Real Estate Team OS

[Inside Whissel Realty] Getting Right-Fit Agents Into Production with Katy Carlson

Nov 15, 2024

Katy Carlson, Agent Success Manager at Whissel Realty Group, brings her unique perspective from managing a yoga studio to her role in real estate. She discusses the intricacies of training agents to achieve productivity swiftly. Katy outlines their innovative two-week training program and diverse mentorship strategies. The conversation also dives into the importance of balancing different training methods and the role of mindset in agent success. With insights on maintaining energy and connection, she highlights the significance of supportive environments for new agents.

37:25

Creator website

Episode guests

Katy Carlson

AI Summary

AI Chapters

Episode notes

Podcast summary created with Snipd AI

Quick takeaways

A rigorous onboarding program, including a full-time, two-week training and ongoing mentorship, is essential for new agents' success.

Balancing skills training with mindset development fosters emotional stability and goal-setting, crucial for agents navigating the real estate industry.

Deep dives

The Importance of a Structured Onboarding Program

A well-structured onboarding program is critical for the success of new agents. Both a full-time, two-week onboarding process and continuous mentorship are provided to help them acclimate to the company. During the initial 90 days, agents are assessed through various criteria to determine their fit within the team and ensure they receive adequate guidance. This process involves categorizing new agents into one of three paths, establishing an effective framework for support and development from the outset.

Intro

2min

Navigating Diversity in Real Estate Management

8min

Valuing Training and Productivity in Real Estate

4min

Energetics in Real Estate Success

11min

Enhancing Training for Real Estate Agents

10min

Embracing Adventure: A Transformative Journey Through Southeast Asia

2min

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

[Episode 5 in the Inside Whissel Realty series on Real Estate Team OS]

After managing a yoga studio for a decade, Katy Carlson joined Whissel Realty Group brokered by eXp Realty in San Diego as a real estate agent. In her first 18 months, she became a mentor and helped mature the mentorship program. She then shifted to the admin side as Head of Agent Development.

Today Katy serves as Agent Success Manager.

Learn what her role entails and how she helps get right-fit agents into active production quickly.

Get details on their full-time, two-week training program, their mentorship program, the three main tools agents have to learn, the balance of different types of training methods, and more!

Watch or listen to this Inside Whissel Realty episode with Katy Carlson for insights into:

- Everyone following the same sequence and heading in the same direction despite different skill levels and paces

- The scope and mission of the Agent Success Manager role

- How she chose Whissel Realty Group as an agent after interviewing four other companies

- Training energy regulation, sales skills, and mindset

- The design of the first three months of agent onboarding, including the full-time, two-week training program, the mentorship program, and the green-lit/on-probation/cut-from-the-team outcomes for agents

- The three main tools agents use (and get trained on)

- The limited changes to buyer agent training

- The types of training - role-play, refresh, required, optional, virtual, in-person, etc

- The three things she’s focused on for 2025

At the end, learn about one-way tickets, new people, and beautiful experiences.

Whissel Realty Group:
- https://thewhisselway.com/
- https://www.instagram.com/thewhisselway/
- https://whisselrealty.com/

Real Estate Team OS:
- https://www.realestateteamos.com/subscribe

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe