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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23/01/2024

014 More Deals From Your Database With (Or Without) An ISA with Travis Halverson

The ISA. The inside sales agent. The “keeper of the leads.” Travis Halverson is “just an ISA” in the very best way. He coaches and consults on the ISA function with Cheplak Digital and EZ Home Search. For years, he served in ISA and inside sales leadership roles with Keller Williams Oak and Ocean Group and the Anderson Hicks Group. In this conversation, Travis shares a step-by-step process you can use today as a solo agent, team, or brokerage to find missed sales opportunities in your database. He also speaks to the three keys to success in engaging people: speed to lead, speed to response, and speed to relationship.Listen to this episode of Team OS with Travis for insights into:0:00 Intro and welcome2:00 Self-accountability and team accountability3:30 Staring his career taking calls in a DirecTV call center, then setting up call centers and training staff in Cost Rica and El Salvador6:45 Overcoming the negative stereotypes about call centers and high-volume outreach, as well as the stereotype of the ISA role as a "stepping stone" role11:20 The importance of framing the ISA position as a sales position (plus a fun, little hack to stay motivated)14:58 Speed to lead and the reason NOT to call immediately17:04 Speed to response and the idea of too much automation21:18 Speed to relationship and the importance of connecting deeper than surface level before anyone else23:30 AI as another point of leverage for agents and for ISAs27:10 Why your database size tells you whether and when to hire an ISA or an ISA team (and the risk of lead exhaustion if you miscalculate)32:25 A step-by-step process for any agent, ISA, or team to organize a database to create sales opportunities you’ve missed36:45 Tips for solo agents who need to prospect on their own - without an ISA39:15 Balancing quality and quantity in outreach - and automating the WAY you follow up and the WAY you work (rather than automating the follow up itself)43:47 How timeline and motivation should inform client handoffs between ISAs and agents49:00 What a team leader should look for (and avoid) when hiring an ISA52:05 Why every agent should spend a little time in the ISA seat53:35 At the end, hear about the Anderson Hicks team in Idaho Falls, a traveling coin collection, podcast apps as search engines, and the benefits of a balanced relationship.Connect with Travis Halverson:- https://www.facebook.com/travis.j.halverson/- https://www.instagram.com/travishalversonnnLearn 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
16/01/2024

013 More Planning for Better Execution with Levi Rodgers

After surviving an IED attack in Afghanistan as a Special Forces Green Beret and retiring from the US Army, Levi Rodgers started a real estate career.Hear about his journey from solo agent to team leader to RE/MAX franchise owner to independent brokerage owner.His 300-person-strong organization operates in three markets, is characterized by speed, flexibility, and service, and was sparked by success with Zillow Offers.Watch or listen for Levi's insights into:- Drawing on a variety of voices and stories for information, inspiration, and ideas- The need to be adaptable in the “constant startup environment” of a real estate business- How military leadership and real estate leadership are similar (spoiler: they’re about people)- His path from solo agent to team leader, to RE/MAX franchise owner, to independent brokerage owner- An overview of his team structure and leadership positions on the path from 30 people to more than 300- A view into their annual planning process that’s driven by an outside facilitator and captured in an 8’ wide graphic (rather than a multi-page document)- How an aspiring team leader should think about the brokerage they’re in=- How the Zillow Offers opportunity led him to go independent for greater speed and flexibility- The recruiting philosophy and approach bringing 10-15 agents a month and hundreds of agents over the past several into the team- Why successful teams are attractive to experienced agents right nowAt the end, find out how this Lakers fan became a “life-long Spurs fan” and a frivolous purchase of “dirt” that may not be so frivolous after all.Connect with Levi Rodgers:- https://www.facebook.com/levi.rodgers.714Hear Levi's story on Ep 040 of The MedEvac Podcast from Black Rifle Coffee:  - https://youtu.be/4aSofDN7LEoLearn about the Levi Rodgers Real Estate Group:- https://lrgrealty.com/- https://www.instagram.com/levirodgerslrg/- https://www.tiktok.com/@levirodgerslrgLearn 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
09/01/2024

012 Splits and Services with Winston Murray

Episode 012 of Real Estate Team OS features Winston Murray, Founder of Works Real Estate in Portland and Seattle.Winston speaks to the gap and opportunity that inspired the way they’ve built Works Real Estate: being high-volume and tech-forward while remaining hands-on with a focus on long-term relationships.Listen to this episode of Team OS with Winston for insights into:- Balancing your relentlessness and determination with humility- The path from getting fired as a transaction coordinator to joining a team to becoming a solo agent to starting a team to growing from 4 to 140 agents- Staffing up and recruiting agents to handle the volume brought by the Zillow Flex program- Why “endless leads mean nothing without quality control”- Designing a brokerage that balances high-volume, online opportunities with old-school, hands-on service- The exact splits and service combination he landed at after changing it four times over the past few years- The tiered levels of splits on SOI business that works for Works- How they landed at 10x the agents but 1/3 the staff- Their approach to market expansion- How they communicated changes in splits and services- How they make it easy for agents to understand the value of their model- Why they went independent with the brokerage- How and why he participates on the Agent Advisory Board for both Zillow and Sisu - and the value of both partnerships- Why he remains hands-on and active in the team- How starting a nonprofit for addiction recovery prepared him for building a real estate businessAt the end, learn which real estate team leaders inform and inspire his own growth and where he went “all out” instead of holding back “a little more” investing in their new office.Connect with Winston Murray:- https://www.instagram.com/winston_murray1/Connect with Works Real Estate:- https://www.instagram.com/worksrealestateco/- https://worksrealestate.co/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
02/01/2024

011 Lauren Bowen on 16 Lead Sources For 800 Agents

Episode 011 of Real Estate Team OS features Lauren Bowen, Chief Operating Officer at Robert Slack, the fourth-ranked mega team in America and top-ranked in Florida.Her roles with the company as it’s grown from 4 to 800 agents over the past 9 years: Realtor, Team Leader, Senior Team Leader Director, and now COO.Learn about her career journey, her new responsibilities, and the company's market expansion into 5 states in a challenging, uncertain market.Watch or listen for Lauren’s insights into:- Consistency not just in processes, but also in rollouts and in team leader- A snapshot of the 16 lead sources their lead-provided brokerage runs on (including Realtor.com, Zillow Flex, and Connect by Zillow Group)- The leeway team leaders in different markets need to support their agents and the company- How Slack Academy helps new agents and how they graduate into lead sources- A vigilant approach to a family culture, culture as their fundamental differentiator, and the benefits to solo agents joining their team- The 3am email that shifted her to COO and a drastic change she needed to make once in the role- How “Making agent’s lives easier” as a decision-making filter led to a new application of VA and ISA talents- The love of spreadsheets and the need to live in them, not just review them- The biggest jump in her career - Realtor to Team Leader- Why she left sales production and how she stays in touch- The flexibility and bending required to shift from Team Leader to leader of Team Leaders- Four characteristics that make a good team leader and the difference between a good agent and a good team leader- The necessary foundation to invest and grow in a challenging and uncertain market- Why there are NO “bad leads”At the end, hear about shoes that aren’t lonely, how to learn something “from anywhere and anyone”, and the Phantoms of the Operating Room.Learn more about Robert Slack:- https://robertslack.com/careers/- https://www.instagram.com/robertslackllc/- https://www.tiktok.com/@robertslackllcLearn 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
21/12/2023

Jeremy Larson with Two Paths for a Top Agent [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Jeremy Larson, CEO of the Larson Real Estate Team in Santa Cruz and Monterey, California.He’s a three-time Inc 500 Entrepreneur, a three-time eXp Realty ICON Agent Award winner, and member of the Zillow agent advisory board whose real estate team doubled revenue for three years straight.Jeremy shares here the process for re-training and re-recruiting agents, how to know whether solo agent or team leader is your best path, how to know whether solo agent or team member is your best path, and a unique tactic to hire the right avatar for your team.Watch or listen to this Session of Team OS with Jeremy for:- The balance of resources, training, and opportunities required for team success- His process for engaging, re-training, and re-recruiting agents, including the role of top producers- Tips from his journey through the “messy middle” between producing agent and team leader- The “instant clarity” and “something magical” that happens when you commit to leaving sales production- A unique tactic he and his operations manager use to make sure they’re bringing on their ideal agent avatar- Why to take the risk of hiring staff for where you’re going, not where you are (spoiler: it’s in part about agent experience)- Two team paths for a top performing agent- The big difference between being on a team and operating solo that every agent should considerAt the end, he shares appreciation for Bay Area teams.Connect with Jeremy Larson:- https://www.instagram.com/realjeremylarson/Learn about the Larson Real Estate Team:- https://www.larsonrealestate.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
22m
19/12/2023

Chris Heller with (Not So) Common Sense Behind Teams [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Chris Heller, a real estate team pioneer, former President and CEO of Keller Williams, and current President of OJO.Chris shares the common sense behind the start of his real estate team 30+ years ago, how the model caught on, what its future is, and why agents should consider joining a team.Listen to this Session with Chris for insights into:- Communication and integrity for team success- Versatility and flexibility as an agent and as a leader- The (no so) common sense that led to his real estate team more than 30 years ago- Keys to the normalization of the team model (including The Millionaire Real Estate Agent)- A big change in how teams can get started- Two reasons an agent should find the right team to join- Why OJO isn’t just “selling leads” and what they’re doing to help teams instead- The self-inflicted pain the agent community has brought on itself (and the only way to avoid it)- The future of the team model, including challenges for solo agents and two successful team types At the end, learn about the joy and fulfillment of lacing up your skates with your brothers.Connect with Chris Heller:- https://www.instagram.com/hellersells/Learn more about OJO:- https://ojo.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 
25m
14/12/2023

Kenny Truong on Recruiting 500+ Agents [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Kenny Truong, Founder and Team Leader of FAST REAL ESTATE in Northern California.Learn unique and specific strategies for leveraging Instagram, Slack channels, and newsletters for agent recruiting, training, and retention - and why being "fast and good beats slow and great."Watch or listen to this Session with Kenny for insights into:- A direct, data-driven leadership style- How leading an online leads team helped develop a respect for different personality types- Why FAST is the key element of their brand and why “fast and good beats slow and great”- How he’s personally recruited more than 100 agents and his team has recruited more than 500 agents over the past few years- Very specific tips for leveraging Instagram and Slack channels for culture, education, training, recruiting, and more- How they repurpose much of the Instagram and Slack content in a weekly newsletter (the most recent of which was an all-AI creation)- How a solo agent should think about joining a team or starting a team- The plan to increase contacts through accountability groups in the year aheadAt the end, learn about the happiness a $400 toothbrush can bring.Connect with Kenny Truong:- https://www.instagram.com/kenny_fast/- https://www.kennytruong.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
18m
12/12/2023

010 Ryan Rodenbeck and John McCarthy on Leadership Structure

Episode 010 of Real Estate Team OS features Ryan Rodenbeck and John McCarthy of Spyglass Realty in Austin, Texas. Ryan’s the Founder, Broker, and CEO. John joined him as an agent and became Sales Manager.Learn what Ryan built that attracted John to the team and the growth and opportunity that created the need for formal sales leadership. Watch or listen for insights into: - John’s appearance on a house flipping show 15 years ago- The role a formal leadership structure plays as foundation of a scaling business- How and why Spyglass started (spoiler: it wasn’t to build a team - it was for Ryan as a solo agent)- Why the team model was “exactly” what John needed in his transition back to Texas, allowing him to “plug right in” and “build from there” rather than build his real estate business from scratch- Pro tips for naming your team or brokerage (especially if you’re not naming it after yourself)- The two types of agents on the team and the drive to make them all more independent over time- The risks and opportunities for Spyglass and for John in his stepping into the Sales Manager role- Why agents have to trust and follow the process - and how they benefit over the long term by being trained into it in the short term- Specific topics you can train your agents on today- The good, bad, ugly, and necessity of implementing a system like EOS - “the biggest thing (they’ve) ever done with (their) brokerage to make (them) more nimble and more efficient”At the end, learn about a team enjoying a 25-year reunion, a beloved and frivolous purchase, the benefit of immersive experiences, and the need to shut down your brain.Follow Ryan, John, or Spyglass:- https://www.instagram.com/ryanrodenbeck- https://www.instagram.com/johnnymacspyglassrealty/- https://www.instagram.com/spyglassrealty/Check out their website and podcast:- https://spyglassrealty.com- https://realtyhack.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
40m
07/12/2023

Tristan Ahumada with 3 Keys to Real Estate Team Success [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Tristan Ahumada, who serves as (among many other roles):- Co-founder and CEO of Lab Coat Agents- CMO of SUCCESS Magazine- CEO of The Organization (brokered by eXp)- Team Leader, Tristan and Associates- Founder, A Brilliant TribeTristan speaks to the role of confidence, investing in yourself, successes and failures in building a team and pursuing market expansion, and three specific things every team leader needs to attract and retain experienced real estate agents.Listen to this conversation for insights into:- Confidence, the way we make clients feel, and the emotional resonance we leave behind- Ways to coach and build confidence in agents, including the need for other voices and real examples- Taking the time to grow yourself as an individual person, including time to think and reflect- How Chris Smith helped both Tristan and Ethan get publishing deals for their books- The rise of the team model in his view and in his experience- His failure in market expansion- How AI and other emerging tech allows us to net more money- The unique and differentiating role of client experience- The role of humans and machines in delivering that experience- A fundamental truth about real estate teams that’s necessary for success- Why he allowed agents to build teams within his team early on (and after an expensive lesson)- “The Steve Jobs Effect” of communicating your vision- Providing agents everything except their own actions (and making sure they know it)At the end, you’ll discover just how expensive a notebook can be.Connect with Tristan Ahumada:- https://www.tiktok.com/@tristan.ahumada- https://www.instagram.com/tristan.ahumada/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
31m
05/12/2023

009 Daniel Dixon on Being the Lighthouse for Agents

Episode 009 of Real Estate Team OS features Daniel Dixon, who serves (among many other roles) as … - Owner and CEO of The Dixon Group- Owner and CEO of First Step Home Loans- Operating Principal of Keller Williams Denver Southeast- Host of The Color of Money podcast.Listen to Episode 009 of Team OS for Daniel’s insights into:- Athletes as the avatar for team members who’ll strive for greatness- Not being okay with just being okay (and instead dreaming and working for more)- Removing feelings to have fact-based conversations because “accountability is the highest form of love”- Why it’s time to “be the lighthouse” for agents - language he adopted and adapted from Jon Cheplak- Working the math equation of activity metrics to improve leading indicators of results- How clarity helps agents and why it’s in short supply right now- What Brett Tanner shared with Daniel that led him to start his team- The tried and true method for solo agents to get a handle on their business (specifically their P&L)- Why team members have a simpler business from a financial perspective- Why he left real estate sales production and how that led to ancillary businesses like mortgage and title- The strategy of making more money per transaction, not just generating more transactions- What real estate agents need to know about mortgage loan officers and the mortgage process (but typically don’t want to hear)- How to approach ancillaries if you’ve not built or added them to your business yet- The misconceptions around starting a real estate team and one question to get clear on whether - and if so, how - it’s right for you- An important and timeless lesson from his time selling time shares by way of Zig ZiglarAt the end, learn about the spark that started his 49ers fandom, an $8 expense he refuses to incur and a $3 savings he always seeks, why an annual $100k/year spend is an investment not an expense, and how he relaxes in an incredibly active way.Follow Daniel Dixon:- https://www.instagram.com/dixonsoldit/- https://www.tiktok.com/@dixonsolditSee Daniel’s real estate and mortgage businesses:- https://www.findcohomes.com/- https://firststephomeloans.com/Listen to The Color of Money:- https://thecolorofmoneypodcast.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
02/12/2023

Buck Wise on Being Inquisitive and Segmenting Data [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Buck Wise, the CEO of #CLOSINGDAY Agency and a marketing, branding, and strategy enthusiast.Listen to this Session with Buck for insights into:- The need to be inquisitive to guide yourself and guide teams more effectively- The mentors who’ve shaped Buck’s no-nonsense, results-oriented leadership style- How your leadership must change at different phases of business growth - and the challenges that come with that- Balancing agent brand, team brand, brokerage brand, and franchise brand - leveraging the right ones at the right times- “Marketing is connecting and earning trust”- Ways to turn data into dollars, from collection through segmentation- Why wide-net, mass-blast marketing fails in the short term and over the long term- Why the size of your “list” doesn’t matter as much as you think- The campaign behind pumpkin spice latte sales growth - and what it means for youAt the end, learn about both his favorite team to root for, the best team he’s ever been on, and the delicate balance of being an enterprise-level organization with startup qualities.Connect with Buck Wise:- https://www.instagram.com/aboutbuck/Learn about CLOSINGDAY Agency:- https://www.closingdayagency.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
34m
30/11/2023

Melissa Sofia on Doing the Most for Your Clients [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Melissa Sofia, Broker at The Avenue Home Collective serving all of San Diego County.In this conversation, she shares helpful details on her journey from 8 agents to 40+ and from $40M to $250M in annual sales.Watch or listen to this Session of Team OS for insights into:- Why a collaborative, in-person culture helped the team “blast off” at the onset of the pandemic- Ways to generate and capitalize on “teachable moments”- How her team started, despite her intention to stay solo- Refining processes round SOI and referrals as your primary lead source- Partnering with Side Real Estate for increased leverage, even though she earned a broker’s license- What it means to deliver service that makes you wonder whether you’ve ever had service- What she does to consistently deliver that level of service across a growing team of diverse agents- What her role looks like today and why it continues to include sales production (and we’re not just talking the cherry-picked best listings)At the end, hear directly from a self-described “leftover queen.”Follow Melissa Sofia:- https://www.instagram.com/melknows/Learn about The Avenue Home Collective:- https://theavenuehc.com/- https://www.tiktok.com/@theavenuehomecollectiveLearn 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
24m
28/11/2023

008 Ben Bluemle from Bank-Owned to Luxury Listings

Episode 008 of Real Estate Team OS features Ben Bluemle, Broker and Owner of Seaport Real Estate in Savannah, Georgia.Learn why they’ve built an “anti-team” team and how he made the transition from exclusively selling bank-owned properties to specializing in luxury listings.Watch or listen for insights into:- How his football experience (had try-outs with the Eagles and Dolphins) prepared him for a real estate career- How to identify coachability in agents- The give and take of accountability, including your staff members- Why he describes Seaport as the “anti-team” team- Agent support that includes writing offers, scheduling appointments, a production studio, and the Seaport House- The path from bank-owned to luxury listings- The specific, pivotal point along that journey- How writing countless Broker Price Opinions (BPO) made him a local listing expert- The role of YouTube and Facebook video in building their local brand- Why and how to get agents to let go and trust the process for individual and collective success- The personal story that drives his philosophy and practice of work-life balance with the team- Why every decision has been made bottom-up with agents, not top-down from leadership- The meeting cadence that keeps everyone aligned- Why he still lists properties himself and why recruits should be excited about that- Questions he loves (and hates) to hear from recruitsAt the end, learn why he roots for the LA Chargers, the unexpected costs of a putting and chipping green, and why he won’t show a $2M house on the weekend.Connect with Ben Bluemle:- https://www.instagram.com/benbluemle/Learn more about Seaport Real Estate:- https://seaportrealestate.com/- https://www.instagram.com/seaportrealestate/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
21/11/2023

007 Justin Havre on The Business of Human Development

Episode 007 of Real Estate Team OS features Justin Havre, Team Leader of The Justin Havre Real Estate Team of eXp Realty. Prior to joining eXp, his team was the #1 RE/MAX team in Canada and top 5 in the world for several consecutive years.Hear how a centralized system for leads and opportunities increased accountability and transparency and how investments in people are investments in your business.Listen to Episode 007 of Team OS for Justin's insights into:- Setting, creating buy-in for, and enforcing standards that improve conversion and improve customer experience- Prioritizing specific standards and processes, like speed to lead- Collectively creating an environment in which opportunities are handed off voluntarily- The journey that resulted in his brokerage telling him that he had to start a team- Increasing accountability and transparency with a central system of record (“the best business decision” - wished he’d done it “years earlier”)- How agents and team leaders can “protect their investment”- Thinking through agents joining you for a reason, a season, or a lifetime - Managing honorable and dishonorable behavior- Shifting the collective mindset to creating raving fans, not just closing sales- The most powerful lever in your business - developing your people- Why helping others starts with improving yourself- How your personal life and work performance are interconnected- Escaping the “emotional jail” that holds us back from developing ourselves and those around us- How the team model alleviates financial risk and improves experiences for real estate agentsAt the end, Justin looks to a new season and fresh start for the Calgary Flames, returns an Audi R8 after just a couple of months, and focuses on both the information and the nutrition he consumes.Learn more about Justin Havre & Associates:- https://Calgary.com- https://JustinHavre.comFollow Justin Havre:- https://www.instagram.com/justinhavre/- https://www.tiktok.com/@justinhavre/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 2m
16/11/2023

Veronica Figueroa on Starting or Joining a Team [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Veronica Figueroa, Team Leader of the #1 eXp Mega Team (units sold 2021 and 2022).Veronica shares insights into shifting to a culture of standards and accountability, as well as cautions for solo agents thinking about starting a team and guidance for solo agents thinking about joining a team.Listen to this Session of Team OS for:- The team leader’s responsibility for operating in the “Wild Wild West” and flying by the seat of your pants- Shifting to a culture of standards and accountability (and bringing most people along for it)- Removing the negative connotations of the word “consequences”- The best-case scenario for a new team- Her process for setting individual goals, getting complete commitment (and providing it), and asking for permission to hold people accountable- The difference between starting a team today and starting a team 15 years ago- The two reasons she started her team- Two directions the overwhelmed agent can go with a team- Delegating (and taking a pay cut in the process)- Why more agents should join teams (even experienced agents)- What an agent should look for in a team (topics to interview team leaders about)At the end, learn about Veronica’s most frivolous purchase (which she returned).Learn more about The Fig Team:- https://www.thefigueroateam.com/Connect with Veronica Figueroa:- https://www.instagram.com/veronicafigueroainspires/- https://www.tiktok.com/@veronicafigueroainspiresLearn 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
27m
14/11/2023

006 Kris Lindahl on Putting People in Positions to Win

Episode 006 of Real Estate Team OS features Kris Lindahl, Founder and CEO of Kris Lindahl Real Estate.From selling 175 homes in 2014 as a solo agent with one assistant to building the top team in Minnesota and a top ten team in the nation, Kris has created a uniquely powerful brand and an incredibly successful business.Learn some of the mistakes he made and lessons he learned on that journey - including specific ways to put people in positions to win together.Listen to Episode 006 of Team OS for insights into:- Enhancing your ability to pivot, move, and stay agile- Getting the right people into the right seats (with a nod to Working Genius)- The function and benefits of developing scorecards for the company and for each team member- The meeting cadence that helps keep his company aligned with each other, the mission, and the direction- How much of production comes from their company (vs agent-sourced)- The market dynamics that prevent powerful, local brands from being developed right now- The specific lift to agents and to profitability that a brand provides- Why it was so hard to leave production as a high-producing agent (note: it wasn’t just about sales volume!)- The need for a strong foundation to build your team on (with a great, recent example)- Why scaling your business isn’t just about generating more leads or hiring more agents- Better and earlier documentation of processes- The cart/horse challenge of training on systems and on sales- Journey mapping for agents, not just for customers- The good, bad, and ugly of assessments like DISC and Working GeniusAt the end, Kris shares lessons from winning and losing teams, why he acquired an indestructible Starlink box, and the benefits of finding a hobby or passion that takes all of your focus and attention.Connect with Kris Lindahl:- ConnectWithKL.comLearn more about Kris Lindahl Real Estate:- KrisLindahl.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
1h 8m
11/11/2023

Tim Grover on Winning [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Tim Grover, New York Times bestselling author of RELENTLESS and W1NNING and performance coach to champions like Michael Jordan and Kobe Bryant.Before he gave the closing keynote at FUBCON, he sat down with us to share insights into the misunderstood and even paradoxical dynamics … of winning.Watch or listen to this episode of Team OS for Tim’s insights into:- The need for shared identity across a team of unique individuals- The difference between a high-performing team and a winning team- Why outworking people doesn’t always work and how adjusting, adapting, and overcoming helps- The misunderstood aspects of winning and what winners do in the face of a win- Why the dark side isn’t just a necessary part of winning, but “a bridge to everything”- How we know if we’re winning without the definitions brought by rules, boundaries, scoreboards, officials, a scoreboard, or a clockAt the end, he shares his process for physically and mentally recharging, as well as the relaxing and calming effect of positive feedback from others.Learn more about Tim Grover’s books:- RELENTLESS https://www.amazon.com/Relentless-Unstoppable-Tim-S-Grover/dp/1476714207- W1NNING https://www.amazon.com/Winning-Unforgiving-Race-Greatness-Grover/dp/1982168862/Connect with Tim Grover:- https://timgrover.com/- https://www.instagram.com/timgrover/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
16m
09/11/2023

Renee Funk on Curiosity and Connection [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Renee Funk, Team Leader of The Funk Collection in Orlando, Florida.Among other topics, Renee explains why she’ll never ask a team member to make a phone call again and why round robin lead distribution is bad for clients and agents alike.Watch or listen for Renee’s insights into:- Why curiosity is undervalued and how to meaningfully leverage it in all of your relationships- How her leadership style has evolved to consider what’s most important for each individual she connects with- Why she’ll never ask a team member to make a phone call again- The process of resetting the team’s “why” - including a simple formula you can use for yourself- What “Earn the relationship first, come from contribution always” means to her- Why success is more about lifting others up as we climb than it is about head-to-head competition- How she and her husband thought about, planned, executed, and put an asterisk on “getting out of production”- Why round robin lead distribution is worse for the customer and for the agent and what to do insteadAt the end, she shares the frivolous investment of going “off the deep end” with a house remodel and how it’ll pay off with Friday Night at the Funks.Learn more about The Funk Collection:- https://realtyinorlando.comConnect with Renee Funk:- https://reneefunk.com- https://www.instagram.com/renee_funkLearn 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
25m
07/11/2023

005 Tiffany Gelzinis on Patience, People, Process, and Profit

Episode 005 of Real Estate Team OS features Tiffany Gelzinis, who became a real estate agent after building a career as a marketing leader in industries like chemical manufacturing, construction, and defense and space manufacturing.  She started her team early on - and her production supported and cash flowed the team. She shares successes and mistakes she made on the way - including the challenge of the shift to team leader.Listen to this episode for Tiffany's insights into: - The need for patience with the process and with your people- Why dollars and cents are trailing indicators and what to pay more attention to instead- Specific practices for reinforcing and celebrating team culture and core values- How apprenticeship is designed and how it helps agents new to the team- “The most challenging time of building a team” (going from high-performing agent to team leader)- How to get agents more productive without having time to hold any hands- Solutions to common recruiting challenges (especially if you’re recruiting from out of the industry)- The “Base Plus” compensation model and its benefits- The regret of trying to grow the team faster than her model would allow- Creating more leverage for agents- Overcoming the problem of “got a minute” conversations … gracefully and productively!- What she learned by auditing her time (and why she recommends it)- Advice for agents thinking about starting a team- Reasons an agent should consider joining a team (and the reasons they don’t)- Why your GCI doesn’t mean as much as you think At the end, Tiffany shares why she appreciates Renee Funk, one key task she’s not yet levered, and how she gets ideas by creating proximity to others. Learn more about The Gelzinis Group: - https://www.thegelzinisgroup.comFollow or connect with Tiffany Gelzinis: - Tiffany Gelzinis on Instagram - Tiffany Gelzinis on FacebookLearn 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
02/11/2023

Phil Gerdes on Work Ethic and Self-Awareness [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Phil Gerdes, who serves as Associate Broker and Team Leader of The Gerdes Team in Annapolis, Maryland.In this conversation, he shares - among many other helpful ideas - ways to evaluate work ethic, why he left and returned to sales production, and four specific questions an agent should ask before joining a team.Watch or listen for insights into:- Defining work ethic for agents and staff and two ways to evaluate who’s got it- The importance of self awareness and how it affects team structure and hiring- The benefits of returning to sales production for himself and for agents on the team- Convincing people vs training people- Questions agents should ask themselves before starting a team- Three ways to improve lead efficiency and lead conversion- Ways to stay in touch with a shifting market - from multiple perspectives- Four questions to ask a team leader to evaluate whether or not to join their teamAt the end, Phil shares his appreciation for Deon Sanders (not just Deion Sanders) and the culture of the Colorado Buffaloes.Learn more about the The Gerdes Team:- https://thegerdesteam.com/teamFollow Phil Gerdes:- https://www.instagram.com/philgerdes/- https://www.tiktok.com/@philgerdesLearn 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
27m
31/10/2023

004 Jenny Wemert on What It Takes To Go Independent

Episode 004 of Real Estate Team OS features Jenny Wemert, Team Leader of Wemert Group Realty, a team lives out a culture of service, relationships, and doing the right thing that’s captured in the term “WeMates.”In this conversation, Jenny walks us through what it takes to take your teamerage or brokerage independent - from living up to promises, getting clear on your value prop, and getting big enough, to developing your training, tech stack, and systems. Listen to Episode 004 for Jenny's insights into:- The need to hire and the inability to train for a servant heart- The need to “stay human” even as our ability to dictate and measure activities grows (result: 50% repeat and referral rate)- The meaning behind the acronym WeMates, their language for teammates- Why team members don’t compete internally and how they stay in their highest value areas (and what the 3 main activities are)- Three specific lessons learned in her shift out of production and into team leadership- The way your splits slide with your value prop- The front-of-house / back-of-house structure of team leadership- Shifting the brokerage from Keller Williams to independent (their motivation, as well as advice for others)- What you miss when you leave a big brand and brokerage- Why profitability is incredibly hard in the middle (small teams as highly profitable, large teams as less profitable but scaled, and the “black hole” middle)- Why leverage and loneliness are driving experienced agents into teams- What aspiring team leaders should be thinking about in preparation for the changeAt the end, she shares her appreciation for Russell Rhodes, thrift shopping, a years-old WeMobile, and connecting and consuming via her phone.Learn more about Wemert Group Realty:- https://WemertGroupRealty.comFollow Jenny Wemert:- Jenny WemertLearn 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
28/10/2023

Kendall Bonner on Brokers Embracing Teams [FUBCON Session]

In this FUBCON Session of Real Estate Team OS, Kendall Bonner shares her journey from attorney, to successful listing agent, to franchise broker/owner, to team leader.Within her team, she seeks to help two underserved communities within the real estate industry through training rather than mentorship.Within this conversation, she explains why and how more brokers can embrace teams.Watch or listen to this session for insights into:- The path to creating more repeatability, scalability, and predictability in the business- The “fun and horrible” implementation of the EOS system after reading Gino Wickman’s Traction- How serving as an attorney benefitted her as a listing agent, with scripts, and with questions- The motivation to start a franchise brokerage, then start a team, then live in both worlds before selling the franchise- Starting the team by starting recruiting- The most powerful tool in negotiation that “works every time”- Serving two underserved communities in real estate as a team leader (newer agents and agents without large spheres of influence)- Why “teams are the future”- The problem with the “mentorship” myth and what agents really need instead- What their onboarding process looks like and why it’s structured that way- Why and how more broker/owners should embrace teams for the benefit of the entire industry- A bit about books in generalAt the end, she shares a cheapskate habit she picked up as a kid that she still practices today (tease: it involves ketchup packets).Learn more about the The Kendall Bonner Team:- https://www.besttamparealestateagents.com/Follow Kendall Bonner:- https://www.instagram.com/kendallebonner/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
32m
26/10/2023

Barry Jenkins from Team to Teamerage [FUBCON Session]

In this FUBCON Session of Real Estate Team OS, Barry Jenkins returns for a deeper dive into turning his team into a teamerage.Hear the story of merging the rest of the agents at Better Homes and Gardens NAGR into the team he built there - turning the entire brokerage into a teamerage. And hear the story of merging an independent brokerage they acquired into that teamerage.Communication, training, profitability - Barry’s generous in speaking to the process and the benefits.Listen to this session with Barry for insights into:01:10 Paying attention and adapting, because what works in one season may not work in the next02:00 The constant need for better communication, collaboration, and accountability05:45 The precursors to and process of merging the rest of the brokerage into his team to form a teamerage08:30 The streamlining and simplification that came through that process10:00 The acquisition of an independent brokerage and the merging of it into the teamerage - and the trust and relationship that made it possible11:10 Graceful handling of agents’ concerns through both mergers14:10 The advantages of acquiring agents vs recruiting agents, especially in these market conditions15:45 The most important thing you can teach, train, and develop your agents to do16:45 What Wawa gas stations and convenience stores taught him about lead engagement and profitability19:40 Meeting people where they are (including potential buyers and sellers)At the end, get his take on the question New York or LA?Learn more about the BHG NAGR team: - https://buyingva.com/teamFollow Barry Jenkins: - https://www.instagram.com/realbarryjenkins/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
23m
24/10/2023

003 Barry Jenkins on the Trouble with Seeing Yourself in Other People

Episode 003 of Real Estate Team OS features Barry Jenkins, Team Owner of Friends in Real Estate and CMO of Better Homes & Gardens NAGR.  He’s also the bestselling author of "Too Nice for Sales" and Head Realtor in Residence at Ylopo.Listen to this episode of Team OS with Barry Jenkins for insights into:- Paying closer attention your the business for smarter pivots, changes, and adaptations- Staying profitable with better decision-making criteria (including a very specific story and caution) - Forming a teamerage by merging the rest of a brokerage into a team and acquiring another- Supporting your team with a variety of opportunities, not just “leads”- Starting a team when many other highly discouraged it (including why they discouraged it)- Implementing a middle management layer the right way - and the wrong way- Augmenting agent performance by allowing them to focus on money-making activities- Engaging with Zillow and Realtor leads differently than Google and Facebook leads- Setting team goals one agent at a time - and holding each accountable to their own goalsAt the end, you’ll learn about a state championship basketball team that wasn’t the biggest or most talented; expensive, exclusive, and uncomfortable shoes; and a path to better health.Learn more about Too Nice for Sales: - https://TooNiceForSales.com Follow Barry Jenkins: - https://www.instagram.com/realbarryjenkins/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
21/10/2023

Mike Simonsen on Love, Inventory, and Real-Time Data [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Mike Simonsen, President and Founder of Altos Research. Now part of HW Media, Altos Research provides real-time real estate market data - and help people tell stories around it.  Key question in this conversation: When will we get more inventory? Listen to this episode of Team OS for Mike's insights into:- Improving your ability to talk about the market in an honest, informed way- Expressing love for the people you work with as a means of personal development and professional success- Understanding “The Altos Rule” and what it means for inventory in local markets- Learning a question Leigh Brown (One Community Real Estate, Charlotte, NC) asks every client to improve the way she educates and informs them- Reducing the pressure to have a “big” story, message, opinion, or conclusion on the market - and simply leading with facts- Shifting to real-time data, rather than lagging or trailing data that most people rely onAt the end, watch or listen for a key relationship and opportunity that developed when he moved to Silicon Valley - and how the luck and magic of that still benefits him today.Learn more about Altos Research: - https://altosresearch.com/Follow Mike Simonsen:- https://www.instagram.com/mikesimonsen/- https://twitter.com/mikesimonsenLearn 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
25m
19/10/2023

Jon Cheplak on Teams vs Traditional Brokerages [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Jon Cheplak, who’s dedicated to growing real estate leaders, teams, and companies.Listen to this episode of Team OS for Jon's insights into: - Understanding why real estate teams are passing up traditional brokerages - Enforcing standards and making decisions based on your mission, principles, and values- Focusing on a few, key metrics - like average contact attempts per lead - rather than on everything trackable - Working on mastery of skills with your agents, not just driving activities- Enrolling people into mutually beneficial relationships and opportunities- Publicly declaring our goals for mutual accountability - Summarizing the key themes from his recent Tahoe Mastermind event- Reframing P&L around People & Their Lives, not just Profit & Loss, to develop deep psychological bonds, connect by the heart, and build long-term relationshipsAt the end, he shares a few ways that he and his wife rest, relax, and recharge (featuring a Cloud from Restoration Hardware and a rock on Lake Tahoe).Learn more about Cheplak Live: - https://cheplaklive.com/Follow Jon Cheplak: - https://www.instagram.com/cheplaklive/- https://www.tiktok.com/@joncheplakLearn 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
38m
17/10/2023

002 Laurie Finkelstein Reader on Operationalizing People Over Profits

Episode 002 of Real Estate Team OS features Laurie Finkelstein Reader, leader of the Laurie Finkelstein Reader Team in South Florida.Laurie and her team have served nearly 8,000 families and generated nearly $3 billion in sales volume over the years.In this conversation, she shares the nonnegotiable aspects of the team’s culture and standards that allow them operationalize the concept of people over profits.Listen to Episode 002 for Laurie's insights into: - Defining, refining, and making decisions based on standards- Focusing on how we make people feel (including a story of firing a coach based on that standard) - Giving back to the community through backpack drives and toy drives- Growing from serving renters to helping buyers and sellers to starting a team- Overcoming the early error of failing to collect data and build a database and learning to “romance your database”- Looking to people for solutions and growth, rather than just systems or tools- Learning to let go to people and situations and learning to hand off your long-time clients to other agents in the shift out of production- “We’re heading more and more and more into teams.”- Improving your ability to deliver a high level of service, generate more income, and grow your business by joining a team- Joining a team before starting your own teamAt the end, you’ll learn about the team she coaches with, the balance of designer bags and coupon culture, and the benefits of feeling intimidated.Learn more about The Laurie Finkelstein Reader Team: - https://www.lauriereader.com/ - https://www.tiktok.com/@lauriereaderrealestateFollow Laurie Reader: - https://www.instagram.com/lauriefinkelsteinreader/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
12/10/2023

Debra Beagle on Inspection and Consistency [FUBCON Session]

This FUBCON Session of Real Estate Team OS features Debra Beagle, Managing Broker and co-owner of The Ashton Real Estate Group of RE/MAX Advantage.  They’re the #1 RE/MAX team in Nashville, in Tennessee, in the US, and in the world - and have been for several consecutive years.Listen to this episode of Team OS for Debra's insights into: - The need for consistency, grit, and operational excellence- An overview of documentation and inspection and how they support iteration, refinement, and improvement of team results- How their ISA team started, evolved, and improved over the past several years- A specific improvement that’s lifted ISA engagement and satisfaction- A specific experiment with lenders that’s improved conversion rates- One myth about the ISA role that every agent and team leader should understand- The challenge of making adjustments to preserve profitabilityAt the end, you’ll also learn about why she invests time in attending conferences, two places she goes to relax and recharge, how she’s added accountability in her personal life, and a “huge game changer” for her and other real estate team leaders she coaches.Learn more about The Ashton Real Estate Group: - https://nashvillerealestate.com - https://garyashton.comFollow Debra Beagle: - https://www.tiktok.com/@debrabeagle- https://www.instagram.com/debrabeagle/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
24m
10/10/2023

001 Gary Ashton on Luck, Vision, Money, and the #1 RE/MAX Team in the World

Episode 001 of Real Estate Team OS features Gary Ashton, CEO and co-owner of The Ashton Real Estate Group of RE/MAX Advantage.They’re the #1 RE/MAX team in Nashville, in Tennessee, in the US, and in the world - and have been for several consecutive years.Listen to this episode of Team OS for Gary's insights into:- The need for a tolerance for risk- The relationship between luck, vision, and money- The need to reinvest continually in your agents and your brand- Why “the only time you start a team is when you have too many leads for yourself” (featuring a tennis ball machine metaphor)- How the team ramps new agents with a 2.5-week bootcamp and how that helps each agent write offers faster and helps the entire team succeed as a group- The role of their ISA team in a “relay race” that gives agents real opportunities (not just leads) and precludes the need to prospect (featuring a relay race metaphor)- How Gary, Debra Beagle, and Jonny Lee pivoted when they became broker released- Why they stayed with RE/MAX rather than going independent or joining another brand or franchise (featuring a train and carriage metaphor)- Why the team model is so advantageous for everyoneAt the end, you’ll also learn about watches, rhythm sections, documentaries, and road trips!Learn more about The Ashton Real Estate Group:- https://nashvillerealestate.com- https://garyashton.comFollow Gary Ashton:- https://www.tiktok.com/@garyashton- https://www.instagram.com/gary.ashton/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