Personal Foundation Assessment

Our Personal Foundation Assessment is one of our tools we use with brokers, managers and team leaders in our coaching program.  We believe in measuring progress and stepping back from

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4DX Scoreboard Template

Below you can download our 4DX Scoreboard Template in PDF form The 4DX scoreboard template is based on the book 4 Disciplines of Execution (4DX).  The 4DX method is a simple,

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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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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

Insights from a Real Estate Recruiting Coach Tools and Downloads Keep recruiting on track by using our Broker/Manager Recruiting Pipeline Excel sheet.  In a business which is often run by

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Recruiting Masterclass a Broker System for Recruiting Success

Recruiting Masterclass a Broker System for Recruiting Success Insights from a Real Estate Recruiting Coach     There are two major levers a Broker can use to affect the growth

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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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