Lockbox

Lockbox

By Jeffrey BroggerBusinessEntrepreneurshipTechnologyMarketing
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Lockbox episodes

  • Ep 034: Lessons From a Billion-Dollar, Woman-Owned Commercial Real Estate Business
    Galit Ventura-Rozen, M.A., Commercial Real Estate & Sales Success Expert
    Episode 034 Lessons From a Billion-Dollar, Woman-Owned Commercial Real Estate Business with Galit Ventura-Rozen, M.A.
    -The Lockbox Podcast with Jeffrey Brogger 
    There are over 11 million women-owned businesses in the United States, but only 4.2 percent of them are making a million dollars or more. Galit Ventura-Rozen owns and operates Commercial Professionals, a $1 billion-dollar commercial real estate company and has a passion to show women how to reach seven-plus figures in their business through sales success.
    Galit helps over ten-thousand women receive the tools and guidance to get more clients and be more visible through her co-founded community, Everyday Woman’s Movement.
    Galit shares her advice in her book, The Successful Woman’s Mindset, and created Empowering University, which offers corporate training, workshop and retreats on mindset, leadership and business. She has been featured in Thrive Global, Forbes, Authority, P.O.W.E.R. Wealthy Woman, Exelon, and Heidens Magazine, and on the cover of the Top 100 Real Estate Agent’s Magazine. Galit has appeared on ABC, NBC and Fox. 
    In our conversation, Galit talks about her success in the commercial real estate space, including:
    Advice on branding and positioning your authority.
    Understand commercial real estate and get proper training.
    Recognize your parameters and values based on experience.
    Be your own motivator and keep re-evaluating your goals.
    Morning routines-just find your groove and be consistent.
    Recognize your failures and cut your losses.
    Comments on living in gratitude-the prerequisite of happiness.
    Enjoy the show!
    Connect with Galit:
    LinkedIn: https://www.linkedin.com/in/galitventurarozen/
    Facebook: https://www.facebook.com/galit.rozen.9
    https://www.facebook.com/galitventurarozen
    Instagram: https://www.instagram.com/galitventurarozen/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    52 min
  • Ep 033: How Many Real Estate Agent Retirement Parties Have You Been To?
    Pete Middleton, Pete Knows Real Estate
    Episode 033 How Many Real Estate Agent Retirement Parties Have You Been To? With Pete Middleton, Pete Knows Real Estate
    -The Lockbox Podcast with Jeffrey Brogger 
    Pete Middleton is the owner of Pete Knows Real Estate, specializing in luxury homes in the San Diego area. Pete is the brand for his company. In our conversation, Pete shared an enormous amount of wisdom about being in the business, creating professionalism in the industry, tools to be successful, and personal practices he follows to lead a life where he can positively affect people’s lives.
    Pete has spent over 23 years selling over $2-billion in real estate and closing over 3,000 homes. 
    One of the most important pieces of advice in our conversation comes from Pete’s question, “Do you own the business, or does it, own you?” When you go into the business, have an exit strategy.
    This episode is filled with Pete’s professional strategies and personal insights, including:
    The PLAN process-Prospecting, Leads, Summarize and Negotiate.
    The mindset of setting a schedule.
    Set expectations with clients.
    Creating professionalism in the industry.
    In the luxury space people will pay for professionalism and service.
    Predictions for the residential side of the industry.
    Price per square foot is not the measuring stick for everything in the market.
    Keep growing, help people and live in a state of abundance.
    Enjoy the show!
    Connect with Pete:
    Website: https://www.peteknowsrealestate.com/
    Facebook: https://www.facebook.com/PeteKnowsRealEstate/ 
    Instagram: https://www.instagram.com/peteknowsrealestate/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    1 hr 1 min
  • Ep 032: Eliminate the Need for the 1031 Exchange with Tax-Deferred Trusts!
    Brett Swarts, Capital Gains Tax Solutions 
    Episode 032 Eliminate the Need for the 1031 Exchange with Tax-Deferred Trusts! 
    The Lockbox Podcast with Jeffrey Brogger 
    Brett Swarts of Capital Gains Tax Solutions looks to help high-net-worth individuals create and preserve more wealth. Brett specializes in using the Deferred Sales Trust, not the 1031 exchange, to help high net worth individuals take advantage of tax deferral, liquidity, diversification, and the ability to buy property at optimal timing. Brett has a passion to create a relationship with the client and to find solutions that work in their best interest.
    Brett’s mission is to train 500-hundred thousand business professionals to help clients escape the 1031 exchange forever. Brett and his team train luxury realtors, business brokers, financial advisors and CRE brokers and syndicators. 
    You’ll want to listen to this episode more than once to understand the creativity and problem solving that’s part of Brett’s process. In our conversation we discuss:
    How the Deferred Sales Trust works.
    Several examples on how clients benefited.
    How Brett and his team scaled up Deferred Sales Trust transactions.
    A cryptocurrency case.
    The future of the real estate transactions.
    Create your videos and be vulnerable.
    What contributes to Brett’s professional and personal success?
    Enjoy the show!
    Connect with Brett:
    Website: https://capitalgainstaxsolutions.com/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    39 min
  • Ep 031: You Can’t Automate Negotiations
    Johnnie Morine, Founder-Morine Group 
    Episode 031 You Can’t Automate Negotiations
    The Lockbox Podcast with Jeffrey Brogger 
    Johnnie Morine thought he finished his career after being in the tech industry for 30 years. Then his son wanted to go to Texas Christian University and Johnnie knew it was time to go back to work to fund the dream. So, he tried something new and entered the world of real estate. The business just seemed to be a natural fit for him. 
    Johnnie started the Morine Group, a group of elite independent realtors that are in a supportive environment where collaboration is encouraged. The company has over 40 agents and associate brokers and is the fastest growing, largest minority-owned Dallas based full-service real estate firm, completing 339 transactions last year.
    Johnnie spends his time mentoring and consulting the team. He shares his insights about how he helps the team to succeed, including: 
    If you don’t have failures, you cannot find success.
    Leads come through company systems-short term with immediate responses and long-term nurturing.
    Technology is changing the industry, but you can’t automate negotiations.
    The daily routine for his success.
    Create videos and post three or four times a week.
    Branding is storytelling.
    Enjoy the show!
    Connect with Johnnie:
    Website: www.morinerealtors.com
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    53 min
  • Ep 030: Over $2.5 Billion in Luxury Real Estate Transactions as a Side Business
    Edward Mermelstein, Founder and CEO – One & Only Holdings and One & Only Realty 
    Episode 030 Over $2.5 Billion in Luxury Real Estate Transactions as a Side Business
    The Lockbox Podcast with Jeffrey Brogger 
    Edward Mermelstein is a foreign Investment attorney, luxury real estate consultant and legal strategist. He is the founder of One & Only Holdings, a company that caters to the needs of high-net-worth individuals, that provides real estate brokerage, consulting and family office planning support 
    Edward is also the Founder and CEO of One and Only Realty, a real estate brokerage firm based in NY City.
    Edward emigrated to the US from the Ukraine/Russia. Because of his background, he knows the expectations of high-net-worth foreign investors and found his niche in giving those clients personalized service built on creating trusting relationships. He considers selling luxury real estate to be a side business, one where he produced over $2.5 billion in transactions. Edward is often quoted in The New York Times, The Wall Street Journal and on many global news networks.
    When you listen to his story, you will appreciate his generosity and philanthropic work.
    Some highlights in our conversation include: 
    Creating the niche to service clients wanting to invest in the US.
    How the business expanded.
    Bitcoin investing and tax implications.
    The complexity of international currency exchanges.
    Future predictions of housing and stock markets.
    The desire to give back to the community.
    Enjoy the show!
    Connect with Edward:
    Website: https://edwardmermelstein.com/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    50 min
  • Ep 029: Being Disciplined and Sticking to the Strategy Is Key
    Randy Lawrence, Co-Founder- Prosperity Capital Partners
    Episode 029 Being Disciplined and Sticking to the Strategy Is Key
    The Lockbox Podcast with Jeffrey Brogger 
    Randy Lawrence started his career as a traditional wealth manager, but quickly learned that real estate was a better investment. He made a personal investment and willingly accepted helped from a mentor. Today, his company, Prosperity Capital Partners, has $175 million in assets under management. He primarily focuses in apartment complexes and has flipped about 1,000 houses in the last 18 years. Randy is on track to double his holdings in the next three years.
    Randy works with other investors and enjoys sharing and educating others, especially through his podcast, The Real Estate Preacher.
    Randy believes the success he and his team have created comes from planning the strategy, looking for key productivity indicators to focus on, and then execute consistently. 
    In our conversation, Randy shares insights into his success, including:
    Understand who it is you’re working with and then invest.
    Deal sourcing examples.
    The importance of the flywheel concept and creating momentum.
    Consistency is the key to success.
    Be systematic in your approach.
    Keep learning but Take Action!
    Enjoy the show!
    Connect with Randy:
    Website: https://therealestatepreacher.com/
    Website: https://pcpre.net/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    48 min
  • Ep 028: $363 Million MLO Proves Blogging is Alive and Well
    Shashank Shekhar, MLO, CEO-Arcus Lending
    Episode 028 $363 Million MLO Proves Blogging is Alive and Well
    The Lockbox Podcast with Jeffrey Brogger 
    Shashank Shekhar, CEO-Arcus Lending, started his mortgage business in 2008, one of the worst years for financial markets. Against the odds Shashank has led his company to be one of the fastest-growing mortgage companies in America, and Scotsman Guide named him #4 mortgage broker in the country. His next goal is to move his billion-dollar company to five-billion in the next three years.
    Shashank writes one of the top mortgage blogs in the country and is the author of the best-selling book, My First Home. He also contributes to Housing Wire, Inc. Magazine and the website, Homes.com
    In 2020, Shashank’s team launched Rachael, the world’s first digital human in the mortgage industry. Rachel is a frequently asked questions, instant messenger experience, specific to the loan process. 
    Shashank’s career, and work ethics are inspirational. Highlights of our conversation include: 
    How to use a blog as a marketing tool-SEO, content, keywords and more.
    How the blog positioned him as a go-to industry leader.
    The creation of “Rachel,” and making her synonymous when thinking of a mortgage.
    Morning routines and advice on adapting one that works for you.
    End the day with gratitude.
    The importance of self-love.
    Predictions for the virtual world, digitization and automation.
    Enjoy the show!
    Connect with Shashank:
    Website: https://www.arcuslending.com/
    Blog: http://mortgageblog.com/
    Book: My First Home
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    54 min
  • Ep 027: MLO Closes $1.1. Billion Last Year From Referrals Alone
    Ben Cohen, MLO
    Episode 027 MLO Closes $1.1. Billion Last Year From Referrals Alone, with Ben Cohen, MLO
    The Lockbox Podcast with Jeffrey Brogger 
    Can you image being an MLO and closing $1.1 Billion in a year from referrals alone? Ben Cohen, an MLO in Chicago, shares his secrets and strategies in our conversation and his answers may surprise you. 
    Ben has a passion for helping people’s dreams of home ownership come true and for most people, purchasing a home is the largest financial decision of their life. Ben is sincere in telling his clients that he wants them to be comfortable with their particular loan product. And he believes by giving superior client service, referrals will come his way. 
    Ben was listed by Mortgage Executive Magazine and Scotsman Guide as one of America’s top mortgage originators. He ranked #3 in the US and #1 in Illinois by Mortgage Executive Magazine and Scotsman Guide in 2020. 
    In our conversation, Ben shares insights from his 17 years of experience including:
    The importance of educating clients and laying out the options
    The need to be transparent throughout the loan process.
    In the mortgage business, everyone is a potential referral source.
    A business development team tracks all referral sources.
    Leverage technology, but still maintain your interpersonal communication.
    Be honest with your customers and tell them why they may not qualify.
    Enjoy the show!
    Connect with Ben:
    LinkedIn: https://www.linkedin.com/in/bencohenguaranteed/
    Instagram: https://www.instagram.com/bencohenlends/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    26 min
  • Ep 026: If You Drop the Pen It Falls. If You Make the Calls It Works
    Aaron Hendon, Managing Broker, Christine & Company Seattle
    The Lockbox Podcast with Jeffrey Brogger 
    Episode 026 If You Drop the Pen It Falls. If You Make the Calls It Works, with Aaron Hendon, Managing Broker, Christine & Company Seattle
    Aaron Hendon is an award-winning Seattle Realtor, best-selling real estate author, educator and international speaker. He is Managing Broker of Christine & Company, a Seattle Magazine awarded, Five Star Real Estate Agent and winning team for the past eight years. 
    Aaron graduated SUNY Purchase with a BFA in 1997. He jokes how a BFA qualified him to be in the food service industry. Aaron eventually opened his own bakery, Fred’s Bread & Bagel, a real New York bagel shop in Albuquerque, and sold it nine years later as a business grossing over $1-million annually. 
    A move to Seattle and a firing from a high-tech job inspired him to make the leap to real estate.
    In our conversation, Aaron shares his journey and insights to success, including:
    The importance of being dedicated and committed.
    There will always be a need in the industry for personalized service.
    Buying a home-the challenges for the self-employed.
    Virtual wine events and other activities.
    Marketing on LinkedIn: Monday for agents, Fridays for homebuyers.
    His favorite books and podcasts.
    Connect with Aaron:
    Website: https://christine-and-company.com/
    LinkedIn: https://www.linkedin.com/in/aaronhendon/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    43 min
  • Ep 025: Top 75 MLO Shares Best Practices for Lead Generation and Business Scaling
    Michael Borodinsky,Vice President and Branch Manager, Caliber Home Loans
    The Lockbox Podcast with Jeffrey Brogger 
    Episode 025 Top 75 MLO Shares Best Practices for Lead Generation and Business Scaling with Michael Borodinsky, Vice President and Branch Manager, Caliber Home Loans
    Michael Borodinsky, Vice President & Branch Manager, Caliber Home Loans has funded over $5-billion in individual home loans to over 12,000 homeowners over the past 36 years. In 2020 Michael was named NAHB Mortgage Professional of the Year, and even with the pandemic, his business continues to grow with last year’s transaction volume reaching $349-million.
    Caliber Home Loans specialized in new home and condominium projects, and offers unique programs to support this market, including a 12-month rate protection plan and waived condominium presale requirements.
    Michael attributes a good part of his success to solid lead generation and nurturing. In our conversation, we discuss his strategies including:
    Build a solid foundation and reputation for giving value to clients.
    Be an educator to your clients.
    Ask clients to complete a satisfaction survey and ask for referrals.
    Co-branding strategies and lead development.
    Invest in technology.
    Market predictions and the uncertainty of Fannie Mae and Freddie Mac.
    Enjoy the show!
    Connect with Michael:
    Website: https://www.caliberhomeloans.com/
    Connect with Jeff:
    https://steezy.digital/
    Facebook: https://www.facebook.com/jeffrey.brogger 
    LinkedIn: https://www.linkedin.com/in/jeffrey-brogger/
    Twitter: https://twitter.com/jeffbrogger
    FREE DOWNLOAD: The Ultimate Real Estate Goal Setting Framework
    This SMART spreadsheet will automatically breakdown the number of phone calls, appointments, or open houses you need in order to achieve your income goal!!! Click below to download this SMART spreadsheet today!
    https://steezy.digital/ultimate-real-estate-goal-setting-framework
    Learn more about your ad choices. Visit megaphone.fm/adchoices
    41 min

About Lockbox

From the publisher's feed

The Lockbox Podcast with Jeffrey Brogger introduces listeners to the founder of STEEZY.Digital and how to empower real estate professionals with technology. Jeffrey has coached many clients on growing…