Episode 020 of Real Estate Team OS features Katie Day, Realtor and Team Leader of The MOVEMETOTX Team in Houston.Hear her journey into real estate sales and team leadership - in part through the lens of the simple promise you hear in webinars, podcasts, and stage presentations versus the messier reality of hiring, firing, and losing people. Hype oversimplifies. Experience teaches.Watch or listen to Episode 020 with Katie Day for insights into:- The need for adaptability within your team and where it comes from- Balancing team goals with individual goals- The progression from multi-family and single-family property management to real estate sales (with lessons learned from running an apartment community at age 21)- The first hire a new team leader should make (and that she didn’t make)- The role of culture and the development of core values of their 10-agent, 2-TC, 2-VA team (and defining some of it based on what you *don't* want, not just what you do want)- Why building a mega team isn’t their goal, despite its being glamorized and oversimplified- A "losing battle" many teams fight as they scale - and the high price they pay for it- Their two agent avatars and how they built a three-week training program specifically in support of them- Organizing your training into Sales, Marketing, and Operations and sequencing lessons for early sales wins- The multiple benefits of staying in sales production (and why many mega team leaders are returning to sales production)- How a solo agent benefits from joining a team and the two things that are required for success within a team (coachability and humility)- How an aspiring team leader should plan their first hire (or three)- The aha moment of being present on social media and creating video contentAt the end, hear why a varsity basketball lineup went rec league, a $2 refill savings, and the benefits of conferences and events.Connect with Katie Day:- https://www.instagram.com/movemetotx/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 019 of Real Estate Team OS features Mike Heddle, Broker and Team Leader of Heddle Real Estate in Hamilton, Ontario.Learn how he built their real estate practice on four specific verticals, including relocation, new construction, property investing, and referrals through a tight network.Hear about the $300,000 they pay out in referral fees each year as a marketing cost he’s glad to pay - in large part because it’s a variable cost in their highly productive and profitable business.And listen for specific language around a consultant’s approach, a sales partner, and a real estate practice.Watch or listen to this conversation with Mike Heddle for:- A quick dive into the necessary presence and balance of leadership, drive, systems, accountability, and culture for team success- Flipping the org chart upside down as a leader (like a bee apiary)- The need for a North Star to align individual goals and success with team goals and success (and an overview of their core values)- The Heddle Group real estate team as a product of necessity (too much opportunity to deliver the level of service he was building his reputation on)- Their first vertical - a relocation partnership with a world-renowned medical research center- Their second vertical - a new home construction partnership with a builder- The vertical strategy “makes the phones ring off the hook” and generates 120-140 organic, inbound leads each month- Their third vertical - a real estate investment network (1/3 of their business, about 100 of the 300 transactions each year)- Their fourth vertical - connecting with the top 1% in Royal LePage and the fortunate market dynamics an hour outside of Toronto- A deeper dive into how you can leverage their third vertical - "the best ROI" in their business and “one of the strongest value propositions” they’ve put out to prospects, clients, and the market- The four financial fundamentals of investment properties- Specializing by vertical and lead routing by vertical- Why he’ll likely always stay in sales production and won’t likely pursue a mega team structureAt the end, learn about the NHL teams he’s loved, the “wooden skis” upgrade, and a renewed focus on health (specifically: sleep).Learn more about Heddle Real Estate:- https://liveinhamilton.caLearn more about The Deal of the Week:- https://dotw.caConnect with Mike Heddle:- https://www.instagram.com/mike.heddleLearn 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 018 of Real Estate Team OS features Preston Guyton, an entrepreneur who’s been a founder and leader of companies in real estate, mortgage, design and construction, online lead gen, and coaching.Learn how these all work together and learn from his expertise in online lead generation, lead conversion, and email marketing. Pay special attention to the 7-11-4 formula to connect with people.Watch or listen to this conversation with Preston for insights into:0:00 Intro and welcome1:00 The need for every team member to be committed, consistent, and accountable (even when it’s *boring*)4:19 How leadership and marketing translate across the industries he’s served and companies he’s founded6:24 How his door-to-door sales job kicked off his entrepreneurial journey through real estate, mortgage, construction, and online lead gen12:18 The challenge of letting people do what they were hired to do14:43 How they hit the ground running when they opened Palms Realty and the first 3 leadership positions they hired19:15 Why they opted for an independent brokerage rather than a teamerage or a franchise20:16 How their Agent Excellence Program provides onboarding for about 10 agents per quarter and improves results across the team25:12 The lead generation goal of 20-30 leads per agent per month26:36 The 7-11-4 formula for lead generation, engagement, and conversion (7 hours, 11 interactions, and 4 places)29:04 Why he still takes a hands-on approach to marketing33:58 Why your conversion problem is much more about lead follow-up than lead source (and a reminder to stop using canned action plans)38:38 Tips for email list segmentation and newsletter engagement (including how to structure your emails based on how people read them)46:53 Why his approach to AI is one of caution51:15 At the end, learn about his appreciation for Justin Havre, Gary Ashton, and the Real Estate Webmasters community, how he styles up a canned tuna lunch, why he doesn’t listen to music while running or working out, and the benefits of a national (rather than a local) network.Connect with Preston Guyton:- https://www.instagram.com/prestonguyton/- https://www.facebook.com/preston.guyton/Learn more about Preston’s companies:- https://www.palmshome.com/- https://www.ezhomesearch.com/- https://cheplakdigital.com/- https://resideplatform.com/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 017 of Real Estate Team OS features Jim Remley, who coaches team leaders and brokerage owners on per-agent productivity and profitable growth. He pioneered one of the first real estate teams in the late 80s and grew it to a 17-office company across Oregon. He later grew a 30-agent team to 250 agents. The keys to both successes: acquisitions, partnerships, and per-agent productivity.Here, you’ll get telltale signs of an unprofitable real estate company, the best hire a team leader can make, and the simplest recruiting message you can offer.Listen to Ep 017 with Jim for:0:00 Intro and welcome1:15 The balance of empathy and automation in “world-class service”7:36 A team as a brokerage within a brokerage with specialized positions and why they'll absolutely be the dominant players” - responsible for 60-80% of GCI and challenging solo agents at scale9:14 How the emerging “virtual team” model works and why it makes sense financially14:25 “The best hire a team leader can make” and the value of coaching and mentorship for agents looking to invest and grow16:48 A caution on building teams within teams (and a proposed way to do it effectively)18:25 How a company he started at age 23 grew to 17 offices across Oregon (through acquisitions, partnerships, and recruiting)20:02 The simplest recruiting message you can offer and how he leveraged it to grow two real estate businesses23:46 The two ways they entered new markets as they expanded their business and a strategy to bring top performers into new offices27:06 The per-agent productivity metric to pay attention to (and new data about it)30:14 The telltale sign of a weak real estate company (and potential acquisition target)33:18 The importance of listings for profitable growth and “the #1 place where listings will come from in 2024 without question”35:30 A basic marketing strategy to speak to those 30 million people who’ll be listing over the next several years38:20 How the Hawthorne Effect helps you recruit and retain productive agents - and the two things to hold them to (participation or performance)40:59 The “magic words” of “How’s your pipeline?”43:40 How to decide whether to leave sales production and the one role you have to figure out how to pay for when you do46:56 Positive signs in the market and 4 top sources to find more stories and data 50:30 At the end, learn about the power of a paper route, what he seeks at used book stores, and the travel goal he’s working toward at least 7-8 weeks per year.Follow Jim Remley:- https://www.instagram.com/erealestatecoach- https://www.tiktok.com/@erealestatecoachSee Jim's News and Data Sources:- Zillow research https://www.zillow.com/research/ - NAR Economists’ Outlook https://www.nar.realtor/blogs/economists-outlook - Redfin News https://www.redfin.com/news/housing-market-news/ - KCM Blog https://www.keepingcurrentmatters.com/blog/Learn more about eRealEstateCoach:- http://erealestatecoach.com/- https://linktr.ee/erealestatecoachLearn 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

For more than 8 years, Emily Smith has helped build Wemert Group Realty, an 80-person independent teamerage in which "team" is as much a culture and set of commitments as it is a business model.Though Emily’s held just two titles, Marketing Director and COO, she's served in many roles and initiated many projects.By watching, you’ll develop a picture that a) you need an intrapreneur in your growing company and b) that person may already be a team member.Watch this episode with Emily Smith for insights into:0:00 Intro and welcome2:04 The importance of being solution-based and how to find this quality in the hiring process5:58 How she transitioned from her own entrepreneurial journey into a real estate team8:18 Her path from Marketing Director to Chief Operating Officer at Wemert Group Realty13:26 How to find your team’s COO through the “hole plugging” method and other names the role might go by18:30 How to prioritize the operational improvements your business needs (no matter your size or structure, including solo real estate agents)22:36 A simple habit to accelerate the growth of your assistant(s)25:04 Why their team is more than a business model and what agents are opting into when they join their teamerage29:58 Two reasons why recruiting ISN’T a top priority for Wemert Group Realty32:44 A fundamental, self-reflective decision that most team leaders will face37:22 The one question that helps you and every team member run a more successful business (and how Emily would answer that question herself)40:36 Why every entrepreneur needs an intrapreneur and tips to build the relationship, share the successes, and manage the vision from both sides47:54 At the end, Emily shares her appreciation for the OpsBoss community, her not-so-frivolous throw pillow obsession, and her pursuit of the expert.Meet the Wemert Group Realty team:- https://wemertgrouprealty.com/the-team/Connect with Emily Smith:- https://www.facebook.com/emilytompkinssmith- https://www.instagram.com/emily_t_smith/Learn more about Ops Boss Coaching:- https://opsbosscoaching.com/meetchristy/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 015 of Real Estate Team OS features Suneet Agarwal, CEO and Owner of Big Block Realty North and the Best Sac Homes Group, the #1 team in Sacramento and a top team in California.A co-founder of the Reside Platform, Suneet also coaches top teams and brokerages.In this conversation, we hit on three of his favorite topics: recruiting, email marketing, and ISAs! Listen to Ep 015 with Suneet for:0:00 Intro and welcome1:50 Why leadership separates good teams from great teams4:35 How he landed in real estate after experiences in mortgage, cannabis, bulldog breeding, and other businesses7:44 How Tristan Ahumada, Jon Cheplak, Lab Coat Agents, and the Keller Williams community helped him on the path to #1 in Sacramento, then #1 in California12:38 “Recruiting solves all problems” - agents, managers, and admins alike, as well as "compartmentalizing the business"20:40 The top challenge he hears “across the board” from agents and team leaders right now24:40 Why the real estate team model is more effective than the traditional brokerage model right now27:20 Why more team leaders should ignore the “merit badge” of leaving sales production30:05 How to adjust ad spend in a tough or slow real estate market35:55 Just how simple the recruiting conversation can be (and how - specifically - he runs his recruiting conversations)40:24 How he scaled up, then topgraded his ISA team (which includes local and international agents) 44:52 Why earlier is better for the ISA-to-agent handoff 47:12 Why joining a team is the best option for most agents right now49:50 At the end, Suneet shares the best team he’s ever been a part of (and he’s part of it right now), picks up a beautiful, frivolous purchase, and speaks to investments in both coaching and video games.Connect with Suneet (and get his free stuff):- https://suneetagarwal.com- https://www.instagram.com/suneet_agarwal916/Check out Reside Platform:- https://resideplatform.com/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

Travis Halverson, ISA coach and consultant, shares insights on finding missed sales opportunities in your database. Topics include self-accountability, overcoming call center stereotypes, framing the ISA position as a sales role, speed to lead and response, leveraging AI, importance of database size for ISAs, benefits of working in a team, and personal anecdotes about relaxation and exploring topics through podcasts and magazines.

Levi Rodgers, a former Special Forces Green Beret, shares his journey from solo agent to team leader to independent brokerage owner. He emphasizes adaptability in the constantly changing real estate environment and the similarities between military and real estate leadership. He discusses the importance of planning, self-reflection, and third-party facilitation. Visual planning is highlighted as a powerful tool for real estate leadership. Starting a team requires evaluating goals and resources. The guest also reflects on their experience of buying a hunting ranch and their cheapskate habits.

Winston Murray, Founder of Works Real Estate, discusses balancing relentlessness with humility, growing from 4 to 140 agents, staffing up for Zillow Flex, designing a high-volume brokerage with a focus on service, split and service combinations, market expansion, and the value of partnerships with Zillow and Sisu.

Guest Lauren Bowen, COO at Robert Slack, shares insights into 16 lead sources used by their lead-provided brokerage, the leeway team leaders have to support their agents, and the importance of consistency in processes and rollouts. She discusses the company's market expansion, the benefits of a family culture, and the transition from Realtor to Team Leader. Bowen also emphasizes the use of spreadsheets for improving efficiency and building a rock-solid foundation for lead generation. Consistency and a friendly mindset are highlighted when approaching potential clients.