The Smart Real Estate Coach Podcast|Real Estate Investing

Chris Prefontaine
undefined
Mar 17, 2021 • 24min

Episode 252: Better Real Estate Lead Generation, with Anthony Mann

Anthony Mann has been in the real estate industry for over 14 years. He has 13 years of experience in investing, flipped over 200 homes and currently owns 43 properties. During his tenure as an agent, he has sold more than 1,000 REO and short sale properties in the Long Island, New York market. He was able to get into a niche field within the industry, where there are less than 15 active REO agents. In that market, he was the youngest by nearly 20 years. Anthony has seen many markets and new technology emerge without any true benefit to agents. So, he decided to make a change in the industry and launched AM Open House, the best digital sign-in app for Open Houses, in July of 2014. Anthony has dedicated his entire focus to the AM Open House app and management platform to make the lives of agents easier while supplying them with the technology they want and can benefit from using. Over the years, Anthony has helped over 125,000 agents do better business. Founding A Social Strategy in 2016 was a milestone for Anthony, as he has always had a passion for helping businesses grow through marketing and advertising. Currently, A Social Strategy handles advertising for numerous real estate agents and brokers, mortgage professionals, and businesses that need help generating qualified appointments and showings while eliminating the busy work for the professionals. The team at A Social Strategy handles everything for agents so they can focus on what they do best – sell more homes! What you’ll learn about in this episode: How Anthony got started in real estate in 2007, right before the crash of 2008, and how it impacted his business as a residential real estate agent Why Anthony’s 2008 reckoning pushed him to get into real estate investing through the foreclosure market How the first deal Anthony did helped him explode into the market and hit the ground running, and why the 2008 crash was the push he needed How Anthony pivoted into real estate tech, and why he loves working in every aspect of the real estate market How Anthony recognized that the retainer agency model for real estate lead generation was becoming oversaturated and how he saw an opportunity to do things differently How Anthony’s system puts their clients in complete control, and how the new model has been hugely profitable and created win-wins for Anthony’s team and clients How Anthony’s system can work for agents or investors interchangeably and can work in just about any real estate market What’s next for Anthony and his team, and why Anthony is focusing on growing out what he’s doing now and expanding his team Why Anthony believes that prices today are out of control and that we’re in the midst of a massive real estate bubble and that a correction is coming Resources: Website: https://zeroretainer.com/ Website: http://redisclosures.com/ Website: www.asocialstrategy.com Facebook: www.facebook.com/anthonymann85 Instagram: @themann85 LinkedIn: www.linkedin.com/in/anthonymann/ Twitter: @anthonymann Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC
undefined
Mar 12, 2021 • 30min

Episode 251: Turnkey Real Estate Investing, with Dr. Axel Meierhoefer

As a retired Air Force officer, Dr. Axel Meierhoefer started his first company in 2005, focusing on consulting, employee skill development and program management. These areas remain in place these days within his business and have grown internationally. Axel has always had a love for education and helping people help themselves become successful. As a business owner, he began thinking about applying profits towards retirement, and research clearly indicated that owning real assets would be the best way. It’s also the path that the government supports the most. This has led to the development of a residential real estate investment portfolio currently worth about $1.5 Million. It’s still growing, and many lessons Axel learned are now available for him to teach, coach and mentor people. On his journey, Axel has built many relationships, learned about the pitfalls of purchases, and made good and bad decisions that ultimately resulted in reaching economic independence. What you’ll learn about in this episode: How Axel’s time in the Air Force resulted in having to relocate frequently, and how that led to some eye-opening realizations about the power turnkey real estate investing Why too many people think the only investment option is found in Wall Street, and why stocks aren’t the best vehicle for growing your wealth Why Axel’s clients are often surprised to realize how powerful turnkey real estate investing can be when they drill down into the real numbers Axel shares his experiences dealing with the chaotic real estate market and fluctuating interest rates during the market collapse of 2008 How Axel has worked to refine his “out-of-state turnkey residential real estate strategy” which he now teaches others how to use to build their own impressive portfolios How it is easier than ever before to manage properties out of state, as long as you build a strong relationship with turnkey providers and “trust but verify” What process Axel follows to help clients determine exactly how they need to build their portfolio to create complete financial freedom by their goal date What to keep in mind about things like your credit history and rental or mortgage payment history before you start building a turnkey real estate investing portfolio Why it is important to break out of your own victim mentality and see yourself as a creator, and why Axel defines wisdom as the combination of knowledge and experience Why finding and investing in a great coach, regardless of the niche you want to operate in, is crucial for your success Resources: Book a FREE Consultation with Axel: https://calendly.com/axelmeierhoefer/30min?month=2020-11 Axel’s Coaching Products: https://idealwealthgrower.com/products/ Email: axel@idealwealthgrower.com Website: https://idealwealthgrower.com/ Facebook: www.facebook.com/idealwealthgrower/ LinkedIn: www.linkedin.com/company/ideal-wealth-grower/ Twitter: @IdealGrower Instagram: www.instagram.com/idealwealthgrower/ Youtube: www.youtube.com/channel/UCvZRy6092XyFWW9bhCbIt4Q Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC
undefined
Mar 10, 2021 • 36min

Episode 250: Getting to Know the Smart Real Estate Coach, with Chris Prefontaine & Stephen Woessner

In this one-of-a-kind episode of the Smart Real Estate Coach podcast, guest host Stephen Woessner turns the tables on Chris and interviews him about his background, how he got into real estate, and how he navigated the crushing challenges of the 2008 real estate market crash. Whether you’re new to the Wicked Smart community or you’ve been here for the long haul, this episode gives you a glimpse into who Chris Prefontaine is and why he feels so passionately about helping others build true financial freedom through real estate. Chris’s Bio: Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He’s also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990’s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000’s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and “raise the roof” projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they’re in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. Stephen’s Bio: Stephen Woessner is the Founder and CEO of Predictive ROI and the host of the Onward Nation podcast, a top-rated podcast for learning how business owners think, act, and achieve success. Onward Nation is listened to in more than 120 countries around the world. He is the author of three bestselling books including the Amazon #1 Bestseller Profitable Podcasting. He is also a speaker, trainer, and his digital marketing insights have been featured in SUCCESS, Entrepreneur, The Washington Post, Forbes, Inc. Magazine, and other media. What you will learn in this episode: What important lessons Chris learned during the 2008 collapse that have continued to pay dividends even today Why developing the right mindset was crucial for Chris’s survival after losing everything in 2008, and why having the right mindset is vital for Chris’s students Why TTFD (Time To First Deal) is one of the key metrics Chris tracks in his students, and why the biggest slowdown they often encounter comes from mindset and fear How focusing on the “third pillar” of mindset has helped Chris and his team dramatically decrease students’ TTFD How Chris realized his “Three Paydays” system was going to allow him to create the financial freedom he wanted for his family How an early deal morphed and converted over time, and how Chris has been able to hang onto that deal for over eight years and continue to profit Why being able to smartly pivot is a key skill that has helped Chris repeatedly grow his profits from his deals What important lessons and “aha!” moments Chris has experienced that he has been able to share with the Wicked Smart community Why Chris does the work that he does, and why his purpose is to empower people and change their lives How Chris built the Wicked Smart community with intentionality and care, with the goal of creating something to truly support his students Additional resources: Download the 7 Steps PDF Here SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  
undefined
Mar 5, 2021 • 39min

Episode 249: Subject-To Real Estate Deals Explained, with Dwan Bent-Twyford

Dwan Bent-Twyford, America’s Most Sought-After Real Estate Investor™, started as a broke, single mom who had been fired from Denny’s. She now heads up “Investors Edge University” – A company that specializes in training new and seasoned investors in a wide range of real estate investing techniques through live workshops, weekly webinars, a member site, coaching, and seminars. Having flipped over 2,000 deals herself she is more than qualified to share her vast knowledge of real estate investing with America. Dwan is affectionately known as the “Queen of Short Sales”® and is considered to be the Nation’s #1 Expert on Short Sales & Foreclosures. She has written three best sellers, “Short Sale Pre-Foreclosure Investing,”  “How to Sell a House When It’s Worth Less Than the Mortgage,” and her most recent New York Times best seller was written with Steve Forbes, “SuccessOnomics.” She is highly sought after and has been featured on Fox and Friends, MSNBC, Naomi’s Good Morning, Colorado and Company, and many other TV, radio, podcasts, and print media. Dwan also has a top-rated podcast called…The Most Dwanderful Real Estate Podcast Ever! In a market dominated by men, Dwan has certainly made her mark! Her goal never changes – to make a difference in the lives of others! What you’ll learn about in this episode: How Dwan defines and explains the basics behind the kind of “subject-to” deals she specializes in Why Dwan loves teaching subject-to deals to investors so they can aid homeowners who are in distress and need help finding a solution What typical properties Dwan works with look like, and what scenarios she is able to help homeowners through How Dwan uses land trust structures to hold the properties she invests in, and what steps she takes to protect her assets Why Dwan says it is important to find an investor-friendly attorney to partner with from the beginning and then train them on subject-to deals Dwan outlines the specific details around a recent commercial deal she completed and the great numbers behind the deal How Dwan finds the leads that she turns into incredible deals, and how yard signs are the backbone of her marketing How to get access to Dwan’s powerful and comprehensive “No Equity Foreclosures Equal Big Profit$” training system Why too many new investors are afraid of subject-to deals and have misconceptions over how they work, and why subject-to is a cash cow that doesn’t need money to do Why it is important to remember that you don’t always have to invest in your own back yard and can invest anywhere in the country Resources: Dwan’s “No Equity Foreclosures Equal Big Profit$” system: https://dwanderful.com/no-equity/ Website: https://dwanderful.com/ Podcast: https://dwanderful.com/podcasts/ LinkedIn: www.linkedin.com/in/dwanbenttwyford/ Facebook: www.facebook.com/Dwanderful/ Facebook: www.facebook.com/InvestorsEdgeUniversity Twitter: @teachrealestate Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS
undefined
Mar 3, 2021 • 23min

Episode 248: Benefits of SBA Loans, PPP and EIDL, with Ami Kassar

Ami Kassar, founder and CEO of MultiFunding and author of The Growth Dilemma, has earned a national reputation as a thought leader in business finance. An in-demand speaker and trusted advisor to growth-focused business leaders, Ami has helped thousands of business owners achieve ambitious growth goals through creative and personalized funding solutions. His work has helped create tens of thousands of jobs. For more than 20 years, Ami has challenged executives to think differently about how they capitalize growth. Regularly featured in national media including The New York Times, Huffington Post, The Wall Street Journal, Entrepreneur, Forbes and Fox Business News, Ami also writes a weekly column for Inc. Magazine. He has advised the White House, the Federal Reserve Bank and the Treasury Department on credit markets. Ami regularly speaks at corporate, academic and industry events on topics including entrepreneurship and access to capital. What you’ll learn about in this episode: Ami shares how he got involved in the finance world after his corporate career was devastated by the Great Recession How he began his business in the midst of the turmoil, and how he found the strength to keep going despite his crushing setbacks Why Ami wrote his book “The Growth Dilemma”, and what important lessons he teaches and questions he asks in the book Why right now, in the midst of the global pandemic and economic chaos, is the best time in history to start or acquire a business with an SBA loan How Ami and his team are working on teaching people about the benefits of SBA loans through their SBA Ignite program What important changes have been implemented in the new version of the PPP (Paycheck Protection Program) government loan What you should know about the EIDL (Economic Injury Disaster Loan) program, which was extended in December 2020 How Ami managed the transition from working in a corporate role to becoming a solo entrepreneur, and what key lessons he learned Why the chaos of today isn’t only creating hardships but also opening the door to new opportunities if you’re willing to look Resources: The Growth Dilemma by Ami Kassar: https://amzn.to/3asmOnH Website: www.SBAIgnite.com Website: www.multifunding.com Facebook: www.facebook.com/multifundingllc Facebook: www.facebook.com/growthdilemma Facebook: www.facebook.com/amikassar Facebook: www.facebook.com/groups/183807263449714 LinkedIn: www.linkedin.com/in/amikassar/ LinkedIn: www.linkedin.com/company/multifunding-llc/ Twitter: @amikassar Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  
undefined
Feb 26, 2021 • 41min

Episode 247: Overcoming Limiting Beliefs, with Dr. Joe Vitale

Dr. Joe Vitale is a globally famous author; marketing guru; movie, tv, and radio personality; musician; and one of the top 50 inspirational speakers in the world. His many bestselling books include The Attractor Factor, Attract Money Now, Zero Limits, and his latest releases The Miracle: Six Steps to Enlightenment and Anything Is Possible. A popular, leading expert on the law of attraction in many movies, including The Secret, Dr. Vitale discovered the “missing secret” not revealed in the movie. He’s been on Larry King Live, Donny Deutsch’s “The Big Idea,” CNN, CNBC, CBS, ABC, Fox News: Fox & Friends and Extra TV. He’s also been featured in The New York Times and Newsweek. One of his most recent accomplishments includes being the world’s first self-help singer- songwriter as seen in 2012’s Rolling Stone Magazine®. To date, he has released 17 albums! Several of his songs were recognized and nominated for the Posi Award, regarded as “The Grammys of Positive Music.” Well-known, not only as a thinker, but as a healer, clearing people’s subconscious minds of limiting beliefs, Dr. Joe Vitale is also an authentic practitioner of modern Ho’oponopono, certified Reiki healer, certified Chi Kung practitioner, certified Clinical Hypnotherapist, certified NLP practitioner, Ordained Minister, and Doctor of Metaphysical Science. He is a seeker and a learner; once homeless who has spent the last four decades learning how to master the powers that channel the pure creative energy of life without resistance, and creating the Miracles Coaching® and Zero Limits Mastery® programs to help people achieve their life’s purpose. What you’ll learn about in this episode: How Dr. Vitale experienced a difficult two-year period after filing for divorce, losing his father, and other challenges, and how he survived How Dr. Vitale leaned into the principles of stoicism to help him endure and navigate the many challenges he faced Why it is important to realize when you are dealing with more than you can handle and reach out to ask for help How finding a coach and being “ruthlessly honest” with yourself can help you put your problems and challenges into perspective Why it sometimes takes an outside point of view to help you recognize how strong and resilient you really are How the Hawaiian healing practice of Ho’oponopono has become a powerful backbone of Dr. Vitale’s spiritual and emotional beliefs How Ho’oponopono teaches that the perception of a situation is what causes pain, not the situation itself, and how it can help you correct your perception to find peace How traditional Ho’oponopono is a group-based activity, and how Dr. Vitale teaches a different, individualized version Which books Dr. Vitale recommends you read if you want to learn more about the practice of Ho’oponopono Why the key to achieving real success is to break through your limiting beliefs and realize that anything is possible Resources: Dr. Vitale’s previous appearance in episode 15: https://smartrealestatecoachpodcast.com/podcasts/joe-vitale/ Website: www.vitalelifemastery.com Website: www.mrfire.com Instagram: www.instagram.com/drjoevitale/ LinkedIn: www.linkedin.com/in/mrfire/ Facebook: www.facebook.com/drjoevitale/ Twitter: @mrfire Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS
undefined
Feb 24, 2021 • 30min

Episode 246: What Does a Virtual Assistant Do?, with Chris Prefontaine and Zach Beach

Chris Prefontaine is the best-selling author of Real Estate on Your Terms: Create Continuous Cash Flow Now, Without Using Your Cash or Credit. He’s also the founder of SmartRealEstateCoach.com and the Smart Real Estate Coach Podcast. Chris has been in real estate for over 25 years. His experience includes the construction of over 100 single-family and duplex homes (mostly in the 1990’s and selectively to date), has owned a Realty Executives Franchise (Massachusetts 1994-2000) as broker/owner which maintained high per-agent standards and eventually sold to Coldwell Banker in 2000. The 2000’s included coaching ½ million and higher REALTORs® in order to scale & automate their business throughout the US and Canada. He also participated (and still does selectively) in doing condo conversions (multi-family homes to condos) and “raise the roof” projects (converting single-family ranches to colonials in growth neighborhoods). Chris has been a big advocate of constant education and participates regularly in high-end mastermind groups, as well as consults with private mentors. He runs his own buying and selling businesses with his family team, which buys 2-5 properties monthly, so they’re in the trenches every single week. They also help clients do the same thing around the country. Chris and his family team have done over 80 million in real estate transactions. They mentor, coach, consult, and actually partner with students around the country (by application only) to do exactly what they do. What you will learn in this episode: How a virtual assistant can be a powerful and productive member of your team to help you move the needle for your business Why sharing context around the tasks you assign and truly explaining what is expected is important for making the most of virtual assistants How to use Zoom or other software to create videos that demonstrate the tasks and expectations you have Why the next step is to delegate responsibility and create documentation of your systems and processes, and how documentation can help you streamline your processes How you can utilize a virtual assistant for all admin tasks including email, outbound calls, and other communications How to create a list of responsibilities to give to your virtual assistant that can free up your time and make your business more productive What key errors Chris has seen in associates when hiring virtual assistants, and why it is important to be clear in what you want the VA to do before you hire them Why hiring multiple virtual assistants that focus on different tasks can be a good idea for your business How American and Phillipino virtual assistants differ, and why it doesn’t really matter which you decide to go with What differences there are between virtual assistants and executive assistants, and how to find a fantastic executive assistant Additional resources: Business Scaling Secrets virtual event: www.BizScaling.com The Elite Ignition program: www.SmartRealEstateCoach.com/ignition Real Estate Virtual Assistants (REVA): www.SmartRealEstateCoach.com/reva 35-Minute Master Class: www.SmartRealEstateCoach.com/mastersclass SmartRealEstateCoach.com/greatassistant SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/termsbook SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS
undefined
Feb 19, 2021 • 30min

Episode 245: How to Make Money with Short Term Rentals, with Avery Carl

Avery Carl bought her first rental property at age 26 on a $37,000 salary. Through strategically investing in short term rental properties in mature vacation rental markets, she was a millionaire by 31. She now owns a portfolio of 24 properties and is the CEO and founder of the Short Term Shop, a real estate team that helps investors acquire short term rental properties in the most recession-resistant markets, and trains them on the methods that led her out of the corporate rat race and into financial freedom. What you’ll learn about in this episode: How Avery got involved in short-term real estate in mature vacation markets, and how she learned to maximize income from her properties What differences are found between AirBNB and destination vacation rentals, and why many different factors impact the profitability of a property How Avery works closely with new, unseasoned investors, and what options are available for getting started without a down payment What kind of numbers you can expect from a vacation rental property, with example numbers to help you determine what would make a great rental How Avery manages her short-term rental properties and deals with maintenance issues or other problems that might arise without the expense of a property manager Why it is important to trust your instincts, believe in yourself, and find a way to make it happen and go for your goals What mistakes Avery has made over the course of her experience in short-term rentals, and what lessons she learned Why the first step to getting started is to research the area’s short-term rental regulations and requirements and ensure you aren’t violating HOA rules How “channel manager” platforms can streamline and automate a lot of your communication with guests to minimize the time you spend Resources: Website: www.theshorttermshop.com LinkedIn Page: www.linkedin.com/in/averycarl Twitter: @shorttermshop Facebook: www.facebook.com/theshorttermshop Instagram: @theshorttermshop Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC
undefined
Feb 17, 2021 • 22min

Episode 244: Empathy in Business, with Dr. Joseph Michelli

Joseph A. Michelli, Ph.D., C.S.P., is an internationally sought-after speaker, author, and organizational consultant who transfers his knowledge of exceptional business practices in ways that develop joyful and productive workplaces with a focus on customer experience. His insights encourage leaders and frontline workers to grow and invest passionately in all aspects of their lives. Dr. Michelli is a Wall Street Journal, USA Today, Publishers Weekly, Nielsen BookScan, and New York Times #1 bestselling author. His latest book is Stronger Through Adversity: World-Class Leaders Share Pandemic-Tested Lessons on Thriving During the Toughest Challenges. Joseph’s other titles include The Airbnb Way: 5 Leadership Lessons for Igniting Growth through Loyalty, Community, and Belonging; Driven to Delight: Delivering World-Class Customer Experience the Mercedes-Benz Way; Leading The Starbucks Way: 5 Principles for Connecting with Your Customer, Your Products, and Your People; The Zappos Experience: 5 Principles to Inspire Engage and WOW; Prescription for Excellence: Leadership Lessons for Creating a World-Class Customer Experience from UCLA Health System; The Starbucks Experience: 5 Principles for Turning Ordinary into Extraordinary; The New Gold Standard: 5 Leadership Principles for Creating a Legendary Customer Experience Courtesy of The Ritz-Carlton Hotel Company; and When Fish Fly: Lessons for Creating a Vital and Energized Workplace which was co-authored with the owner of the “World-Famous” Pike Place Fish Market in Seattle. Dr. Michelli holds the Certified Speaking Professional designation from the National Speakers Association (NSA). He is a member of the Authors Guild, an editorial board member for the Beryl Institute’s Patient Experience Journal (PXJ), and is on the founders’ council of CustomerExperienceOne. Other achievements include winning the Asian Brand Excellence Award and being named as one of the Top 10 thought leaders in Customer Service by Global Gurus. He received his master’s and a doctorate from the University of Southern California. Having journeyed with a close family member through a six-year battle with breast cancer, Dr. Michelli is committed to social causes associated with curing cancer and abating world hunger. What you’ll learn about in this episode: How Dr. Michelli created for himself an opportunity to break out of working in the corporate world and become an independent consultant Why one of the fundamental keys to getting out of a corporate job and working for yourself is understanding the process of serving customers in a profitable way Why it is important to create an experience that encourages your customers to stay with you for the long haul What actionable steps Dr. Michelli recommends to anyone who wants to navigate difficult challenges, and why asking “what if” can be a powerful tool Why it is important to find a mentor or coach you can trust and then stick with them, building a fruitful relationship and learning everything you can Why it is important to make rock-solid promises you can deliver on, and how the Ritz-Carlton Hotel in Dubai can teach an important lesson on overvaluing customers How Dr. Michelli realized the important lesson that he doesn’t need to know everything or always have an answer Why empathy is a powerful skill to develop to help you better understand the journey your customers experience working with you How to deal with Imposter Syndrome and accept your flaws and still recognize the value that you offer others Resources: Website: www.josephmichelli.com Facebook: www.facebook.com/TheMichelliExperience LinkedIn: www.linkedin.com/in/josephmichelli/ LinkedIn: www.linkedin.com/company/the-michelli-experience/about/ Twitter: @josephmichelli Additional resources: Real Estate on Your Terms by Chris Prefontaine SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  
undefined
Feb 12, 2021 • 44min

Episode 243: Real Estate CRM and Transaction Management, with Rob Swanson

Rob Swanson has trained thousands of real estate investors to find and profit from real estate deals all across the country. An expert at lead generation, cashflow, and investing remotely, Rob has bought, fixed, flipped, and held real estate in over 20+ states, and 33+ cities. He is the owner of FreedomSoft, a lead generation and phone based sales CRM for real estate investors with built-in workflow and follow-up automation. An active real estate investor, Rob focuses on buying properties for cashflow and has designed the Success and Support Teams at FreedomSoft to help people start, grow, and scale their real estate investing businesses. You can learn more, and access a free video training series on 17 Simple, Fast, and Proven Ways to Find More Motivated Seller Leads at RobSwanson.com. What you’ll learn about in this episode: How Freedomsoft helps the Smart Real Estate Coach team and many other investors manage their CRM and generate more leads How Rob developed his own extensive real estate investing experience, and how the 2008 market crash impacted his investing business Why Rob built and scaled Freedomsoft to help investors, and what kind of investors can make the most of Freedomsoft’s easy, applicable services How Rob’s team helps people seamlessly integrate Freedomsoft into their existing real estate investment business, and how Freedomsoft works What makes Freedomsoft different from other competitor platforms, and why ease-of-use and clear visualization are key Why the biggest mistake Rob sees new users make is not organizing their business before they attempt to heavily automate it How the modular, customizable nature of Freedomsoft gives its users complete control and allows an incredible amount of power and oversight into their business Why Rob believes success comes from taking immediate action and then ensuring consistent follow-up every time How to best assign statuses to simplify your lead tracking without adding too many statuses and complicating the system Resources: Website: www.smartrealestatecoach.com/freedomsoft Website: www.RobSwanson.com Website: https://freedomsoft.com/ LinkedIn: www.linkedin.com/in/realrobswanson/ LinkedIn: www.linkedin.com/company/freedomsoft/about/ Facebook: www.facebook.com/groups/freedomsoft/ Twitter: @robswanson Additional resources: SmartRealEstateCoachPodcast.com/webinar SmartRealEstateCoachPodcast.com/ebook SmartRealEstateCoach.com/QLS SmartRealEstateCoach.com/QLS Smart Real Estate Coach Podcast Sponsor: Paul G. Dion CPA, CTC  

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app