Real Estate Team OS

This FUBCON Session of Real Estate Team OS features Jeremy Larson, CEO of the Larson Real Estate Team in Santa Cruz and Monterey, California.

He’s a three-time Inc 500 Entrepreneur, a three-time eXp Realty ICON Agent Award winner, and member of the Zillow agent advisory board whose real estate team doubled revenue for three years straight.

Jeremy shares here the process for re-training and re-recruiting agents, how to know whether solo agent or team leader is your best path, how to know whether solo agent or team member is your best path, and a unique tactic to hire the right avatar for your team.

Watch or listen to this Session of Team OS with Jeremy for:
- The balance of resources, training, and opportunities required for team success
- His process for engaging, re-training, and re-recruiting agents, including the role of top producers
- Tips from his journey through the “messy middle” between producing agent and team leader
- The “instant clarity” and “something magical” that happens when you commit to leaving sales production
- A unique tactic he and his operations manager use to make sure they’re bringing on their ideal agent avatar
- Why to take the risk of hiring staff for where you’re going, not where you are (spoiler: it’s in part about agent experience)
- Two team paths for a top performing agent
- The big difference between being on a team and operating solo that every agent should consider

At the end, he shares appreciation for Bay Area teams.

Connect with Jeremy Larson:
- https://www.instagram.com/realjeremylarson/

Learn about the Larson Real Estate Team:
- https://www.larsonrealestate.com/

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Chris Heller, a real estate team pioneer, former President and CEO of Keller Williams, and current President of OJO.

Chris shares the common sense behind the start of his real estate team 30+ years ago, how the model caught on, what its future is, and why agents should consider joining a team.

Listen to this Session with Chris for insights into:
- Communication and integrity for team success
- Versatility and flexibility as an agent and as a leader
- The (no so) common sense that led to his real estate team more than 30 years ago
- Keys to the normalization of the team model (including The Millionaire Real Estate Agent)
- A big change in how teams can get started
- Two reasons an agent should find the right team to join
- Why OJO isn’t just “selling leads” and what they’re doing to help teams instead
- The self-inflicted pain the agent community has brought on itself (and the only way to avoid it)
- The future of the team model, including challenges for solo agents and two successful team types
 
At the end, learn about the joy and fulfillment of lacing up your skates with your brothers.

Connect with Chris Heller:
- https://www.instagram.com/hellersells/

Learn more about OJO:
- https://ojo.com/

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos
 

This FUBCON Session of Real Estate Team OS features Kenny Truong, Founder and Team Leader of FAST REAL ESTATE in Northern California.

Learn unique and specific strategies for leveraging Instagram, Slack channels, and newsletters for agent recruiting, training, and retention - and why being "fast and good beats slow and great."

Watch or listen to this Session with Kenny for insights into:
- A direct, data-driven leadership style
- How leading an online leads team helped develop a respect for different personality types
- Why FAST is the key element of their brand and why “fast and good beats slow and great”
- How he’s personally recruited more than 100 agents and his team has recruited more than 500 agents over the past few years
- Very specific tips for leveraging Instagram and Slack channels for culture, education, training, recruiting, and more
- How they repurpose much of the Instagram and Slack content in a weekly newsletter (the most recent of which was an all-AI creation)
- How a solo agent should think about joining a team or starting a team
- The plan to increase contacts through accountability groups in the year ahead

At the end, learn about the happiness a $400 toothbrush can bring.

Connect with Kenny Truong:
- https://www.instagram.com/kenny_fast/
- https://www.kennytruong.com/

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

Episode 010 of Real Estate Team OS features Ryan Rodenbeck and John McCarthy of Spyglass Realty in Austin, Texas.

Ryan’s the Founder, Broker, and CEO. John joined him as an agent and became Sales Manager.

Learn what Ryan built that attracted John to the team and the growth and opportunity that created the need for formal sales leadership.

Watch or listen for insights into:
- John’s appearance on a house flipping show 15 years ago
- The role a formal leadership structure plays as foundation of a scaling business
- How and why Spyglass started (spoiler: it wasn’t to build a team - it was for Ryan as a solo agent)
- Why the team model was “exactly” what John needed in his transition back to Texas, allowing him to “plug right in” and “build from there” rather than build his real estate business from scratch
- Pro tips for naming your team or brokerage (especially if you’re not naming it after yourself)
- The two types of agents on the team and the drive to make them all more independent over time
- The risks and opportunities for Spyglass and for John in his stepping into the Sales Manager role
- Why agents have to trust and follow the process - and how they benefit over the long term by being trained into it in the short term
- Specific topics you can train your agents on today
- The good, bad, ugly, and necessity of implementing a system like EOS - “the biggest thing (they’ve) ever done with (their) brokerage to make (them) more nimble and more efficient”

At the end, learn about a team enjoying a 25-year reunion, a beloved and frivolous purchase, the benefit of immersive experiences, and the need to shut down your brain.

Follow Ryan, John, or Spyglass:
- https://www.instagram.com/ryanrodenbeck
- https://www.instagram.com/johnnymacspyglassrealty/
- https://www.instagram.com/spyglassrealty/

Check out their website and podcast:
- https://spyglassrealty.com
- https://realtyhack.com

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Tristan Ahumada, who serves as (among many other roles):
- Co-founder and CEO of Lab Coat Agents
- CMO of SUCCESS Magazine
- CEO of The Organization (brokered by eXp)
- Team Leader, Tristan and Associates
- Founder, A Brilliant Tribe

Tristan speaks to the role of confidence, investing in yourself, successes and failures in building a team and pursuing market expansion, and three specific things every team leader needs to attract and retain experienced real estate agents.

Listen to this conversation for insights into:
- Confidence, the way we make clients feel, and the emotional resonance we leave behind
- Ways to coach and build confidence in agents, including the need for other voices and real examples
- Taking the time to grow yourself as an individual person, including time to think and reflect
- How Chris Smith helped both Tristan and Ethan get publishing deals for their books
- The rise of the team model in his view and in his experience
- His failure in market expansion
- How AI and other emerging tech allows us to net more money
- The unique and differentiating role of client experience
- The role of humans and machines in delivering that experience
- A fundamental truth about real estate teams that’s necessary for success
- Why he allowed agents to build teams within his team early on (and after an expensive lesson)
- “The Steve Jobs Effect” of communicating your vision
- Providing agents everything except their own actions (and making sure they know it)

At the end, you’ll discover just how expensive a notebook can be.

Connect with Tristan Ahumada:
- https://www.tiktok.com/@tristan.ahumada
- https://www.instagram.com/tristan.ahumada/

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

Episode 009 of Real Estate Team OS features Daniel Dixon, who serves (among many other roles) as … 
- Owner and CEO of The Dixon Group
- Owner and CEO of First Step Home Loans
- Operating Principal of Keller Williams Denver Southeast
- Host of The Color of Money podcast.

Listen to Episode 009 of Team OS for Daniel’s insights into:
- Athletes as the avatar for team members who’ll strive for greatness
- Not being okay with just being okay (and instead dreaming and working for more)
- Removing feelings to have fact-based conversations because “accountability is the highest form of love”
- Why it’s time to “be the lighthouse” for agents - language he adopted and adapted from Jon Cheplak
- Working the math equation of activity metrics to improve leading indicators of results
- How clarity helps agents and why it’s in short supply right now
- What Brett Tanner shared with Daniel that led him to start his team
- The tried and true method for solo agents to get a handle on their business (specifically their P&L)
- Why team members have a simpler business from a financial perspective
- Why he left real estate sales production and how that led to ancillary businesses like mortgage and title
- The strategy of making more money per transaction, not just generating more transactions
- What real estate agents need to know about mortgage loan officers and the mortgage process (but typically don’t want to hear)
- How to approach ancillaries if you’ve not built or added them to your business yet
- The misconceptions around starting a real estate team and one question to get clear on whether - and if so, how - it’s right for you
- An important and timeless lesson from his time selling time shares by way of Zig Ziglar

At the end, learn about the spark that started his 49ers fandom, an $8 expense he refuses to incur and a $3 savings he always seeks, why an annual $100k/year spend is an investment not an expense, and how he relaxes in an incredibly active way.

Follow Daniel Dixon:
- https://www.instagram.com/dixonsoldit/
- https://www.tiktok.com/@dixonsoldit

See Daniel’s real estate and mortgage businesses:
- https://www.findcohomes.com/
- https://firststephomeloans.com/

Listen to The Color of Money:
- https://thecolorofmoneypodcast.com/

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Buck Wise, the CEO of #CLOSINGDAY Agency and a marketing, branding, and strategy enthusiast.

Listen to this Session with Buck for insights into:
- The need to be inquisitive to guide yourself and guide teams more effectively
- The mentors who’ve shaped Buck’s no-nonsense, results-oriented leadership style
- How your leadership must change at different phases of business growth - and the challenges that come with that
- Balancing agent brand, team brand, brokerage brand, and franchise brand - leveraging the right ones at the right times
- “Marketing is connecting and earning trust”
- Ways to turn data into dollars, from collection through segmentation
- Why wide-net, mass-blast marketing fails in the short term and over the long term
- Why the size of your “list” doesn’t matter as much as you think
- The campaign behind pumpkin spice latte sales growth - and what it means for you

At the end, learn about both his favorite team to root for, the best team he’s ever been on, and the delicate balance of being an enterprise-level organization with startup qualities.

Connect with Buck Wise:
- https://www.instagram.com/aboutbuck/

Learn about CLOSINGDAY Agency:
- https://www.closingdayagency.com/

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Melissa Sofia, Broker at The Avenue Home Collective serving all of San Diego County.

In this conversation, she shares helpful details on her journey from 8 agents to 40+ and from $40M to $250M in annual sales.

Watch or listen to this Session of Team OS for insights into:
- Why a collaborative, in-person culture helped the team “blast off” at the onset of the pandemic
- Ways to generate and capitalize on “teachable moments”
- How her team started, despite her intention to stay solo
- Refining processes round SOI and referrals as your primary lead source
- Partnering with Side Real Estate for increased leverage, even though she earned a broker’s license
- What it means to deliver service that makes you wonder whether you’ve ever had service
- What she does to consistently deliver that level of service across a growing team of diverse agents
- What her role looks like today and why it continues to include sales production (and we’re not just talking the cherry-picked best listings)

At the end, hear directly from a self-described “leftover queen.”

Follow Melissa Sofia:
- https://www.instagram.com/melknows/

Learn about The Avenue Home Collective:
- https://theavenuehc.com/
- https://www.tiktok.com/@theavenuehomecollective

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

Episode 008 of Real Estate Team OS features Ben Bluemle, Broker and Owner of Seaport Real Estate in Savannah, Georgia.

Learn why they’ve built an “anti-team” team and how he made the transition from exclusively selling bank-owned properties to specializing in luxury listings.

Watch or listen for insights into:
- How his football experience (had try-outs with the Eagles and Dolphins) prepared him for a real estate career
- How to identify coachability in agents
- The give and take of accountability, including your staff members
- Why he describes Seaport as the “anti-team” team
- Agent support that includes writing offers, scheduling appointments, a production studio, and the Seaport House
- The path from bank-owned to luxury listings
- The specific, pivotal point along that journey
- How writing countless Broker Price Opinions (BPO) made him a local listing expert
- The role of YouTube and Facebook video in building their local brand
- Why and how to get agents to let go and trust the process for individual and collective success
- The personal story that drives his philosophy and practice of work-life balance with the team
- Why every decision has been made bottom-up with agents, not top-down from leadership
- The meeting cadence that keeps everyone aligned
- Why he still lists properties himself and why recruits should be excited about that
- Questions he loves (and hates) to hear from recruits

At the end, learn why he roots for the LA Chargers, the unexpected costs of a putting and chipping green, and why he won’t show a $2M house on the weekend.

Connect with Ben Bluemle:
- https://www.instagram.com/benbluemle/

Learn more about Seaport Real Estate:
- https://seaportrealestate.com/
- https://www.instagram.com/seaportrealestate/

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos

This FUBCON Session of Real Estate Team OS features Kathleen Black, CEO of Kathleen Black Coaching.
 
Her team coaches and consults high-performing leaders and teams across industries, including real estate.

Listen to this Session of Team OS for insights into:
- The need to have our people rooted in standards without even thinking about them
- How we find ourselves lacking minimum standards and the critical role they play
- Pros and cons of larger real estate teams and smaller ones and how this market will sharpen both
- Where and how team leaders get stuck on the growth curve
- The value of knowing yourself
- The way she models what she teaches and coaches (even though it wasn’t always that way)
- Advice for agents thinking about starting teams - with a focus on time, energy, and money

At the end, you’ll hear why she tempers her interest in designer products in favor of experiences (with a Porsche as a balance of both!).

Follow Kathleen Black:
- https://kathleenblackcoaching.com/
- https://www.instagram.com/kathleenblack_/

Check out her book “The Top 1% Life”
- https://www.amazon.com/Top-1-Life-Business-Confidence/dp/1631950983

Learn more about Real Estate Team OS:
- https://www.realestateteamos.com
- https://linktr.ee/realestateteamos

Follow Real Estate Team OS:
- https://www.instagram.com/realestateteamos/
- https://www.tiktok.com/@realestateteamos