay out in referral fees each year as a marketing cost he’s glad to pay - in large part because it’s a variable cost in their highly productive and profitable business.And listen for specific language around a consultant’s approach, a sales partner, and a real estate practice.Watch or listen to this conversation with Mike Heddle for:- A quick dive into the necessary presence and balance of leadership, drive, systems, accountability, and culture for team success- Flipping the org chart upside down as a leader (like a bee apiary)- The need for a North Star to align individual goals and success with team goals and success (and an overview of their core values)- The Heddle Group real estate team as a product of necessity (too much opportunity to deliver the level of service he was building his reputation on)- Their first vertical - a relocation partnership with a world-renowned medical research center- Their second vertical - a new home construction partnership with a builder- The vertical strategy “makes the phones ring off the hook” and generates 120-140 organic, inbound leads each month- Their third vertical - a real estate investment network (1/3 of their business, about 100 of the 300 transactions each year)- Their fourth vertical - connecting with the top 1% in Royal LePage and the fortunate market dynamics an hour outside of Toronto- A deeper dive into how you can leverage their third vertical - "the best ROI" in their business and “one of the strongest value propositions” they’ve put out to prospects, clients, and the market- The four financial fundamentals of investment properties- Specializing by vertical and lead routing by vertical- Why he’ll likely always stay in sales production and won’t likely pursue a mega team structureAt the end, learn about the NHL teams he’s loved, the “wooden skis” upgrade, and a renewed focus on health (specifically: sleep).Learn more about Heddle Real Estate:- https://liveinhamilton.caLearn more about The Deal of the Week:- https://dotw.caConnect with Mike Heddle:- https://www.instagram.com/mike.heddleLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos/
55m
20/02/2024

018 Hands-On Lead Generation and Conversion with Preston Guyton

Episode 018 of Real Estate Team OS features Preston Guyton, an entrepreneur who’s been a founder and leader of companies in real estate, mortgage, design and construction, online lead gen, and coaching.Learn how these all work together and learn from his expertise in online lead generation, lead conversion, and email marketing. Pay special attention to the 7-11-4 formula to connect with people.Watch or listen to this conversation with Preston for insights into:0:00 Intro and welcome1:00 The need for every team member to be committed, consistent, and accountable (even when it’s *boring*)4:19 How leadership and marketing translate across the industries he’s served and companies he’s founded6:24 How his door-to-door sales job kicked off his entrepreneurial journey through real estate, mortgage, construction, and online lead gen12:18 The challenge of letting people do what they were hired to do14:43 How they hit the ground running when they opened Palms Realty and the first 3 leadership positions they hired19:15 Why they opted for an independent brokerage rather than a teamerage or a franchise20:16 How their Agent Excellence Program provides onboarding for about 10 agents per quarter and improves results across the team25:12 The lead generation goal of 20-30 leads per agent per month26:36 The 7-11-4 formula for lead generation, engagement, and conversion (7 hours, 11 interactions, and 4 places)29:04 Why he still takes a hands-on approach to marketing33:58 Why your conversion problem is much more about lead follow-up than lead source (and a reminder to stop using canned action plans)38:38 Tips for email list segmentation and newsletter engagement (including how to structure your emails based on how people read them)46:53 Why his approach to AI is one of caution51:15 At the end, learn about his appreciation for Justin Havre, Gary Ashton, and the Real Estate Webmasters community, how he styles up a canned tuna lunch, why he doesn’t listen to music while running or working out, and the benefits of a national (rather than a local) network.Connect with Preston Guyton:- https://www.instagram.com/prestonguyton/- https://www.facebook.com/preston.guyton/Learn more about Preston’s companies:- https://www.palmshome.com/- https://www.ezhomesearch.com/- https://cheplakdigital.com/- https://resideplatform.com/Learn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
58m
13/02/2024

017 Profitability Through Per-Agent Productivity with Jim Remley

Episode 017 of Real Estate Team OS features Jim Remley, who coaches team leaders and brokerage owners on per-agent productivity and profitable growth. He pioneered one of the first real estate teams in the late 80s and grew it to a 17-office company across Oregon. He later grew a 30-agent team to 250 agents. The keys to both successes: acquisitions, partnerships, and per-agent productivity.Here, you’ll get telltale signs of an unprofitable real estate company, the best hire a team leader can make, and the simplest recruiting message you can offer.Listen to Ep 017 with Jim for:0:00 Intro and welcome1:15 The balance of empathy and automation in “world-class service”7:36 A team as a brokerage within a brokerage with specialized positions and why they'll absolutely be the dominant players” - responsible for 60-80% of GCI and challenging solo agents at scale9:14 How the emerging “virtual team” model works and why it makes sense financially14:25 “The best hire a team leader can make” and the value of coaching and mentorship for agents looking to invest and grow16:48 A caution on building teams within teams (and a proposed way to do it effectively)18:25 How a company he started at age 23 grew to 17 offices across Oregon (through acquisitions, partnerships, and recruiting)20:02 The simplest recruiting message you can offer and how he leveraged it to grow two real estate businesses23:46 The two ways they entered new markets as they expanded their business and a strategy to bring top performers into new offices27:06 The per-agent productivity metric to pay attention to (and new data about it)30:14 The telltale sign of a weak real estate company (and potential acquisition target)33:18 The importance of listings for profitable growth and “the #1 place where listings will come from in 2024 without question”35:30 A basic marketing strategy to speak to those 30 million people who’ll be listing over the next several years38:20 How the Hawthorne Effect helps you recruit and retain productive agents - and the two things to hold them to (participation or performance)40:59 The “magic words” of “How’s your pipeline?”43:40 How to decide whether to leave sales production and the one role you have to figure out how to pay for when you do46:56 Positive signs in the market and 4 top sources to find more stories and data 50:30 At the end, learn about the power of a paper route, what he seeks at used book stores, and the travel goal he’s working toward at least 7-8 weeks per year.Follow Jim Remley:- https://www.instagram.com/erealestatecoach- https://www.tiktok.com/@erealestatecoachSee Jim's News and Data Sources:- Zillow research https://www.zillow.com/research/ - NAR Economists’ Outlook https://www.nar.realtor/blogs/economists-outlook - Redfin News https://www.redfin.com/news/housing-market-news/ - KCM Blog https://www.keepingcurrentmatters.com/blog/Learn more about eRealEstateCoach:- http://erealestatecoach.com/- https://linktr.ee/erealestatecoachLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
55m
06/02/2024

016 The Intrapreneur Every Entrepreneur Needs with Emily Smith

For more than 8 years, Emily Smith has helped build Wemert Group Realty, an 80-person independent teamerage in which "team" is as much a culture and set of commitments as it is a business model.Though Emily’s held just two titles, Marketing Director and COO, she's served in many roles and initiated many projects.By watching, you’ll develop a picture that a) you need an intrapreneur in your growing company and b) that person may already be a team member.Watch this episode with Emily Smith for insights into:0:00 Intro and welcome2:04 The importance of being solution-based and how to find this quality in the hiring process5:58 How she transitioned from her own entrepreneurial journey into a real estate team8:18 Her path from Marketing Director to Chief Operating Officer at Wemert Group Realty13:26 How to find your team’s COO through the “hole plugging” method and other names the role might go by18:30 How to prioritize the operational improvements your business needs (no matter your size or structure, including solo real estate agents)22:36 A simple habit to accelerate the growth of your assistant(s)25:04 Why their team is more than a business model and what agents are opting into when they join their teamerage29:58 Two reasons why recruiting ISN’T a top priority for Wemert Group Realty32:44 A fundamental, self-reflective decision that most team leaders will face37:22 The one question that helps you and every team member run a more successful business (and how Emily would answer that question herself)40:36 Why every entrepreneur needs an intrapreneur and tips to build the relationship, share the successes, and manage the vision from both sides47:54 At the end, Emily shares her appreciation for the OpsBoss community, her not-so-frivolous throw pillow obsession, and her pursuit of the expert.Meet the Wemert Group Realty team:- https://wemertgrouprealty.com/the-team/Connect with Emily Smith:- https://www.facebook.com/emilytompkinssmith- https://www.instagram.com/emily_t_smith/Learn more about Ops Boss Coaching:- https://opsbosscoaching.com/meetchristy/Learn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
53m
30/01/2024

015 Recruiting As Your Solution with Suneet Agarwal

Episode 015 of Real Estate Team OS features Suneet Agarwal, CEO and Owner of Big Block Realty North and the Best Sac Homes Group, the #1 team in Sacramento and a top team in California.A co-founder of the Reside Platform, Suneet also coaches top teams and brokerages.In this conversation, we hit on three of his favorite topics: recruiting, email marketing, and ISAs! Listen to Ep 015 with Suneet for:0:00 Intro and welcome1:50 Why leadership separates good teams from great teams4:35 How he landed in real estate after experiences in mortgage, cannabis, bulldog breeding, and other businesses7:44 How Tristan Ahumada, Jon Cheplak, Lab Coat Agents, and the Keller Williams community helped him on the path to #1 in Sacramento, then #1 in California12:38 “Recruiting solves all problems” - agents, managers, and admins alike, as well as "compartmentalizing the business"20:40 The top challenge he hears “across the board” from agents and team leaders right now24:40 Why the real estate team model is more effective than the traditional brokerage model right now27:20 Why more team leaders should ignore the “merit badge” of leaving sales production30:05 How to adjust ad spend in a tough or slow real estate market35:55 Just how simple the recruiting conversation can be (and how - specifically - he runs his recruiting conversations)40:24 How he scaled up, then topgraded his ISA team (which includes local and international agents) 44:52 Why earlier is better for the ISA-to-agent handoff 47:12 Why joining a team is the best option for most agents right now49:50 At the end, Suneet shares the best team he’s ever been a part of (and he’s part of it right now), picks up a beautiful, frivolous purchase, and speaks to investments in both coaching and video games.Connect with Suneet (and get his free stuff):- https://suneetagarwal.com- https://www.instagram.com/suneet_agarwal916/Check out Reside Platform:- https://resideplatform.com/Learn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos
54m