Values and Motivators Assessment

Our Values and Motivators Assessment is one of our core tools.  We use it with our staff and our members.  It is a great screening tool for new hires.  It

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4DX Scoreboard Template

The 4DX scoreboard template is based on the book 4 Disciplines of Execution (4DX).  The 4DX method is a simple, repeatable, and proven method. Designed to help leaders, first, manage the

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New Agent Interview

Our New Agent Interview is best to use with new agents.  For seasoned agents, we recommend a more business planning process.  We advocate understanding your recruiting pool first. Then target

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360 Degree Self-Check

Our 360 Degree Self-Check is one of our tools we use with brokers, managers and team leaders in our Private Client coaching program.  We believe in measuring progress and stepping

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The Magic Formula to get Buy-in

There is a magic formula to get buy-in.  It is used every day with successful sales people.  They drive results by tapping into the psychology of their listener.  You can

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Elite Market Management

Elite Market Management takes the traditional model of farming and completely refocuses it.  This program captures listings more swiftly, leverages listings to gain more exposure and increase your income over

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Luxury Agent Archetype Updates for 2022

We have updated our Luxury Agent Archetype Profiles for 2022!  The 70+ page profile reports are specific to our eight distinct Luxury Archetypes.  They include updates throughout with new tips

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Investor Program

Our Investor Program is one of our niche marketing packages.  It builds on your value add proposition and VIP benefit package.  We advocate implementing the Private Client Group (PCG) system

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Recruiting Pipeline Excel Tool

Tools and Downloads Keep recruiting on track by using our Broker/Manager Recruiting Pipeline Excel sheet.  In a business which is often run by the tyranny of the urgent, the important

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Excel Brokerage What If Forecaster

Our Excel Brokerage What If Forecaster tool was primarily designed for Brokers who are looking for ways to boost EBITA (profit). Excel Brokerage What If Forecaster for Teams and Brokerages

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