Kickstart Your Week ~ The Q4 Flow: Centered, Consistent, and Client-Focused
Quick recap
The meeting began with casual conversation and introductions, noting the absence of a kickstart session due to Labor Day, and Ray encouraged preparation for a strong end to Q3 and start of Q4. The session featured discussions on incorporating Tai Chi practices for wellness and the importance of consistency in maintaining successful business practices, with emphasis on leveraging technology and traditional communication methods like phone calls to build client relationships. Ashley shared insights on real estate marketing strategies, open houses, and teaching/sponsoring real estate classes, while highlighting unique loan products and their competitive advantages, before concluding with reminders about the upcoming holiday weekend and next meeting date.
Next steps
All attendees to try the three Tai Chi exercises demonstrated by Ray for physical and mental well-being.
All attendees to pick up the phone for client communication, especially for closing anniversaries, delivering good/bad news, and appraisal waivers.
All attendees to consider visiting 20 open houses per month to connect with agents.
All attendees to create videos at open houses to share with agents and post on social media.
All attendees to consider teaching classes or sponsoring events for real estate agents, particularly on topics like down payment assistance, non-QM loans, VA loans, and condos.
All attendees to utilize Total Expert for marketing and client communication.
All attendees to promote Fairway's unique products like bridge loans and the Budget Booster program.
All attendees to consider hosting monthly online classes like Ashley's "Loan Lab" for agents across the country.
Summary
Embracing Tai Chi and Consistency
Ray introduced the session by sharing his personal experience with Tai Chi exercises, emphasizing their positive impact on physical and mental well-being, and challenged the audience to incorporate these practices into their daily routines. Ashley then took the stage, discussing the importance of consistency in maintaining successful practices over time, and highlighted the enduring value of basic strategies in growing a business, particularly for those in production roles. She encouraged everyone to leverage technology and AI while staying committed to foundational practices, and stressed the significance of picking up the phone as a key communication tool.
Client Communication Enhancement Strategies
Ashley emphasized the importance of making phone calls to clients, particularly for closing anniversaries, to build relationships and maintain customer trust. She explained that while text messages are convenient, calling clients shows empathy and care. Ashley also discussed using video calls and marketing tools like Bomb Bomb and Homebot to enhance client communication. Ray inquired about the team's involvement in making these calls, and Ashley noted that while she currently handles most of the outreach, involving teammates could be beneficial.
Open Houses and Agent Networking
Ashley discussed the importance of open houses in building relationships with real estate agents and emphasized the value of video content in marketing and networking. She suggested holding 10 open houses per weekend and using ChatGPT to plan routes efficiently. Ashley highlighted the potential of working with new agents, who often close multiple deals in their first year, and stressed the importance of follow-up and building trust with agents over time.
Real Estate Education Strategies
Ashley shared her experience and recommendations for teaching real estate classes and sponsoring them, emphasizing the benefits of building expertise and adding agents to the database. She highlighted her top three most popular classes: down payment assistance, non-QM loans, and VA loans, along with condos, and mentioned the success of her online "Loan Lab" CE credit class. Ashley encouraged attendees to consider teaching or sponsoring classes, whether in-person or online, to showcase their knowledge and passion for the industry.
Bridge Loan Marketing Strategies
Ashley shared insights on unique loan products, emphasizing the bridge loan's simplicity and competitive advantages, urging team members to leverage these offerings and learn from colleagues' marketing strategies. She highlighted the effectiveness of Total Expert for inviting participants to workshops and using text and email for better engagement. Ray and Pistol praised Ashley's contributions and encouraged attendees to listen to the recording of the session for detailed insights. The conversation ended with a reminder of the upcoming Labor Day weekend and the next meeting on September 8th.