Real Estate Team OS

This FUBCON Session of Real Estate Team OS features Keri Shull, Founder and Team Leader of The Keri Shull Team in the DMV market. She also operates a team in South Florida.Watch or listen to this Session with Keri for insights into:- The role of integrity in agent and client relationships- The role of optimism and vision across the team- The cost of focusing on what you want for your agents rather than what they want for themselves- An experience early in her career that made her committed to excellence in onboarding years later- Specific improvements made to their two-week onboarding precess, including call confidence, faster starts, and hot potatoes- Why she started with a 3-member ISA team (rather than one)- Starting an additional team in South Florida during the COVID market- Why new agents should join a real estate team- Why successful agents who are feeling burnt out should join a real estate teamAt the end, learn the specific value of “being in the right rooms” for learning and growth.Learn more about the The Keri ShullTeam:- https://kerishull.com/Follow The Keri Shull Team:- https://www.instagram.com/kerishullteam/- https://www.youtube.com/@kerishullteamLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Phil Gerdes, who serves as Associate Broker and Team Leader of The Gerdes Team in Annapolis, Maryland.In this conversation, he shares - among many other helpful ideas - ways to evaluate work ethic, why he left and returned to sales production, and four specific questions an agent should ask before joining a team.Watch or listen for insights into:- Defining work ethic for agents and staff and two ways to evaluate who’s got it- The importance of self awareness and how it affects team structure and hiring- The benefits of returning to sales production for himself and for agents on the team- Convincing people vs training people- Questions agents should ask themselves before starting a team- Three ways to improve lead efficiency and lead conversion- Ways to stay in touch with a shifting market - from multiple perspectives- Four questions to ask a team leader to evaluate whether or not to join their teamAt the end, Phil shares his appreciation for Deon Sanders (not just Deion Sanders) and the culture of the Colorado Buffaloes.Learn more about the The Gerdes Team:- https://thegerdesteam.com/teamFollow Phil Gerdes:- https://www.instagram.com/philgerdes/- https://www.tiktok.com/@philgerdesLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

Episode 004 of Real Estate Team OS features Jenny Wemert, Team Leader of Wemert Group Realty, a team lives out a culture of service, relationships, and doing the right thing that’s captured in the term “WeMates.”In this conversation, Jenny walks us through what it takes to take your teamerage or brokerage independent - from living up to promises, getting clear on your value prop, and getting big enough, to developing your training, tech stack, and systems. Listen to Episode 004 for Jenny's insights into:- The need to hire and the inability to train for a servant heart- The need to “stay human” even as our ability to dictate and measure activities grows (result: 50% repeat and referral rate)- The meaning behind the acronym WeMates, their language for teammates- Why team members don’t compete internally and how they stay in their highest value areas (and what the 3 main activities are)- Three specific lessons learned in her shift out of production and into team leadership- The way your splits slide with your value prop- The front-of-house / back-of-house structure of team leadership- Shifting the brokerage from Keller Williams to independent (their motivation, as well as advice for others)- What you miss when you leave a big brand and brokerage- Why profitability is incredibly hard in the middle (small teams as highly profitable, large teams as less profitable but scaled, and the “black hole” middle)- Why leverage and loneliness are driving experienced agents into teams- What aspiring team leaders should be thinking about in preparation for the changeAt the end, she shares her appreciation for Russell Rhodes, thrift shopping, a years-old WeMobile, and connecting and consuming via her phone.Learn more about Wemert Group Realty:- https://WemertGroupRealty.comFollow Jenny Wemert:- Jenny WemertLearn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

In this FUBCON Session of Real Estate Team OS, Kendall Bonner shares her journey from attorney, to successful listing agent, to franchise broker/owner, to team leader.Within her team, she seeks to help two underserved communities within the real estate industry through training rather than mentorship.Within this conversation, she explains why and how more brokers can embrace teams.Watch or listen to this session for insights into:- The path to creating more repeatability, scalability, and predictability in the business- The “fun and horrible” implementation of the EOS system after reading Gino Wickman’s Traction- How serving as an attorney benefitted her as a listing agent, with scripts, and with questions- The motivation to start a franchise brokerage, then start a team, then live in both worlds before selling the franchise- Starting the team by starting recruiting- The most powerful tool in negotiation that “works every time”- Serving two underserved communities in real estate as a team leader (newer agents and agents without large spheres of influence)- Why “teams are the future”- The problem with the “mentorship” myth and what agents really need instead- What their onboarding process looks like and why it’s structured that way- Why and how more broker/owners should embrace teams for the benefit of the entire industry- A bit about books in generalAt the end, she shares a cheapskate habit she picked up as a kid that she still practices today (tease: it involves ketchup packets).Learn more about the The Kendall Bonner Team:- https://www.besttamparealestateagents.com/Follow Kendall Bonner:- https://www.instagram.com/kendallebonner/Learn more about Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamosFollow Real Estate Team OS:- https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

In this FUBCON Session of Real Estate Team OS, Barry Jenkins returns for a deeper dive into turning his team into a teamerage.Hear the story of merging the rest of the agents at Better Homes and Gardens NAGR into the team he built there - turning the entire brokerage into a teamerage. And hear the story of merging an independent brokerage they acquired into that teamerage.Communication, training, profitability - Barry’s generous in speaking to the process and the benefits.Listen to this session with Barry for insights into:01:10 Paying attention and adapting, because what works in one season may not work in the next02:00 The constant need for better communication, collaboration, and accountability05:45 The precursors to and process of merging the rest of the brokerage into his team to form a teamerage08:30 The streamlining and simplification that came through that process10:00 The acquisition of an independent brokerage and the merging of it into the teamerage - and the trust and relationship that made it possible11:10 Graceful handling of agents’ concerns through both mergers14:10 The advantages of acquiring agents vs recruiting agents, especially in these market conditions15:45 The most important thing you can teach, train, and develop your agents to do16:45 What Wawa gas stations and convenience stores taught him about lead engagement and profitability19:40 Meeting people where they are (including potential buyers and sellers)At the end, get his take on the question New York or LA?Learn more about the BHG NAGR team: - https://buyingva.com/teamFollow Barry Jenkins: - https://www.instagram.com/realbarryjenkins/Learn more about Real Estate Team OS: - https://www.realestateteamos.com - https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

Episode 003 of Real Estate Team OS features Barry Jenkins, Team Owner of Friends in Real Estate and CMO of Better Homes & Gardens NAGR.  He’s also the bestselling author of "Too Nice for Sales" and Head Realtor in Residence at Ylopo.Listen to this episode of Team OS with Barry Jenkins for insights into:- Paying closer attention your the business for smarter pivots, changes, and adaptations- Staying profitable with better decision-making criteria (including a very specific story and caution) - Forming a teamerage by merging the rest of a brokerage into a team and acquiring another- Supporting your team with a variety of opportunities, not just “leads”- Starting a team when many other highly discouraged it (including why they discouraged it)- Implementing a middle management layer the right way - and the wrong way- Augmenting agent performance by allowing them to focus on money-making activities- Engaging with Zillow and Realtor leads differently than Google and Facebook leads- Setting team goals one agent at a time - and holding each accountable to their own goalsAt the end, you’ll learn about a state championship basketball team that wasn’t the biggest or most talented; expensive, exclusive, and uncomfortable shoes; and a path to better health.Learn more about Too Nice for Sales: - https://TooNiceForSales.com Follow Barry Jenkins: - https://www.instagram.com/realbarryjenkins/Learn more about Real Estate Team OS: - https://www.realestateteamos.com - https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Mike Simonsen, President and Founder of Altos Research. Now part of HW Media, Altos Research provides real-time real estate market data - and help people tell stories around it.  Key question in this conversation: When will we get more inventory? Listen to this episode of Team OS for Mike's insights into:- Improving your ability to talk about the market in an honest, informed way- Expressing love for the people you work with as a means of personal development and professional success- Understanding “The Altos Rule” and what it means for inventory in local markets- Learning a question Leigh Brown (One Community Real Estate, Charlotte, NC) asks every client to improve the way she educates and informs them- Reducing the pressure to have a “big” story, message, opinion, or conclusion on the market - and simply leading with facts- Shifting to real-time data, rather than lagging or trailing data that most people rely onAt the end, watch or listen for a key relationship and opportunity that developed when he moved to Silicon Valley - and how the luck and magic of that still benefits him today.Learn more about Altos Research: - https://altosresearch.com/Follow Mike Simonsen:- https://www.instagram.com/mikesimonsen/- https://twitter.com/mikesimonsenLearn more about Real Estate Team OS: - https://www.realestateteamos.com - https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Jon Cheplak, who’s dedicated to growing real estate leaders, teams, and companies.Listen to this episode of Team OS for Jon's insights into: - Understanding why real estate teams are passing up traditional brokerages - Enforcing standards and making decisions based on your mission, principles, and values- Focusing on a few, key metrics - like average contact attempts per lead - rather than on everything trackable - Working on mastery of skills with your agents, not just driving activities- Enrolling people into mutually beneficial relationships and opportunities- Publicly declaring our goals for mutual accountability - Summarizing the key themes from his recent Tahoe Mastermind event- Reframing P&L around People & Their Lives, not just Profit & Loss, to develop deep psychological bonds, connect by the heart, and build long-term relationshipsAt the end, he shares a few ways that he and his wife rest, relax, and recharge (featuring a Cloud from Restoration Hardware and a rock on Lake Tahoe).Learn more about Cheplak Live: - https://cheplaklive.com/Follow Jon Cheplak: - https://www.instagram.com/cheplaklive/- https://www.tiktok.com/@joncheplakLearn more about Real Estate Team OS: - https://www.realestateteamos.com - https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

Episode 002 of Real Estate Team OS features Laurie Finkelstein Reader, leader of the Laurie Finkelstein Reader Team in South Florida.Laurie and her team have served nearly 8,000 families and generated nearly $3 billion in sales volume over the years.In this conversation, she shares the nonnegotiable aspects of the team’s culture and standards that allow them operationalize the concept of people over profits.Listen to Episode 002 for Laurie's insights into: - Defining, refining, and making decisions based on standards- Focusing on how we make people feel (including a story of firing a coach based on that standard) - Giving back to the community through backpack drives and toy drives- Growing from serving renters to helping buyers and sellers to starting a team- Overcoming the early error of failing to collect data and build a database and learning to “romance your database”- Looking to people for solutions and growth, rather than just systems or tools- Learning to let go to people and situations and learning to hand off your long-time clients to other agents in the shift out of production- “We’re heading more and more and more into teams.”- Improving your ability to deliver a high level of service, generate more income, and grow your business by joining a team- Joining a team before starting your own teamAt the end, you’ll learn about the team she coaches with, the balance of designer bags and coupon culture, and the benefits of feeling intimidated.Learn more about The Laurie Finkelstein Reader Team: - https://www.lauriereader.com/ - https://www.tiktok.com/@lauriereaderrealestateFollow Laurie Reader: - https://www.instagram.com/lauriefinkelsteinreader/Learn more about Real Estate Team OS: - https://www.realestateteamos.com - https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Tom Ferry, the #1 ranked real estate coach. Listen to this episode of Team OS for Tom's insights into: - The desperate need for differentiation and uniqueness in the real estate industry- How and why to let customers guide more of our decisions- What he experienced in 1996 that opened his mind and created excitement about the real estate team model (with a specific example) - One book every real estate agent and team leader should read- How to improve agent accountability and why confrontation should feel more like “care-frontation” (and three frameworks to help)- Why every solo agent thinking about starting a team needs a yin to their yang (and three books to help)- Tips for a solo agent thinking about joining a team (and one point of clarity you need)At the end, you’ll also learn why one of his most frivolous purchases isn’t very frivolous at all and how creating value for others allows him to elevate his standard when it comes to money.Learn more about Tom Ferry:- https://www.tomferry.com/Follow Tom Ferry:- https://www.tiktok.com/@tomferry- https://www.instagram.com/tomferry/Learn more about Real Estate Team OS: - https://www.realestateteamos.com - https://linktr.ee/realestateteamosFollow Real Estate Team OS: - https://www.instagram.com/realestateteamos/- https://www.tiktok.com/@realestateteamos