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

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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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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Private Client Group (PCG) Overview

We’ve been practicing the Private Client Group since the mid 90’s.  We started teaching our Private Client Group system to others back in 2003. The real estate industry is polarizing.  There is

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One Page Business Plan Template

One Page Business Plan Template Our one page business plan template is an exercise to help you think through your business.  Most operators spend most of their lives working “in” vs

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Simple Business Plan Template

Simple Business Plan Template     Our simple business plan template is an exercise to help you think through your business.  Most operators spend most of their lives working “in” vs

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