Becoming a Wise Agent

Becoming a Wise Agent

By Wise AgentEducation
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Becoming a Wise Agent episodes

  • The Playbook for Success: Sean Carpenter’s 10 Plays for Building a Real Estate Business that Lasts

    Success in real estate comes down to the plays you run every day. In this conversation, Brandon Wise sits down with Sean Carpenter, an active REALTOR® in Central Ohio, nationally recognized speaker, and one of Inman’s 100 Most Influential People in Real Estate. With 28 years in the business and nearly 100 top agents and teams he coaches, Sean shares his 10 Plays for Success.

    Together, they explore how to:

    🏈 Focus on activity, not results, to keep your business moving
    🤝 Stay top of mind with your sphere without always talking real estate
    📅 Build consistency into your routine, because consistency wins every time
    ❤️ Build relationships, solve problems, and have fun along the way

    Whether you’re just getting started or you’ve been in the business for years, Sean’s playbook gives you simple, proven habits to grow a stronger real estate business.

    Tune in and discover the plays that help top agents stay consistent, connected, and successful.

    You’ll learn how to: – Focus on activity, not results, to keep your business moving – Stay top of mind with your sphere without always talking real estate – Build consistency into your daily routine, because consistency wins every time – Follow up in ways that build relationships instead of feeling salesy – Apply proven plays from nearly three decades in real estate and coaching

    Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube’s privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting.


    Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.


    Connect with us!

    • Website: https://wiseagent.com
    • Facebook Page: https://www.facebook.com/wiseagent
    • Twitter: https://twitter.com/WiseAgent
    • Instagram: https://www.instagram.com/wiseagentcrm
    1 hr
  • The Power of Communication in Real Estate | Brandon Wise & Andrea Marzullo Lane

    Great real estate relationships start with great communication. In this conversation, Brandon Wise sits down with Andrea Marzullo Lane to discuss how intentional, thoughtful communication can help agents build stronger relationships and create better client experiences.

    Together, they explore how effective communication can help you:

    💬 Communicate more effectively with clients🤝 Strengthen agent-to-agent relationships❤️ Build trust and lasting connections🏡 Create better client experiences

    Whether you're working with clients, collaborating with other agents, or growing your referral network, communication can make a lasting impact on your business.

    Tune in and discover how better communication can lead to stronger relationships, and a stronger real estate business.

    #RealEstate #RealEstateAgents #RealEstateTips #RealEstateMarketing #Communication #ClientExperience #RealEstateBusiness #WiseAgent


    1 hr
  • Lab Coat Agent's The Agent Tech Stack Summit 2.0, The Systems Driving More Closing

    In this episode of Lab Coat Agents, we’re breaking down the technology, systems, and strategies real estate agents can use to build a smarter business and create more consistent follow-up.From lead generation and CRM systems to automation, communication, and client relationships, discover how the right tech stack can help you spend less time managing your business and more time growing it.🎯 In this episode, we cover:• The essential tech tools every real estate agent should have• How your systems can help turn leads into clients• Automating follow-up without losing the personal touch• Building a tech stack that supports long-term relationships• Ways technology can help agents save time and close more dealsWhether you're a new agent building your business or an experienced REALTOR® looking to streamline your systems, this episode is packed with practical takeaways you can put into action.About Wise Agent:Wise Agent is an all-in-one real estate CRM designed to help agents organize leads, automate follow-up, manage transactions, and build stronger client relationships, all in one place.#LabcoatAgents #WiseAgent #RealEstateCRM #RealEstateTechnology #RealEstateAgents #RealEstateMarketing #LeadConversion #RealEstateAutomation #CRM #RealEstateTips

    25 min
  • The Right Message at the Right Time: Turning Leads into Lasting Clients

    Every lead has a different story, different questions, and different goals. So why should every follow-up look the same?

    In this episode of Becoming a Wise Agent, Brandon Wise is joined by Matthew Rathbun, Executive Vice President of Coldwell Banker Elite in Fredericksburg, Virginia, to discuss how today's top-performing real estate professionals are moving beyond one-size-fits-all marketing and embracing personalized communication that builds trust and drives conversions.


    In this episode, you'll learn:

    • Why personalized follow-up outperforms generic messaging
    • How to communicate based on a prospect's unique needs and stage in the buying or selling journey
    • Practical strategies for building stronger client relationships
    • Common follow-up mistakes that can cost you business
    • Tips you can implement right away to convert more leads into closed transactions


    Whether you're a new agent or a seasoned professional, this conversation is packed with actionable insights to help you create meaningful connections and grow your real estate business.

    👉 Learn more about Wise Agent CRM: https://www.wiseagent.com/

    📺 Subscribe for more real estate marketing strategies, CRM tips, product updates, and expert interviews:
    https://www.youtube.com/@WiseAgentCRM


    About Becoming a Wise Agent

    Becoming a Wise Agent is the podcast for real estate professionals looking to grow their business through smarter systems, better marketing, and stronger client relationships. Join Brandon Wise as he interviews industry leaders and shares practical strategies you can put to work right away.

    ----------------------------------------------------------------------

    Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting.

    ----------------------------------------------------------------------

    Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.Connect with us!Website: https://wiseagent.comFacebook Page:   / wiseagent  Twitter:   / wiseagent  Instagram:   / wiseagentcrm  

    #WiseAgent #RealEstateCRM #RealEstateMarketing #LeadGeneration #LeadConversion #RealEstatePodcast #RealEstateAgents #MatthewRathbun #BrandonWise #FollowUp #CRM #ColdwellBankerElite


    58 min
  • Speed to Lead is Dead: Why Relationship Speed Wins in 2026

    Learn how real estate lead follow-up has evolved beyond just speed-to-lead in this insightful conversation with Jeffrey Stanton and Jeremias “J-Man.” Discover why building genuine relationships through consistent, personalized communication across phone, email, text, and social media is key to converting today’s prospects. Explore proven strategies top-producing agents use—including making 8–15 contact attempts, leveraging CRM data for targeted marketing, and adapting to different communication styles. Plus, see how AI tools can enhance (not replace) human connection and get a preview of Wise Agent’s powerful CRM features along with J-Man’s upcoming podcast on AI, leadership, and real estate entrepreneurship.

    __________________________________________________________

    Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. __________________________________________________________

    Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.Connect with us!Website: https://wiseagent.comFacebook Page:   / wiseagent  Twitter:   / wiseagent  Instagram:   / wiseagentcrm  

    59 min
  • Turn Leads into Listings: Building a Seamless Transaction Workflow in Your CRM

    A strong workflow is the key to turning new leads into closed deals. In this webinar, our member success specialist, Camilla Temu, and Tristan Ahumada of Lab Coat Agents will show you how to organize, nurture, and move leads through Wise Agent CRM with a structured pipeline and seamlessly transition them into active transactions.You’ll learn how to:

    • Capture and organize leads from your website and other sources
    • Apply statuses and pipelines to track every stage of the sales funnel
    • Stay consistent with follow-up so no opportunity falls through the cracks
    • Convert active leads into clients with a clear, repeatable process
    • Manage transactions, tasks, and timelines all in one place

    ___________________________________________________________Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.Connect with us!Website: https://wiseagent.comFacebook Page:   / wiseagent  Twitter:   / wiseagent  Instagram:   / wiseagentcrm  

    33 min
  • Building Stronger Relationships that Lead to Lasting Business Success

    Join us for a special podcast episode featuring Brandon Wise, CEO of Wise Agent, and Alexis Bolin of Keller Williams Gulf Coast.With nearly five decades of experience in real estate, Alexis shares how she has built a thriving, relationship-focused business through the power of referrals, consistent follow-up, and meaningful client connections. From navigating changing markets to creating lasting trust with clients, this conversation is packed with practical strategies for long-term success.If you're looking for proven ways to strengthen relationships, generate more referrals, and build a sustainable real estate business, this episode is for you.You’ll learn how to:– Build lasting relationships that lead to repeat business and referrals– Create consistent follow-up habits that drive real results– Stay connected with clients through every stage of the relationship– Develop a sustainable business built on trust and service– Apply lessons learned from nearly 50 years of real estate experienceWhether you're a new agent or a seasoned professional, you'll walk away with actionable insights to help grow your business and deepen your client connections.

    __________________________________________________________

    Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. __________________________________________________________Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.Connect with us!Website: https://wiseagent.comFacebook Page:   / wiseagent  Twitter:   / wiseagent  Instagram:   / wiseagentcrm  

    1 hr
  • Automate to Elevate: Smarter Lead Follow Up for Modern Agents | Hosted by Lab Coat Agents

    Today's agents don’t need more leads — they need better systems.


    In this collaborative webinar hosted by Lab Coat Agents CEO Tristan Ahumada and Wise Agent CRM's Camilla Temu, we’ll show how Wise Agent’s Lead Rules and automation tools help agents create a seamless, professional experience for every lead that enters their database.


    From automatic lead assignment to personalized follow-up campaigns, you’ll learn how to build workflows that scale with your business.

    If you’re ready to respond faster, stay organized, and create consistency without burning out, this session is for you!

    35 min
  • Power Up Your Real Estate Business: CRM Strategies for Agents & High Performing Teams ft. Mike Dumas

    Curious how top agents actually use their CRM to stay organized, increase conversions, and scale their business? This webinar breaks it all down.Join Wise Agent and special guest Mike Dumas, broker and owner of Sandpeak Realty, as we walk through the CRM systems, workflows, and habits that top-performing agents and teams rely on to stay ahead—especially heading into 2026.In this session, you’ll learn:✅ Practical CRM habits that keep your business organized year-round✅ Smarter communication strategies for busy agents and growing teams✅ Essential Wise Agent workflows every agent should have in place✅ Real examples of how to streamline follow-up, lead management, and client communicationWhether you're new to CRMs or ready to optimize the system you already have, this is a must-watch training.

    1 hr
  • Go Slow to Go Fast: Mastering CRM Fundamentals for Long-Term Success with Key Yessaad

    Ready to turn your CRM into the engine that drives your business?

    In this replay of our live webinar with real estate coach Key Yessaad, we break down the practical, easy-to-apply strategies agents can start using today to nurture their database and generate real results.Key shares his proven approach to building momentum in your business — starting with just three leads at a time. You’ll learn how to slow down, stay consistent, and create systems that keep you connected to your clients and prospects.What You’ll Learn in This Webinar:

    • How to nurture your leads using Key’s “3-by-3” method
    • Why organizing, labeling, and segmenting your database is the foundation of predictable follow-up
    • How to implement Key’s strategies directly inside Wise Agent CRM
    • Simple habits and workflows that help you stay in front of your database without burning out

    Whether you're just getting started with your CRM or looking to refine your systems heading into the new year, this session is packed with insight you can put into action right away.

    1 hr

About Becoming a Wise Agent

From the publisher's feed

Welcome to the Becoming a Wise Agent Podcast! This podcast is dedicated to discussing the latest trends, strategies, and best practices for real estate customer relationship management.