April 25, 2022
Personal Foundation Assessment A personal foundation assessment creates a repeatable moment to review the conditions that support your work and life. An 11-by-17 worksheet pairs written prompts with a radial
April 25, 2022
4DX Scoreboard Template A scoreboard gives a team one visible place to connect a small number of important goals with the weekly actions that move them. The 4 Disciplines of
April 21, 2022
New Agent Interview A new-agent interview works best as a thoughtful conversation. Bring a scratch pad, create room for questions and learn what the candidate hopes to build before explaining
April 21, 2022
360 Degree Self-Check A 360-degree self-check turns a broad personal review into a dated worksheet. The 360 Self-Check worksheet places statements around a radial chart so you can see which
April 14, 2022
Elite Market Management reframes a traditional farming effort as a focused micro-market plan. The useful discipline is consistent, permission-based contact supported by local knowledge, clear measurement and service that respects
April 14, 2022
The 2022 Luxury Agent Archetype Profiles are a set of 70-plus-page reports organized around eight distinct profiles. The update adds material on social-media strategy and gives an established agent a
April 7, 2022
Investor Program The Investor Program is a niche marketing package built around a clear value proposition and a VIP benefit package. Its sequence is deliberate: begin with a Private Client
March 21, 2022
Insights from a Real Estate Recruiting Coach Tools and Downloads A recruiting pipeline is a visual reminder of the agents or teams who need a deliberate next conversation. It helps
February 22, 2022
A brokerage’s growth plan has two connected measures: the size of the associate population and the production each associate can develop. Recruiting and retention both shape population, while planning and
February 8, 2022
The Excel Brokerage What If Forecaster is a planning model for examining how changes in volume, roster, pricing, retained company dollar, referrals, fees, and expenses affect a brokerage or team