December 2, 2024 • 28 mins
Ever feel like you're juggling holiday cheer and professional goals at the same time? Discover how to keep your productivity sleigh on track in our latest episode, "Building Pipeline During the Holidays." Picture this: some of us are gift-giving gurus, while others thrive under the ticking clock of last-minute shopping. Laugh with us as we share our holiday antics and celebrate reaching an exciting milestone—episode 44! Amidst the fun, we tackle the serious business of maintaining momentum through the festive season. From automation to the charm of handwritten notes, we reveal strategies for staying connected with clients despite all the holiday hustle and bustle. Plus, don’t miss our hint at a big surprise announcement that’s just around the corner.
Get ready to enhance your real estate investment knowledge with insights that could redefine your financial future. We’re diving into the world of real estate and cryptocurrency, sharing our experiences with multifamily investments and the allure of crypto assets like Bitcoin. Learn how the right partner can be a game-changer, and pick up innovative tips for building client relationships, like door-knocking with gifts and creative social media interactions. We can't contain our excitement for the upcoming Cabo event, "The State of Now," featuring powerhouse speakers like Tom Ferry and Ed Milet. As we reflect on a decade of unexpected success, we invite you to join our journey and help shape the future of our podcast. Tune in, and let's keep the conversation engaging and, most importantly, fun!
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
I'm going to find like an opportune time to go
through Courtney's crap, likeher purse and her work bag is
horrific.
It's like I just cleaned it outfor her really quick and this
is seen as Okay.
This is her purse.
Can you believe it's alreadychristmas season?
(00:37):
Yeah, I'm ready.
I know my favorite.
I got courtney's christmas giftlast night.
Whatever, you're a loser, yeah,you're always ahead of me on
that.
It's just sometimes I got somegood gifts.
Well, I always pull out a greatgift for my ass and you love it
.
It's just more last minute.
Maybe I see how this one turnsout.
Okay, all right, we're at 44.
Episode 44.
44.
And I know this because maybeyou might have messed up on a
(01:02):
couple of the previous episodes,a couple, well, a mix-up.
No, no, no, no, it was one wegot off track.
We did not get off trackBecause of you, which never
happened.
We were just being exorbitant.
Let me have my moment.
Let me have my moment.
Fake news that Michelle messedup the episode count.
Yeah, so at this time time Ican say welcome to the Now
(01:26):
Podcast, episode 44.
Wait night.
Welcome to the.
Now.
It was my turn to do the latenight BJ episode.
So just us today.
No guest, we get to chat, chatit up.
Oh God, courtney made thecoffee.
It's fine.
(01:46):
It's like strong Gasoline.
I like to put hair on yourchest with my coffee.
I like it strong and black.
Well, actually, I'll take alatte now and again, man.
So I was going to say somethingabout what you were just talking
about.
What was it?
Episode 44.
I meant you didn't know it, butI happen to know it.
Oh, that is just us.
(02:06):
I feel like we need to weave inmore of just us.
We should do a poll.
Can we do a poll?
We can do a poll.
You can let us know yes or noguests?
Yeah, and how often?
Because I'd like to know whatpeople think.
Only because sometimes we thinkwe're funny, but maybe we're
not, but maybe you only thinkyou're funny to us.
Yeah, that's a possibility.
(02:28):
I don't know.
We'll do a poll on YouTube, somake sure you go to our YouTube
channel.
Yeah, which we'll put on here.
How late is our YouTube channel?
It's not Now Podcast.
No, it's not Now for real.
Now Pod for real.
Wait, this is is hold on, uh,like, even if it was just like
(02:48):
once a month.
You know that we're like top ofthe month with the now, what
given top of the month with thenow, I don't know.
We'll revisit that.
Oh, there's so much going on Ifeel like we never get to talk
about it.
So you know Well, what's goingon is we're entering the
Christmas holiday and I thinksomething I would like to talk
(03:12):
about, okay, that I've talkedabout with agents over the years
is how do you keep buildingyour pipeline through the
holidays?
Because it's like so common,which is, I get it right,
everyone's with family or peoplevisiting, and there's like so
common, which is, I get it right, everyone's with family or
people visiting, and there's alot of distractions.
Kids are home.
So I feel like you have atendency to take your foot off
(03:33):
the pedal right when you need tobe not doing that right,
building your pipeline.
January tends to be slow.
So I know for us here, we'rereally focused on trying to
build our pipeline for January.
So what are we doing?
I just keep thinking aboutsomething else.
So it's hard for me to like goin that mode.
(03:55):
Okay, what are you thinkingabout?
I'm not.
I mean, just spit it out.
No, isn't it inappropriate?
No, it's on the DL.
Oh, we've got some other stuffgoing on.
It's hard for me to work.
I know you were trying to getme to like engage on this thing.
We are going to have a bigannouncement, is it big?
(04:16):
Well, so you're going to haveto follow us, follow our
Instagram, because we're goingto have some exciting
partnerships coming up.
It really is.
This episode is going to comeout when Next week.
Yeah, it's going to be next.
When this airs, like the dayafter, we're going to be doing a
journalism.
So you all need to listen toall this.
(04:36):
I'm just saying you want tothink about production in
January and all I'm thinkingabout is when this goes live the
day after the hugeannouncements.
So that's all I'm thinkingabout is when this goes live the
day after the huge announcement.
So that's all I'm thinkingabout.
People, okay, well, that isexciting.
That is very while.
That is exciting.
Our listeners are going.
What are we going to do to makesome money?
(04:57):
Right, either put it in yourpocket before the end of the
year yeah, which time's runningout, like if you're planning on
closing a deal by the end of theyear, it's got to be a quick
cash, quick loan, maybe.
Up here, we do a lot of vacantland.
So our team have been focusingon some vacant land.
Cash or owner carry yeah,because those are quick.
Yeah, yeah, go ahead.
(05:18):
But I was just thinking whatelse can we do, right?
How do your clients still feellike you're engaged when you're
at a Christmas party or you'reshopping for Christmas presents
or doing all the stuff that youdo for the holiday?
And I think it comes down toautomating as much as you can,
utilizing your CRM, treeuse, kb,core, making sure those touch
(05:39):
points are going out.
I know you just bought a wholebunch of stamps for handwritten
card, yeah, and then also, youknow it's a great time to just
reach out to the clients thatyou have served this year and
thank them.
And, by the way, do you know ofanybody else that might be
(06:00):
looking here?
This is going to come out fromleft field, but it's based upon
a conversation I had with ourfinancial advisor today.
There's also that that'sgearing up to happen, right,
like people are gearing up fortaxes January.
Yeah, I also think that it's agood time to reach out to your
(06:20):
preferred partners, like yourfinancial advisors, your estate
attorneys.
We just had a client inquireabout advice on that, so I think
that's a good time to bereaching out to them and what
are we going to do come the newyear and or now planning?
No, that's good advice becausewe always want to be their
(06:42):
trusted advisor, right theirconnector, connecting the dots
for them on whatever resourcesyour clients might need.
And that's again back to howyou can build that pipeline,
because, if you're looking atthe listing side of things, very
rarely does a listing go onimmediately after you meet with
them.
There's usually different ducksin a row that you have to do,
(07:04):
not even counting, like on yourown end with getting your
photography or some staging, butfor the clients themselves
doing exactly what you're sayingAre there going to be capital
gains or what will this looklike for us?
So it's a good point to reachout before the end of the year
so they can plan for thebeginning of the year and also
taking inventory on yourrelationships with those people,
(07:26):
because I know, like for uswith Pro Insight, I'll tell you
what it's like.
I don't want to like throw myfinancial advisor under the bus
because he could listen to thisand be like, really, mollis, oh,
now you got to say it, now yougot to say it.
Well, I mean Bo, I told youwe're getting ready to make that
investment in that multi-familyhousing deal.
(07:48):
And it was like he I think he'skind of annoyed that we're
taking the money and I was like,well, here we go when we talk
about referrals and like ourpreferred partner, what does don
always say bubbling up thereferral?
Yeah, can you remember?
Yeah, it's like these financialplanners or whomever, cpas like
(08:11):
waiting, like don't wait.
I'm like you've always known wewanted to make an investment in
real estate with this money.
Right, like I shared this withyou, with him, with all these
people.
And like now that we've found away to do it, you're like, oh
well, we could have done that.
Well, you didn't.
Well, I want to talk about thatmore.
(08:31):
Like what, tell us more aboutyour investment?
Well, it's just with a privatecompany.
So we're going to take themoney that we had allocated for
a real estate investment and wecouldn't figure out how many
years has it been that we'vebeen like, do we buy our rental
in Texas?
You know, like just trying tofigure out what to do.
(08:53):
And we looked at a fewdifferent companies that offer,
you know, syndicates and DLPCapital was the one out of like
three that we met with on Zooms,that we went and met with them
in person and we're going totake the money and it's just a
way of investing in real estatewithout having to actually
(09:14):
manage it.
You know what I mean, and We'vealways wanted to do that
without money.
How does that structure look?
So you invest it.
Then what happens Because I'venever gone that route Depending
on what you pick will dictatethe benefits from a tax
advantage, right, okay.
And then also your distributions.
(09:38):
So you can, again, depending onwhat you pick, it could be a
quarterly distribution, could bea monthly distribution, and it
would be based on the rate.
Obviously, some are lower orhigher, it just depends on what
you pick.
So we're going to do a monthlydistribution.
I think we're going to investin existing real estate.
(09:59):
So this company takesmultifamily units across the
country and rehabilitates themin a way that's affordable, but
like I don't want to say luxury,but like, like a higher, higher
end, and then they manage itall.
So it's, you know, just a way tobe passive, passive income,
(10:21):
yeah, but my point is, is it'slike finding those partners that
are sophisticated to say like,okay, you've expressed a need
and a desire to do something inreal estate, like what resources
do we have, or how can I helpyou and connect you, and it's
just never.
It's been years and we justhaven't been able to figure it
out.
I'm not blaming him.
(10:42):
I'm just saying that when youget the call that says I want to
move the money to this, andyou're surprised well, do you
think you should be Right?
What kind of return do you geton that?
I'm just curious.
On the one that we're lookingat doing is about 8%.
Oh, we're passive.
(11:08):
It's pretty dang good, I know.
And then we have our investmentthat we're doing that.
I went by this morning.
I'm on the other end of thespectrum.
There is nothing high end orluxury about the Renault that we
are working on, but what's sogreat about that is that it's
right near you, you can touch it, your kids can see it.
You know what I mean.
Like it's a differentinvestment, while it's….
It's right near you, you cantouch it, your kids can see it.
You know what I mean.
Like it's a differentinvestment, while it's it's
smelly.
It's a smelly investment.
(11:29):
If you like the smell of caturine, come to my rental that
we're demoing today as we speak.
It's just, you know, however,you want to do it.
Well, I think the question forours is so we've had plenty of
investors on here and it's likedo you get one that you hold on
to?
Do you do a flip?
And we bought this thinkingwe're going to do a long-term
(11:50):
rental because we know they'reneeded, but with rates being the
way they are the amount wewould need to bring in for rent
I'm starting to go.
Maybe we do a short-term rentaland it's like the process for
the remodel is different forshort-term versus long-term.
So there's all thosediscussions that we're having to
have.
Yeah, on which route do we wantto take it?
(12:11):
Because there's not passive,right, I would say long-term
rentals are passive thanshort-term rental, but at least
it's right there.
I mean, that's where Val and Ihave like, struggled, is like,
and people do all the time likeinvesting in other states and
just for this amount of moneythat we have, right, that was
not what we were struggling with.
(12:33):
Do you know what I mean?
Like making that work with theamount of money we have?
So this is a great way to do it.
So, anyways, we have.
So this is a great way to do it.
So, anyways.
Well, speaking of investments,my dad invested in Coinbase and
the greatest time ever, boy, didhe do good?
(12:53):
He is killing it.
So I got him his very firstcrypto for Father's Day maybe
what?
Maybe two years ago, and itjust got like a little bit and I
put it in through.
Coinbase is how I bought it forhim as like a gift, and so he
ended up investing in CoinbaseWow and is literally killing it.
But I'm curious, did you and Boever end up getting any crypto?
No, I've got my little Bitcoin,which is doing well right now.
(13:15):
No, with my fun money.
Jared thought I was nuts when Ibought it.
I need to check.
I actually don't know where I'mdoing that.
That was a while ago, a longtime ago.
Yeah, that's so funny.
Well, anyways, that's my twocents on the preferred partners,
because I just feel like that'sa pet peeve of mine is like,
why are these people waiting andnot asking the question and
(13:39):
then following up with apotential solution?
Right, just saying so.
Who you're in business withmatters and they can help your
business?
Oh, absolutely, absolutely.
So I would say focus on that.
Just providing value.
Yeah, back to providing value.
(14:00):
What other tips, what othertips could we give realtors on
building out their database,making sure their clients feel
like they're being connectedwith when you're busy busy in
your home life.
Well, I also think that a lot oftimes I've seen real estate
agents just doing the same thingover and over and over.
(14:21):
A lot of times I've seen realestate agents just doing the
same thing over and over andover, and I've seen, like the
one agent in Fresno that I justlove and adore, that she's
tapping into new resources,doing things way differently
than she ever has in 20 years ofbeing successful.
She's like okay, I need to trythings differently.
Door knocking with gifts andour listings, just stuff like
(14:44):
that.
Being like, okay, I don't knowit all, I'm not going to do
things the same way that I'vealways done them.
How can I do things differently?
Who do I need to lean into?
Who do I need to start havingconversations with and collabs
with?
And that's where it's going tocount.
Right, that's true, I thinkthis time of year, I always do
(15:05):
some kind of giveaway on mysocial, which is always fun and
the community loves it.
You know, christmas for TwistRealty, we did the what?
12 days of giveaways for a longtime, a long time Each day
being the new giveaway, and thatwas always my last time.
My mom should do that againthis year.
Resurrect it we could.
A long time Each day being thenew giveaway.
(15:26):
That was always my last time.
Resurrect it, we definitelycould.
Well, the nice thing aboutdoing giveaways is it's a great
way to partner up with yourlocal businesses so you guys can
each promote it on social media.
We should probably do thatbecause this year downtown's
hurting a lot Our downtown ishurting for construction, so
maybe we should do that.
Giveaways you can watch for it,maybe you'll win Mm-hmm or
steal the idea.
Do it in your area.
(15:47):
That is fun, that's been a goodone, that's been a good feel
good in the past.
Yeah, so giveaways ofpartnerships in your businesses,
doing things differently,partnering with your preferred
partners.
And I'm just saying in like anelevated way, like if you
haven't gotten a referral fromyour painter this year, maybe a
(16:10):
different painter, right, yeah,facts are facts.
I might be an insurance rep, Imean, but they don't call you
the general for Athens.
Yeah, the insurance rep.
Like, who has given me areferral?
Who has not?
And if you have not, then we'regoing to.
Then why is that?
Because we know we've givenreferrals right.
Every realtor gives morereferrals than anyone we know.
(16:31):
What else Was that it?
Well, that's the other thing.
Actually, speaking of referralsagent-to-agent referral I feel
like almost everyone could do abetter job at that.
Where are your clients moving?
Who else, who can you reach outto, maybe on DMs, on your Insta
or Facebook?
Or who have you done referralswith over the years?
(16:54):
If you're tracking them, maybereach back out.
I'd love to help your clientsIf anyone moving your
distraction I mean the otherthing is is like, who have you
not done business with, like inMariposa, like I got that
referral from Jackie Griffith,like you know, I took her some.
I took her some somethingmuffins or cookies or something
(17:17):
and then she just gave me areferral because she couldn't
take care of the client.
So I was like, oh, that issomething that we've done well
is talking to agents that aregoing into the phase of their
career where they're looking toslow down or retire and saying,
hey, we'll take care of yourclients the way that you've
taken care of your clients.
That's a great tip, a great one.
But if you do that, then youhave to exceed their expectation
(17:41):
.
You always say surprise anddelight, surprise and delight,
same thing.
Like, as soon as I got thatreferral, I was like I've
reached out, this is what I'vedone.
And then, after I did it, thisis what happened, this is where
we're at.
And she's just like oh my gosh,thank you so much.
Like she's probably like wow, alittle overboard, really, was
your high D shiny?
(18:01):
Well, I just don't, you know,because you know you're like you
never get that sometimes withpeople and you're like I wonder
what happened.
You know, maybe I don't know.
Anyways, follow up with thefollow up, there you go, you
know.
So that was a lot.
Any gold nuggets in there?
Hopefully, there was a lot, alot of guanines, you know.
But you gotta just start right,don't just write this down.
(18:23):
Oh, good idea, do it at leastone.
No, right, get off the bench.
Well, I just think that that'slike we talk about this all the
time and now that we're with expman, it's such a breath of
fresh air to be in business withpeople that are like doing
lighting by.
(18:44):
I did, yeah, I know becauseyou're.
If you're around that in yourenvironment, then you're just
gonna right well, you're an ally, you're gonna elevate.
She's gonna say you're notgonna be sucked, you're not
gonna be what you need to say,you're not going to be sucked
out, you're not going to be whatyou need to say it.
No, you said it way better.
Let's just go with that, okay,yeah, yeah, yeah, yeah, yeah,
(19:05):
okay.
Well, I was just thinking howwe're going to be going to Cabo
in a few months with thesepeople.
Man, talk about an amazingconference.
The Cabo one is epic.
Oh, it's going to be the last.
Okay, I've heard epic as an oldlady word.
By the way, my kids tell me noone says epic.
I haven't said epic in a while.
I'm showing my age.
I know legit, I'm showing my.
(19:27):
My third and third.
My role was getting legit.
It's gonna be legit.
It is totally old fire.
We gotta say it's fire.
Uh, hobo's gonna be fire.
Here's the one thing that iskind of cool about this and when
we did the podcast with Bellais it's like a time capsule.
It'll be around if and whenanybody should ever want to
(19:50):
revisit this podcast, episode ofwhich is 44, by the way, yeah,
44.
No, cabo's going to be great.
We've got Tom Ferry coming.
Well, what I'm trying to say isthat when we went to Cabo this
last year, we were in RandyBird's penthouse or one of their
(20:10):
rooms, yeah, and we were jokingaround because of the State of
Jackie, which is an agent inColorado, colorado.
Yeah, she had, like on an easyguess, 10 guests.
I in Colorado, colorado.
Yeah, she had like on an easyguess, 10.
I had more, yeah, more, 20.
It was at a 20.
Between 10 and 20.
For sure, like I'm with Jackie,everyone would introduce their
(20:31):
own stuff Jackie or Jackie,jackie, we're like he's amazing,
we're bringing it.
We want to grow up and beJackie.
Okay, so this year at Cabo, it'sgoing to be the state of now.
State of now Because we'rebringing so many, which is so
good, but does it all want togrow with us?
Well, is that also really cool?
(20:51):
Or do we just think it's cool?
No, it's going to.
Doesn't it sound good?
A lot of time.
State of freaking now.
People that are not waiting.
We're making moves now.
The state of freaking now.
It's about to happen, okay, soif you had to guess how many
people will be there from ourinvitation, invitations, From
(21:14):
our group, our group'sinvitation, that will go.
If you had to take a guess todayon this, me?
Yeah, like, how many people doyou think we're going to have?
That will be in Cabo in March,march 11th, that's so, like,
what's your number?
How many people and that's notincluding who are already in our
(21:34):
sales organization oh, notincluding, because I think in
just our sales we're going tohave at least 10 of our bunch
coming.
So, not including that, I'mgoing to say probably 30.
What do you think You're saying?
30 in addition to the 10?
So 40 total?
Yeah, you think that's too high.
I have a tendency to do that.
That's what you think.
(21:56):
Yeah, that's another episode.
Go big or go home.
I mean I'm going to go with….
No, I mean I'm going to go with24, 24, okay, so 24 guests, not
(22:24):
including our own people in ourorganization, our own people in
our organization that are withus, effective right now.
Okay, oh, okay, yeah, okay,which?
We have a couple of people.
They'll just keep those numbers, because, of course, we have to
make a wager around this andlet everybody know how it goes
come March.
Well, maybe some of thesepeople that are listening should
come with us to help me win,because I'm just going to go
(22:46):
ahead and say 30 and you say 24.
Is it going to be like Price isRight, whoever is lowest but
closest, like if you're over.
If you're over on, price isRight, you're out right.
Well, if we're over, then I'mreally kicking ass.
So just saying, okay, fine, Iguess.
So.
So we can't even buy each otherdrinks because it's an
(23:08):
all-inclusive when we're there.
I mean, we got to put a littlesomething on it.
What do you think?
What should the winner do orget?
No, no, no, I feel like we'remotivated, no matter what, we
don't need a frigging.
Oh, come on, we'll make it fun.
We'll make it fun.
(23:28):
I'm like I don't know.
Anyways, it's going to be fineon that, because I do well with
prizes.
Yeah, we're going to just killit.
Well, I'm hoping that's whereI'm saying, like, this will be
interesting to see.
So when this airs, who would notwant to go to Cabo?
Hear Tom Ferry, ed Milet, paceMorgie, who else have we got?
(23:53):
We have so many speakers.
I mean Cabo, just in general.
Well, it's an all-inclusive,right on the beach, and they're
all ocean views, all the riverocean views.
It's gorgeous.
Yeah, it's high end.
Last year was amazing.
So you spend the morninglistening to speakers and the
afternoon is networking by thepool.
It's so fun In bubbles.
One time the whole pool wasfilled with bubbles.
(24:15):
It was fun.
It was a great trip.
So okay, the whole pool wasfilled with bubbles, it was fun,
it was a great trip.
So okay, you got tips for, youknow, ramping up your production
.
Consider this your invite toCabo.
Let us know, this was yourinvitation.
And then Our reach man 30.
I just got to say it's been ayear and who would have ever
expected us to be where we are?
(24:38):
Nobody Except for us, I, wherewe are Nobody except for us, I
don't know, maybe our husbands,I don't think any money saw this
coming.
So stay tuned, make sure you'relistening and watching.
On the World Wide Web, december3rd, we're going to leave it at
(24:58):
that.
On the World Wide Web December3rd, we're going to leave it at
that.
And Courtney and I are going tojust have another great year
together and we're losing counton years.
Bessie, I want to say I don'tknow.
It's definitely 10 years, over10.
Actually, probably closer to 11now.
Honiva, 11 years, you got me mybest year working together.
(25:20):
You got me my watch, I feellike for Christmas, I don't know
, not as many years ago, wasn'tthis.
I can remember by what officewe were in.
That was this one, yeah, I'mpretty sure.
Well, whatever, it's going tobe a great year and I couldn't
imagine doing it.
This one, yeah, I'm pretty sure.
Well, whatever, it's going tobe a great year, and I couldn't
(25:42):
imagine doing it with anyone.
We're lucky, though.
Like working with our cozysweater, our Christmas sweaters
yeah, all right.
Well, we're at 31 minutes.
We've been talking too long, sowe did all of our reminders.
We did our reminders.
Follow us.
All Things Swiss.
Ask the General yeah, and thepoll, the poll on YouTube
(26:04):
Comment.
Should we continue to have justthe two of us talk?
Should we continue to just haveall guests?
What do you guys want to hear?
We want to know.
I think we should do it once amonth.
I mean, I guess you could alsolet us know on Instagram.
Either way, yeah, either way,yeah, we'll do it when we launch
it.
Yeah, very cool.
Maybe we don't have to committo it like once a month, but
like do it More regular, becausehow many times have we done it?
(26:24):
I don't know.
I know it's episode 44.
Yeah, yeah, yeah, because wedid one on me, one on you, just
like just banter, you know, andwe're thinking we should have a
party for episode 52, becausethat's a year, and then, of
course, episode 100, a big partyyeah, yeah, probably an excuse
to party.
(26:45):
Next year is going to be crazy,so fun.
It's going to be so, so fun.
Come have fun with us.
I think we should go to Spain.
Oh my gosh, we should, becausethere is PXPCon in Barcelona.
When was that?
I used to live in Spain.
I'm going back, we're going toWhen's the date?
It's in June.
We're going to keep going off onthese tangents.
We're just having so much funhere.
I can't even tell you.
It's like we just booked a tripto SoCal in like two weeks,
(27:07):
which is awesome.
We're probably going to have togo again in January, if I had
to guess on it.
Then we're going to.
I have a conference I'm goingto in May.
We'll come in Colorado forSummit, for Ramsey Summit.
Oh, I don't, jared and I aregoing to go to that one, ramsey
Summit.
And then Barcelona Tell me thatBarcelona, hopefully in June.
(27:29):
Ix Tipan is back in Miami,which was awesome.
I wonder when they're going tolaunch the bills, don't know.
You know, we'll let everyoneknow.
Yeah, follow us along if youwant to keep.
Okay, a good Halloween, happyThanksgiving, merry Christmas,
all the things, all the holidays.
We'll catch you next week Later.
Bye.
I'm going to find like an opportune time to go
through Courtney's crap, likeher purse and her work bag is
horrific.
It's like I just cleaned it outfor her really quick and this
is seen as Okay.
This is her purse.
Can you believe it's alreadychristmas season?
(00:37):
Yeah, I'm ready.
I know my favorite.
I got courtney's christmas giftlast night.
Whatever, you're a loser, yeah,you're always ahead of me on
that.
It's just sometimes I got somegood gifts.
Well, I always pull out a greatgift for my ass and you love it
.
It's just more last minute.
Maybe I see how this one turnsout.
Okay, all right, we're at 44.
Episode 44.
44.
And I know this because maybeyou might have messed up on a
(01:02):
couple of the previous episodes,a couple, well, a mix-up.
No, no, no, no, it was one wegot off track.
We did not get off trackBecause of you, which never
happened.
We were just being exorbitant.
Let me have my moment.
Let me have my moment.
Fake news that Michelle messedup the episode count.
Yeah, so at this time time Ican say welcome to the Now
(01:26):
Podcast, episode 44.
Wait night.
Welcome to the.
Now.
It was my turn to do the latenight BJ episode.
So just us today.
No guest, we get to chat, chatit up.
Oh God, courtney made thecoffee.
It's fine.
(01:46):
It's like strong Gasoline.
I like to put hair on yourchest with my coffee.
I like it strong and black.
Well, actually, I'll take alatte now and again, man.
So I was going to say somethingabout what you were just talking
about.
What was it?
Episode 44.
I meant you didn't know it, butI happen to know it.
Oh, that is just us.
(02:06):
I feel like we need to weave inmore of just us.
We should do a poll.
Can we do a poll?
We can do a poll.
You can let us know yes or noguests?
Yeah, and how often?
Because I'd like to know whatpeople think.
Only because sometimes we thinkwe're funny, but maybe we're
not, but maybe you only thinkyou're funny to us.
Yeah, that's a possibility.
(02:28):
I don't know.
We'll do a poll on YouTube, somake sure you go to our YouTube
channel.
Yeah, which we'll put on here.
How late is our YouTube channel?
It's not Now Podcast.
No, it's not Now for real.
Now Pod for real.
Wait, this is is hold on, uh,like, even if it was just like
(02:48):
once a month.
You know that we're like top ofthe month with the now, what
given top of the month with thenow, I don't know.
We'll revisit that.
Oh, there's so much going on Ifeel like we never get to talk
about it.
So you know Well, what's goingon is we're entering the
Christmas holiday and I thinksomething I would like to talk
(03:12):
about, okay, that I've talkedabout with agents over the years
is how do you keep buildingyour pipeline through the
holidays?
Because it's like so common,which is, I get it right,
everyone's with family or peoplevisiting, and there's like so
common, which is, I get it right, everyone's with family or
people visiting, and there's alot of distractions.
Kids are home.
So I feel like you have atendency to take your foot off
(03:33):
the pedal right when you need tobe not doing that right,
building your pipeline.
January tends to be slow.
So I know for us here, we'rereally focused on trying to
build our pipeline for January.
So what are we doing?
I just keep thinking aboutsomething else.
So it's hard for me to like goin that mode.
(03:55):
Okay, what are you thinkingabout?
I'm not.
I mean, just spit it out.
No, isn't it inappropriate?
No, it's on the DL.
Oh, we've got some other stuffgoing on.
It's hard for me to work.
I know you were trying to getme to like engage on this thing.
We are going to have a bigannouncement, is it big?
(04:16):
Well, so you're going to haveto follow us, follow our
Instagram, because we're goingto have some exciting
partnerships coming up.
It really is.
This episode is going to comeout when Next week.
Yeah, it's going to be next.
When this airs, like the dayafter, we're going to be doing a
journalism.
So you all need to listen toall this.
(04:36):
I'm just saying you want tothink about production in
January and all I'm thinkingabout is when this goes live the
day after the hugeannouncements.
So that's all I'm thinkingabout is when this goes live the
day after the huge announcement.
So that's all I'm thinkingabout.
People, okay, well, that isexciting.
That is very while.
That is exciting.
Our listeners are going.
What are we going to do to makesome money?
(04:57):
Right, either put it in yourpocket before the end of the
year yeah, which time's runningout, like if you're planning on
closing a deal by the end of theyear, it's got to be a quick
cash, quick loan, maybe.
Up here, we do a lot of vacantland.
So our team have been focusingon some vacant land.
Cash or owner carry yeah,because those are quick.
Yeah, yeah, go ahead.
(05:18):
But I was just thinking whatelse can we do, right?
How do your clients still feellike you're engaged when you're
at a Christmas party or you'reshopping for Christmas presents
or doing all the stuff that youdo for the holiday?
And I think it comes down toautomating as much as you can,
utilizing your CRM, treeuse, kb,core, making sure those touch
(05:39):
points are going out.
I know you just bought a wholebunch of stamps for handwritten
card, yeah, and then also, youknow it's a great time to just
reach out to the clients thatyou have served this year and
thank them.
And, by the way, do you know ofanybody else that might be
(06:00):
looking here?
This is going to come out fromleft field, but it's based upon
a conversation I had with ourfinancial advisor today.
There's also that that'sgearing up to happen, right,
like people are gearing up fortaxes January.
Yeah, I also think that it's agood time to reach out to your
(06:20):
preferred partners, like yourfinancial advisors, your estate
attorneys.
We just had a client inquireabout advice on that, so I think
that's a good time to bereaching out to them and what
are we going to do come the newyear and or now planning?
No, that's good advice becausewe always want to be their
(06:42):
trusted advisor, right theirconnector, connecting the dots
for them on whatever resourcesyour clients might need.
And that's again back to howyou can build that pipeline,
because, if you're looking atthe listing side of things, very
rarely does a listing go onimmediately after you meet with
them.
There's usually different ducksin a row that you have to do,
(07:04):
not even counting, like on yourown end with getting your
photography or some staging, butfor the clients themselves
doing exactly what you're sayingAre there going to be capital
gains or what will this looklike for us?
So it's a good point to reachout before the end of the year
so they can plan for thebeginning of the year and also
taking inventory on yourrelationships with those people,
(07:26):
because I know, like for uswith Pro Insight, I'll tell you
what it's like.
I don't want to like throw myfinancial advisor under the bus
because he could listen to thisand be like, really, mollis, oh,
now you got to say it, now yougot to say it.
Well, I mean Bo, I told youwe're getting ready to make that
investment in that multi-familyhousing deal.
(07:48):
And it was like he I think he'skind of annoyed that we're
taking the money and I was like,well, here we go when we talk
about referrals and like ourpreferred partner, what does don
always say bubbling up thereferral?
Yeah, can you remember?
Yeah, it's like these financialplanners or whomever, cpas like
(08:11):
waiting, like don't wait.
I'm like you've always known wewanted to make an investment in
real estate with this money.
Right, like I shared this withyou, with him, with all these
people.
And like now that we've found away to do it, you're like, oh
well, we could have done that.
Well, you didn't.
Well, I want to talk about thatmore.
(08:31):
Like what, tell us more aboutyour investment?
Well, it's just with a privatecompany.
So we're going to take themoney that we had allocated for
a real estate investment and wecouldn't figure out how many
years has it been that we'vebeen like, do we buy our rental
in Texas?
You know, like just trying tofigure out what to do.
(08:53):
And we looked at a fewdifferent companies that offer,
you know, syndicates and DLPCapital was the one out of like
three that we met with on Zooms,that we went and met with them
in person and we're going totake the money and it's just a
way of investing in real estatewithout having to actually
(09:14):
manage it.
You know what I mean, and We'vealways wanted to do that
without money.
How does that structure look?
So you invest it.
Then what happens Because I'venever gone that route Depending
on what you pick will dictatethe benefits from a tax
advantage, right, okay.
And then also your distributions.
(09:38):
So you can, again, depending onwhat you pick, it could be a
quarterly distribution, could bea monthly distribution, and it
would be based on the rate.
Obviously, some are lower orhigher, it just depends on what
you pick.
So we're going to do a monthlydistribution.
I think we're going to investin existing real estate.
(09:59):
So this company takesmultifamily units across the
country and rehabilitates themin a way that's affordable, but
like I don't want to say luxury,but like, like a higher, higher
end, and then they manage itall.
So it's, you know, just a way tobe passive, passive income,
(10:21):
yeah, but my point is, is it'slike finding those partners that
are sophisticated to say like,okay, you've expressed a need
and a desire to do something inreal estate, like what resources
do we have, or how can I helpyou and connect you, and it's
just never.
It's been years and we justhaven't been able to figure it
out.
I'm not blaming him.
(10:42):
I'm just saying that when youget the call that says I want to
move the money to this, andyou're surprised well, do you
think you should be Right?
What kind of return do you geton that?
I'm just curious.
On the one that we're lookingat doing is about 8%.
Oh, we're passive.
(11:08):
It's pretty dang good, I know.
And then we have our investmentthat we're doing that.
I went by this morning.
I'm on the other end of thespectrum.
There is nothing high end orluxury about the Renault that we
are working on, but what's sogreat about that is that it's
right near you, you can touch it, your kids can see it.
You know what I mean.
Like it's a differentinvestment, while it's….
It's right near you, you cantouch it, your kids can see it.
You know what I mean.
Like it's a differentinvestment, while it's it's
smelly.
It's a smelly investment.
(11:29):
If you like the smell of caturine, come to my rental that
we're demoing today as we speak.
It's just, you know, however,you want to do it.
Well, I think the question forours is so we've had plenty of
investors on here and it's likedo you get one that you hold on
to?
Do you do a flip?
And we bought this thinkingwe're going to do a long-term
(11:50):
rental because we know they'reneeded, but with rates being the
way they are the amount wewould need to bring in for rent
I'm starting to go.
Maybe we do a short-term rentaland it's like the process for
the remodel is different forshort-term versus long-term.
So there's all thosediscussions that we're having to
have.
Yeah, on which route do we wantto take it?
(12:11):
Because there's not passive,right, I would say long-term
rentals are passive thanshort-term rental, but at least
it's right there.
I mean, that's where Val and Ihave like, struggled, is like,
and people do all the time likeinvesting in other states and
just for this amount of moneythat we have, right, that was
not what we were struggling with.
(12:33):
Do you know what I mean?
Like making that work with theamount of money we have?
So this is a great way to do it.
So, anyways, we have.
So this is a great way to do it.
So, anyways.
Well, speaking of investments,my dad invested in Coinbase and
the greatest time ever, boy, didhe do good?
(12:53):
He is killing it.
So I got him his very firstcrypto for Father's Day maybe
what?
Maybe two years ago, and itjust got like a little bit and I
put it in through.
Coinbase is how I bought it forhim as like a gift, and so he
ended up investing in CoinbaseWow and is literally killing it.
But I'm curious, did you and Boever end up getting any crypto?
No, I've got my little Bitcoin,which is doing well right now.
(13:15):
No, with my fun money.
Jared thought I was nuts when Ibought it.
I need to check.
I actually don't know where I'mdoing that.
That was a while ago, a longtime ago.
Yeah, that's so funny.
Well, anyways, that's my twocents on the preferred partners,
because I just feel like that'sa pet peeve of mine is like,
why are these people waiting andnot asking the question and
(13:39):
then following up with apotential solution?
Right, just saying so.
Who you're in business withmatters and they can help your
business?
Oh, absolutely, absolutely.
So I would say focus on that.
Just providing value.
Yeah, back to providing value.
(14:00):
What other tips, what othertips could we give realtors on
building out their database,making sure their clients feel
like they're being connectedwith when you're busy busy in
your home life.
Well, I also think that a lot oftimes I've seen real estate
agents just doing the same thingover and over and over.
(14:21):
A lot of times I've seen realestate agents just doing the
same thing over and over andover, and I've seen, like the
one agent in Fresno that I justlove and adore, that she's
tapping into new resources,doing things way differently
than she ever has in 20 years ofbeing successful.
She's like okay, I need to trythings differently.
Door knocking with gifts andour listings, just stuff like
(14:44):
that.
Being like, okay, I don't knowit all, I'm not going to do
things the same way that I'vealways done them.
How can I do things differently?
Who do I need to lean into?
Who do I need to start havingconversations with and collabs
with?
And that's where it's going tocount.
Right, that's true, I thinkthis time of year, I always do
(15:05):
some kind of giveaway on mysocial, which is always fun and
the community loves it.
You know, christmas for TwistRealty, we did the what?
12 days of giveaways for a longtime, a long time Each day
being the new giveaway, and thatwas always my last time.
My mom should do that againthis year.
Resurrect it we could.
A long time Each day being thenew giveaway.
(15:26):
That was always my last time.
Resurrect it, we definitelycould.
Well, the nice thing aboutdoing giveaways is it's a great
way to partner up with yourlocal businesses so you guys can
each promote it on social media.
We should probably do thatbecause this year downtown's
hurting a lot Our downtown ishurting for construction, so
maybe we should do that.
Giveaways you can watch for it,maybe you'll win Mm-hmm or
steal the idea.
Do it in your area.
(15:47):
That is fun, that's been a goodone, that's been a good feel
good in the past.
Yeah, so giveaways ofpartnerships in your businesses,
doing things differently,partnering with your preferred
partners.
And I'm just saying in like anelevated way, like if you
haven't gotten a referral fromyour painter this year, maybe a
(16:10):
different painter, right, yeah,facts are facts.
I might be an insurance rep, Imean, but they don't call you
the general for Athens.
Yeah, the insurance rep.
Like, who has given me areferral?
Who has not?
And if you have not, then we'regoing to.
Then why is that?
Because we know we've givenreferrals right.
Every realtor gives morereferrals than anyone we know.
(16:31):
What else Was that it?
Well, that's the other thing.
Actually, speaking of referralsagent-to-agent referral I feel
like almost everyone could do abetter job at that.
Where are your clients moving?
Who else, who can you reach outto, maybe on DMs, on your Insta
or Facebook?
Or who have you done referralswith over the years?
(16:54):
If you're tracking them, maybereach back out.
I'd love to help your clientsIf anyone moving your
distraction I mean the otherthing is is like, who have you
not done business with, like inMariposa, like I got that
referral from Jackie Griffith,like you know, I took her some.
I took her some somethingmuffins or cookies or something
(17:17):
and then she just gave me areferral because she couldn't
take care of the client.
So I was like, oh, that issomething that we've done well
is talking to agents that aregoing into the phase of their
career where they're looking toslow down or retire and saying,
hey, we'll take care of yourclients the way that you've
taken care of your clients.
That's a great tip, a great one.
But if you do that, then youhave to exceed their expectation
(17:41):
.
You always say surprise anddelight, surprise and delight,
same thing.
Like, as soon as I got thatreferral, I was like I've
reached out, this is what I'vedone.
And then, after I did it, thisis what happened, this is where
we're at.
And she's just like oh my gosh,thank you so much.
Like she's probably like wow, alittle overboard, really, was
your high D shiny?
(18:01):
Well, I just don't, you know,because you know you're like you
never get that sometimes withpeople and you're like I wonder
what happened.
You know, maybe I don't know.
Anyways, follow up with thefollow up, there you go, you
know.
So that was a lot.
Any gold nuggets in there?
Hopefully, there was a lot, alot of guanines, you know.
But you gotta just start right,don't just write this down.
(18:23):
Oh, good idea, do it at leastone.
No, right, get off the bench.
Well, I just think that that'slike we talk about this all the
time and now that we're with expman, it's such a breath of
fresh air to be in business withpeople that are like doing
lighting by.
(18:44):
I did, yeah, I know becauseyou're.
If you're around that in yourenvironment, then you're just
gonna right well, you're an ally, you're gonna elevate.
She's gonna say you're notgonna be sucked, you're not
gonna be what you need to say,you're not going to be sucked
out, you're not going to be whatyou need to say it.
No, you said it way better.
Let's just go with that, okay,yeah, yeah, yeah, yeah, yeah,
(19:05):
okay.
Well, I was just thinking howwe're going to be going to Cabo
in a few months with thesepeople.
Man, talk about an amazingconference.
The Cabo one is epic.
Oh, it's going to be the last.
Okay, I've heard epic as an oldlady word.
By the way, my kids tell me noone says epic.
I haven't said epic in a while.
I'm showing my age.
I know legit, I'm showing my.
(19:27):
My third and third.
My role was getting legit.
It's gonna be legit.
It is totally old fire.
We gotta say it's fire.
Uh, hobo's gonna be fire.
Here's the one thing that iskind of cool about this and when
we did the podcast with Bellais it's like a time capsule.
It'll be around if and whenanybody should ever want to
(19:50):
revisit this podcast, episode ofwhich is 44, by the way, yeah,
44.
No, cabo's going to be great.
We've got Tom Ferry coming.
Well, what I'm trying to say isthat when we went to Cabo this
last year, we were in RandyBird's penthouse or one of their
(20:10):
rooms, yeah, and we were jokingaround because of the State of
Jackie, which is an agent inColorado, colorado.
Yeah, she had, like on an easyguess, 10 guests.
I in Colorado, colorado.
Yeah, she had like on an easyguess, 10.
I had more, yeah, more, 20.
It was at a 20.
Between 10 and 20.
For sure, like I'm with Jackie,everyone would introduce their
(20:31):
own stuff Jackie or Jackie,jackie, we're like he's amazing,
we're bringing it.
We want to grow up and beJackie.
Okay, so this year at Cabo, it'sgoing to be the state of now.
State of now Because we'rebringing so many, which is so
good, but does it all want togrow with us?
Well, is that also really cool?
(20:51):
Or do we just think it's cool?
No, it's going to.
Doesn't it sound good?
A lot of time.
State of freaking now.
People that are not waiting.
We're making moves now.
The state of freaking now.
It's about to happen, okay, soif you had to guess how many
people will be there from ourinvitation, invitations, From
(21:14):
our group, our group'sinvitation, that will go.
If you had to take a guess todayon this, me?
Yeah, like, how many people doyou think we're going to have?
That will be in Cabo in March,march 11th, that's so, like,
what's your number?
How many people and that's notincluding who are already in our
(21:34):
sales organization oh, notincluding, because I think in
just our sales we're going tohave at least 10 of our bunch
coming.
So, not including that, I'mgoing to say probably 30.
What do you think You're saying?
30 in addition to the 10?
So 40 total?
Yeah, you think that's too high.
I have a tendency to do that.
That's what you think.
(21:56):
Yeah, that's another episode.
Go big or go home.
I mean I'm going to go with….
No, I mean I'm going to go with24, 24, okay, so 24 guests, not
(22:24):
including our own people in ourorganization, our own people in
our organization that are withus, effective right now.
Okay, oh, okay, yeah, okay,which?
We have a couple of people.
They'll just keep those numbers, because, of course, we have to
make a wager around this andlet everybody know how it goes
come March.
Well, maybe some of thesepeople that are listening should
come with us to help me win,because I'm just going to go
(22:46):
ahead and say 30 and you say 24.
Is it going to be like Price isRight, whoever is lowest but
closest, like if you're over.
If you're over on, price isRight, you're out right.
Well, if we're over, then I'mreally kicking ass.
So just saying, okay, fine, Iguess.
So.
So we can't even buy each otherdrinks because it's an
(23:08):
all-inclusive when we're there.
I mean, we got to put a littlesomething on it.
What do you think?
What should the winner do orget?
No, no, no, I feel like we'remotivated, no matter what, we
don't need a frigging.
Oh, come on, we'll make it fun.
We'll make it fun.
(23:28):
I'm like I don't know.
Anyways, it's going to be fineon that, because I do well with
prizes.
Yeah, we're going to just killit.
Well, I'm hoping that's whereI'm saying, like, this will be
interesting to see.
So when this airs, who would notwant to go to Cabo?
Hear Tom Ferry, ed Milet, paceMorgie, who else have we got?
(23:53):
We have so many speakers.
I mean Cabo, just in general.
Well, it's an all-inclusive,right on the beach, and they're
all ocean views, all the riverocean views.
It's gorgeous.
Yeah, it's high end.
Last year was amazing.
So you spend the morninglistening to speakers and the
afternoon is networking by thepool.
It's so fun In bubbles.
One time the whole pool wasfilled with bubbles.
(24:15):
It was fun.
It was a great trip.
So okay, the whole pool wasfilled with bubbles, it was fun,
it was a great trip.
So okay, you got tips for, youknow, ramping up your production
.
Consider this your invite toCabo.
Let us know, this was yourinvitation.
And then Our reach man 30.
I just got to say it's been ayear and who would have ever
expected us to be where we are?
(24:38):
Nobody Except for us, I, wherewe are Nobody except for us, I
don't know, maybe our husbands,I don't think any money saw this
coming.
So stay tuned, make sure you'relistening and watching.
On the World Wide Web, december3rd, we're going to leave it at
(24:58):
that.
On the World Wide Web December3rd, we're going to leave it at
that.
And Courtney and I are going tojust have another great year
together and we're losing counton years.
Bessie, I want to say I don'tknow.
It's definitely 10 years, over10.
Actually, probably closer to 11now.
Honiva, 11 years, you got me mybest year working together.
(25:20):
You got me my watch, I feellike for Christmas, I don't know
, not as many years ago, wasn'tthis.
I can remember by what officewe were in.
That was this one, yeah, I'mpretty sure.
Well, whatever, it's going tobe a great year and I couldn't
imagine doing it.
This one, yeah, I'm pretty sure.
Well, whatever, it's going tobe a great year, and I couldn't
(25:42):
imagine doing it with anyone.
We're lucky, though.
Like working with our cozysweater, our Christmas sweaters
yeah, all right.
Well, we're at 31 minutes.
We've been talking too long, sowe did all of our reminders.
We did our reminders.
Follow us.
All Things Swiss.
Ask the General yeah, and thepoll, the poll on YouTube
(26:04):
Comment.
Should we continue to have justthe two of us talk?
Should we continue to just haveall guests?
What do you guys want to hear?
We want to know.
I think we should do it once amonth.
I mean, I guess you could alsolet us know on Instagram.
Either way, yeah, either way,yeah, we'll do it when we launch
it.
Yeah, very cool.
Maybe we don't have to committo it like once a month, but
like do it More regular, becausehow many times have we done it?
(26:24):
I don't know.
I know it's episode 44.
Yeah, yeah, yeah, because wedid one on me, one on you, just
like just banter, you know, andwe're thinking we should have a
party for episode 52, becausethat's a year, and then, of
course, episode 100, a big partyyeah, yeah, probably an excuse
to party.
(26:45):
Next year is going to be crazy,so fun.
It's going to be so, so fun.
Come have fun with us.
I think we should go to Spain.
Oh my gosh, we should, becausethere is PXPCon in Barcelona.
When was that?
I used to live in Spain.
I'm going back, we're going toWhen's the date?
It's in June.
We're going to keep going off onthese tangents.
We're just having so much funhere.
I can't even tell you.
It's like we just booked a tripto SoCal in like two weeks,
(27:07):
which is awesome.
We're probably going to have togo again in January, if I had
to guess on it.
Then we're going to.
I have a conference I'm goingto in May.
We'll come in Colorado forSummit, for Ramsey Summit.
Oh, I don't, jared and I aregoing to go to that one, ramsey
Summit.
And then Barcelona Tell me thatBarcelona, hopefully in June.
(27:29):
Ix Tipan is back in Miami,which was awesome.
I wonder when they're going tolaunch the bills, don't know.
You know, we'll let everyoneknow.
Yeah, follow us along if youwant to keep.
Okay, a good Halloween, happyThanksgiving, merry Christmas,
all the things, all the holidays.
We'll catch you next week Later.
Bye.
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