Next Level Agents: The Kevin & Fred Show - Interviews with the best and brightest minds in the real estate industry cover image

Next Level Agents: The Kevin & Fred Show - Interviews with the best and brightest minds in the real estate industry

Latest episodes

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Jan 10, 2022 • 30min

Taking Advantage of Advanced Wealth-Building Strategies: How to Accelerate Your Tax Benefits by 27 Years w/CSSI’s Chris Lesmeister and Warren Dazzio

In today’s episode, we’re joined by Chris Lesmeister and Warren Dazzio from CSSI® – Cost Segregation Services, Inc. They help people who own income-producing properties speed up the tax benefit process so they can get right now, what they would only get in at least 27 or 39 years. The CSSI team are the perfect brains to pick on this strategy and help us in our wealth-preserving journey.  CSSI® – Cost Segregation Services, Inc. is a cost segregation company specifically focused to perform engineering-based cost segregation studies for commercial properties valued at $200,000 – $1.5 billion. CSSI® performs engineering-based cost segregation studies as an essential tax savings tool for commercial property owners. Chris is a cash flow expert and has been increasing cash flow for clients since 2001. As a dedicated national account executive at CSSI®, he looks at his client’s money as if it were his own and does whatever he can to help them keep more of it. Chris strives to save his clients as much money as possible. He knows that with more cash flow comes more options for his clients. Since joining CSSI® in 2014, Chris has been on a mission to create $1 billion in tax savings for his clients through cost segregation services. He has been diligently working on his goal, saving his clients thousands of dollars by providing cost segregation studies on commercial properties of all types and sizes across the nation. Providing excellent service throughout the process, Chris’s clients know that he’ll deliver maximum cash flow with an engineering-based cost segregation study and keep them compliant with U.S. tax codes. Contact Chris today if you’re ready to grab your portion of $1 billion in tax savings. In his spare time, Chris enjoys attending concerts and baseball games as well as watching movies, reading, and cooking. His interest in cooking rocketed during the pandemic, and he enjoys trying different recipes regularly. He also incorporates his family and friends into his days as they are the most important aspect of his life. Warren is a natural leader and brings ethics and integrity into every aspect of his life and work. He spent the first 20 years of his career in ministry and has a degree in theology from Franciscan University in Steubenville, OH. Warren also has an MBA from Louisiana State University. Having owned his own healthcare company, Warren has extensive knowledge of sales and business development. Warren is instrumental in growing and maintaining our extensive sales channels. He has extensive knowledge of tax law and consults with building owners and development firms to reduce or defer their taxable income. He travels the US providing educational webinars on tax law and solutions for accounting professionals, building owners, wealth managers and real estate professionals. Warren and his wife of more than 20 years enjoy spending time with their three daughters and their yellow lab. As a family, they enjoy a variety of outdoor activities including hunting, hiking, and spending time at the beach. In our wealth-building and preservation journey, we have the opportunity to tap into advanced strategies that help us extract maximum value from our assets. Cost segregation is one of these strategies. If we’re investing in income-producing real estate, why not accelerate our tax benefit, get the 27-year deduction today and put money back in our pockets right now?  For more information, visit cml.cssistudy.com, call 262-358-5156 and send an email to chrisl@costsegregationservices.com.  CTA ​​Please leave us a review at https://ratethispodcast.com/nla
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Jan 3, 2022 • 28min

Phil M Jones On Writing “Exactly What to Say”, Why He Went Against the Grain of Traditional Publishing & How to Become More Influential By Lowering the Stakes

In today’s episode, I’m super excited to be joined by Phil M Jones, the author of the incredible book, Exactly What to Say: The Magic Words for Influence and Impact. I’ve studied influence for a long time, and I have to say, Phil’s book is one of the best in the category. Not only is it packed with brilliant insights, actionable principles - it’s also highly consumable and accessible enough that anyone can pour its teachings into their lives, and according to Phil, this is all by design. He sat down with us and shared what drove him to write the book, how and why he went completely against the grain in the writing, packaging and publishing of the book.  Phil M Jones is a Master of Influence and Persuasion, author of Seven Best Selling Business Books, including Exactly What To Say, and one children’s picture book, producer of the most listened to non-fiction audiobook of all time. His precise insights around communication, added to a proven personal pedigree of peak performance and a richness of real-world experience mean that Phil is the kind of thought-leader whose counsel is sought by other thought-leaders. Best known for his international best-selling book, Exactly What to Say – The Magic Words for Influence and Impact and his vast experience as a professional speaker at conferences and events, what is often overlooked is the strategic intellect he provides behind the scenes for some of the world’s biggest brands to understand their critical conversations and the success language required to maximize their effectiveness. To date, more than 800 different industries, across 59 countries and 5 continents have benefitted from his input. Trusted by dynamic and aspiring leaders in Healthcare, Real Estate, Automotive, Financial Services, SaaS, Home Improvement, Retail and many more – Phil is the kind of expert that achieves his success through the people he supports and adores seeing other people shine.  Influence is the ability to make our conversations count, but exactly how to do it isn’t something we’re taught. So we end up needing to be influential in high stakes situations, but what if we could distill influence down so that we can use it in low stakes interactions like convincing our kids to clean their rooms, or our spouse to eat at that Italian restaurant for dinner?  It’s hard to increase our influence without practice, and confidence is often the missing ingredient. If we turn down the pressure, ramp up our experience, increase the reps we can build our influence-competence through confidence and experience.  For more information, visit https://www.philmjones.com/.  CTA ​​Please leave us a review at https://ratethispodcast.com/nla 
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Dec 27, 2021 • 1h 1min

REPLAY: Ben Kinney on Models We Need to Implement to Make 2021 Our Best Year

In today’s episode, we’re joined by entrepreneur, speaker, author, real estate agent and CEO. Ben has been a long-term friend and supporter of ours, and there’s so much we can learn from him. With $50 million in commissions and 5085 transactions this year alone, Ben understands business at a very high level, and knows at a deep level what it takes to     There are two things at the core of Ben’s success and the philosophy that he teaches other agents - simplicity and models. The question we need to ask ourselves as we start doing our business planning for 2021 is what are the systems, technologies, models and plans and scripts that are holding us back from having the best year ever?    Ben Kinney is entrepreneur, professional speaker, author, real estate agent, and CEO of Ben Kinney Companies. He owns and operates one of the top 25 producing real estate teams in the nation from all brands. He also owns and operates multiple Keller Williams Realty Franchises that includes 1200+ agents across multiple locations servicing all of Washington State. In 2015 he opened his first international brokerage in London, UK and in 2016 he purchased the KW master franchise for all of the U.K. Those offices sold over 10,000 units equalling over 4 billion in closed sales volume. Ben is also a nationally recognized author, trainer, and speaker. In the last few years, he has personally trained over 100,000 business owners via conferences, classes, and webinars.  Ben Kinney Real Estate Team is ranked by the Wall Street Journal and Real Trends as one of the top 25 real estate teams in the nation.    Simplicity and systems create action, and when we focus on building a model behind what we want to achieve, success becomes inevitable. The way Ben looks at his business is that every part it should start and be run by a model. Behind whatever business or real estate goal we have for 2021, there’s a system that we can build and implement to achieve it.   Guest Info   Ben Kinney is an entrepreneur, professional speaker, author, real estate agent, and CEO of Ben Kinney Companies. He owns and operates one of the top 25 producing real estate teams in the nation from all brands. He also owns and operates multiple Keller Williams Realty Franchises that includes 1200+ agents across multiple locations servicing all of Washington State. In 2015 he opened his first international brokerage in London, UK and in 2016 he purchased the KW master franchise for all of the U.K. Those offices sold over 10,000 units equalling over 4 billion in closed sales volume. Ben is also a nationally recognized author, trainer, and speaker. In the last few years, he has personally trained over 100,000 business owners via conferences, classes, and webinars.  Ben Kinney Real Estate Team is ranked by the Wall Street Journal and Real Trends as one of the top 25 real estate teams in the nation.  https://www.youtube.com/BenKinney   CTA   ​​Please leave us a review at https://ratethispodcast.com/nla
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Dec 20, 2021 • 25min

The Emotional Effect of the Economic Model: A Conversation on eXp’s International Expansion & How to Become a Global Agent w/Michael Valdes

In today’s episode, I’m excited to be joined by the episode of eXp’s Global, Michael Valdes. In 2020, eXp expanded to an 18-country, global footprint. This incredible journey of growth really speaks to how resonant this model is, and the stories and feedback Michael has been getting from eXp agents from India to Mexico, shows that it’s more than an economic model. In many parts of the world, it’s an equalizing model that isn’t just changing lives, it’s changing nations.    Michael has always had a global perspective in business, and he has a lot of unique expertise on becoming a global real estate agent. As president of eXp Global, he is currently the only Latino President of a publicly traded real estate company in the country (Nasdaq: EXPI). In his first year of joining, he has led a team that has opened 14 countries in 14 months without ever getting on a plane which is a feat that has never been done in the industry. This model has successfully touched the lives of thousands of people across the globe and given them an opportunity to change their lives. Michael was the former Senior Vice President of Global Servicing for Realogy Corporation. In that role he oversaw the international servicing platform for all Realogy brands including Century 21, Coldwell Banker, ERA, Better Homes & Garden, Corcoran, Climb and Sotheby’s International Realty in 113 countries. He had been with Realogy in a variety of roles for 15 years. Prior to that, Mr. Valdes was Director of Private Banking at Deutsche Bank for a decade where he oversaw a book of business of just under $1 billion. He has the distinction of being the first Director in the United States of Latino descent. Michael also hosts The Global Luxury Real Estate Mastermind.    eXp has now grown into 18 countries across the world, from India and Australia to Mexico and South Africa. The impact of the company and the economic model can’t be quantified by a balance sheet, it’s evident in the stories of agents all over the world, and how their lives have changed.  Guest Info   Michael is the President of eXp Global and host of the Global Luxury Real Estate Mastermind. He is currently the only Latino President of a publicly traded real estate company in the country (Nasdaq: EXPI). In his first year of joining, he has led a team that has opened 14 countries in 14 months without ever getting on a plane which is a feat that has never been done in the industry. This model has successfully touched the lives of thousands of people across the globe and given them an opportunity to change their lives. Michael was the former Senior Vice President of Global Servicing for Realogy Corporation. In that role he oversaw the international servicing platform for all Realogy brands including Century 21, Coldwell Banker, ERA, Better Homes & Garden, Corcoran, Climb and Sotheby’s International Realty in 113 countries. He had been with Realogy in a variety of roles for 15 years. Prior to that, Mr. Valdes was Director of Private Banking at Deutsche Bank for a decade where he oversaw a book of business of just under $1 billion. He has the distinction of being the first Director in the United States of Latino descent.   For more information, visit https://www.glrem.com/.    CTA   ​​Please leave us a review at https://ratethispodcast.com/nla
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Dec 13, 2021 • 31min

“Agents Aren’t Your Competition, The Consumer Is”: Laurie Finklestein Reader on The Power of Knowing Nothing & Giving Yourself Permission to Fail

In today’s episode, I’m joined by Laurie Finklestein Reader - a few months ago I was a guest on her podcast, and today I’m excited to pick her brain, and learn more about what makes her tick. Laurie has such a strong passion for learning, growing herself, information gathering, attending masterminds and constantly putting herself in spaces where she can learn from others. Today, she shares why this approach has been vital to her success.    Laurie is a real estate rockstar, mentor and podcast host and the CEO of Laurie Reader Real Estate. She grew up in South Florida in a family dedicated to the real estate business. As a Multi-Million Dollar Top Producer, Laurie and her team are responsible for over $319.25 Million in real estate sales annually and have been recognized in the Top 1/2 of 1% of all Realtors in the Nation! In 2020, Laurie and her team helped over 965 families with their real estate needs. Laurie's success is due to her commitment to the enhancement of the real estate profession, client service, and the community. Her business experience & technical knowledge can now better serve your real estate needs. As a full-time, dedicated real estate professional, Laurie understands the unique challenges that face both buyers and sellers in our market, and knows how to overcome them.   As real estate agents, and even as people, it’s impossible to grow without the risk of being wrong. We have to go through moments where we feel uncomfortable and even intimidated because we’re learning something new.   That means being in rooms with people who are smarter or further along in the journey than us, pivoting and, yes, even collaborating with other agents. In pursuit of our best selves, we need to give ourselves permission to fail. We don’t always get the blue ribbon and the trophy, sometimes we get knocked down, and that’s okay.  Guest Info   Laurie is a real estate rockstar, mentor and podcast host and the CEO of Laurie Reader Real Estate. She grew up in South Florida in a family dedicated to the real estate business. As a Multi-Million Dollar Top Producer, Laurie and her team are responsible for over $319.25 Million in real estate sales annually and have been recognized in the Top 1/2 of 1% of all Realtors in the Nation! In 2020, Laurie and her team helped over 965 families with their real estate needs. Laurie's success is due to her commitment to the enhancement of the real estate profession, client service, and the community. Her business experience & technical knowledge can now better serve your real estate needs. As a full-time, dedicated real estate professional, Laurie understands the unique challenges that face both buyers and sellers in our market, and knows how to overcome them.   Watch the Laurie Reader Table Talk on YouTube. Follow Laurie on Instagram and LinkedIn.    CTA   ​​Please leave us a review at https://ratethispodcast.com/nla
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Dec 6, 2021 • 34min

The Fulton Sisters: Third Generation Real Estate Brokers on Finding the Most Sustainable Business Model

In today’s episode of The Kevin and Fred Show, I’m joined by the Fulton Sisters, Katelyn, Carly and Paige. Third generation brokers are rare in real estate, but these siblings are killing it and continuing to grow a business that has existed for decades! They talk about their journey in real estate, where they are today, and some of the considerations they are making as they head into the future.    The Fulton Family has been a driving force in Canadian Real Estate for over 45 years. Percy Fulton opened the franchise in Scarborough in 1977 with his son Clare joining in 1988. Clare brought in a unique skill set in business development and professional services and quickly grew the company to #1 in the world for three consecutive years. Today, Century 21 Percy Fulton is #1 office in the Toronto area and continually ranks among the top within Canada and worldwide.  Clare's dedication to his agents is unparalleled as he sees each and every one as a true business partner.    Carly, Katelyn and Paige are Third Generation Real Estate Brokers and they are excited to continue to build on the strong foundation that was built by their Grandfather, Percy Fulton, and Father, Clare Fulton. Each of them focuses on different areas of the family business all while growing their sales team The Fulton Sisters, Real Estate is truly in their DNA! The Fulton Sisters bring a unique & modern approach to the business, while maintaining the best in class professional service to their agents the business was built on.  When they are not busy running their family brokerage, you can find them living the simple life spending time with friends and family.   In order to make a business sustainable and fulfilling for us, there are many important questions we have to ask ourselves. How do we break out of a labor-intensive model so that real estate feels more like a business, and less like a job? Asking ourselves these and other questions will allow us to have the relationship we want with our own businesses.    Guest Info The Fulton Family has been a driving force in Canadian Real Estate for over 45 years. Percy Fulton opened the franchise in Scarborough in 1977 with his son Clare joining in 1988. Clare brought in a unique skill set in business development and professional services and quickly grew the company to #1 in the world for three consecutive years. Today, Century 21 Percy Fulton is #1 office in the Toronto area and continually ranks among the top within Canada and worldwide.  Clare's dedication to his agents is unparalleled as he sees each and every one as a true business partner.    Carly, Katelyn and Paige are Third Generation Real Estate Brokers and they are excited to continue to build on the strong foundation that was built by their Grandfather, Percy Fulton, and Father, Clare Fulton. Each of them focuses on different areas of the family business all while growing their sales team The Fulton Sisters, Real Estate is truly in their DNA! The Fulton Sisters bring a unique & modern approach to the business, while maintaining the best in class professional service to their agents the business was built on.  When they are not busy running their family brokerage, you can find them living the simple life spending time with friends and family.   For more information, visit https://www.thefultonsisters.com/.  CTA   ​​Please leave us a review at https://ratethispodcast.com/nla
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Nov 29, 2021 • 1h 5min

The Best Economic Model for a Profitable Team (Keeping it Real Interview)

In today’s special episode, I sat down with Greg Harrelson and Frank Klesitz to talk about the real estate team’s economic model, how it has changed over time, what drove those changes and the decisions we’ve made about it. You’ll learn the inner workings of the model - including lead generation, marketing, splits, culture, and why we choose to run this model.    Frank Klesitz is the CEO and co-founder of Vyral Marketing, a 7-figure, done-for-you video marketing firm geared towards helping entrepreneurial professionals across industries retain existing clients and increase new client generation. Passionate about helping his clients achieve their full potential, today Frank oversees Vyral Marketing’s mission, vision, culture, and values.   Greg Harrelson is the owner and president of Century 21 The Harrelson Group, founder of Real Estate Sales Solutions, and host of The Level Up Podcast. As a successful agent and business owner in the Myrtle Beach area, Greg is in the top 1% of agents in the country. His success has inspired him to teach aspiring Realtors how to reach their goals. There’s no such thing as a one-size-fits-all business model in real estate. How we interact with and operate our businesses is down to what matters to us. We can pick our business models on anything - the next financial achievement, ego, or saying what sounds great from the stage. But with the freedom we have, we can do something different - pick the model that matches our natural behavior and personality.    Guest Info   Frank Klesitz is the CEO and co-founder of Vyral Marketing, a 7-figure, done-for-you video marketing firm geared towards helping entrepreneurial professionals across industries retain existing clients and increase new client generation. Passionate about helping his clients achieve their full potential, today Frank oversees Vyral Marketing’s mission, vision, culture, and values.   Greg Harrelson is the owner and president of Century 21 The Harrelson Group, founder of Real Estate Sales Solutions, and host of The Level Up Podcast. As a successful agent and business owner in the Myrtle Beach area, Greg is in the top 1% of agents in the country. His success has inspired him to teach aspiring Realtors how to reach their goals.   Link Mentioned    https://www.cbsnews.com/news/golden-state-warriors-the-talent-and-mindset-behind-the-nba-reigning-dynasty-60-minutes-2019-06-02/   Please leave us a review at https://ratethispodcast.com/nla
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Nov 22, 2021 • 42min

Steve Pilkington On the Responsibility of Team Leaders & How to Separate Stage Talk From Truth In Real Estate

In today’s episode, I’m joined by my longtime good friend and real estate leader, Steve Pilkington. For the decade that I’ve known Steve, our conversations have always had the same theme. They have always been centered around upping our game and providing the most value to the consumer and our agents.    Steve Pilkington is a real estate consultant and broker/owner of Path Home Team. The Path Home Team has over 60 combined years of real estate experience in the Denver Metro area with a team of highly qualified and trained personnel to ensure the highest level of customer service and satisfaction. The Path Home Team is consistently ranked in the top 1.0% of all Realtors in the Denver metro area and the state of Colorado. They are highly experienced at meeting and surpassing the needs of both buyers and sellers.    In real estate, people are put on stages because they have seemingly good numbers, not because they have good businesses. For real estate agents on the ground, it can be hard to discern what’s real and what details get conveniently left out.    We don’t get to hear if the top line numbers of these leaders actually translate to bottom line earnings for their agents, which is what team leaders need to be obsessed with.   Books Mentioned    Who: The A Method for Hiring by Geoff Smart and Randy Street    Acres of Diamonds by Russell Conwell   The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness by Morgan Housel Guest Info   Steve Pilkington is a real estate consultant and broker/owner of Path Home Team. The Path Home Team has over 60 combined years of real estate experience in the Denver Metro area with a team of highly qualified and trained personnel to ensure the highest level of customer service and satisfaction. The Path Home Team is consistently ranked in the top 1.0% of all Realtors in the Denver metro area and the state of Colorado. They are highly experienced at meeting and surpassing the needs of both buyers and sellers.  Connect with Steve on LinkedIn.    CTA   ​​Please leave us a review at https://ratethispodcast.com/nla
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Nov 15, 2021 • 28min

Jake Dixon On the Double Edged Sword of Real Estate Coaching and the Motivation Myth We Need to Stop Buying Into

In today’s episode, I’m joined by CEO of The Locker Room Real Estate Coaching, Jake Dixon. A former baseball pro, Jake started off as an agent in new home sales, but got bitten by the coaching bug and decided to contribute to helping real estate underdogs not follow the dreaded path of leaving the industry in 2 years or less.    Jake’s career in real estate began as an agent, then as an office recruiter, and progressed to his true calling, coaching. In 2016. Jake took the principles implemented by many successful real estate expansion teams and applied them to the real estate coaching world to expand The Locker Room system into other offices across the country. Jake has been named a top 50 real estate coach by Agent Fire, a member of Success Magazine Founder's Circle, and he has trained over 20,000 agents across hundreds of real estate offices.    When it comes to real estate coaching, there’s too much of it, but also not enough.  It’s a gift and a curse. There are thousands of people who call themselves coaches, but a huge shortage of great coaches. There’s definitely a plethora of mediocre compromising the quality of coaching agents get.    There are coaches who only talk at people, without digging into the nitty gritty to help them transform internally. There are coaches who treat the role as a transactional relationship, instead of a collaboration and a partnership. It’s no surprise why so many new agents drop out of the industry before they get a real chance to succeed.   Guest Info   Jake’s career in real estate began as an agent, then as an office recruiter, and progressed to his true calling, coaching. In 2016. Jake took the principles implemented by many successful real estate expansion teams and applied them to the real estate coaching world to expand the Locker Room system into other offices across the country. Jake has been named a top 50 real estate coach by Agent Fire, a member of Success Magazine Founder's Circle, and he has trained over 20,000 agents across hundreds of real estate offices.    For more information visit https://tlrnation.com/ and find The Locker Room on Facebook, Youtube and Instagram.   Jake managed to buy Dwight Schrute’s actual desk on https://screenbid.com/.  Please leave us a review at https://ratethispodcast.com/nla
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Nov 8, 2021 • 32min

Chelsea Wright on Cutting Ties With Your Minimum, Fighting For Your Maximum & Climbing the Right Mountain to Your Purpose

In today’s episode, I’m joined by my good friend, Oregon Realtor and entrepreneur, Chelsea Wright. Her real estate career and experience runs the gamut of different roles inside a real estate organization, and with every iteration, she continues to level up, and climb to the authentic success she was purposed for. Today, she runs multiple businesses and helps female entrepreneurs fight for their maximum. Very few people ever take a step back and examine themselves and their lives, but for Chelsea that process is very necessary to creating an impressive life.    Chelsea Wright is an entrepreneur, Realtor, business coach and CEO of Prosper Real Estate Group and RenegadeTC. Through her woman-led and woman-focused coaching, she helps women design and scale businesses using aligned strategies, habit stacking, & self awareness. Are you settling for your minimum or fighting for your maximum? The path to the most authentic, joyful and purposeful version of ourselves isn’t a straight line, and sometimes that means discovering that we’ve climbed the wrong mountain, and starting all over again. Very few people ever take a step back and examine themselves and their lives, and end up capping what they can be, instead of pivoting, working and using self-development tools to level up.    Guest Info   Chelsea Wright is an entrepreneur, Realtor, business coach and CEO of Prosper Real Estate Group and RenegadeTC. Through her woman-led and woman-focused coaching, she helps women design and scale businesses using aligned strategies, habit stacking, & self awareness.   To get into Chelsea’s world, find out about her coaching or talk real estate, follow her on Instagram. 

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