Real Estate Team OS

Choosing the right first hire can make or break your real estate team. Learn why jumping straight to a buyer’s agent might be a mistake and discover the ideal initial role to fill. With insights from top experts, hear real stories and lessons learned about effective hiring strategies. The importance of defining roles clearly is emphasized to boost operational efficiency. Plus, tips on avoiding staff burnout and fostering collaboration within your team are shared for a successful foundation.

In this engaging conversation, Marisa Lindsay, a real estate agent and founder of The Collective by Marisa Lindsay, discusses her innovative Facebook Groups strategy that propelled her business to nearly 50 transactions in its first year. Joined by Dubs, they explore how introverts can thrive in real estate through community building and authentic engagement. The duo emphasizes the importance of a supportive team structure, creativity in execution, and leveraging technology like CRM systems and AI to enhance communication and efficiency in generating leads.

LaShawn and Towanna Peterson-Jackson, dynamic leaders behind a thriving real estate team, share their journey from two agents to 74 in just three years. They discuss their commitment to increasing African American homeownership and building generational wealth through an education-driven approach. The duo reveals their innovative 12-week onboarding process, community workshops, and leadership lessons learned. With plans to expand into new markets, they emphasize the importance of team culture and sincere service as keys to their success.

Emily Smith, COO of Wemert Group Realty, and Gio Sanginesi, an Agent partner with Pozek Group, explore the intricate balance between AI and real estate agents. They discuss how AI can enhance efficiency but caution against its limitations in understanding human emotions. The conversation covers the potential of AI to replace certain roles within real estate, the importance of maintaining personal connections, and the nuances of technology adoption among agents. Insights into consumer decision-making and the crucial role of the human touch are emphasized throughout.

Dustin Oldfather, leader of The Oldfather Group, shares insights from his 20 years in real estate, emphasizing responsibility-centered leadership and meritocracy. He reveals innovative strategies like pairing local agents with international VAs to enhance performance. Dustin delves into the importance of continuous training and adapting recruitment to changing market demands. He discusses the value of fostering a supportive culture over traditional hierarchies, highlighting the emergence of new skills necessary for success in the evolving real estate landscape.

Jen Dillard, team leader of the JDRE Team in Hood River, Oregon, and co-founder of Brick by Brick Collective, shares her journey of building a real estate business in a new market. She discusses the challenges of outsourcing operations, including the importance of effective communication and tailored strategies. Jen delves into lessons learned from staff hiring and the pain points of managing a growing team. She also offers insights on aligning team roles with community engagement to boost productivity and success in a competitive landscape.

Lisa Stafford, team leader of NJ Property Experts, shares her insights on creating an identity-based team model that harmonizes individuality with collective support. She discusses the importance of personalized onboarding and the Accountability Log, which keeps agents accountable weekly. Lisa reveals her journey from agent to team leader and emphasizes continuous learning, customer service, and teamwork as the cornerstones of her team’s success. Listeners will gain valuable tips on nurturing new agents and the significance of maintaining one's identity within a team framework.

When you’re an early stage team leader who’s built your business on a high level of customer care, you have to figure out how to balance the needs and wants of your clients, agents, systems and processes, and … life.  Instead of seeking balance, Jordan Quaresma has opted for integration. Jordan’s the leader of a four-person, four-year-old team that closed more than $50M in volume last year. He shares how he created harmony between work and life and how building a team helps.Brokered by RE/MAX RISE Executives in Kingston, Ontario, Quaresma Realty Group was built on the principles of doing the right thing for your clients and turning each client into several more.In this conversation, you’ll learn how the team was built, how they’ve brought that philosophy to life, and how Jordan turned a cold opportunity not just into his largest transaction, but also into several referrals and a rental property business. Watch or listen to this episode for insights into:- Being the snowplow and being the example for your agents- Recognizing individual differences in terms of real estate goals and motivations in getting commitments and holding people accountable - The time period from feeling discouraged to feeling everything start to click- Why he stayed with the brokerage as a solo agent rather than follow the team he’d joined to a different brokerage- The story of turning a cold opportunity into a large transaction, multiple referrals, and a business partner- Why he started a team, what the earliest days looked like, and how he found a coach- How he turned his own processes into an increasingly efficient system that staff and agents could benefit from and enhance- How he integrates his business into his life in a healthy way- The potential directions this team could go- Their key marketing activities, including a $15K travel voucher, family photos, and clients of the month- Why he still records monthly videos even after five years of hating it- Advice for agents thinking about joining a team or starting a teamAt the end, learn about a team that’s produced heartbreak, a team that’s earned respect, products that are over researched, and a two-stage process to improve learning and life.Jordan Quaresma: - https://instagram.com/quaresma.group - https://www.instagram.com/jordan_quaresma/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/

Harvey Yergin, an EOS implementer and former Division I athlete, shares insights on harnessing the Entrepreneurial Operating System (EOS) for business growth. He discusses the vital link between vulnerability and trust in teams, and how this relationship speeds up problem-solving. Harvey explains key EOS goals, the roles of Visionary and Integrator, and the importance of customizing EOS appropriately. He also offers actionable steps for assessing EOS effectiveness and getting started, making it a treasure trove for entrepreneurs and real estate teams.

Owned and led by Kristina and Kiki Salcido, K2 Omni Group is based in Albuquerque, but they’ve expanded to Boston and Dallas. How? By finding the right business partners and providing their “business in a box.”In order to do that, you need a standardized team structure and refund, centralized systems. Go inside their operating system, which is under constant improvement, and learn how they fix things even when they’re not broken.  Kristina shares the story of joining a RE/MAX office, partnering on an independent brokerage, opening their own teamerage, then shifting it to a hybrid model that allows agents to transition from independent to team for 6 months at a time. She also shares the key people, processes, and technologies behind the business that she and her husband Kiki have built - including where they found some of their most valuable people.Watch or listen to this episode for insights into:- Why “if it’s not broken, don’t fix it” isn’t a winning approach- The path from joining a RE/MAX office, to partnering on an independent brokerage, to opening their own teamerage, to shifting it to a hybrid model- The differences for agents of joining the team or going solo in their brokerage, including the ability to switch between them for 6 months at a time- The rigor of team agents, including the training and minimum standards required- Why and how she left sales production- Why and how they expanded to Dallas and Boston, including a story of failure and a fundamental caution for others- The key elements of their tech stack- The key roles on their staff, including Operations Manager, Sales Director, four TCs, and eight Concierge specialists and how they found some of them- The process for constant improvementAt the end, learn about dancers turned agents, an animal farm, and the Big Bang Theory.Kristina Salcido:- https://k2omnigroup.com- https://www.instagram.com/k2omnigroup/- https://www.instagram.com/kristinasalcido/Real Estate Team OS:- https://www.realestateteamos.com- https://linktr.ee/realestateteamos- https://www.instagram.com/realestateteamos/