Real estate agents—I’ve got a question for you.
Have you updated your listing presentation in the last 12 months? Hopefully you have. If you haven’t, now’s the time to do it.
Because we’re in spring—we’re in the Super Bowl of the listing season. Spring and summer are the busiest seasons for listings, so we should have an updated listing presentation, refreshed and ready for 2026, and have that dialed in.
And by the way, you should have the same thing for your marketing plan—two separate things, right?
Let’s say we’ve done that. We’ve updated and refreshed our marketing plan and our listing presentation.
Now what do you do with it?
Well, you can wait until somebody calls me for a listing appointment, which is great—but you don’t want to wait. You want to be proactive.
So what you’re going to do with these two documents is you’re going to put them out to your sphere.
You’re going to say, through a text, an email, a phone call—it could be an email or even a letter, an old-school l...
Let me give you a quick, super simple thing that all REALTORS should do.
Once a week—maybe once a month at the very least—you should do the 24-hour report as a live report on your social feeds. It could be a Reel, could be a story.
But what is a 24-hour report?
It simply means you're on your hot sheet in the MLS, and you just read off the stats of the hot sheet. You're going to say something like this:
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“Hey, I just want to give you a quick update on what's happening with the market.”
It's been 24 new listings in the last 24 hours, 18 listings went pending, 32 have closed, and we've got 25 price reductions.
The market is really humming along. We've got a lot of great things.
I saw this really incredible buy come up that I'd love to share with you—if you're looking for a rental property, it looks incredible. We've got another one on a rural property that looks fun too, right on the river.
If any of you have a real estate need, I'd love to be somebody that you talk to. Give me a...
If you're a broker or a team leader, one key thing that's going to make a difference in your ability to keep agents and recruit agents is your ability to deploy AI.
If you're not using AI in your business model, you could be at risk from the brokers and team leaders out there that are really getting heavily involved.
And one of the simplest things we can all do is give our team members AI they can deploy.
What does that mean?
Just a prompt that they can use in their everyday business.
I'll give you an example. We just rolled out an AI prompt for writing ads—super simple—that agents can use to create emotionally compelling ads every time they have a new listing so they can create some amazing ads.
Yeah, it's super simple.
And we just rolled that out to our coaching team.
We also gave them a way to evaluate themselves and how well they are showing up with AEO—answer engine optimization—not just SEO.
We gave them a way to measure themselves on a visibility scale and a 90-day plan...
Hey guys, if you’re an agent and you’re out there selling real estate, here’s one question that you need to answer.
What is the lifetime value of one client that you close the transaction with?
So you have an escrow, it closes, and you receive a commission. And a lot of agents get in this mindset of, "well, I earned my $10,000."
Is that the lifetime value of this client? Is it $10,000, or is it a lot more than that?
Here’s the way we look at this in our coaching program. In our coaching program, we look at each client having a value, a lifetime value of $161,000. You might say, how do you get to that number? Well, we get to that number with a combination of things.
First of all, ideally, this one client isn’t going to just do one bit of business with you. They often, in a lifetime, are going to do two, three, four, or five pieces of business with you, whether it’s investment properties, whether it’s buying their second home or third home, or relocating and you referring them out s...
Hey guys, do you have a client party scheduled for spring or summer? If you don't, you're missing an opportunity. Why? Because the best agents in America generally are doing at least one client party a year, and a lot of them are doing two—the best times to do a client party: spring/summer and fall/winter. So those two types.
And ideally, I would say spring and fall are the absolute best times. Now what's the benefit of doing a party with your clients?
Well, first of all, the benefit is that you're going to treat them as friends. Remember: Friends do business with friends, and friends refer friends. And when you break bread with people, when you have a drink with somebody, when you relax in a relaxed environment, you become friendlier.
You have more conversations that aren't always business related.
So I'm going to give you a couple of tips, two or three ideas, about creating your best event possible.
First tip I will give you is this: it's not about the event size, it's about the...
In my career, and teaching the ABR® class, the Accredited Buyer Representation class, one of the biggest objections you'll get from a buyer is, "hey, I think I'm going to work with the listing agent directly. I think I can save a few dollars, and I'm pretty tight on my budget, so I think I'm going to try to do that."
What do you say to that? What's your response to that?
Well, it's a valid concern, especially in today's buyer agent world where buyers may have to write a check. Of course, we know that's not super common today. It might be in the future, but in today's environment it's not super common.
So my response to that is very simple. I would say:
"Hey, listen, I totally understand. If that's what you want to do, more power to you. But can I ask you a question—other than the commission, do you see any other benefit from doing that?"
Most people say, well, not really. And that's where you follow up with this:
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"So I just want to plant a seed for you. I want you to think ab...
If you're a real estate agent, I've got an idea for you.
And the reason I got this idea is because it just happened to me. I'm a rental owner, and I got a letter in the mail from a local real estate agent, but he had partnered with a local property management firm. I thought this was a brilliant strategy.
They co-branded the letter, and the letter said something like this:
“Hey, I'm a local listing agent who specializes in working with investors. If you're in need of real estate services, on the buy side or sell side, I'd love to work with you. And by the way, I partner with a local property management firm who would love to work with you on the property management side.”
And it was a brilliant strategy. On the bottom, they had both the logos.
Now, from each company's perspective, they're ancillary and complementary to each other.
They've taken their mailing costs and cut it in half. Think about that. Instead of it maybe being a dollar 50 or a dollar, now it's half, and they can ...
One thing I hear a lot this time of year from brokerage owners and team leaders is, “I’m looking at my budget and cutting costs to increase profit.”
Here’s my message to you: that’s fine. It’s good to be a controller. You don’t want expenses out of control.
But you can’t cut your way to profitability. You just can’t.
What happens is you start cutting services, cutting staff, cutting tools, and cutting resources. If there’s some fat to cut, great. But most of the time, you end up cutting things agents actually like.
You get so focused on creating profit for yourself that you create a whirlpool effect—a downward spiral—for the entire company.
Agents see services being cut, team members gone, staffing reduced, and tools taken away, and they think, “I’m going somewhere else.”
You lose an agent, and your profitability gets worse. Then another agent leaves. Then another. Pretty soon you think you need to cut even more.
You can see where this goes:
You cut yourself right out of busine...
Hey guys, I want to give you a really easy equation for your business, and it starts with understanding something very fundamental.
Every single listing you take and every single transaction you create will be the result of a conversation you’ve had in the last two weeks.
Hear that: every single listing and every single transaction you create will be the result of a conversation you’ve had in the last two weeks.
By nature, that means if we have more conversations, we’ll have more closings.
That’s the big challenge for many agents out there. They don’t really put numbers to this.
The path is in the math.
When it comes to sales, we often want to think it’s an art form, but it’s not. It comes down to hard work and actually doing the work necessary.
So let’s put some numbers to this.
In our training and coaching, we’ve found that for every 30 conversations you have, you’ll average one closed sale.
So we can really plug some math in here and say, if I want to close 30 transactions ...
For you agents out there, I’ve got a question: have you mapped home anniversaries for your entire database?
What does that mean? When we help someone buy a home, we automatically record the closing date in our CRM. If you haven’t been doing that, start now. If you haven’t done it for your whole career, go back and do it for every house you’ve ever sold.
When that anniversary date comes up—January, February, March, April, May, whenever—you now have a reason to call those clients and say, “Hey, happy six-year home anniversary. Can you believe it’s already been six years?”
Then you say, “Guess what? It’s your turn for a home equity analysis. I like to update all my friends on how much money they’ve made on their house over the last 12 months.”
You tell them, “Here’s what you’ve made. Percentage-wise, it looks like about $22,000.”
That’s a great present to get every year. Your clients will love this.
Second, you follow it up by saying, “By the way, if you know anybody buying or selli...
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