Life & Listings: Balancing Real Estate, Scaling Your Future w/ Jennifer Staats

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Learn how to grow your real estate business with author, CEO, business strategist, and real estate agent, Jennifer Staats. Sit down with the owner of Staats Solutions, top producing agents, and thought leaders worldwide as they share the time saving methods they used to grow their real estate business. Discover the secrets to scaling your business without sacrificing what is most important to you. Follow Life & Listings wherever you get your podcasts and get ready to build the real estate business you've always wanted.

Jennifer Staats


    • May 12, 2025 LATEST EPISODE
    • weekly NEW EPISODES
    • 21m AVG DURATION
    • 81 EPISODES


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    Latest episodes from Life & Listings: Balancing Real Estate, Scaling Your Future w/ Jennifer Staats

    81. Why Private Credit Is the Secret Weapon in Real Estate Investing? With Kevin Amolsch

    Play Episode Listen Later May 12, 2025 20:45


    In the latest episode of Life and Listings, Jennifer Staats sits down with Kevin, a seasoned real estate investor and founder of Pine Financial, to unpack how he turned a college side hustle into a billion-dollar lending business. They dive into building wealth through real estate, the power of passive income from private debt, how to measure true success beyond money, and why now might be the perfect time to "become the bank." If you're in real estate—or just curious about smart investing—this episode is a must-listen. Tune in now to hear Kevin's insights and grab his free report at thepinereport.com!   “Very few people that I talk to that really have a grasp of this concept will say it has anything to do with money or number of doors or square feet of property that you own, it's typically going to be, what's my freedom and lifestyle, or how am I helping this specific person in my life?” - Kevin   Key Takeaways: Start Early and Think Creatively: Kevin began investing in real estate at 21, using creative financing techniques like leveraging other people's money. This approach allowed him to build a rental portfolio while still in college and laid the foundation for a successful career. The Power of Private Lending: Kevin shifted from flipping houses to becoming a private lender, highlighting that being "the bank" can be a highly profitable and lower-risk strategy. Private debt allows for consistent, passive income and offers control over lending standards. Education is Essential for Private Credit: Many real estate professionals miss out on private lending opportunities due to a lack of understanding. Kevin recommends starting with educational resources like BiggerPockets or investing in professionally managed funds to get started. Redefining Success: Success, according to Kevin, isn't about the number of properties or the size of a paycheck—it's about impact. Whether it's buying a house for his dad or building a team that changes lives, Kevin emphasizes purpose-driven success. Real Estate Stability Amid Economic Uncertainty: While market volatility and political decisions (like tariffs) affect stocks, Kevin argues that real estate and private debt offer more stability and serve as inflation hedges, making them attractive even during uncertain times. About Kevin Amolsch: Kevin is a successful investor and lender, specializing in creative real estate funding.His company manages multiple mortgage funds and is approaching $1 billion in funding   Connect with Kevin: Websites: https://pinefinancialgroup.com/  https://thepinereport.com/ Youtube: https://www.youtube.com/pinefinancial LinkedIn: https://www.linkedin.com/in/kevinamolsch/ Facebook: https://www.facebook.com/PineFinancial Instagram: https://www.instagram.com/pinefinancial/.  Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    80. Seller Reports Made Easy: Templates, Tips & Time-Saving Tools

    Play Episode Listen Later May 5, 2025 6:27


    Hey friends! This week on the Life and Listings Podcast, Jennifer is flying solo and she's diving into something that can seriously transform the way you handle your listings: seller reports (or as she likes to call them, marketing reports). She's walking you through exactly how they create branded weekly reports that keep your sellers in the loop, reduce your weekend stress, and lay the groundwork for smoother conversations about feedback and price adjustments. Plus, she's sharing how to systemize everything using tools like Canva, and giving you access to this month's Staat Solutions Playbook — complete with a customizable template you can plug into your biz today. Hit that play button and check the links below to grab the blog post and template. Let's get into it!   “Set the rhythm right. This is all about setting expectations in the beginning” You'll learn: Seller Reports Improve Communication Weekly reports keep sellers informed with marketing updates, data, and feedback, reducing the need for constant follow-up questions. Consistency Sets Expectations Establishing a regular schedule (e.g., sending reports every Monday, follow-up calls on Tuesday) creates a professional rhythm and builds trust with clients. Data Supports Difficult Conversations Consistent reporting makes it easier to discuss things like price reductions, since sellers can see trends and feedback clearly over time. Templates Make It Scalable Using tools like Canva or Word to create a reusable template streamlines the process and ensures a professional, branded presentation every week. Download the Playbook     Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    79. Creating Wealth Through Inner Work and Smart Investing with Jacopo Iasiello

    Play Episode Listen Later Apr 28, 2025 27:26


    If you're looking for a dose of inspiration and real talk about entrepreneurship, personal development, and the power of energy, don't miss this episode of the Life & Listings podcast featuring Jacopo! From humble beginnings in Napoli to flipping real estate in Miami, Jacopo shares his journey of resilience, reinvention, and inner growth. He opens up about his MPBE method—Meditation, Pre-Biohacking, and Exercise—and how it's helped him find success, health, and happiness. The episode dives into his routines, mindset hacks, biohacking tips, and why connecting with the right people is a true superpower. Play this episode now and get inspired to build your own path, create meaningful impact, and elevate your energy.    “So important in each aspect of our life, we need to have a clear goal, where we are, where we want to go, and control where we want to go.” - Jacopo   Key highlights: Resilience Through Reinvention: Jacopo's journey from struggling in Italy to building a successful real estate business in Miami shows the power of persistence and adaptability. MPBE: A Method for Holistic Success: His daily practice of Meditation, Pre-Biohacking, and Exercise (MPBE) is designed to elevate physical health, mental clarity, and personal fulfillment. Energy is Everything: Jacopo stresses the importance of managing energy, avoiding "energy vampires," and surrounding yourself with uplifting people. Biohacking & Self-Optimization: He incorporates tools like cold showers, breathing techniques, and wearable tech to stay sharp, energized, and in control of his health. Connection as a Superpower: Building authentic relationships and contributing to others is at the heart of his success—and he invites others to connect, collaborate, and grow.   About Jacopo Iasiello: Born and raised in Naples, Italy, Jacopo's journey to success is a testament to resilience and vision. His fascination with entrepreneurship began at the age of 11, inspired by books on real estate and business. Even after his promising soccer career was halted by injury at 17, he pivoted to a path that would ultimately redefine his life. At just 18, he founded a jewelry chain that not only thrived but took him across continents in search of diamonds and gold. By 22, Jacopo had shifted his focus to real estate, becoming a trusted expert in flipping properties and cash flow management. His reputation for closing profitable deals led him to build relationships with high-net-worth individuals, gaining invaluable insights that continue to fuel his success. Through these connections, he not only transformed his business but also his mental and strategic approach. Jacopo holds a PhD in International Business Management, enriched by training with industry icons like Tony Robbins and Robert Kiyosaki. He has developed the M.P.B.E. method—Meditate, Morning, Pray, Biohacking, and Exercise—which harmonizes personal growth with financial success, allowing him to complete over 350 real estate transactions and achieve true financial freedom.   Connect with Jacopo: Website: www.healthyrichandhappy.com Instagram: https://www.instagram.com/jacopoiasielloinvestorbroker/ Facebook: https://www.facebook.com/jacopoiasiellorealestate Linkedin: https://www.linkedin.com/in/jacopo-iasiello-50936244/ Youtube: https://www.youtube.com/@jacopoiasiellobroker2735     Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    78. Unlocking HOA Success & Referral Goldmines with Brandon Barnum

    Play Episode Listen Later Apr 21, 2025 21:43


    Want to up your game in real estate, especially when it comes to working with HOAs? Don't miss Episode 78 of the Life and Listings Podcast, where Jennifer Staats sits down with Brandon Barnum. Brandon shares how AI is transforming the HOA space, why over half of U.S. homes being in HOAs means agents must get educated, and how his new certified HOA specialist course can help you stand out. Plus, they dive into the art of getting referrals, building powerful partnerships, and finding the right mentors to elevate your business. Listen to this episode now for insights you don't want to miss!   “A lot of real estate agents don't ask for referrals because they don't feel comfortable and confident, they don't know how to ask the right way at the right time, and so that we teach the art of the ask, but in your system, you can actually automate the ask, so that you've got touch points at the end of the transaction, you're asking for a testimonial, you're asking for referral, and you're asking for reviews.”- Brandon Barnum   You'll learn: Why understanding HOAs is crucial—53% of homes in the U.S. are in one! How agents can become Certified HOA Specialists through a new course The “Art of the Ask” – a 3-step system to boost your referrals How Brandon scaled his income 10x through strategic partnerships Mentorship Matters: Find mentors aligned with your goals—long-term guidance accelerates success. Partnerships Create Leverage: Smart, win-win partnerships can rapidly boost income and opportunity.   About Brandon Barnum: While a single dad in 1997, Brandon was an early technology innovator featuring real estate property listings from Realtors he partnered with and promoted. After learning the art and science of referrals, he increased his annual income 10X from $20K to $200K in just 18 months. Brandon has since closed over $500 million in transactions by referral and has founded multiple local and online referral platforms and networks connecting more than 5 million members in 195 countries.    Connect with Brandon: Website: https://ravingreferrals.com Raving Referrals/Speaking: https://ravingreferrals.com/  HOA.com Introduction: https://hoa.com/how-it-works/  LinkedIn: ​​https://www.linkedin.com/in/brandonbarnum/  Facebook: https://www.facebook.com/ravingreferralsdotcom  Twitter: https://twitter.com/RavingReferrals  Instagram: https://www.instagram.com/raving_referrals/   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    77. From Rockstar to Real Estate: Jeff Biebuyck's Journey to Success

    Play Episode Listen Later Apr 14, 2025 25:22


    Listen to this heartwarming episode of Life and Listings Podcast as we sit down with Jeff to explore the power of resilience, faith, and embracing new beginnings. Jeff opens up about his journey of overcoming life's toughest challenges, rediscovering his purpose, and finding strength in unexpected places. This conversation is packed with wisdom, inspiration, and the kind of encouragement that reminds us all—setbacks are just stepping stones to something greater. If you need a dose of hope or love a powerful comeback story, this episode is for you. Join the conversation and let's navigate life's twists and turns together!   “You are going to screw up 100%. You're going to fail. You're going to mess up. But it's what you learn in that process to get better at it. Are you going to get back on the field, or are you going to just sit on the sideline when you get tackled?" - Jeff Biebuyck   Gain insights on: Embracing Life's Transitions with Courage – Jeff shares his personal journey of navigating major life changes and how embracing uncertainty can lead to unexpected growth and renewal. The Role of Faith in Overcoming Adversity – He reflects on how his faith became a foundation during challenging times, proving that trust in a greater plan can provide strength and direction. Resilience in the Face of Setbacks – Jeff's story highlights the power of perseverance, showing that setbacks aren't the end of the road but opportunities to rebuild and redefine one's purpose. The Importance of Community and Meaningful Connections – He emphasizes how surrounding yourself with supportive and encouraging people can be a lifeline during difficult transitions. Finding Purpose in Every Season of Life – Jeff reminds us that even the hardest seasons serve a purpose, encouraging listeners to remain hopeful, stay present, and trust that new beginnings are always possible.   About Jeff Biebuyck: Jeff Biebuyck  is a founding member of Frontgate Real Estate. The reputation Jeff has crafted for himself has earned him and his partner Dana local and national recognition as premier luxury Southern California real estate agents. A top producer who cements his status with his supreme integrity, professionalism, and negotiation skills, Jeff generates much of his business from past clients and referrals and ranks among the top 1% of agents in the country.   A Detroit native, Jeff moved to Hollywood to make his mark on the music and film industries before turning his attention to real estate. He earned his agent's license for the opportunity to flip homes, securing some of his rockstar friends as his first clients before deciding to sell full-time. In Calabasas for more than 20 years now, Jeff services a diverse and sophisticated clientele, including corporate and entertainment executives, attorneys, and well-known celebrities. Additionally, Jeff belongs to the Exclusive Referral Group to The World's Best Realtors®, which unites an elite network of nationally recognized agents who represent the highest echelon of the industry.   Connect with Jeff: Website: https://frontgaterealestate.com/ Instagram: https://www.instagram.com/jeffbbuck/ Facebook: https://www.facebook.com/jeffbiebuyck/     Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    76. Seller Reports Made Easy: Templates, Tips & Time-Saving Tools

    Play Episode Listen Later Apr 7, 2025 6:27


    Hey everyone! This week on Life and Listings Podcast, we're diving into a game-changer for your real estate success: your database! I hear it all the time—"I don't have a sphere of influence!" But trust me, you do. In this episode, I'm breaking down exactly how to uncover and organize your contacts (from your phone, emails, even old address books!) into a solid database that can grow your business. Plus, I'll share some practical steps to build connections without feeling salesy—because relationships matter!   “We're going to start with a spreadsheet, and then we're going to start going through, what information am I missing on these people? Am I missing phone numbers? Am I missing emails? Whatever that is, then I'm going to start going through and I could start reaching out to some of these people, and this is a perfect way as a touch point to reach out”   Key Takeaways: You Already Have a Sphere of Influence (SOI) – Many agents think they don't have an SOI, but in reality, they do. Contacts are scattered across phones, emails, social media, and even old address books. Start by Organizing Your Existing Contacts – Gather contacts from various sources (phone, email, past invitations, etc.) into a spreadsheet before transferring them into a CRM. Segment and Update Information Thoughtfully – Don't immediately start cold messaging people. Instead, update missing details through natural touchpoints, like asking for updated addresses for holiday cards. Use Social Media and Playbooks for Growth – Your Facebook friends and local network can be a great source for your database. Plus, tools like the Sphere of Influence Playbook can help agents refine and expand their database effectively.   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    75. The CRM Playbook: Avoiding Rework & Setting Yourself Up for Success

    Play Episode Listen Later Mar 31, 2025 9:59


    Join Jennifer Stats on the Life and Listings podcast as she dives deep into one of the most crucial tools in real estate—your CRM (Customer Relationship Management) system! Whether you're a seasoned pro or just getting started, this episode is packed with must-know tips on organizing your contacts, optimizing your database, and setting yourself up for long-term success—without the dreaded rework. If you've ever struggled to keep your leads, clients, and business data in check, this episode is for you! Listen in and take your real estate game to the next level!    “Most people have way too many custom fields and tags that they're utilizing in their system. So think about segmentation. Segmentation is something that we want to be able to put a chunk of people in. If a tag only is going to apply to one person, it's not a tag or custom field, it's a note. If it's something that you want to segment, so it's all of your buyers, all of your sellers, all of your SLI, all of I don't know some other group of people that you want to be able to segment everyone that's interested in a specific city that is a tag or a custom field.”   Key takeaways: Understanding CRMs and Their Importance – Explanation of what a Customer Relationship Management (CRM) system is and why it's essential in real estate. Notes vs. Tags for Organization – Clarification on the difference between notes and tags, how to properly use them for segmentation. Consistency in CRM Usage – The importance of fully committing to a CRM, ensuring all contact details are correctly recorded. Updating CRM Information Regularly – Steps to keep contact details up to date, including adding new addresses after transactions. CRM Playbook Announcement – Introduction of the monthly playbooks, with a focus on the CRM Playbook. Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    74. SOP Secrets: How Small Steps Lead to Big Business Wins with Jen Davis

    Play Episode Listen Later Mar 24, 2025 15:07


    Are you overwhelmed by the idea of setting up Standard Operating Procedures (SOPs) for your business? Don't worry—this episode of Life and Listings is here to change that! Join us as we sit down with Jen Davis, the Training and Tech Coordinator at Staat Solutions, who shares practical, easy-to-implement strategies for creating SOPs that actually work. Whether you're a solopreneur, a team leader, or simply looking to streamline your processes, Jen's insights will help you save time, increase efficiency, and set your business up for success. Listen now and take control of your workflow!   “As you start to streamline these things, you'll also see where you're wasting time. Where can I get back some time? Because before I had all of these things scattered around, and they weren't organized, and I wasn't doing them in a systematic way, things become sort of a little chaotic. So you can actually gain back more time by keeping things in a very consistent, repeatable process.” - Jen Davis   Let's talk about: The Importance of SOPs – Why having Standard Operating Procedures (SOPs) is crucial for business efficiency, consistency, and scalability. Starting Small with SOPs – How businesses can begin with simple checklists and templates instead of overwhelming, complex documentation. Time-Saving Benefits – How SOPs help streamline tasks, eliminate repetitive work, and free up time for more important business activities. Tools for Creating SOPs – Discussion of easy-to-use tools like Loom, Tango, Asana, and Google Docs to simplify the process. Continuous Improvement of SOPs – The idea that SOPs should be living documents that evolve with business needs, helping refine processes over time. Download the playbook    About Jen Davis: Jen brings her 30+ years of business experience in administrative assistance, project management, and operations management to the Staats Team. Along with her technical acumen in business systems, she also has a background in Graphic Design, Web Design, Photography, and Video Production. When not on the computer she enjoys getting out in nature with her camera, spending a day in the kitchen cooking and baking, creating stained glass art, and just about anything “Creative”     Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    73. Real Estate, Real Talk: Meet the Hurleys with Brian and Tarasa Hurley

    Play Episode Listen Later Mar 17, 2025 35:33


    What if the key to scaling your business isn't just working harder—but working smarter with the right systems, strategies, and partnerships? Don't miss this insightful episode of Life & Listings Podcast! Join us as Tarasa Hurley and her husband, Brian, share their journey of growing a thriving real estate business while balancing entrepreneurship and family life. From lead generation strategies to the power of mentorship and automation, they reveal the key lessons that have fueled their success. We covered key mindset shifts, the early challenges of entrepreneurship, and strategies for navigating the competitive real estate market. From setting up systems for success to overcoming setbacks, that laid the groundwork for the insights shared today. Tune in now and take your business to the next level!   “We started out with 30 names in my database, and we've grown to over 15,000 and it is very important, when you have a database that large, to have very good systems and procedures and automations to help you be the agent you need to be, because you can't remember that many people, and it's very hard to keep track of them, so the systems are very important.” Tarasa   Gain insights on: Entrepreneurship and Business Growth  Real Estate Lead Generation and Automation Work-Life Balance and Sacrifices  The Importance of Relationships in Real Estate  Leveraging Technology in Real Estate    About the Tarasa and Brian Hurley: Tarasa Hurley is the co-owner of River Point Realty, an independent brokerage in Pittsburgh, where she leads a high-performing real estate team while actively helping buyers and sellers every day. She started her career in new construction, selling homes before they even had walls—an experience that taught her how to help clients see the potential in every opportunity. With a background in psychology, Tarasa focuses on the deeper "why" behind each move, building long-term relationships rather than just closing transactions. As a leader, she is dedicated to creating systems and processes that hold her agents accountable, ensuring they don't just sell homes but establish trust and consistency that drive long-term success. Since starting in real estate in 2020, she has grown her business to serve around 100 families per year with a team of five licensed agents and additional support staff. Brian Hurley is a senior software engineer at Google, a problem-solver, and a builder at heart. His career began in military aviation, where he specialized in reverse engineering and hacking, eventually leading him to work on advanced aerospace projects and large-scale cloud infrastructure at Google. His passion for tech and learning naturally led him to real estate marketing and automation, where he now helps real estate professionals run smarter, more effective campaigns. To support Tarasa's growing business, Brian became an expert in Google Ads, SEO, and system automation, developing custom ad technologies that drive real results. His focus is always on solving complex problems, building better systems, and staying ahead of the curve. Together, Tarasa and Brian live in Wexford, PA, a northern suburb of Pittsburgh, with their three children—two boys (14 and 12) and a girl (9)—along with their two dogs. Married for nearly 18 years, they combine their expertise in real estate, technology, and business strategy to create a powerhouse duo, each bringing a unique skill set that fuels their success.   Connect with Tarasa and Brian: Website: https://www.tarasa.com Facebook: https://www.facebook.com/TarasaRealtor Instagram: https://www.instagram.com/tarasah Linkedin: https://www.linkedin.com/in/tarasa-h-112a2014 Youtube: https://www.youtube.com/channel/UCCQCe3XhdRgNzHymX2uQG1Q X: https://x.com/TarasaHurley   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    72. Avoiding Burnout: The Secret to Real Estate Longevity with Misty Maki

    Play Episode Listen Later Mar 10, 2025 18:29


    What's the secret to an 18-year career in real estate? Misty Maki, a Utah-based realtor, shares her inspiring journey from hairstylist to real estate success. You'll hear how she transformed her business by embracing self-improvement, setting SMART goals, and mastering time management with tools like color-coded calendars. Misty dives into strategies that drive her success, from hosting client events and maintaining high communication to leveraging social media and agent referrals. She also shares her ambitious plan to grow her brokerage by adding four agents in 2025, along with a hilarious story about an unexpected tumble into a water meter hole during a showing. If you're looking for actionable tips and a dose of humor, Misty's journey will leave you inspired to elevate your own career!   "I could see real estate as our future. It is sustainable. It gives us good income. It gives us a way to better ourselves– better our community." –Misty Maki   Hear more about: Transitioning to Real Estate Building a Long-Term Business Mentorship and Foundational Support Implementing Systems and Scheduling About Misty Maki: Misty began her real estate career in 2005 and quickly discovered her passion for helping people find more than just a house—they find a home. This passion led her to establish Maki Real Estate, a brokerage built on the belief that a home is more than a place to live—it's where life happens. Beyond her work in real estate, she is dedicated to uplifting others, especially women in business. She values time with her grown children, her husband of 28 years, and their two loyal mastiffs. Whether at home or out exploring Utah's stunning outdoors, Misty brings warmth and purpose to everything she does.   Connect with Misty: Website: www.makirealestate.com Facebook: https://www.facebook.com/misty.maki.9 Instagram: https://www.instagram.com/misty_maki Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    71. Stop Selling, Start Connecting: The Future of Real Estate Prospecting with Michelle Berman-Mikel

    Play Episode Listen Later Mar 3, 2025 31:38


    Are you a real estate or mortgage professional struggling to turn social media followers into real clients? In this episode, Jen sits down with Michelle Berman, founder of Berman Media, to break down the power of social media prospecting. Michelle shares game-changing strategies on leveraging your unique passions and skills to stand out in a crowded market—without obsessing over vanity metrics. She'll walk you through how to create content that actually converts, build meaningful relationships, and use social media as a tool for real business growth. Plus, she gives a sneak peek into her new group coaching program and a free workbook to help you take action right away! Don't just post—connect, convert, and grow. Hit play now and start using social media the right way!    “I am a social media prospecting coach, not a social media coach. They're different. And so I think it's sort of the illusion of influence of more followers means I'm going to make more money. That's the opposite of true. And honestly, it's misleading, because it's really counterproductive. You're telling people go try to get viral. But virality doesn't equate to money. “ - Michelle   Gain insight into: Michelle Berman's Journey & Background – Michelle shares her transition from corporate America to entrepreneurship, her passion for fitness, and how her experiences shaped her approach to business. The Power of Social Media Prospecting – Michelle explains why traditional social media marketing (focused on likes and followers) is ineffective and emphasizes prospecting strategies that create meaningful client connections. Content Creation & Personal Branding – She discusses how real estate and mortgage professionals can leverage their unique skills, passions, and personal interests to differentiate themselves online and attract clients organically. The Engagement Tracker & Structured Outreach – Michelle introduces a five-day engagement strategy that helps professionals use social media intentionally to build and nurture relationships with potential clients. The Handshake Concept & Primary Skill Identification – She shares the importance of crafting a strong introduction (or "handshake") that sparks curiosity, helps control the narrative, and creates opportunities for deeper conversations and business growth. About Michelle Berman-Mikel: Michelle is a former Division 1 swimmer, turned competitive cross-fitter, turned female entrepreneur and now Instagram expert. Michelle is also a certified speaker, teacher, Writer and coach as part of her creation: the Beyond The Method™️ course. This program has allowed Michelle to introduce an approach with Realtors *& Lo's using Instagram unlike anything you've seen before. She prides herself on making things seem simple enough that “anyone” can do it and her passion keeps everyone interested and excited to learn. She puts the emphasis on the power of psychology to truly tap into the power of Active prospecting and the potential lead opportunities Instagram provides. She has also been married to her retired special forces husband (Dave) for almost 5 years and has one incredible 3 year old son, Knox!   Connect with Michelle: Instagram: @bermanmediasocial Website: https://michelle-berman.mykajabi.com     Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    70. Building a Brand & Generating Leads Through Social & SEO with Norman Kinsey III

    Play Episode Listen Later Feb 24, 2025 28:55


    If you're not using social media and SEO to grow your real estate brand, you're leaving money on the table. Norman Kinsey III, aka Mr. Liftoff, breaks down how to niche down, create valuable content, and turn your online presence into a lead-generating machine. From starting Liftoff Agent in a garage to helping agents scale their businesses, Norman shares the tools and strategies that actually work—like Hotjar, VideoAsk, and Warmly. Plus, he dives into the power of YouTube, passive prospecting, and why giving back is key to long-term success. Ready to take your brand to the next level? Let's go.   “Sometimes in life, you just have to, roll the punches, and you have just to pivot quick. And that's what I did.”-Norman Kinsey III   Hear more about: Growing the Business Online and Helping Agents The Power of YouTube and Passive Prospecting Challenges and Opportunities in the Digital Space Giving Back and Future Goals About Norman Kinsey III: Norman grew up in Pleasanton, California, and graduated from Foothill High School in 2005. After dabbling in several industries including nightclub promotion and outsourced personal assistant work, he started his entrepreneurial journey at 23 years old. Being so close to Silicon Valley, he wanted to serve and support an industry online but didn't have a clear direction. Then by chance, he stumbled upon J Rockcliff Realtors in the East Bay. It's here he started calling 350 of their agents to understand their real estate businesses and digital marketing pain points, and to see how he could support and serve them with amazing real estate marketing. Fast forward to 10 years later, 16,000 agents met, 5,000 agents, serviced, and now has hundreds of agents with Liftoff Agent monthly programs in 17 different states and Canada, and a team of 20 stretched over the globe! We are growing rapidly and building innovative custom positioning programs that drive individual agents, teams, and brokerage results. Norman is here to give you the tools to expand and scale your real estate business!   Connect with Norman Kinsey III: Website: http://www.liftoffagent.com Instagram: https://www.instagram.com/misterliftoff Linkedin: https://www.linkedin.com/in/nlkiii/ Facebook: https://www.facebook.com/profile.php?id=100078008437027 Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    69. Work-Life Integration & Leadership in Real Estate with John Tiller

    Play Episode Listen Later Feb 17, 2025 29:31


    How do you balance ambition with life's challenges? John Tiller's 25-year journey in real estate offers a blueprint for integrating personal and professional success. From a career pivot out of banking to navigating personal tragedy, John's story is one of resilience and purpose. Now focused on coaching and mentorship, John shares his philosophy on whole life coaching, financial stability, and long-term impact. With tools like his health score resource and podcast, he equips real estate professionals to align their goals with their values. Ready to lead with intention and build a life that works as hard as you do? This episode is your guide.   “There's a lie out there that you can't have it all, and the truth is that if you're intentional about it, you can have it all.”-John Tiller   Hear more about: Return to Real Estate and Coaching Whole Life Coaching and Business Strategy Integration of Personal and Professional Life The Role of Coaching in Personal and Professional Growth About John Tiller: John Tiller is a Real Estate Broker, Investor and Leadership Coach. John and his teams have SOLD over $1 Billion of real estate during his 25-year career; including everything from starter homes to multi-million dollar developments; property management and real estate fund management.  John is also an active investor buying dozens of properties per year and he currently leads his team F4 Realty @ REAL Broker.  In 2024, John launched the MegaTeam Mastermind podcast where he interviews top MegaTeam leaders and the people who support them.  He also launched MegaTeam Mentor coaching for team leaders who want to scale their business, get their time back, and love their business again. He has coached hundreds of agents, brokers and team leaders across multiple brands with a focus on living a full life and leaving a legacy that makes an impact, without sacrificing family. John is a speaker and trainer at international real estate industry conferences and has been featured on radio, television and podcasts for his ability to simplify the complex world of real estate into useful, bite-sized pieces of information easily digested by agents, investors and consumers. He also travels with his family sharing their faith-based inspirational story of Hope after Tragedy.    Connect with John Tiller: Website: http://johntiller.com Social Media Links: http://johntiller.me Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    68. Work, Life & Love: A Real Talk About Marriage & Entrepreneurship with Jennifer and David Staats

    Play Episode Listen Later Feb 10, 2025 22:05


    Love, business, and family—can you really have it all? David and Jennifer get real about the highs and lows of marriage and entrepreneurship. From managing hectic schedules to prioritizing family time, they share the strategies that keep their relationship strong. You'll hear how open communication, flexibility, and a simple yet powerful piece of advice—giving more than you receive—help them navigate the demands of career and family life. They also discuss the importance of setting an example for their children and staying grounded through self-reflection. If you're balancing love and ambition, this episode offers real talk and real solutions.   “If both people go into the relationship and they're expecting to give 50% of their effort and then get 50% in return. It's bound to fail. But if both people go into it and they're expecting to give more than they receive, it works better that way.” -David Staats   Hear more about: Balancing Careers and Family Life Keeping the Relationship Strong Despite Busy Schedules Impact of Owning a Business on Their Relationship Understanding Each Other's Jobs Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    67. The Future of Real Estate: Blending Social Media & Traditional Marketing Hannah Dubyne

    Play Episode Listen Later Feb 3, 2025 16:54


    What's the secret to standing out in real estate? It's all about blending the old with the new. In this episode, you'll hear how Hannah Dubin turned a canceled finance internship during COVID-19 into a thriving real estate career by mastering both digital marketing and traditional strategies. Hannah shares her journey of starting with homemade cooking videos before hiring a videographer to level up her content game. Her advice? Dive in with self-shot videos and stay consistent. Paired with market expertise and open houses, her approach proves that success lies in being well-rounded and authentic. Ready to transform your real estate marketing? This episode is packed with inspiration and actionable tips.   “I think it's important to be well-rounded and not just have one lead source. And I see people fall into that trap these days. They only want to be about Instagram, Tiktok and YouTube, but you do have to be well rounded.” -Hannah Dubyne   Hear more about: Connecting with Clients Through Video Digital Marketing and Social Media Presence Early Business Strategy and Market Knowledge Content Creation and Consistency About Hannah Dubyne: Hannah has been serving clients since 2020. She serves about 60 clients a year in Vancouver/Camas WA area and loves digital marketing and video strategies.   Connect with Hannah Dubyne: Website: http://dubynerealtygroup.com Instagram: https://www.instagram.com/hannahdubyne/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    66. Leading with Heart: Christine McCoy's Approach to Real Estate and Community

    Play Episode Listen Later Jan 27, 2025 22:13


    Success starts with the heart. Christine McCoy, owner of the Real McCoy Group at Coldwell Banker in Bethany Beach, Delaware, shares how her passion for community and a commitment to excellence drive her business. From sponsoring events for children to leading a team of top-tier agents, Christine emphasizes the importance of giving back and cultivating a supportive, values-driven culture. You'll explore her approach to building a "Navy SEAL team" of agents through life and real estate coaching, one-on-one meetings, and a focus on professionalism and responsiveness. Christine also offers insights into managing challenging situations and learning from mistakes, all while maintaining clear communication and a client-first mindset. Ready to learn how heart and hustle can transform a business? Visit therealmccoygroup.com to connect with Christine and her team.   “I want people who are going to make it that far to believe in themselves, believe in the process, and be willing to put in the work. Really, it's not a magic bullet. You have to do the work, and you have to put in the hours, or you're not going to get there.” -Christine McCoy   Hear more about: Community Involvement and Personal Philosophy Building a Close-Knit Team Handling Mistakes and Maintaining Professionalism Challenges and Mistakes in Building a Team About Christine McCoy: With over 20 years in business, sales, and marketing, Christine brings a passion for excellence in service to every transaction. As the founder and leader of The Real McCoy Group, she is an award-winning agent and has grown her team of top producers in the Delaware and Maryland Coastal area, consistently ranking in the Top 5 Large teams for Coldwell Banker Realty of the Mid-Atlantic. Sellers come to The Real McCoy team with confidence and trust in the research, real time market data, and knowledge to price their home correctly, to reach a balance of maximizing the selling price, price and minimizing the time on market. Buyers can be assured that The Real McCoy team will work tirelessly to find the home of their dreams and negotiate the best possible price for their purchase with ease and expertise. Christine McCoy truly does love what she does. When Christine began her real estate career, she wanted it to be truly rewarding, and she has found that and more. Driven with a passion for her work, she is focused and leads by example as an Agent that achieves success while yielding the best results for her clients.   Connect with Christine: Website:http://therealmccoygroup.com Facebook: https://www.facebook.com/therealmccoygroup Instagram: https://www.instagram.com/therealmccoygroup Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    65. From Burnout to Balance: The Power of Leverage in Real Estate with Jessica Boswell

    Play Episode Listen Later Jan 20, 2025 22:09


    What's your blueprint for success? This episode dives into balancing big ambitions with personal joy. From crushing race goals to doubling a business, Jessica shares how she blends strategy and heart to achieve it all. Jessica, a mother of two and real estate team leader in Connecticut, reveals how she scaled from 40 units to 100 by hiring a transaction coordinator and leveraging tools like Monday.com and Follow Up Boss. Her vision for 2025 includes renovating her office, taking family vacations, and fostering a thriving, supportive team. If you're ready to level up while keeping burnout at bay, this episode is your next step. “I don't think we have to choose between quality and quantity. Call me crazy but I would like to have both.” -Jessica Boswell Hear more about: Building a Team and Leveraging Resources Reside Platform and Community Support Superpower and Leadership Style Tools and Technology About Jessica Boswell: Jessica Boswell is one of Connecticut's top real estate agents! Ranked in the top 0.1% of agents in the state and the top 1.5% nationwide, Jessica has personally helped over 200 clients buy and sell homes across all 8 counties in the last three years. Born and raised in Connecticut, Jessica knows every corner of the state and uses her experience to deliver outstanding results for her clients. She's known for selling homes quickly and for top dollar, thanks to her expertise as a Seller Representative Specialist and Pricing Strategy Advisor. With a full-time support team, clear processes, and extended operating hours from 8 a.m. to 8 p.m. every day, Jessica ensures her clients always feel confident and informed throughout their journey. She would be honored to help you with your next move!   Connect with Jessica Boswell: Website:  www.makingcthome.com Facebook: https://www.facebook.com/Jessica.E.Boswell79 Instagram: https://www.instagram.com/jboswellteam/ LinkedIn: https://www.linkedin.com/in/jboswellteam Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    64. Priorities, Processes, and Productivity: Real Estate Success with Kristi Jencks

    Play Episode Listen Later Jan 13, 2025 28:27


    Success isn't just about what you do—it's about how you do it! Kristi Jencks, a real estate agent and coach from Gilbert, Arizona, shares her fascinating journey from roles like nannying and textbook sales to thriving in real estate. With her diverse experiences, Kristi highlights the value of post-sale follow-ups and how building strong client relationships is key to success. You'll learn how she balances a demanding career with raising eight children, using time management strategies like the Eisenhower matrix and designing systems that enhance efficiency. Kristi's humorous and candid anecdotes, including a memorable showing mishap, will keep you entertained while offering actionable insights to boost your productivity and client experience. Don't miss her practical tips on prioritization and her reflections on creating a fulfilling career and family life!   "If it doesn't align with my goals- a task, a commitment- it's a distraction. It's not helping me with my objectives." – Kristi Jencks   Hear more about: Transition from Textbook Sales to Real Estate Balancing Family and Career Time Management and Productivity Tools Importance of Processes and Systems About Kristi Jencks Kristi Jencks is a name synonymous with genuine enthusiasm and practical wisdom in the world of real estate coaching. With a decade-long tenure as a top real estate team leader in Phoenix, Kristi combines her professional expertise with a relatable, down-to-earth approach.  Kristi's methods are practical, focused, and tailored to the real-world challenges of the real estate industry. Beyond her professional life, Kristi's role as a mother to eight fostered and adopted children adds a layer of depth to her understanding of commitment and resilience. These personal experiences enrich her coaching, providing a unique perspective on balancing life's various demands. Kristi lives by a simple yet powerful philosophy: "Be Disciplined. Stay Accountable. Always Hustle." These principles are at the heart of her coaching style, encouraging a balanced approach to ambition and personal growth.   Connect with Kristi: Linktree: https://linktr.ee/kristijencks Facebook: https://www.facebook.com/kristi.jencks Instagram: https://www.instagram.com/kristijencks/ Tiktok: https://www.tiktok.com/@kristijenckscoach Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    63. From Posts to Profits: Leveraging Social Media to Build a Real Estate Empire with Deba Douglas

    Play Episode Listen Later Jan 6, 2025 16:03


    In this episode, we dive into the inspiring journey of Deborah, a top-producing listing agent and seasoned real estate investor from Dallas, Texas. Deborah shares how she transitioned from being an educator to a full-time investor and built a thriving business using social media, especially during the challenges of the COVID-19 pandemic.  She unpacks her approach to real estate investing, discussing strategies like long-term rentals, property flips, and creative financing methods, including owner financing and hard money loans. Deborah also emphasizes the importance of educating real estate agents to better serve their clients and shares her success in helping clients acquire multiple properties in a year. Tune in to hear Deborah's expert advice, motivational insights, and practical tips for aspiring investors. Plus, discover how to access her valuable resources on Instagram and her website to kickstart or enhance your own real estate journey! " I posted everything on social media so people literally followed my journey. And as I continued to post, people were interested and people were ready to buy properties. " – Deba Douglas Hear more about: Deborah's Introduction and Background  Transitioning from Investor to Agent  Building a Real Estate Business on Social Media  Teaching Investing and Real Estate Strategies  About Deba Douglas Deba Douglas is a dynamic force in the world of real estate, hailing from Dallas, Texas. Transitioning from a successful career as an educator, Deba quickly became a top-producing realtor, generating over $80 million in sales in the past four years. She has acquired several rental properties and flips homes throughout the DFW metroplex.   Connect with Deba: Website: www.douglasdwellings.com Facebook: https://www.facebook.com/deba.douglas Instagram: https://www.instagram.com/debaflipstexas/ Youtube: https://www.youtube.com/channel/UCs6TieCZXkos-7-XEWUWbIw Podcast: https://podcasts.apple.com/us/podcast/keys-2-success-real-estate-investing-podcast/id1652237731 Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    62. Passion Meets Strategy: Leading in Real Estate with Boo Maddox

    Play Episode Listen Later Dec 30, 2024 22:03


    In this episode, Boo Maddox, a seasoned real estate expert with over 11 years of experience, shares his inspiring career evolution—from mortgage lending to mastering home sales and ultimately leading a rapidly growing team. Boo unveils the secrets behind scaling his team from just four to an impressive 60 agents within a year, targeting 300-335 home sales annually. With a focus on hiring driven individuals and providing unmatched support, Boo reveals how strategic investments like significant Zillow ad spending fuel rapid lead generation. He also delves into the power of personal branding, sharing his strategy of consistent, team-backed social media content to amplify agents' online visibility. Boo offers insightful predictions on the impact of the NAR settlement, highlighting its potential to empower top agents and revolutionize the industry with the emergence of mega buyers' agents. Don't miss this engaging conversation packed with actionable tips and bold forecasts for real estate professionals.   “If you have to spend all of your time training that, then you're not going to be able to train the real stuff. Real stuff that actually sells real estate.” -Boo Maddox   Hear more about: Boo Maddox's Real Estate Journey and Transition to Team Lead Transitioning from Production to Team Lead  Lessons Learned as a Team Lead  Support and Training for Agents Building Personal Brands and Social Media Strategy    About Boo Maddox: With over a decade of experience in the real estate industry, Boo Maddox has become a trusted expert in Utah's dynamic market, specializing in new home sales and mortgages. Having facilitated over 550 transactions totaling $250 million, he offers unparalleled knowledge and personalized guidance to clients, whether they are first-time buyers, seasoned investors, or looking to sell. Known for integrity, trust, and a commitment to excellence, Boo builds lasting relationships while helping clients navigate every step of their real estate journey. Continuously staying ahead in the ever-evolving industry, he is dedicated to turning real estate dreams into reality in the beautiful state of Utah.   Connect with Boo: Facebook: https://www.facebook.com/steven.maddox.79/ Instagram: https://www.instagram.com/boo_maddox/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    61. Streamlining Creativity: How to Avoid Overwhelm and Thrive with Jeff Bannan

    Play Episode Listen Later Dec 23, 2024 26:03


    In this episode, Jeff Bannan, a seasoned coach with over 25 years of experience, to explore how real estate agents and business owners can turn their creativity into actionable strategies for growth. Jeff shares his approach to helping high-performing creatives stay focused, implement ideas, and avoid the overwhelm of too many initiatives. Together, they discuss the importance of setting clear priorities, realistic expectations, and maintaining momentum in business development.   "Success doesn't come from doing everything—it comes from doing the right things consistently and with focus." – Jeff Bannan   Hear more about: 1. How Jeff helps creatives in the real estate space move from ideas to action and stay consistent.   2. The key to setting realistic expectations and avoiding frustration when pursuing new goals.   3. Practical strategies for getting the most value from conferences and workshops.   4. The importance of aligning your strengths with clients needs to grow your business.   5. Why stacking small, focused actions over time leads to lasting success.   About Jeff Bannan: Jeff Bannan brings over 25 years of diversified coaching experience, ranging from elite athletes to CrossFit enthusiasts, and most recently, business owners and entrepreneurs focused on scaling and achieving pivotal breakthroughs. With an impressive track record of over 10,000 hours of coaching, Jeff continually hones his expertise not just in coaching techniques, but also in understanding the psychology behind human behavior and decision-making. This dual focus has empowered him to develop an innovative approach to instilling a winning mindset, driving actionable steps, and ultimately ensuring success at the highest levels for those he mentors. Today, Jeff's life mission is to impart transformative principles that promise not only success in athletics and business, but also personal enrichment. Jeff Believes that Life is a “Practice” we are not stuck where we currently are, we have the opportunity to grow and change for the better if we learn, apply what we learn and make the conscious decision to grow! On a personal note, he is proudly supported by his loving wife and two thriving teenage sons who cherish the quality moments they share with him. Connect with Jeff: Website: http://jeffbannan.com/ Instagram: @jeffbannan     Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    60. Freedom Through Systems: Building a Scalable Real Estate Business with Tom Campone

    Play Episode Listen Later Dec 16, 2024 20:44


    In this episode of Life and Listings Podcast, we're joined by Tom from Chicago, a seasoned real estate professional. Tom shares the critical role systems and processes play in building a sustainable and scalable business—an insight that became even more significant after a life-altering heart attack removed him from work unexpectedly. Learn how his engineering-inspired mindset helped him create a seamless operation, from automating repetitive tasks to planning email marketing campaigns for the entire year. Tom also discusses how tracking lead sources, setting clear goals, and fostering consistency in farming have allowed his team to thrive while freeing up time for what truly matters.   “I always think it's easier to look at what you're already doing and try to get better than it is to go and try to become competent in another lead source, it's going to take a lot more energy. You're going to have to figure things out. So, I am always on the side of building a simple business model that I can execute at a high level, because we've all seen those agents like you said, shiny object. They go start something, they do it for like, six weeks. It's not working. Let's stop. And then they spend all this money and this time implementing. So I want to make sure anything we're going to implement that we really believe in it, because that means we'll stick with it. Because anything works, literally anything works if you stick with it. But if you're not committed to it, it will not work. And so we make sure we're committed before we decide we're going to implement something.”- Tom Campone   Hear more about: The Importance of Systems for Business Sustainability Tom emphasizes building systems to create a sustainable business, which can operate effectively even in his absence, as demonstrated when his business thrived during his recovery from a heart attack. Strategic Business Planning Tom conducts annual business planning each fall, reviewing potential tools and strategies, and evaluating their long-term impact on efficiency and scalability. This allows him to implement only the most impactful solutions for the coming year. Leveraging Technology for Automation Tom's team uses a configurable CRM, automation tools like Zapier, and templates to streamline processes such as creating listing sheets, saving significant time and reducing manual effort. Tracking Metrics for Data-Driven Decisions The team meticulously tracks key metrics such as leads, conversions, and closed deals using tools like spreadsheets, CRM integrations, and a visual "big board," which fosters motivation and provides clear insights into business performance. Consistency and Focus in Farming and Lead Generation Tom highlights the importance of consistency in farming and lead generation efforts. Instead of chasing new methods, he focuses on improving existing lead sources to maximize their potential before exploring additional strategies. Building a Scalable and Flexible Business Model By thinking ahead and designing processes for scalability, Tom ensures his business can handle growth (e.g., from 60 to 100 deals annually) while maintaining flexibility for personal priorities like family time or pursuing other ventures.   About Tom Campone: Meet Tom Campone, a dedicated real estate professional who understands firsthand the challenges of buying or selling a home. When Tom purchased his first home in the South Loop in 2003, he experienced the anxiety and confusion many people face during the process. Unsure of who to turn to or trust, Tom made it his mission to demystify real estate for others. Today, Tom specializes in making your home-buying or selling journey stress-free. With his compassionate approach and a proven team by his side, he's here to guide you every step of the way. Ready to take the first step? Book a call with Tom, and let him help you achieve your real estate goals.   Connect with Tom: Website: https://www.tomcampone.com/   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    59. From Overwhelm to Action: Leveraging Data for Strategic Brokerage Growth with Diana Zaya

    Play Episode Listen Later Dec 9, 2024 20:08


    In this episode of the Life and Listings Podcast, we're joined by Diana Zaya, founder of Maverick Systems, a data analytics company transforming the real estate industry. Diana shares how Maverick Systems empowers brokerages to grow by leveraging in-depth insights for agent retention, recruitment, and strategic decision-making. We dive into the role of data in identifying trainable opportunities, crafting targeted messaging for agent recruitment, and tackling decision paralysis in a world overflowing with information. Diana also discusses a fascinating study from Oracle about the “Decision Dilemma,” shedding light on how data overwhelm impacts professionals across industries. Tune in to discover actionable strategies for interpreting data, building stronger agent relationships, and driving growth in your brokerage.   "It's not just about having data; it's about knowing how to interpret it and take action."    Five Key Takeaways Interpreting Data for Agent Recruitment and Retention  Using Data for Agent Retention Challenges with Data Overload Strategies for Managing Data Overload  Combining Intuition with Data      About Diana: Diana is the Founder of Maverick Systems, a data analytics company that empowers brokerages to grow through targeted agent recruitment, retention, coaching and M&A. Prior to founding Maverick, Diana was one of the founding team members of a progressive data analytics company using data science applications, including AI to lead to enhanced outcomes. Her unique experience in working with and interpreting real estate data makes her a sought-after resource for many of the nation's largest and most respected real estate brokerages.  Diana is a contributing author for respected publications such as Inman News, Real Trends, and HousingWire and was recently named a RISMedia 2024 Real Estate Newsmaker.   Connect with Diana: Website: www.mavericksystems.com LinkedIn: https://www.linkedin.com/in/diana-zaya/ Facebook: https://www.facebook.com/MsDianaZaya/ Instagram: https://www.instagram.com/_dianazaya/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    58. Boosting Client Retention with Real Scout's Andrew Flachner

    Play Episode Listen Later Dec 2, 2024 21:29


    In this episode of the Life and Listings Podcast, we're joined by Andrew Flachner, Co-Founder and President of RealScout. Andrew dives into the evolution of RealScout over the past year, highlighting how the platform keeps real estate agents at the center of the digital experience. We also discuss the recently released Teams Report, which provides valuable insights into lead generation, nurturing strategies, and the importance of building business through sphere of influence. Plus, Andrew shares an intriguing analogy about "sugar cookies" and how it applies to the real estate industry. Tune in to learn actionable strategies for staying top of mind and driving more transactions.   "If we're able to surface the right information at the right time, we can help agents nurture their database and generate more transactions effectively."   Five Key Takeaways Challenges with Traditional IDX Websites  Insights from the Teams Report  Lead Nurture and Customer Acquisition Strategies  Introduction of Search Links by Real Scout  Conclusion and Resources   About Andrew: Andrew Flachner has earned a reputation as one of the premier, up-and-coming entrepreneurs in the dynamic PropTech space. As a coveted industry commentator, thought provoking keynote speaker, and trusted advisor to brokerage executives and top real estate agents, he is among a handful of leaders who can make sense of the rapidly evolving intersection of technology and real estate — one of the most critical drivers in the economy today. Andrew is Co-Founder and President of RealScout, a high-growth real estate technology company. RealScout has equipped over 100,000 practitioners with an award-winning, integrated suite of marketing, collaboration and analytics tools. Cumulatively, these tools have helped real estate agents close billions of dollars in transactions. Andrew is consistently featured as one of the most influential real estate leaders (Swanepoel Power 200, Inman News, REALTrends Game Changers) and was recognized as Forbes 30 Under 30. He is a highly recognizable and sought-after speaker in the residential real estate conference scene, with keynote presentations given at leading conferences such as Inman Connect, T3 Summit, and Gathering of Eagles. In 2017, Andrew launched a popular long-form, live interview series (distributed by Inman News) which enabled brokerage executives to relay their questions directly to industry playmakers including Zillow Director and former COO Amy Bohutinsky, the CEOs of RE/MAX, Redfin, Opendoor, and the National Association of REALTORS®. For speaking inquiries, please connect with hello (at) realscout.com.   Connect with Andrew: Website: www.realscout.com LinkedIn: https://www.linkedin.com/in/andrewflachner/recent-activity/all/ Instagram: @aflachner Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    57. Building a Network, Building Success: Lessons from Mike Drutar

    Play Episode Listen Later Nov 25, 2024 21:17


    In this episode of The Life and Listings Podcast, we're joined by Mike, a seasoned real estate professional based in Hawaii. From starting his career in the hot market of 2004 to navigating the challenges of the Great Recession, Mike shares his journey of reinvention and resilience. We dive into what it was like launching a NextHome franchise right before the pandemic lockdowns, adapting to a booming post-COVID market, and the lessons learned along the way. Mike also gives us a glimpse into his involvement in local and national real estate boards, his thoughts on Hawaii's unique market, and why November marks the beginning of paradise weather in the islands. Whether you're a real estate enthusiast or simply dreaming of Hawaiian sunsets, this conversation is packed with insights and inspiration. Tune in and find out why Mike's motto is all about adapting, thriving, and enjoying the ride. Don't forget to subscribe and leave a review!   "It's just now you have to look at it too, and, you know, kind of have a mirror up to it. And so I guess that's a little bit different, but you just have to overcome it. And what you're going to find is, even when you're not at your best, people still really like it."   Five Key Takeaways Reinventing the Business Post-Recession  Building a Network and Utilizing YouTube The Importance of Confidence and Taking Risks  Mike's Superpower and Personal Life  Closing Remarks and Contact Information      About Mike: An experienced and ethical real estate broker with a proven track record in negotiations, sales development, and marketing strategies. Known for guiding clients through Hawaii's unique real estate market while prioritizing long-term goals. Passionate about delivering exceptional service and building lasting relationships, resulting in a strong referral base and repeat clients. Leadership roles include serving on REALTOR boards, driving cultural change as a Local Board President, and contributing as a community leader in cycling safety and education initiatives. Holds a BBA in Marketing from the University of North Texas and extensive experience in nonprofit and event management.   Connect with Mike: Website: nexthomeparadise.com Instagram: https://www.instagram.com/stories/mikedrutarhawaiirealestate/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    56. Mastering Follow-Up: Secrets to Engaging Your Database with Nikki Pais

    Play Episode Listen Later Nov 18, 2024 20:27


    In this episode of Life and Listings, Jennifer Staats sits down with Nikki Pais, an expert in real estate lead generation and conversion. Nikki shares actionable insights on how real estate professionals can maximize their databases, find hidden opportunities, and make meaningful connections with leads. Listeners will learn how to use CRM tools effectively, engage leads with personalized follow-ups, and apply low-pressure conversational techniques to boost conversion rates. This episode is packed with practical tips and fresh strategies for brokers, agents, and team leaders looking to enhance their sales approach. Real estate professionals will gain valuable strategies to engage potential clients and make the most of their CRM data. Nikki and Jennifer break down the essentials of lead engagement, accountability practices, and the importance of personal touches that make clients feel valued.   "By taking just a moment to be human—to ask, 'How are you?'—you open the door to understanding what your lead actually needs. That one little question can turn a conversation from a sales pitch into a genuine connection."   Five Key Takeaways Leverage CRM Filters: Utilize "last visit" and "last communication" filters to identify active leads and avoid missing out on engaged prospects. Prioritize Engaged Leads: Focus on responding to leads who have reached out rather than constantly chasing new ones. Ask Meaningful Questions: Start conversations with open-ended, human-centered questions to build rapport and gain trust. Use Personal Touches in Follow-Up: Integrate details like clients' pets into follow-ups to create memorable interactions. Implement Tracking Pixels: Track website visits to capture critical engagement data and develop timely, targeted follow-up strategies.   About  Nikki Pais: Nikki Pais is a powerhouse in real estate, with a strong background in lead generation and Inside Sales. She coaches agents, ISAs, and CEOs nationwide with DCM, delivering strategies to eliminate the gap between obtaining a lead, and getting it to the closing table. Nikki's expertise and passion for language and training make her a trusted advisor and a dynamic force in the industry.   Connect with Nikki: Facebook: https://www.facebook.com/profile.php?id=100000771644238 Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    55. Funding Your Future: Tapping into Business Credit for Real Estate Success with Amanda Webster

    Play Episode Listen Later Nov 11, 2024 22:02


    In this episode of Life and Listings, we dive into the world of business credit and funding for real estate with Amanda Webster, the COO of Fund & Grow. Amanda shares her journey of managing a top funding company that helps entrepreneurs—especially those in real estate—access unsecured revolving credit to fuel their business ventures. We discuss the ins and outs of obtaining business credit, why it's crucial for real estate investors, and how new businesses or those with limited credit can build a solid funding foundation. Amanda also talks about her life outside work as a mom of five and military spouse, balancing a busy personal life with her professional role. Join us as we learn valuable insights on navigating business credit and tapping into funding options many entrepreneurs may not know are available!   "Business credit is a powerful tool that lets real estate investors close deals like cash, pay for rehab costs, and even cover marketing expenses. We aim to make it accessible to all—from brand-new LLCs to seasoned businesses—so they can scale and succeed."   Key Takeaways: Understanding Business Credit in Real Estate: Amanda explains how Fund & Grow helps real estate entrepreneurs tap into business credit, providing them with unsecured capital to fund projects, from property purchases to lead generation software. Origins and Growth of Fund & Grow: Fund & Grow was born out of a need to support real estate investors when HELOCs dried up during the 2007 housing crash. The company's unique focus on real estate helped them tackle one of the hardest-to-fund industries. The Funding Process: Fund & Grow offers a comprehensive, step-by-step process for clients, including a consultation and personal credit audit, to ensure they receive funding suitable for their needs, starting from $30,000 to $100,000, with a 12-18 month goal of building up to $250,000. Importance of Personal Guarantees and Building Business Credit: Amanda emphasizes the role of personal guarantees in securing business credit for high-risk or new businesses. Her team educates clients on maintaining personal and business credit profiles, aiming for long-term financial health. Balancing Education and Service: Fund & Grow not only provides funding but also educates clients on credit use, ensuring they understand the process and are empowered to manage and grow their credit independently in the future.   About Amanda Webster: Amanda Webster is Fund&Grow's Chief Operating Officer. She joined the team in 2020 with vast legal knowledge and over 20 years of management experience, and she has been pivotal to the company's continued growth. Amanda is the CEO's right-hand to ensure all departments continue to run smoothly, works with the management team to improve processes, and coordinates employee events to foster a healthy work environment. As Chief Operating Officer, Amanda works closely with all departments to stay ahead of changing industry trends and ensure each client receives the most funding possible at the best terms when looking to launch or grow their operation. With a passion for sharing her immense knowledge, Amanda Webster has set a trajectory with Fund&Grow to empower countless entrepreneurs, offering the tools and support needed to take their businesses to the next level.   Connect with Amanda: Website: https://www.fundandgrow.com/amanda Facebook: https://www.facebook.com/amanda.webstercoo LinkedIn: https://www.linkedin.com/in/amanda-webster-coo/ Instagram: https://www.instagram.com/amandawebstercoo/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    54. Turning Struggles into Strength: Krystal Hamilton's Real Estate Journey

    Play Episode Listen Later Nov 4, 2024 17:44


    In this new episode of the Life and Listings Podcast,  we're excited to have Krystal, a remarkable real estate broker and investor, joining us. Growing up in the foster care system, Krystal faced countless challenges, but her resilience, faith, and mindset have transformed her life. Her path to real estate started with a desire to provide for her family, leading her to become a landlord and, later, the founder of her own brokerage, Hamilton Realty Group in Arlington. Krystal now empowers her agents and clients through free training on real estate investing, sharing everything from the basics of buy-and-hold to complex financing strategies. In today's episode, she dives into her journey of self-discovery, the power of mindset, and the legacy of positivity and opportunity she's building for others, especially women. Listen in as she shares actionable insights and how to tap into your own potential for success!   “I remember working with my realtor, and we went up to a property to look at it in person. And when I got there, it was people that were twice my age. I didn't see anyone else that was minority female. I was just like, oh my goodness, I was looking out the window, I cannot compete with these people,  if they're looking at this house, there's no way I'm going to get it. I minimized my value based on because I didn't see anyone that was doing it, that reminded me of myself. So being able to share with people, and being able to be an example, I think that that's what I provide to,  my students, and just giving them the confidence to know that this is possible. I can do it.“- Krystal   Key takeaways: Mindset and Resilience: Krystal's positive mindset and resilience were essential in overcoming her challenging start in life and building a successful career in real estate. Motherhood as Motivation: Becoming a mother fueled her drive to provide a better life, leading her back to college and eventually into real estate, where she could create a more flexible lifestyle. Self-Education and Financial Growth: Despite initial obstacles, Krystal taught herself about real estate investing, ultimately purchasing her first property and building a growing portfolio. Empowering Others: Through her brokerage, she offers training on real estate investing, encouraging agents and clients alike to build wealth and financial independence through property ownership. Faith and Purpose-Driven Success: Krystal attributes her achievements to her faith and sees her mission as helping others realize their potential, especially women from challenging backgrounds. About Krystal Hamilton: Krystal Hamilton grew up in poverty in Dallas and entered foster care as a young child, experiencing years of instability as she moved from house to house without support or love. Determined to break this cycle, she graduated high school at 18 and went on to earn four college degrees—an Associate's, two Bachelor's, and a Master's—despite numerous obstacles. In her twenties, Krystal dedicated herself to empowering youth, working with Child Protective Services to teach life skills, and serving as a Program Coordinator for MHMR, supporting foster youth with mental health challenges. As a CASA advocate and supervisor, she fought for youth in court, and as a member of the Texas Supreme Court Children's Commission, she worked to improve educational outcomes for foster youth statewide. She also founded PUSH at the University of North Texas, a program supporting former foster youth in college. After years of service, Krystal transitioned to real estate, where she now owns and operates Hamilton Realty Group in Arlington, Texas, building long-term generational wealth through a multi-million dollar rental portfolio and guiding others in real estate investment.   Connect with Krystal: Website: www.hamiltonrealtydfw.com Facebook: https://www.facebook.com/krystal.greenwood.10 Instagram: Krystalhamiltonthebroker Tiktok: Krystalhamiltonthebroker Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    53. Mindset Shifts: The Journey to Real Estate Success with CJ Ledy

    Play Episode Listen Later Oct 28, 2024 23:04


    In this Life and Listings episode, we talk with CJ Leedy—a mindset coach, real estate agent, investor, and author. CJ opens up about a life-changing hypnosis experience that shifted his mindset, allowing him to overcome social anxiety and pursue a purposeful career in real estate. He shares his journey from residential sales to building a thriving investment portfolio, including his wellness-focused RV park in Utah, and discusses his new book, Tune Your Mind, which links mindset to success in life and business. CJ's story offers inspiration and practical insights for anyone interested in real estate or personal growth. Let's Talk About: CJ's transformation through hypnosis and how it changed his mindset and career path His journey from residential real estate sales to long-term investing and entrepreneurship Key insights from his book on mindset, personal growth, and fulfillment The influence of family mentorship on his early career and real estate success How CJ's wellness-focused RV park in Utah reflects his passion for combining lifestyle and real estate About CJ Ledy:   CJ Ledy is a coach, keynote speaker, author, and podcaster. Ledy is also a real estate entrepreneur with a sales volume of $100M+.   Coaching for over a decade, he has worked with Fortune 100 companies, artists, musicians, professional athletes, and countless individuals. ​ CJ is currently traveling North America in his Toy Hauler RV.    Hobbies: Private Pilot, Real Estate Investor, Guitarist, Snowskier, and Struggling Surfer.   Connect with CJ:   Website https://www.cjledy.com/   Social Links https://www.linkedin.com/in/cjledy/ https://www.instagram.com/mindsetisart/ https://www.facebook.com/CJ.ledy/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    52. The Art of Reinvention: Marc Hernandez's Path to Luxury Real Estate

    Play Episode Listen Later Oct 21, 2024 22:05


    In this episode of the Life and Listings podcast, I sit down with Marc Hernandez, a seasoned real estate professional from Beverly Hills. Marc's journey started in Los Angeles, where he grew up in the San Gabriel Valley before heading to USC, where a real estate class sparked his interest in the field. Right after college, Mark dove into the world of commercial real estate, specializing in high-rise office building sales and tenant representation. He spent five years navigating this landscape, gaining valuable experience but eventually transitioning into real estate management. “I had never done it before. I had never done it before. But one thing I can say that I'm pretty solid at. I'm really solid at what I call marshaling my resources. Yeah, if I don't know something, I don't freak out about it. I don't hold myself back from going in, going through the door. I just quickly learned how to connect the dots.”   About Marc Hernandez: Marc Hernandez is one of the most empathetic, innovative, conscientious, and connected agents in the real estate industry today. Ranked among the top 1.5% of real estate agents in the U.S., Hernandez' impressive roster of clients includes accountants, actors, attorneys, digital media executives, directors, producers, show runners, tech professionals, TV writers, and the like. He has been featured on the homepage of the California Association of Realtors website, included in various luxury and business publications, and seen on Bravo TV's “Million Dollar Listing Los Angeles.”   Connect with Marc: Instagram: @themarchernandez  LinkedIn: https://www.linkedin.com/in/themarchernandez Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    51. Scaling Success: Mindset, Mentorship, and Millions in Real Estate with Kymerlee Music

    Play Episode Listen Later Oct 14, 2024 15:38


    In this episode of the Life and Listings Podcast, I sit down with Kymerlee, a powerhouse in Southeast Georgia real estate, whose journey from paramedic to successful broker is nothing short of inspiring. Kymerlee shares how a conversation with her husband pushed her into real estate, leading her to close her first deal within just a week of getting licensed. Over the past five years, her career has exploded, from starting her own brokerage to growing a team of 20 agents. She discusses the importance of mentorship, mindset, and leveraging technology to maintain client relationships. Kimberly also emphasizes the value of online lead generation and the power of following up, which she believes is key to long-term business growth.   “So I started buying into realtor.com leads, and I have soared with online lead generation, and that's really what scaled my business. And to me, buying leads, you can scale it up, or you can turn it down, whichever direction you need to go, sphere of influence. That's just business, that is just there. You can scale if you want to build a business around it”- Kymerlee   Let talk about: Mentorship and Empowerment: Kymerlee's lack of early mentorship drove her to create a brokerage focused on guiding and empowering women, helping them achieve rapid success in real estate. Lead Generation and Client Relationships: Kymerlee stresses the importance of viewing leads as real people, focusing on relational rather than transactional interactions. She attributes much of her success to online lead generation and nurturing client relationships over time. Mindset and Time Management: Consistency and a strong mindset are crucial for success. Kymerlee emphasizes the importance of time-blocking, planning, and prioritizing tasks, which took her two years to master. Leveraging Technology: Tools like Follow Up Boss and Ylopo play a central role in managing leads and maintaining personalized client communication, enabling her to scale her business efficiently while keeping track of hundreds of leads.   About Kymerlee Music: Kymerlee Music is a mindset coach, speaker, and real estate professional who has built her career by thriving against the odds. After transitioning from her role as a paramedic working 72-hour shifts, she entered the real estate industry and achieved over $10 million in sales in her first year. Through a strategic focus on marketing, she doubled her success in subsequent years. Kymerlee's philosophy emphasizes the power of daily habits, disciplined action, and fostering long-term client relationships. She is dedicated to helping others unlock their potential through mastering their mindset and developing intentional, scalable systems.   Connect with Kymerlee: Facebook: https://www.facebook.com/kymerlee.showalter?mibextid=LQQJ4d   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    50. From Investing to Impact: Vee Le on Real Estate and Personal Growth

    Play Episode Listen Later Oct 7, 2024 12:57


    In this episode of Life and Listings, we welcome V, a dynamic real estate investor, entrepreneur, mom, and health enthusiast from Houston, Texas. V's story is one of resilience, determination, and growth—both in business and personal life. With a background rooted in real estate, she shares how she's built a successful career while maintaining her values and prioritizing family. V kicks off the conversation by discussing her mindset, explaining how she never lets negativity get in the way of progress. Her approach is one of tenacity: if there's a challenge in front of her, she finds a way around it. This attitude has been key to her rapid success in real estate, where she initially started with the goal of creating more time for her daughter, only to find herself immersed in the entrepreneurial hustle. She admits that she fell into what she calls the "entrepreneur syndrome," where she constantly chased the next big goal, but eventually realized she had to refocus her priorities. Now, she is more intentional about balancing business with the real reason she started—her family.   “You're on family time. And it's a really important thing for me just to kind of like, refocus on what I've got going on so I can be present.”   In this episode, let's discuss: Overcoming Negativity: V shares her mindset of never taking "no" for an answer and always finding a way through challenges. Health Focus: V's fear isn't dying but dying from illness, especially diseases like Alzheimer's or cancer, which have impacted her family. She discusses her proactive approach to health, including yearly 5-day water-only fasts and other wellness practices. Real Estate Journey: V started in real estate with the goal of gaining more time with her daughter. She talks about the early days of her business, the bumps along the way, and the importance of her support system. Entrepreneur Syndrome: V describes how she initially fell into the trap of chasing the next big thing in business, but how she's since redefined her priorities, putting her daughter and family time first. About Vee Le: Vee Le moved to Houston, TX with her family in 1995. She has flipped and sold over 200 single family homes in several cities in Texas. Today, she is a Development Agent for HomeVestors, Host of the Real Estate Ballers show, and President of Buzz Vacation Rentals. Vee is actively involved in real estate transactions and building her short-term and long-term rental portfolio.   Connect with Vee: Website: https://reballers.com/ Facebook: https://www.facebook.com/vy.le.5872 Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    49. Scaling Your Real Estate Business: Managing Profitability & Production with Andy Mulholland

    Play Episode Listen Later Sep 30, 2024 28:07


    In this episode, Jennifer sits down with Andy, founder of Simple Numbers, a bookkeeping and financial reporting company designed specifically for real estate agents, teams, and brokerages. With years of experience in real estate and a keen understanding of finances, Andy discusses the importance of running a profitable business and how to achieve long-term success, even in a shifting market. Throughout the episode, Andy underscores the critical role of proper bookkeeping and financial reporting. He explains that receiving monthly financial updates is non-negotiable for any serious business owner. Relying on outdated quarterly or yearly reports simply won't cut it if you want to stay ahead of the curve and make informed decisions. He also stresses the importance of having simplified and effective bookkeeping that is easy for real estate agents to understand and use, so that they can focus on their business rather than getting bogged down in confusing financial reports.   “There's so many things you can glean from having the right numbers in place, so powerful and really the right numbers, just so everybody's clear on what I think needs to be included in your real estate business book, books. It's called your chart of accounts.”   In this episode, let's discuss: The Need for Real Estate-Specific Bookkeeping: Andy emphasizes how crucial it is to work with bookkeepers who understand the unique commission-based nature of real estate. Shifting Markets and Profitability: In today's market, many team leaders are cutting costs and going back into production. Andy discusses the importance of building a strong economic model for sustained profitability. Financial Responsibility as a Business Owner: Andy stresses that profitability isn't about money for money's sake but about ensuring that as leaders, we can serve our team, our families, and ourselves. Challenges of Lifestyle Creep: Andy warns against increasing personal spending when income rises and explains how this can hinder business growth, especially when transitioning from solo agent to team leader. The Role of Proper Bookkeeping: Andy outlines key bookkeeping practices for success, including the importance of receiving regular monthly financial reports and having a simplified yet effective bookkeeping system to guide business decisions. About Andy Mulholland: Husband, Father, Real Estate Team Leader, Virtual Cfo Andy Mulholland has built and operated a successful real estate team in MN, until he retired from it in 2018, at age 34. Now he spends time with his wife and 4 kids on their farm, driving his favorite vintage sports cars, flying his paramotor, traveling, and helping our clients to understand their business financials and find the financial freedom he and Ellyn have in their lives. As an owner and team leader of a top real estate team in MN, Andy understands the importance of running the right economic model, and having simple, easy to understand financials each month. He believe's it is the key to running a business so that it doesn't end up running you. Anyone can do your books, but not anyone knows how to help you understand what they say about your business. He's taken his experience as a business trainer, and a team leader of his own successful real estate team, and partnered with is wife Ellyn who is an experienced real estate team CFO and created Simple-Numbers. ​ Connect with Andy: Website: https://www.simple-numbers.com/about-us Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    48. From Host to Guest: Jennifer Staats' Journey

    Play Episode Listen Later Sep 23, 2024 17:39


    Here's another episode of the Life and Listings podcast, Clarissa Mcneill steps in again as host to interview Jennifer Stats, the company's founder and usual host. Jennifer dives deep into the importance of systems in real estate, from solo agents to brokers, and how implementing efficient, replicable systems can save time, improve productivity, and drive profitability. Jennifer shares her expertise on creating transactional workflows, client management systems, and operational structures, offering practical tips like starting with simple tools like Google Docs and scaling with platforms like Asana and Follow Up Boss. She also explores the role of technology, including AI, in enhancing business processes without eliminating the human element. Jennifer reflects on her journey as an entrepreneur, highlighting her pride in building a flexible work environment that allows her and her team to balance work with personal life.   “If you have a really great system that you know you can replicate, you can go into your template, insert how you're going to send pizza to these people seven days before close, and it can happen over and over again. So I think a great system isn't necessarily something that's super fancy and techy all the time. It's something that you can easily replicate every single time. So you're treating your business like a business, and every client or agent or whatever is treated the exact same. ”   In this episode, let's delve into: Importance of Systems: Implementing efficient and replicable systems in real estate, such as transactional workflows and client management processes, can enhance productivity, prevent oversight, and drive profitability, regardless of team size. Start Simple: You don't need complex technology to begin building systems. Simple tools like Google Docs or project management apps like Asana can be effective starting points, evolving as your business grows. Leverage Technology and AI: Technology, including AI, can be used to streamline processes and save time. However, the goal is to enhance human input, not replace it, allowing team members to focus on higher-value tasks. Flexibility in Business: Creating a flexible work environment that accommodates personal priorities, like family commitments, leads to a healthy balance for both the business owner and their team, boosting overall job satisfaction and productivity.   About Clarissa McNeill: With four years of expertise in real estate marketing, Clarissa excels in both listing promotion and enhancing online brand presence for real estate agents and brokerages. Specializing in crafting targeted campaigns and content strategies, Clarissa specializes in matching real estate agents with the right media outlets, to highlight their top listings and expertise, often getting her client's featured in their local publications. Her creativity helps to propel real estate professionals forward in the digital landscape with innovative and effective marketing solutions. Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    47. Scaling and Pivoting: Business Lessons from Leigh Ann Van Epps

    Play Episode Listen Later Sep 16, 2024 18:48


    In this episode of the Life and Listings podcast, I welcome Leigh Ann, co-founder of Lex Vivendi Solutions. Leigh Ann shares insights on her role as an online business manager, where she helps business owners streamline operations, delegate tasks effectively, and pivot when necessary. She discusses her experience working with nonprofits alongside her partner Marian Ward, who specializes in nonprofit setup and event planning. Leanne also touches on the importance of adapting to market changes, setting boundaries in business, and knowing when to pivot services for long-term success. She reflects on the challenges and rewards of running a business, as well as her personal life, which includes adventurous family outings and balancing work with fun. “So pivoting, I feel sometimes, is a reactionary item from random things that we are completely unknown to us, like we're making an action based off of a reaction we have no control over it. I mean, you can be on top of all the things, and you still have, like you may have your hands full, but you still have that baseball come out your face. So what are you gonna do? Drop one thing, yeah, and try to get the baseball. So I don't know if there's actually a plan, but it's good to pay attention to how you feel about things.”.   In this episode, let's discuss: Streamlining Business Operations: Leigh Ann emphasizes the importance of efficiently managing and delegating tasks to keep business operations running smoothly. Adapting and Pivoting: She highlights the need to pivot services when necessary to adapt to market changes and ensure long-term success. Nonprofit Expertise: Leigh Ann and her partner, Marian Ward, bring a wealth of experience in nonprofit setup, event planning, and working with charitable organizations. Setting Boundaries: She discusses the significance of setting clear boundaries in business to maintain balance and avoid burnout. Balancing Work and Fun: Leigh Ann shares the importance of balancing work life with personal adventures, underscoring that success comes with enjoying both work and family time.   About Leigh Ann: Leigh Ann Van Epps is an online business manager and co-founder of Lex Vivendi Solutions, a done-for-you business management agency that passionately serves scaling business owners, who are overwhelmed by the tedious, yet essential, task of running their business.  Prior to becoming an entrepreneur, she spent 20 years in the mortgage industry in various capacities honing her analytical, logical, and project management skills. Today, she uses those decades of experience to act as a strategic partner who helps business owners optimize their online operations, maximize efficiency, and generate more income, impact, and return on investment.   Connect with Leigh Ann: Website: www.leighannvanepps.com Facebook: https://www.facebook.com/lavaneppsOBM Instagram: https://www.instagram.com/leighann.vanepps   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    46. Creating Client Connection: Amy Stockberger's Secret to Sustainable Success

    Play Episode Listen Later Sep 9, 2024 23:47


    In another episode of the Life and Listings podcast, I interview Amy Stockberger, the broker-owner of Amy Stockberger Real Estate. Amy shares her journey of over 24 years in the business, detailing her all-inclusive, service-oriented business model focused on repeatable excellence. She discusses her innovative lifetime home support model introduced in 2014, aimed at maintaining long-term client relationships and generating referrals. The model includes unique services like a complimentary moving truck and a party shed for clients, which have significantly contributed to her team's success. Amy also highlights her strategies for scaling a business, attracting referrals, and teaching other agents how to build profitable, systemized businesses. The episode wraps up with a discussion on Amy's upcoming PR course aimed at helping agents become local market influencers.   “You should always be leveraging other people's audiences if you have something to serve and that's what it is. We have a lot to give, and we want to take care of the clients for life, and that attracts the right tribe to us too, because agent attrition is a big deal. So attracting the right agents who want to serve like we do, that's who we're getting, and we're just helping them create big businesses.”-Amy   In this episode, let's talk about: Client-Centered Business Model: Amy Stackberrger emphasizes a service-first approach, embodied in her "serve, serve, serve, then sell" model. This strategy focuses on maintaining strong relationships with clients not just during the transaction but "forever after," aiming to support their homeownership and life needs beyond the initial deal. Creative Brand Awareness and Customer Retention: Amy created innovative programs, like the moving truck and VIP club, to serve clients long-term. These offerings, which include branded equipment for events, serve as both a valuable resource for clients and a continuous marketing tool, keeping her brand top of mind. Focus on Systems and Referrals: Amy attributes her success to a systemized approach, which helps with consistency and scalability. By focusing on lifetime customer support and deepening relationships, her business has become 80% referral-based, proving the effectiveness of a well-executed, client-centered system. Systemization and Scalability: A systemized business is more valuable and scalable compared to one without systems. Implementing repeatable processes allows for smoother operations. Multiple Revenue Streams: To scale a business effectively, it's important to add additional income streams beyond commissions. This diversification can come from various programs serving both clients' needs and generating high-level lead opportunities. Client-Centric Ecosystem and Leveraging Influence: Building long-term client relationships through service models like lifetime home support is crucial for sustainability. Additionally, agents can grow their influence and brand awareness by leveraging media opportunities and creating systems that position them as go-to experts in their communities, enhancing lead generation and client retention. About Amy Stockberger: Amy Stockberger is the founder of Amy Stockberger Real Estate and the creator of the innovative Lifetime Home Support™ model. With a proven track record of leading the highest-producing real estate team in her area since 2017, Amy' team captures approximately 10% of the market share each year. She is renowned for her strategic approach to client support, providing unparalleled value at every stage of the home buying, selling, and investing journey—before, during, and forever. Amy's philosophy of "Serve, Serve, Serve, Sell" is the cornerstone of her business approach. Amy's vision is to transform the real estate industry into a community of Servepreneurs, who elevate the client experience to the highest level by delivering exceptional service and support at every touchpoint, thereby creating legacy businesses for real estate agents. Her Lifetime Home Support™ model is designed to help agents leverage their biggest lead source; their sphere, keep clients for life, increase brand awareness, and generate significant income beyond commissions.   Connect with Amy: Website: www.LifetimeHomeSupport.com Instagram: https://www.instagram.com/amystockberger/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    45. The Secret to Scaling: Real Estate Systems Simplified

    Play Episode Listen Later Sep 9, 2024 21:02


    In this engaging episode of the Life and Listings podcast, the tables are turned as the usual host becomes the guest. In this episode, I am the guest and share my incredible journey, from starting as an unpaid intern to becoming the CEO of a top operations and marketing management company for real estate agents. I dive into how a passion for operations grew from early experiences in a flooring store and an aircraft engine facility, to founding Staats Solutions seven years ago. The conversation uncovers insights into common pitfalls in team and brokerage operations, with a focus on the crucial first hire. I discuss the importance of preparation, from understanding what tasks to delegate to ensuring the right training and onboarding process. This episode is a must-listen for anyone looking to scale their real estate business effectively. “So make sure you have something, and I'm gonna really kind of hone in on that. It doesn't have to be perfect, because that person can help you define those SOPs. As you start going, you can say, this is my basics, but can you help me make them better in the future? Because I always say, when you're hiring, I want you to be ready for that person to move on to a different role, and that person that you hired as an assistant. I'm not saying that prepare for them to leave you, but prepare for them to move up the ladder, right? Because that's always the goal. It's like, I want want those people to be able to do more, or take on more, delegate out the other stuff eventually.”- Jennifer   In this episode, let's dive into:   Hiring Wisely: The first step in expanding your team is to assess your readiness to hire. This involves creating a list of tasks you can delegate, ensuring you have the budget for the new hire, and determining if you're prepared to invest time in training and managing the new person. Delegation Strategy: Start delegating smaller tasks, like bookkeeping or transaction coordination, to contractors or professionals before bringing on a full-time employee. This helps ease the transition and reduces the training burden. Effective Onboarding: When hiring a full-time employee, make sure you have a basic training structure and clear expectations in place. Consistency in meetings and communication is key to creating a positive working relationship and ensuring the new hire's success. Management Accountability: As a leader, it's crucial to hold yourself accountable to your team, just as much as you hold them accountable. Consistent check-ins and support are essential for maintaining a healthy work environment and fostering team loyalty. About Clarissa McNeill:   With four years of expertise in real estate marketing, Clarissa excels in both listing promotion and enhancing online brand presence for real estate agents and brokerages. Specializing in crafting targeted campaigns and content strategies, Clarissa specializes in matching real estate agents with the right media outlets, to highlight their top listings and expertise, often getting her client's featured in their local publications. Her creativity helps to propel real estate professionals forward in the digital landscape with innovative and effective marketing solutions. Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    44. Building a Legacy: Balancing Business, Boundaries, and Burnout with Lindsay Fricks

    Play Episode Listen Later Sep 9, 2024 24:00


    In another episode of the Life and Listings Podcast, I am joined by Lindsay, a multi-passionate entrepreneur who made the leap from corporate America to real estate. Lindsay shares her journey as a real estate agent in Phoenix, managing a portfolio of single-family investment properties, coaching women in real estate through her program "Legacy Agents," and launching her new book, Becoming a Legacy Agent. In this insightful conversation, She discusses the importance of balancing the strategic side of real estate with inner work and boundary-setting. She delves into her coaching philosophy, personal growth, and passion for helping experienced agents transition from being real estate agents to becoming CEOs of their businesses. Lindsay also touches on her latest passion project, a podcast called "The Inspection Period." Tune in for valuable insights on navigating the unique challenges of the real estate industry while maintaining personal well-being and professional success.   “I've been doing this stuff forever, and the more you understand about yourself, the more you can navigate this world with ease and build a business that's in alignment with what you're actually already good at. So instead of focusing on things that you're not good at and gridding through it with just like white knuckling through it, you can just do more of what you're already good at, and find somebody delegate what you're not good at.”-Lindsay Fricks   In this episode, let's explore:   Corporate America Dropout to Real Estate Entrepreneur: Lindsay transitioned from a 12-year corporate career to becoming a multi-passionate entrepreneur in real estate, handling traditional real estate, investment properties, and a coaching program for women in real estate. Balancing Inner Work with Business Success: Lindsay emphasizes the importance of combining inner work—mindset, emotional regulation, and boundaries—with traditional real estate strategies for long-term success and happiness. "Becoming a Legacy Agent" Book: Her book, "Becoming a Legacy Agent," addresses the mental, emotional, and strategic challenges in real estate. It combines personal development techniques with practical steps to scale a business, all based on Lindsay's own experiences. Coaching Program for Experienced Agents: Lindsay's coaching program, "Legacy Agents," is tailored for women already making six figures in real estate. It focuses on helping them transition from being just real estate agents to becoming CEOs of their own businesses. Importance of Community and Mentorship: Lindsay values investing in masterminds and surrounding herself with successful, happy people. Her coaching program reflects this by creating a supportive community of like-minded, experienced women in real estate. About Lindsay Fricks:   Lindsay Fricks is an accomplished real estate entrepreneur based out of Phoenix, Arizona. Since 2018, Lindsay has built an outstanding reputation for professionalism, market expertise, and client experience within her residential real estate business. In 2022, Lindsay founded a community for successful women in real estate called Legacy Agents where she blends her unique philosophy of deep personal development with time tested strategies and tactics to help women in real estate create fulfilling, aligned and sustainable businesses. Lindsay recently wrote a best selling book, Becoming A Legacy Agent, and launched a new podcast,The Inspection Period. Outside of real estate, Lindsay is highly engaged in her community and passionate about animal welfare, women's empowerment, and preserving her local neighborhood. She serves on the Board of Directors for The Arizona Pet Project and is actively involved with Fresh Start Women's Foundation and her local neighborhood association. When Lindsay isn't serving her clients or community, she is spending quality time with her husband, Jason, and their two dogs and cat at their home in Arcadia, Arizona. In her free time, Lindsay can be found enjoying a great glass of champagne or bold red wine, traveling, reading, watching reality TV or dining at local restaurants.   Connect with Lindsay: Website: www.lindsayfricks.com and www.legacy-agents.com Instagram: https://www.instagram.com/lindsay.fricks/ and https://www.instagram.com/legacy.agents/ Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    43. Building a Winning Virtual Team: Expert Advice from Lauren Rathgeb

    Play Episode Listen Later Sep 2, 2024 18:39


    In this episode of the Life and Listings Podcast, I welcome Lauren Rathgeb, the Client Success Manager at Reside Platform, who shares her expertise in helping real estate agents and team leaders scale their businesses. Lauren dives into her experience managing large teams, including virtual assistants across the U.S., the Philippines, and Venezuela. She offers insightful tips on building strategic partnerships, training VAs effectively, and fostering clear communication. Lauren also discusses her passion for connecting with people and problem-solving, which she considers her superpower.    Tune in for practical advice on how to successfully onboard and manage virtual assistants, as well as inspiring personal insights from Lauren.   “You need to have training programs set up. And here's the thing, it's our mindset around leverage, I believe. So it's understanding that it's not you giving things up, it's not you being lazy. What you don't do determines what you can do. So I hired a virtual assistant to do that group training, and it's like agent onboarding, if we're constantly bringing in recruits, and then you notice your times being sucked by one person in this hour when you're training all on the same material, do group training.”- Lauren Rathgeb   In this episode, let's discuss:   Strategic Partnerships in Hiring Virtual Assistants (VAs): Lauren emphasizes the importance of treating VAs like stateside employees by building strategic partnerships.  Communication is Crucial: Regular communication through start-of-day and end-of-day emails is essential for ensuring that tasks are completed, expectations are clear, and adjustments can be made as necessary.  Training and Accountability: Lauren highlights the importance of detailed training programs, including creating an operations manual and ensuring that new hires are trained thoroughly on all aspects of the business.  Streamlined Processes for Managing Larger Teams: When scaling operations with multiple VAs, group training sessions and communication platforms like Slack can streamline the management process. This reduces the time spent on individual training and communication, improving overall efficiency. About Lauren Rathgeb:   Lauren Rathgeb is the Client Success Manager at Reside Platform, a real estate coaching and consulting platform designed to scale real estate teams and brokerages, enhancing their productivity and profitability through a comprehensive suite of services and expert guidance. Lauren specializes in real estate team operations, administrative and virtual assistant coaching/training, and building SOPs for scalability. At Reside, she manages onboarding, agent services, client meetings, operations, and admin coaching.   With extensive experience as a Transaction + Listing Coordinator and a proven track record in executive and operational support, Lauren has provided strategic counsel to Real Estate Admin and Virtual Assistants globally. She has led numerous special projects that have driven organizational growth. Today, Lauren is dedicated to fostering the development of operations leaders, streamlining client onboarding processes, and ensuring exceptional client experiences.   In her free time, you will likely find Lauren either reading or exploring the outdoors. She lives in Tennessee with her fiancé and their animals, Boone, Hadley, and Oliver. Connect with Lauren: Email: lauren@resideplatform.com Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    42. Streamlining Success: The Power of a Well-Managed Tech Stack with Mac Hill

    Play Episode Listen Later Aug 26, 2024 21:37


    Welcome to another episode of the Life and Listings Podcast, I welcome Mac Hill, Strategic Partnerships Manager at Open to Close. Mac shares his extensive experience in real estate technology, including his decade-long journey at Boomtown and 2 years at Sisu, before transitioning to his current role. He discusses the importance of simplifying life for real estate agents through technology, highlighting how different tech stacks can streamline operations, improve efficiency, and ultimately drive growth. Mac also talks about the need to assess tech usage in real estate businesses to ensure tools are being effectively utilized. Hear more insights about real estate tech, business growth, and a glimpse into Mac's personal life as he balances work and family. Listen in!   “Sometimes a broker-provided system may be an invisible cost to the team because they're paying some sort of split or fee to the brokerage, but they don't see it as being something that they want to use. But in reality, there could be some features or functionality in that tool that they could use to create greater efficiency and some of your operations, or lead follow up, or what have you. So, I think it's kind of taking a look at everything that they're using, and trying to create some measurement around effective use of that and the cost of it as well. So starting there, and then continuing to to look at where they view gaps in their own business”- Mac Hill   Let's talk about: Strategic Partnerships and Real Estate Technology: Mac, the Strategic Partnerships Manager at Open to Close, emphasizes the importance of building relationships with real estate businesses, coaches, and technology solutions that support agents.  Evaluating and Optimizing Tech Stacks: Mac suggests creating a spreadsheet to track all tech subscriptions, measure their effectiveness, and decide whether to keep or cut certain tools based on their impact on the business. Open to Close Transaction Management Platform: Open to Close is a robust transaction management platform designed to streamline operations for teams and brokerages.  Mac's Approach to Relationships and Problem-Solving: Mac's superpowers include being a people person, a connector, and someone who doesn't take himself too seriously.  About Mac Hill: Mac is a veteran of the Real Estate technology space, having spent 10 years at BoomTown (building the training team, community team, and advocacy programs during that stint), two years at Sisu (managing community and ambassador relations), and is now helping Open to Close grow through strategic partnerships efforts. He has a passion for SaaS, as he has seen first hand the impact that technology can have on the profitability and quality of life of one's Real Estate business.  Outside of helping RE businesses with improving their tech stack, Mac loves spending much of his free time with his young family. A father of two girls, aged 4 and 2, he spends much of his free time learning about proper hair-doing-techniques, the ins and outs of painting nails, and keeping up with the latest princesses to join the Disney universe. When free time presents itself, he enjoys watching soccer, staying active, and hanging out with his friends in beautiful Charleston, South Carolina.   Connect with Mac: Website: www.opentoclose.com Facebook: https://www.facebook.com/MacHillFB Linkedin: https://www.linkedin.com/in/machill/   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    41. Systems for Success: Stephanie Cabral's Strategies

    Play Episode Listen Later Aug 19, 2024 24:05


    Here's another episode of the Life and Listings Podcast, we welcome Stephanie, a former lawyer turned full-time real estate investor and landlord. Stephanie shares her inspiring journey from practicing law for a decade to achieving financial independence through creative real estate investments, focusing on long-term and midterm rentals. She dives into the importance of leveraging systems and processes to scale her business while maintaining flexibility and a stress-free lifestyle. She emphasizes the significance of creating and implementing standard operating procedures (SOPs), which allows her to delegate tasks efficiently and focus on growth.    This episode is packed with valuable insights on how to streamline operations and achieve financial freedom. Make sure to tune in and listen until the end of the episode.   “Don't eat the whole elephant at once. Just take one bite. One bite will get you started. And then also see if you can repeat the process, following your instructions. That's a really good check. Is something missing? So I like to start with just a little bit of mental organization, what am I trying to delegate? And what does it look like? That's even before you get to the hiring process. You need to have something to give them. You can't ask them to come in and listen to you ramble once and expect them to be able to perform. That's Oh my god, gotta check your own expectations.”- Stephanie   Let's delve into:   The Importance of Systems and Processes: Stephanie emphasizes how implementing standard operating procedures (SOPs) and leveraging systems and processes has allowed her to manage and scale her real estate business efficiently. Delegation for Efficiency and Flexibility: Stephanie shares how hiring a virtual assistant to handle repetitive administrative tasks, like managing water bills and bookkeeping, has been crucial in freeing up her time. The Role of Her Legal Background in Real Estate: Stephanie discusses how her experience as a lawyer has been beneficial in navigating contracts, understanding transactions, and building credibility in her real estate endeavors. Resourcefulness as a Superpower: Stephanie identifies resourcefulness as her superpower, which has enabled her to creatively solve problems and achieve her goals. This trait has been instrumental in her success, particularly in finding innovative ways to invest in real estate and build financial independence.   About Stephanie Cabral:   Stephanie Cabral is a full-time buy-and-hold real estate investor, having transitioned from working as an attorney for 10 years.   She has built a portfolio of 19.5 units, including 4 furnished Mid term rentals, valued over $4m. She specializes in the BRRRR strategy and has done over $1m in renovation. She has used multiple forms of financing, including the infamous 203k loan, private lenders, hard money, conventional and commercial financing, a Reverse 1031, and secured historic preservation grants.   Stephanie began buying rentals while working as an underemployed lawyer and as a commercial agent. In an effort to juggle it all, Stephanie prioritized impeccable operations, determining best practices and then optimizing her systems so she could produce repeatable, predictable results using less of her time. She considers her greatest accomplishment that she serves her tenants in a way that meets her high standards, she has maintained control and transparency in her portfolio, and achieved time freedom despite humble beginnings all through leveraging systems, virtual assistants, and technology. Now, she's able to focus on her next chapter, including a new construction project, helping others streamline their operations with The Lean Landlord, and potential business ventures.   You may have seen Stephanie as a speaker at the Bigger Pockets 2019 conference, as speaker of the month for CTREIA in October, 2023, or on various podcasts, including Bigger Pockets Show #360, the InvestHer, FurnishedFinder, and CTREIA, to name just a few.   Connect with Stephanie:   Website: www.theleanlandlord.com Facebook: https://www.facebook.com/stephanie.cabral.33 Instagram: https://www.instagram.com/stephaniesunrise   Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    40. Balancing Real Estate and Life: A Conversation with Stephanie Caldwell

    Play Episode Listen Later Aug 12, 2024 22:09


    In today's episode, we're joined by Stephanie, the Executive Broker of Epic Real Estate in Little Rock, Arkansas. Stephanie shares her unique journey into real estate, which began with a personal challenge from her husband to sell their own home. Stephanie emphasizes the importance of building relationships with clients, focusing on the people behind the homes, and maintaining work-life balance. She shares how she integrates personal connections into her business by getting to know her clients' needs and preferences and even inviting out-of-town clients to her home for dinner. Stephanie also discusses the importance of aligning her schedule with her priorities, ensuring that her heart is at rest while balancing her professional responsibilities and family life.   Tune in to learn how Stephanie combines her passion for real estate with her dedication to her family and community, and discover how you can reach out to her for referrals or to connect with an agent who truly prioritizes people.   “I love real estate. I love the people I work with. I love the transactions. I love the ebb and flow of the business. You know, some people, I don't panic as much if there's, like, a little lull in sales, because I know that more is coming. And I just enjoy the lull and think this is extra time. I get time with my family, and then it gets real crazy again, and it's crazy.”- Stephanie   Key takeaways to delve into:   Career Transition and Philosophy: Stephanie transitioned from a career in elementary education to real estate after successfully selling her own home. She views real estate as more than just buying and selling houses, emphasizing the emotional value of homes and the importance of understanding clients' needs and desires. Balancing Family and Career: Stephanie values the flexibility of the real estate profession, allowing her to balance work and family life effectively. She uses time-blocking techniques and efficient scheduling to ensure she spends quality time with her husband and four children while also engaging with her community. Community Engagement and Client Relationships: Building strong relationships with clients and community engagement is central to Stephanie's approach. She focuses on getting to know clients personally, hosting them for dinners, and maintaining connections even after transactions. Her community involvement allows her to find opportunities for her clients beyond the traditional market. Adaptability and Professional Growth:Stephanie acknowledges the seasonal nature of the real estate business and adapts her schedule accordingly, using slower periods for personal and family time. She is open to future opportunities for professional growth, such as becoming a principal broker, as her priorities evolve over time.   About Stephanie Caldwell:   Stephanie is a Texas girl that found herself in Little Rock, Arkansas with her husband, Tim, and their 3 kids under the age of 6 back in 2008. Since then she and her husband have added a son to their family and found that they love the people and city of Little Rock. Arkansas wasn't new to Stephanie, as she received her Bachelor's degree in Elementary Education from Ouachita Baptist University located about an hour south of Little Rock. Subsequently she returned to Central Arkansas and joined the Real Estate profession as her children approached their middle school and high school years. Stephanie is well connected and actively involved in the community, foremost through the local and global ministries of Fellowship Bible Church where her husband is a pastor. These connections leverage her enthusiasm and expertise, enhancing her client dedication.​   Stephanie showcases her clients' homes with a personal, professional video as a promotional tool that has been very successful in reaching the targeted audience for each sale. It is her desire to be her clients' “Forever Realtor”, trusting her to be the best in selling their home and their guide when it comes to finding the next perfect home until they are in their “Forever Home.”​ Stephanie is the Executive Broker at Epic Real Estate. She is communicative and thorough. Her insight, honesty, knowledge of the market and genuine care for all people are strengths that her clients value the most. She thoroughly enjoys serving her clients through the big life changes that moving often represents.​   Connect with Stephanie:   Website: www.epicrealestateco.com Instagram: https://www.instagram.com/steph__caldwell/   Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    39. Transforming Real Estate Careers: Insights from Jack Lehr

    Play Episode Listen Later Aug 5, 2024 24:07


    Welcome to the Life and Listings podcast! Today, we are joined by Jack, a business owner based in York, Pennsylvania, a licensed real estate agent but a savvy investor who started his journey in 2009, focusing on building rental portfolios, private equity investments, and short sales. Jack emphasizes the importance of Sandler Sales Training, setting upfront expectations, and maintaining a strong company culture. He shares his insights on hiring and training top-tier sales professionals, creating investment opportunities, and the importance of valuing oneself in the real estate industry. Listen in as Jack discusses how he leverages his investment background to provide unique opportunities for his team and how he keeps them motivated and accountable to achieve outstanding results. Jack's story offers valuable lessons on building a successful real estate business with a focus on people, process, and performance.   “The most important part of anything in sales and business is showing up. And I always say, show up with a grateful heart. When you stop doing that, there's a good chance we're going to have a boost up conversation to try to, let's get this thing squared away so we can all increase our revenue and increase our contributions to the culture, because we want them to be there alongside their other teammates. But when the other teammates see that someone is not showing up 100% and we have 100% mandatory show up for meetings. We meet daily, Monday, Wednesday, Friday, via zoom at 9: 30 and Tuesdays and Thursdays are in-person, and we will bring part time agents onto our team with a path to full time within a certain time frame. If it doesn't happen, we have to part ways.” - Jack Lehr   Key highlights from this episode: Approach to Building Sales Teams:Jack emphasizes the importance of professional training for his sales teams, using systems like Sandler Sales Training to build effective sales processes.  Sales Training and Development: The business invests heavily in sales training to improve conversion rates and enhance customer interactions. Jack's approach is about mindset, building skills, and teaching team members to value themselves and their services. Team Culture and Accountability: Culture fit is a critical factor in team success. High-performing agents are expected to show up and contribute positively to the team culture. Regular meetings and mandatory participation ensure accountability and consistency in performance. Off-Market Opportunities: Jack's background in real estate investments allows him to create off-market opportunities for his team, providing them with additional revenue streams. Agent Onboarding and Performance: The business brings in individuals with sales aptitude and provides them with the necessary training and support to succeed. Focus on Value and Revenue: Jack emphasizes the importance of valuing oneself and discourages discounting services, advocating for agents to maintain their professional worth. Agents are encouraged to avoid discount deals, ensuring they receive full compensation for their work. Relationship Building and Expectations: Setting clear expectations with clients and team members is essential for successful relationships.   About the Guest: Jack Lehr is the President & CEO of TruAdvantage Team, brokered by Real Broker a high performing residential real estate sales team based in York, Pennsylvania covering South Central PA and Northern Maryland. His team has helped over 3,000 valued clients achieve success through buying and selling homes in multiple different markets. He is the owner of Trusted Property Group, a real estate investment company that he founded in 2009 after previously purchasing several investment properties. With over 550 flips completed that range from complete gut renovations to wholesale deals, the large majority of acquisitions came from a very successful short sale process.  He also is involved in several private equity investments, a real estate title company and several other businesses that support his real estate holdings. Jack and his wife Kim reside on a farm and are the proud parents of 4 sons that range in age from 16 to 24. Jack's passion in life is helping others achieve at levels well beyond what they ever thought was possible.   Connect with Jack: Youtube: https://www.youtube.com/@HeyJackLehrHere Facebook: https://www.facebook.com/jack.lehr.31 Instagram: https://www.instagram.com/heyjacklehrhere/   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    38. Building Your Brand: Strategies for Real Estate Marketing with Clarissa McNeill

    Play Episode Listen Later Jul 29, 2024 21:02


    Clarissa McNeil, the marketing lead at Stats Solutions, joins me in today's episode of the Life and Listing Podcast. Clarissa has been with Stats for nearly four years and brings a wealth of experience and creativity to the real estate industry. Clarissa discusses her passion for marketing and shares insights on how real estate professionals can make their marketing strategies simple and actionable. She highlights the importance of building relationships and tapping into local businesses to expand your brand's reach. She emphasizes the power of consistent, authentic content and how AI tools can assist in creating engaging posts. She also shares her personal philosophy on maintaining a sustainable social media presence and how brokerages can leverage their existing networks.    Tune in to learn how to transform your real estate marketing strategy into something meaningful and effective.Enjoy the episode!   “Real estate is all about relationship building. So you've got that you're building credibility, you're tapping into multiple audiences online, and you're doing it while you're living your life versus having to spend a whole day shooting content. I think you people can do that, and you can grow into that, and that's great, but start small, start with the relationships you have, and then that, in turn, gets your brokerage marketing going. And you're doing more than just popping up every listing you have on the market. That tends to get old for people, and I think it's important to remember Facebook, Instagram, all of these platforms were created for fun.”- Clarissa McNeill   Takeaways from this episode: Focus on Authentic Relationships: Build relationships with local businesses and community members to leverage their established audiences. Consistent Content Creation: Post consistently to maintain and grow your audience. Clarissa suggests starting with one authentic post per week and emphasizes the importance of maintaining this consistency over time. Utilize AI Tools: Use AI tools like ChatGPT to help with content creation. These tools can assist in writing captions, generating ideas, and even creating videos, making the process more efficient. Emphasize Personal and Community Content: Instead of only posting listings, focus on content that showcases your personality, community involvement, and the culture of your brokerage. This helps in engaging your audience more effectively. Keep Marketing Simple and Actionable: Break down your marketing strategy into simple, actionable steps that can be easily executed. Focus on what feels natural and aligns with your brand identity. Leverage Social Media for Fun and Engagement: Remember that platforms like Instagram and Facebook were created for fun. Approach your social media strategy with a mindset of enjoyment and creativity to make it less intimidating. Storytelling as a Marketing Tool: Use storytelling to connect with your audience. Share your journey, expertise, and experiences to create a more relatable and engaging brand presence. Engage with Local Businesses: Collaborate with local businesses by creating content together, tagging them in posts, and encouraging them to share with their audiences. This cross-promotion can enhance your visibility and foster community ties. Be Present and Visible Online: Regular engagement and posting help establish your online presence, making you more recognizable in your local area and among potential clients. Start Small and Grow: Begin with simple strategies and gradually build your marketing efforts. Focus on small, manageable steps to avoid feeling overwhelmed. Authenticity Over Perfection: Don't worry about being perfect. It's more important to be authentic and genuine in your marketing efforts, as this resonates more with audiences. Use Social Media to Maintain Relationships: Social media is a tool for maintaining and nurturing existing relationships and slowly building new ones through engaging content. Understand Your Audience: Tailor your content to what your audience wants to see, focusing on community involvement and personal stories rather than just property listings.   About Clarissa McNeill:   With four years of expertise in real estate marketing, Clarissa excels in both listing promotion and enhancing online brand presence for real estate agents and brokerages. Specializing in crafting targeted campaigns and content strategies, Clarissa specializes in matching real estate agents with the right media outlets, to highlight their top listings and expertise, often getting her client's featured in their local publications. Her creativity helps to propel real estate professionals forward in the digital landscape with innovative and effective marketing solutions.   Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    37. The Real Estate Pivot: Justin Marconi's Transition from Agent to Investor

    Play Episode Listen Later Jul 22, 2024 21:44


    I am joined by Justin Marconi, a seasoned real estate professional with over 11 years of experience in this new episode of the Life and Listing podcast.. Justin shares his journey from residential representation to building a real estate team and investment company focused on flipping single-family homes. He discusses his background in petroleum engineering, which fueled his passion for working with investors and controlling the inventory in the market. Justin recounts his early experiences, including a challenging first flip, and outlines his strategy for training his team to be proficient real estate agents. He emphasizes the importance of teaching his agents valuable skills to ensure their success and loyalty. Justin also shares humorous anecdotes from his real estate career and provides insights into his current goals for his team and flipping projects.  You'll find valuable insights and tips that can help you navigate the real estate industry more effectively. Be sure to check them out and stay tuned for more enlightening conversations on Life and Listings!   “I want to teach people how to hunt. I've seen what it looks like being on a team that spoon feeds leads to people. And that's just not it's not sustainable. You tend to have a revolving door of agents when that's the structure. And so, I want to actually teach people skills and teach them how to be proficient in this business, because that builds loyalty. If they are actually getting something of value, not just monetary value, but life value, they're going to be more loyal.” - Justin Marconi   Takeaways to delve into: Career Shift and Focus: Justin Marconi transitioned from residential representation to forming a real estate team and an investment company that focuses on buying and flipping single-family homes. Background in Petroleum Engineering: Justin's background in petroleum engineering influenced his affinity for working with investors and understanding the financial aspects of real estate. Control of Inventory: He emphasizes the importance of controlling the inventory in real estate, aiming to eventually own properties in the market, from single-family homes to commercial spaces. Initial Challenges: Justin's first flip was a challenging project that involved extensive renovation, but it provided valuable lessons and ultimately resulted in a profit. Team Building: He is dedicated to building a team of agents trained to be proficient and self-sufficient, emphasizing the importance of developing skills rather than relying on spoon-fed leads. Training Approach: Justin uses a structured training program that includes daily meetings, role-playing, mock presentations, and shadowing to ensure his agents are well-prepared. Multiple Service Options: His team offers various options to clients, including traditional listings, fixing properties for a fee at closing, and direct cash purchases, increasing their success rate. Geographic Reach: Justin's investment and flipping projects cover a wide range within and around Houston, including areas up to a two-hour drive from downtown.   About the Justin Marconi: I'm an open book, solo agent, director of sales for a team, beginning as a team lead, stepping away from production to focus on building a team and shifting focus on investment properties (flipping) and building out investment company.   Connect with Justin: Website: jmcapgroup.com (under construction) Facebook: @texashomeheroes Email: marconi.justin@gmail.com   Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/  

    36. Mastering Real Estate Operations with Valerie Reed and Megan Henry

    Play Episode Listen Later Jul 15, 2024 22:01


    Today, I have two incredible guests, Valerie Reed from the Jill Biggs Group in Hoboken, New Jersey, and Megan Henry, a MAPS Coach specializing in operations. We delve into what operations mean to them, emphasizing the importance of processes and systems in running a successful business. Valerie shares insights on keeping business running smoothly behind the scenes, while Megan discusses the importance of having clear goals and proven systems to support those goals. They both offer practical tips on refining processes, addressing pain points, and maintaining clarity on business goals to ensure long-term success. They also touch on the necessity for operations managers to support and translate the visionary ideas of business leaders into actionable plans while maintaining organizational efficiency and scalability.    Tune in for a deep dive into the world of real estate operations with these two dynamic leaders!   “I think a lot of agents, especially team leads, want to do everything right. They want to do great marketing. They want to do great social media. They want to have a superpower CRM. They want amazing tracking. And they want all of these aspects of their team to run really well. Well, if you don't have a defined process for those, you're going to constantly be chasing getting one of those done, and making them better. So I think even if they're simple, having your processes in place that get done the things you want to get done. You can always improve them. You can expand them. You can bring in more people. But I think at the basis you've got to have that's like your root system. You've got to have strong processes and great systems to run them on 100%”- Valerie Reed   Key highlights in this episode:   Definition of Operations: Operations encompass all the behind-the-scenes activities that keep a business running smoothly. This includes anything that isn't directly related to sales but is essential for the functioning of a team or organization. Importance of Processes and Systems: Successful operations rely on well-defined processes and systems. These should be clear, clean, and scalable to ensure consistency and efficiency. Aligning with Business Goals: Operations should always be aligned with the long-term goals and vision of the business.  Adapting and Refining Workflows: Continuous improvement is key. Identifying pain points in existing processes and making small, strategic tweaks can significantly enhance operational efficiency. Supporting Visionary Ideas: Operations managers play a crucial role in translating the visionary ideas of business leaders into actionable plans.  Effective Communication: Clear communication between operations managers and visionaries is essential.  Managing Change: When implementing new ideas or systems, it's important to consider the impact on the current workload and processes.  Empowering Team Members: Empowering operations team members to design their own lives and careers within the business leads to greater job satisfaction and long-term retention. Small Tweaks Make a Big Difference: Even small adjustments in processes, such as communication protocols, can save significant time and resources in the long run. Real-World Analogies: Using relatable analogies, like the pizza sauce recipe, helps in understanding the importance of following proven systems to achieve desired outcomes efficiently. About Meagan Henry:   When Meagan graduated college she had one goal: become a wandering do-gooder. She left for India where she and a local partner started a school designed to help low caste members acquire basic skills needed to get a job with international companies (who wouldn't care about caste). From there, she left for Myanmar where she became the Director of Studies for a local business institute as well as the Country Coordinator for a non-profit based in the U.S, and started a microcredit program with a local partner.   When she returned to the U.S. five years later, she joined a real estate company overseeing all aspects of operations and eventually, sales. From there she combined her years of experience in leadership and growth to become a MAPS Coach where she currently serves operations clients who want to grow their own leadership skills, improve company profits, and live a life by design.   In her free time, you will find her outdoors with her family digging in the mud, hiking in the woods, or just running around like a racing airplane. In her *extra free time you will find her climbing mountains, scuba diving, and wondering what adventures she might get into next. She has been diving with whale sharks, ridden elephants into the remote jungle, tackled mountains, and faced down seemingly impossible piles of laundry. Her becoming game is strong.   Connect with Meagan: Website: youropscommunity.com Facebook: https://www.facebook.com/meagannhenry/ About Valerie Reed:   With over 12 years of experience in Marketing, Communications, and Branding, Valerie moved into the Real Estate industry to bring her skills to agents looking to spend more time working with clients and less time behind the scenes of their business.  After owning a Transaction Coordination company for 10 years she ventured deeper into the world of Operations taking on a Director of Development role in an emerging brokerage.  After helping to grow the brokerage from 2 to 20 agents over a year and a half, Valerie has now moved into an Operations role with a team, where she can use her process and system experience on a larger level. Valerie works on team analytics and reporting as well as in creating systems and processes.   Connect with Valerie: Instagram: @realestatevalerie  Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    35. The Power of Lead Gen in Real Estate: Insights from Preston Guyton

    Play Episode Listen Later Jul 8, 2024 20:58


    Tune into this insightful episode of the Life and Listings Podcast, where we sit down with real estate veteran Preston Guyton. He shares his innovative strategies for lead generation and business growth. Discover how he built and sold multiple companies, created impactful platforms like Easy Home Search and Digital Maverick, and why simplicity and consistency are key to success. Learn valuable tips on improving lead conversion, building strong teams, and maintaining passion in your business. Don't miss out – listen now!   “I think a lot of people try to build a schedule based on somebody else's schedule. Build a schedule based on your own schedule, whatever that schedule is. Just stick to it. That's all you need, just do those things. When you look into your CRM, don't have 50 stages, keep it simple. The more simple you could keep it, the more chance you'll have success. And when you get into complexity, no agents are going to follow it. And if you're an agent and you build complexity in your own schedule, in your own CRM, you're not going to follow it either”- Preston Guyon   In this episode, we'll tackle:   Building Multiple Businesses: Preston has successfully built and sold multiple companies, including real estate, construction, and mortgage businesses.   Lead Generation Focus: His primary focus has always been on lead generation, using it to build and scale businesses.   Digital Maverick and DCM Program: Preston runs Digital Maverick, which helps teams generate leads through AdWords campaigns, and the DCM program, which manages databases to improve lead conversion.   Easy Home Search: This platform helps generate leads and is expanding across the U.S., aiming to cover 220 MLSs by the end of the year.   Exclusivity Strategy: Offering county exclusivity to partners helps improve systems, processes, and recruiting.   Simplicity and Consistency: Emphasizes the importance of simple, consistent systems and schedules for success.   Importance of a Strong Team: Building a strong team by finding the right people and selling them on the vision is crucial.   Real Estate Community Support: Preston is passionate about giving back to the real estate community and maintaining sustainable business practices. About Preston Guyton:   Preston is a proud husband and father who leverages his 20 years of experience in the real estate industry to excel in his personal and professional life. Founder of CRG Companies, Inc. a real estate, construction, and home design company that he sold out of in 2020. co-founder of Palms Realty. Palms Realty currently has over 100 agents and 1,600 closed transactions since opening in October 2021. Additionally, he is the co-founder of Digital Maverick, Reside Platform, and founder of ezHomeSearch.com. In the past three years, Preston has played a pivotal role in generating over 300,000 opportunities for teams and companies across North America. He is passionate about lead generation, most of all he focused on providing teams and companies a better way to control their future business growth.   Connect with Preston:   Website: www.ezhomesearch.com; digitalmaverick.com; resideplatform.com Facebook: Facebook.com/prestonguyton  Instagram: instagram.com/prestonguyton Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    34. Mastering the ISA Role with Travis Halverson

    Play Episode Listen Later Jul 1, 2024 19:17


    This is going to be a fun episode because I have Travis, an expert in the real estate industry, joining me where he shares invaluable insights on the importance of the ISA role, lead conversion strategies, and the critical nature of follow-up. He highlights the need for simple and effective database management systems and the humanization of leads. Travis also discusses his work with Digital Maverick's DCM program, which has sent about 4 million texts and emails in just 106 days, underscoring the scale of their operations. Tune in to hear Travis's tips on training ISAs, handling difficult clients with grace, and maintaining a positive outlook in the fast-paced world of real estate.   “The more simple your system is, the easier it is for you to close deals. Because once you really boil real estate down, it's just talk to more people, sell more homes, make more money. Like that's really what it comes down to. So a lot of the gaps that we see in Database. Is, is they their smart lists don't match their stages, or they're too they're too critical on what the filters are and things like that. And it's just like last call made stage a, like, just, that's all you need.”- Travis Halverson   In this episode, let's explore:   Role and Importance of ISAs: Travis emphasizes that the ISA position is often seen as a stepping stone but he values it as a career.   Lead Conversion Tips: Effective follow-up and consistent action are critical for improving lead conversion. Simplifying the system and ensuring uniformity in managing leads can enhance efficiency and outcomes.   Database Management and System Setup: Clear definitions and simple systems for stages and smart lists in CRM (Customer Relationship Management) are essential.   Humanizing Leads:Treat leads as individuals with needs and interests rather than mere numbers. Effective communication involves having genuine conversations and understanding clients' needs.   Training ISAs: Training focuses on improving language and conversation skills rather than strictly adhering to scripts.   Digital Maverick and DCM: Digital Maverick offers various services, including database management through the DCM (Database Conversion Management) program. Travis's role involves helping multiple teams across states manage and optimize their databases for better lead conversion. About Travis Halverson:   Travis Halverson has been an ISA for 7 years, over 600 closings in his career, and currently managing 70+ databases across the country- he has finally found his niche in real estate. Travis is someone who is passionate about trying to ease the pain CEOs and Team Leads find with databases. Always coming from a place of simplicity- talk to more people, sell more homes, change more lives.   Connect with Travis:   Website: https://digitalmaverick.com Instagram:https://www.instagram.com/travishalversonnn/   Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    33. Streamline, Automate, Succeed: Real Estate Tech Solutions with Scott Sillari

    Play Episode Listen Later Jun 24, 2024 15:59


    Scott Sillari joins me in this episode where we discuss common challenges such as the misuse of multiple tech tools and the "shiny object syndrome," emphasizing the importance of fully utilizing existing systems, particularly CRM tools, before investing in new ones. He offers practical advice on conducting tech audits, integrating various systems, and improving efficiency. He introduces exciting upcoming enhancements to Real Sync's platform, aimed at providing comprehensive integration solutions and business intelligence. He also talks about his personal approach to building relationships and offering honest advice to help real estate professionals grow their businesses.    “If you were building your ultimate tech stack, again, the questions you need to be asking before you add any solution is does it integrate with my CRM. And does it fit into my process of what I want happening from the time I generate a lead to the time that person actually goes onto a nurture campaign and after I close them, right? So, you really need to understand your process more than anything, how you want to be engaging that lead, communicating with them, what things you want to be happening. It kind of starts there, and then you fill in the gaps with the automation attack. But if you already have certain solutions, you need to go figure them out, or have an employee do it.”- Scott Sillari   In this episode, let's delve into: Importance of Technology Integration: Effectively integrating and utilizing technology is crucial for real estate professionals to streamline their operations and improve efficiency. Maximizing Existing Technology: Before investing in new tools, agents should fully utilize their current systems, especially CRM tools, to avoid redundancy and wasted resources. Common Challenges: Many real estate agents suffer from "shiny object syndrome," signing up for multiple technologies without fully implementing them, leading to inefficiency and increased costs. Practical Guidance: Scott offers a methodical approach to auditing existing tech stacks, integrating systems, and ensuring all tools are used effectively to support business operations. Upcoming Enhancements: Real Sync is enhancing its platform to provide more comprehensive integration solutions and business intelligence, helping agents visualize data and make informed decisions. Relationship Building and Honest Advice: Scott emphasizes his strength in building relationships and providing genuine, valuable advice to help real estate professionals grow their businesses. Resource Availability: Scott is accessible for further support and advice, encouraging listeners to reach out via Real Sync's website.   About Scott Sillari: Scott Sillari has13+ years experience in consulting and coaching in the Real Estate industry. He worked at a Mortgage Brokerage as a Loan Processor, Certified Home Appraiser, Growing Sales and Business Development for Vyral Marketing, and Licensed RE Agent. Scott has been recognized as a speaker and influencer within the Real Estate space.   Connect with Scott: Website: www.realsynch.com Linkedin: https://www.linkedin.com/in/scottsillari/ Facebook: https://www.facebook.com/profile.php?id=100068012318885 Instagram: https://www.instagram.com/scottysillari/   Real Synch's social media: Facebook: https://www.facebook.com/realsynch/ Instagram: https://www.instagram.com/real.synch/ Linkedin: https://www.linkedin.com/company/29118878/ Youtube: https://www.youtube.com/channel/UCBP48w99Ws-7yCUcZ4JcFOA Twitter: https://twitter.com/SynchReal Connect with Jennifer Staats: Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    32. Empowering Women in Real Estate Leadership with Natasha Kaye and Natalie Leon

    Play Episode Listen Later Jun 17, 2024 24:41


    I have the pleasure of hosting Natasha, the VP of New Business Development at Agent iChat, and Natalie, the Regional Director of Business Development for Modern Broker where we talk about the integration of technology, particularly AI chatbots, into real estate businesses to improve efficiency and customer service.They discuss key strategies for choosing a tech stack, improving efficiency, and maintaining the human element in AI interactions. Our discussion also explores avoiding 'shiny object syndrome,' maximizing return on investment, and achieving work-life balance. This episode also highlights the importance of personalizing technology to match individual business needs and the value of balancing work with personal life.   Don't miss out on this engaging conversation that blends technology with a human touch. Tune in to gain valuable insights and practical advice to elevate your business and personal productivity!   “I have these conversations all the time where I see the overwhelm, basically, that's happening, I see the tool fatigue. I see the shiny tool distraction syndrome. And I think what is so helpful is to really peel back and focus on your basics as it pertains to your business. So what I mean is if you identify you've got a weakness and maybe your email marketing system, and you're not happy with how that's working, or it's not working to be said that you know, it needs to in order to generate a return.”- Natasha Kaye   Key highlights of this discussion:   Tech Stack Advice: Businesses should focus on improving basic systems that generate ROI before exploring more advanced tools. Avoid tool fatigue by choosing tools that solve specific weaknesses in the business. Efficiency and Productivity: Emphasize understanding personal and business needs to enhance efficiency. Conduct a personal assessment of daily activities and personality types to optimize work processes. AI and Human Touch: Importance of maintaining a personal touch when using AI tools to avoid losing human connections.Use AI tools like chatbots to automate and enhance, not replace, personal interactions. Time Management: Aim for a balanced work week (30 hours) to avoid burnout. Prioritize tasks and eliminate unnecessary activities to focus on high ROI activities. Collaboration and Networking: Emphasize the value of collaboration and leveraging networks to find the best tools and strategies. Join communities and seek advice from peers to make informed decisions. Personal Projects: Natalie is integrating AI in various projects, including her daughter's app in the medical field. Balancing professional aspirations with personal interests, such as social media projects with her new puppy. Humanizing Business: Retain the human element in business communications and interactions. Personalize technology use to reflect individual and business identities.   About Natalie Leon:    Natalie is the Regional Director of Business Development at Modern Broker in Fresno County, CA.   This includes supporting and growing the local offices & northern division of Modern Broker.   She coaches/mentoring seasoned and newer agents in real estate, coaches individuals towards leadership opportunities, assists teams in learning how work with their strengths & develop systems to help them continue to grow individually and as a team.  One of the key supports for almost 200 agents, company Mentors and an instructor for company training programs.  Recruiting, transaction assistance & company event planning are also on the flywheel for Natalie.     She is also been actively involved in her local association as a C.A.R. Director, Chair of Education Committee, Chair of YPN, on the MLS Committee and Leadership Academy. Natalie enjoys hosting and speaking at our association events & with C.A.R.'s WomanUp! by bringing fresh perspectives in a way that inspires people to want to participate in the events she is involved with.   Natalie's real estate career began in 2005 and is now building her own real estate team with her husband and a Buyers Agent as she enters a new season of her real estate career. She has a daughter that she's exceptionally proud of and loves doing all sorts of creative adventures with.  Her new puppy, Moon has been a new source of excitement and has his own TikTok page where he has quite a following because of his cuteness & trouble he brings to the family.   Next adventures for Natalie, Books, Podcasts, Speaking engagements, Production of her Leadership Resources, Real Estate Resources, a fun side business and a couple of Apps.  She's finally decided what she wants to be when she grows up... so no stopping her now!   Connect with Natalie:   Website: theleons.modernbroker.com Facebook: https://www.facebook.com/natalie.leon.CA/ Instagram: https://www.instagram.com/natalieleonrealtor/ Linkedin: www.linkedin.com/in/natalie-leon-5184482a9   About Natasha Kaye: Natasha Kaye is the VP of New Business Development at Agent Ichat. Leadership wasn't something she has ever sought out, it's just something that happened over the course of time. But she stands by the fact that lack of leadership and tech, and in real estate has been something that ultimately she would like to see course correct itself. Connect with Natasha:   Website: Agentichat.com Instagram: Instagram.com/agentichat Linkedin: LinkedIn.con/company/agentichat Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

    31. Adapting to Change: Strategies for Agents in Today's Market with Mike Allen

    Play Episode Listen Later Jun 10, 2024 21:30


    In this new episode of the Life & Listing Podcast, I sit with Mike Allen to discuss the  importance of adaptation, continuous education, and relentless determination for success in the real estate industry. Mike shares how agents need to stay informed about market changes, effectively communicate their value to clients, and maintain a strong work ethic. He also discusses the importance of relentless determination and effective leadership. Don't miss out on this opportunity to learn from a seasoned professional and get a sneak peek into his upcoming book, "The Quantum Real Estate Agent."    Tune in to gain practical tips and inspiration for your own real estate career!   “Our agents, if they're not up to date on these situations, then they're not present. They've been living in a cave somewhere, and to your earlier point, they may not make it past these changes if you can't explain it, if you can't defend your value. And I think that's a healthy thing, because if you're not serious about this profession and doing business the right way, then my bold opinion is you don't need to be in this profession. Maybe you need to find something else to do.” - Mike Allen   Key takeaways to delve into:   Importance of Adaptation: Real estate agents must adapt to current market conditions, including understanding and navigating changes and challenges such as lawsuits and market shifts. Continuous Education: Staying informed about industry changes is crucial. Agents need to continually educate themselves to stay ahead. Effective Communication: Agents must effectively communicate their value to clients, particularly in explaining how they are compensated. Relentless Determination: Success in real estate requires relentless determination and a strong work ethic. Mike Allen emphasizes the importance of not giving up despite challenges. Leadership and Support: Strong leadership is essential in guiding agents through changes and helping them develop necessary skills. Providing continuous training and support is key. Buyer Representation Agreements: With new mandates, agents should sit down with prospective buyers at the onset to establish relationships and clarify expectations. Value of Proper Preparation: Preparing meticulously and being ready for market fluctuations and changes helps in sustaining and growing in the real estate industry. Training and Resources: Providing regular training and updates to agents ensures they are well-prepared to handle new market realities and client expectations. Upcoming Book: Mike Allen is releasing a book titled "The Quantum Real Estate Agent," which aims to provide a comprehensive guide for aspiring real estate professionals, sharing his personal experiences and insights. Professional Mindset: Treating real estate as an entrepreneurial endeavor and setting oneself up for success through proper preparation and affiliation with the right company is crucial for long-term success.   About Mike Allen:   Mike Allen is President and Co-Owner at Century 21 Jordan-Link & Company, globally recognized as a Top 25 Century 21 franchise. The company boasts nearly 400 agents across eight offices in Central San Joaquin Valley, California. Additionally, he is the President and Co-Owner of Homes For Rent, Inc., a prominent property management firm specializing in residential and commercial properties in the Central Valley.   With a 25-year tenure as a real estate investor, Mike is the managing partner in five real estate partnerships. These partnerships span three states and oversee a portfolio exceeding $20 million in real estate assets. His leadership roles have included serving as the 2023 President of the Tulare County Association of Realtors and as a State Director for the California Association of Realtors, contributing over 16 years to organized real estate.   Mike is on the cusp of publishing his debut book with Forbes Publishing, titled "The Quantum Real Estate Agent." This book, a narrative of triumph over adversity, shares Mike's journey to real estate excellence, born from a life-altering event. Mike describes it as, "The book I wish I had read when starting in real estate."   Connect with Mike:   Website: www.mikerallen.com (under construction) Instagram: @mikeallenc21broker Linkedin:  www.linkedin.com/in/mike-r-allen-67329362/   Connect with Jennifer Staats:   Website: staatssolutions.com Staats Solution Instagram: https://www.instagram.com/staatssolutions/ Jennifer Staats Instagram: https://www.instagram.com/jennifertherealtor LinkedIn: https://www.linkedin.com/company/staatssolutions/

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