Agent Money: How Top Producers Master Their Business & Personal Finances with Michael Kilner & Jordan Curnutt

Today’s podcast guest is Hannah Dubyne, a real estate agent based in Clark County, Washington. With four years of experience in the industry, Hannah closed on over 40 transactions in her latest year alone. Listen in as she shares her journey from college intern to establishing herself as a force to be reckoned with in the real estate space. From leveraging social media and video marketing to continuous learning and networking, Hannah is here to share the strategies that have helped her stand out in a competitive market. She’ll talk more about her decision to invest in coaching, her recent venture into hiring an assistant, her take on the NAR settlement and much more. Don’t miss this conversation as Hannah shares valuable advice for aspiring and seasoned agents!Here’s some of what we discuss in this episode:Hannah’s journey into the industry + her approach to starting her careerHannah’s focus on social media and video + decision to invest in real estate coachingThe significant growth Hannah’s business has seen the last few yearsHow Hannah approached hiring and training an assistant Having a strong brand presence and exceptional service delivery + Hannah’s thoughts on the NAR settlementHannah’s goals for 2024 and beyondLearn more about Hannah: https://www.dubynerealtygroup.com/https://www.instagram.com/hannahdubyne/?hl=enhttps://www.linkedin.com/in/dubynerealtygroup/https://www.facebook.com/DubyneRealtyGroup/CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

We are excited to welcome Christy Belt Grossman to the show today. Christy is the founder of Ops Boss Coaching, a coaching and training organization focused on administrative professionals in real estate. In this episode, she joins Michael to discuss how strategic operational management can transform a real estate business.While many agents shy away from team growth because of its cost, Christy is here to shed light on how cultivating a robust administrative team can be a strategic investment with tangible returns. Listen in as she shares invaluable insights into the crucial role that operational staff play in streamlining processes, enhancing team efficiency, and ultimately boosting the bottom line. Christy has some awesome things to share about aligning your big-picture vision with operational strategies that you don’t want to miss!Here’s some of what we discuss in this episode:Christy’s background in mortgage and real estate operations + journey to starting Ops Boss CoachingWhat Ops Boss Coaching provides for operational staff including group coaching, one-on-one coaching, retreats, and moreFinding the right fit for you in the real estate industry + the diverse career paths in the operations sectorAt what point should an agent consider an admin?Outsourcing and offshoring administrative tasks + understanding your business goals to make informed decisions about staffing and operationsThe various ways that operational professionals contribute to a company’s bottom lineLearn more about Christy and Ops Boss CoachingOps Boss Coachinghttps://opsbosscoaching.com/ROI of Ops Calculator https://form.jotform.com/233057223558052Christy on LinkedInhttps://www.linkedin.com/in/christybeltgrossman/CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

We’re thrilled to sit down with Aaron Farr, a highly successful real estate agent and investor in Spokane, Washington. He’s here to share his story, from his early days as a real estate agent to growing a team and even venturing into property development. Listen in as he shares the highs, lows, and invaluable lessons he’s learned through years of hands-on experience.  Whether you’re a real estate professional, an aspiring investor, or simply intrigued by the dynamic world of property development, Aaron has some powerful insights to share! Click play to gain a firsthand look into the strategies that propelled Aaron and his business into success. Here’s some of what we discuss in this episode:Aaron’s entrepreneurial journey- from running a successful landscaping business to pursuing real estateHow teaming up with his wife and hiring an operations manager changed the game for Aaron's businessBringing agents onto the team + reevaluating the team model later on How Aaron started diving into commercial projects + the launch of his new syndication company What the future holds for Aaron’s entrepreneurial journey Learn more about Aaron and his teamhttps://www.facebook.com/farr.groupnwhttps://www.instagram.com/farr.groupnw/https://www.youtube.com/channel/UC0VG52rGXkcqiRaV_75dWAwCONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Join us as we dive into the nitty-gritty of year-end planning for real estate agents in today’s episode. We’ll cover everything from tax planning strategies to retirement contributions and charitable gifting, giving you inside look into how to successfully navigate financial decisions as we head into the new year. Whether you're a seasoned pro or a newcomer to the real estate scene, tune in for an insightful discussion on making the most out of your income, staying actively engaged in the planning process, and adapting your financial strategy based on the ever-changing financial landscape. If you're a realtor looking to wrap up the year on a strong note, this episode is a must listen! Here’s some of what we discuss in this episode: Changes in tax laws, like the reduction in bonus depreciation from 100% in 2022 to 80% in 2023 + adapting as a businessStaying informed in personal finance planning + making decisions based on current data rather than relying on past practicesKeeping your profit and loss statement (P&L) up to date + taking charge of your financial situationRegularly assessing your tax liability throughout the year, being aware of state-level obligations, and avoiding overpayingTax-advantaged charitable giving strategiesMisconceptions about tax brackets + leveraging retirement savings accounts to reduce taxable incomeCONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

This week’s Agent Money guest is Jeremy Herrman. Jeremy is a real estate agent, real estate coach, and the co-founder of a game-changing product for agents, ClarityNOW. This powerful tool provides real estate professionals with real-time insights into their business performance, helping them understand and act on vital data to achieve their financial goals and improve their leadership skills. In this episode, Jeremy shares his unique journey from a real estate agent to software entrepreneur and the key points that inspired the creation of ClarityNOW. Throughout the discussion, we’ll explore the importance of trust and care in professional relationships, the importance of coaching in the real estate industry, and more. Jeremy also offers a sneak peek into ClarityNOWs future, including an AI component that will provide agents with more insights and suggestions for business success. Tune in to learn more about this transformative tool and to unlock an exciting offer exclusively for our listeners, courtesy of ClarityNOW!Here’s some of what we discuss in this episode:Jeremy’s background in real estate + the need he saw for a system like ClarityNOW to help agents manage their businessesHow does ClarityNOW help real estate agents set clear goals and track their progress?The role of trust, care, and help in building strong professional relationshipsThe future developments in store for ClarityNOW, including AI integrationLearn more about Jeremy:https://www.claritynowre.com/Coachjeremy.maps@gmail.comSign up a FREE month with your 2023 transactional data uploaded on ClarityNOW:  http://claritynowre-20212961.hs-sites.com/kilner-advantageCONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Our guest today is Haydn Halsted, who has been significant strides in the world of real estate, despite only making the full-time leap into the industry a few years ago. He walks us through his experiences with various brokerages, from traditional ones to cloud-based firms like Real. He provides an in-depth look into the pros and cons of each, shedding light on commission structures, revenue sharing, and stock awards.Throughout our conversation with Hayden, you'll gain insights into his lead generation strategies and the tactics that have propelled his real estate career. We chat about his YouTube channel, which he has used to generate income and leads in the Spokane area, and dive into the contrast between being part of a high-support, high-split team and working solo with minimal overhead. Tune in as we talk about the advantages of cloud-based brokerages, generating leads as a solo agent and much more! Here’s some of what we discuss in this episode:Haydn’s journey to real estate, coming from a background in music education.Haydn’s experience being with a high-support, high-split team to transitioning into solo agent work.What is Real, and how does it differ from traditional brokerages?What are the advantages of cloud-based brokerages in terms of transparency and growth opportunities?Learn more about Haydn:https://halstedhometeam.com/https://www.zillow.com/profile/haydnhalstedhttps://www.linkedin.com/in/haydn-halsted-615432159/CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

We talk all the time about the need for real estate agents to be responsible for their own savings and retirement plan, and today’s conversation with Dan Lesniak will highlight one way agents are doing this through a revenue sharing and stock reward model with eXp Realty.Of course we want to learn more about his background in real estate and the keys to his success, but we also wanted to find out why he and his wife feel like eXp Realty is the best place for his 60-person team at Keri Shull to grow their business. One of the big draws for eXp is the company's revenue share model fosters a culture of collaboration, growth, and financial freedom, all while providing a potential to generate more income for agents compared to traditional franchise models.We’ll get a thorough look into this digital brokerage model and learn more about why eXp has been growing at a rapid pace. Keri Shull: https://kerishull.com/fl/About Dan: https://danlesniak.com/eXp Realty: https://whylibertas.com/dan/ Here is some of what we’ll cover in this episode:How he got his start as an investor while he was in the Navy and turned a real estate side hustle into a full time career.What drew his attention to eXp right away when he learned about them in 2022.The revenue sharing model of eXp and why it’s better than some of its competitors. The five ways to get stock rewards through eXp.Can you create company culture with a digital brokerage?How they plan to leverage the eXp platform to expand their coaching business.CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Today we’re sitting down with the inspiring Vayna Jerabek, a 22-year-old real estate powerhouse who has cracked the code to success in the industry. Vayna shares her inspiring journey from an 18-year-old with a real estate license to a thriving entrepreneur with a focus on wholesaling, house hacking, and building wealth through real estate investments.Join us as we explore the world of wholesaling, the challenges and opportunities in today's real estate market, and Vayna's vision for her future, which includes achieving $30,000 a month in passive income from rental properties by the age of 25. Vayna’s story is a testament to the possibilities within the real estate industry, the significance of mentorship, and the importance of taking action to achieve financial goals.  Whether you're a seasoned agent or just starting out, this episode is a must-listen.  Here is some of what we’ll cover in this episode: Vayna's mission is to empower the younger generation, particularly Gen Z, to build wealth in real estate.Vayna has successfully navigated various real estate strategies, including wholesaling, house hacking, and rental property investing. Her journey demonstrates that there are multiple paths to success in the industry.Vayna discusses the value of coaching in her journey. She hired a real estate coach early on, which helped her avoid common mistakes and accelerate her growth.Vayna encourages listeners to overcome limiting beliefs that can hold them back. She believes that mindset is crucial, and people should focus on their "why" and purpose to drive action and success. In today's market, with low inventory and changing conditions, adaptability and creativity are essential. Being open to new opportunities, like property management, can be a way to navigate market challenges.Learn more about Vayna:https://www.instagram.com/vay.namae/?hl=enhttps://www.linkedin.com/in/vaynajerabek/https://www.zillow.com/profile/vaynajerabekCONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

We are excited to sit down with Ryan Hvizda, a top-producing agent at Keller Williams and owner of one of the top-ranked teams in New Hampshire, Hvizda Realty Group. She is also an investor, wealth builder, and speaker. Through her candid narration on the financial struggles of her past, Ryan walks us through the pivotal shift in mindset that propelled her to immense success in the industry. She shares how she’s worked to craft intentional team dynamics, the valuable role that mentors and coaches have played in her team’s professional development, and her journey to fostering a healthy relationship with money. With lessons on personal growth, embracing leverage, and making intentional financial decisions, this episode is a must-listen for anyone seeking to achieve financial freedom and build a prosperous real estate business.Here is some of what we’ll cover in this episode: Initially resisting the idea of entering into real estate, Ryan shares how a change in perspective led her to achieve great success in the field.Ryan highlights the importance of leveraging resources and coaches when growing a real estate team. She talks about the importance of creating well-defined roles and standards within a team, leading to a more efficient and productive operation.Ryan shares how she overcame her financial burdens and found clarity in setting financial goals. She reveals how her debt was turned into an asset that allowed her family to live in Barbados and cut housing expenses. Ryan’s journey to an investment mindset + finding advisors to help her reach her personal and professional goals. Learn more about Ryan:https://www.linkedin.com/in/ryanhvizda/Hvizda Traininghttps://hvizdatraining.com/https://www.facebook.com/HvizdaTraining/https://www.youtube.com/channel/UCL8bNpKJvXxrEEcbOe3aCigHvizda Teamhttps://www.facebook.com/thehvizdateam/https://www.youtube.com/channel/UCzBmTcWTquhxIS5-fZ8kwnw CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

How much money do real estate agents make? Drawing from data provided by the National Association of Realtors Member Profile, we’re diving deep into the realities of being a real estate agent in this episode. We’ll explore the correlation between experience and income and some of the challenges agents face when handling their finances. Throughout the episode, we’ll provide insights and advice for real estate agents at different stages of their careers.  While the real estate industry offers great opportunities for success, we’ll talk about why it is so crucial for agents to be strategic and proactive in their financial planning. We also talk about the importance of working consistently, the potential benefits of working with a team and building strong relationships to secure long-term success in the industry.Here is some of what we’ll cover in this episode: Building trust as a new agent with no track record can be a challenge. Staying in the industry and overcoming the initial years of low income is vital to building a successful career. Being part of a real estate team can provide valuable structure and accountability, especially for new agents, even if it means starting with a lower split.Real estate agents should focus on their net income after taxes and expenses, as it provides a clearer picture of their actual earnings.Retirement planning is crucial for agents, especially since they don't have the benefit of employer-sponsored 401k plans. Relying solely on database referrals for retirement income is risky, and agents should explore diverse investment and savings strategies.CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Recently, Michael shared a real estate hot take on Linkedin, which inspired today’s episode. Join us as we dive into the controversial topic of whether solo agents should consider joining a team. We’ll discuss the changing real estate landscape and the potential benefits and drawbacks of joining a team.  With the market shifting and revenue growth slowing down for many solo agents, we discuss how joining a team can provide real cost efficiencies and share some advantages of shifting to a variable cost structure in today's environment. Is joining a team the solution to maximizing profitability and adapting to the evolving market? While financial considerations take center stage in this episode, Michael and Jordan also emphasize the importance of evaluating other factors beyond finances. They explore the additional advantages and considerations, such as support systems, decision-making, and operating within a team. Whether you're a solo agent or a team player, this episode will provide valuable insights into finding the right fit for your real estate business. Here is some of what we’ll cover in this episode: Solo agents and their frustration with the slow market. (2:09)The market environment has changed + why might someone move from working as a solo agent to working with a team? (7:11)Some pros and cons of being on a team vs being a solo agent. (12:26)Successful solo agents can negotiate favorable terms without sacrificing their individual brand when joining a team. (15:27)Making informed financial decisions for your personal situation. (19:04)CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Today we are joined by Gene Donohue, CPO, a Profit First coach for real estate agents. Gene originally started out in real estate himself and eventually joined a company called Fathom Realty, where he became the national director and developed their mentor program. Witnessing agents fail while in this position motivated Gene to help real estate brokerages, teams, and agents avoid financial struggles and achieve the lifestyle they imagined when they first got their license. Having a passion for numbers and money, Gene found a solution in the Profit First method, which combines the envelope system with modern technology and professional guidance to help real estate professionals manage their commissions effectively. In this episode, he joins us to talk about the Profit First process and how it helps real estate agents alleviate stress and build sustainable wealth by setting aside money for taxes and breaking down funds into different accounts. Stay tuned for an insightful conversation with Gene as he discusses how this process works from start to finish. We’ll cover why systems and processes such as this can be so helpful in supporting financial stability in the real estate business.Here is some of what we’ll cover in this episode: Gene shares about his background in real estate. (1:54)Gene discusses the basic tenants of Profit First. (4:42)Gene talks through what the Profit First process looks like. (10:10)The importance of having processes and procedures in place as a real estate agent to create a sustainable lifestyle. (14:30)The first steps to take if you are interested in this process. (23:56)Get in touch with Gene:gene@genedonohue.comCONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Today we’re excited to sit down with Marie Pence, a real estate agent at Windermere Real Estate in Spokane, Washington. Marie's path to the real estate industry is truly one-of-a-kind, as she began her career as a police officer in Spokane, serving the community for ten years. In this episode, Marie shares her journey from law enforcement to real estate, highlighting how her passion for property investment led her to become a very successful agent in Washington, with a portfolio of over 450 doors.In this episode, Marie shares her experience of growing a real estate investment business with her husband and discusses some of the valuable lessons they've learned along the way. She talks about becoming a real estate agent, the significant potential in real estate investment, and how she has managed to balance the demands of business ownership and motherhood by setting healthy boundaries. Join us as Marie talks about her incredible career journey, gives expert insight into the real estate investing world, and more!Here is some of what we’ll cover in this episode: How Marie got into the real estate business. (2:13)How Marie was able to invest in real estate properties while she was a police officer. (5:04)What Marie’s portfolio looks like now. (11:31)How Marie’s business and team have grown over the years. (14:20)How Marie has set boundaries and found balance in her career. (19:00)What the future holds for Marie and her business. (26:42)CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Today we’re joined by Perry Domini from 4 Degrees Real Estate in Spokane, Washington. Perry comes from a family of entrepreneurs and decided to take a leap of faith and begin his career in real estate at the young age of 24. Since then, he has built an impressive clientele and has expanded into buying duplexes, Airbnbs, and even an apartment building. Perry talks with us about getting into real estate and how his business has grown and transformed over the last six years through determination and hard work. He speaks to the profound impact that mentors have had on his career, as well as the invaluable lessons he has learned from working in a dynamic environment that challenges him to think outside the box.Join us as Perry reflects on the valuable insights he has gained throughout his career journey and how he has shifted his focus to achieving long-term success. Here is some of what we’ll cover in this episode: Perry shares how he got started in real estate. (1:57)Some lessons Perry learned in the early stages of running a business. (6:01)How Perry’s business has transformed and grown since he started. (13:02)Perry talks through his most recent investment with 4 Degrees Capital. (19:45)How Perry made the transition from thinking transactionally to focusing on long-term growth. (23:58)Get in touch with Perry: Perry@4degrees.com CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Today we’re excited to welcome on our good friend Jason Martin, who is a realtor at the Jason Martin Group in the D.C. area. Jason began his career in broadcasting before moving into real estate and had to quickly adapt to an entirely new business structure.We wanted to talk with Jason about how he’s built his career and business through clarity, purpose, and passion. Join us to learn about his journey, mindset, and how he's aiming to become the top team in the DMV area. This episode is filled with valuable tips on wealth creation, goal setting, and nurturing relationships, making it a must-listen for any ambitious real estate agent.Here is some of what we’ll cover in this episode: The value he finds in paying for a coach. (8:36)The role a good financial advisor plays in growing a successful business.  What his first few years in real estate looked like from a sales standpoint. (13:23)The importance of leadership to building a team and creating strong relationships. (18:17)His philosophy on hiring and how he’s improved that through his career.   (24:23)His approach to building his own wealth and managing his personal finances. (28:19)Learn more about Jason and his business: https://www.jasonmartingroup.com/ CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Managing business expenses and personal finances are completely separate tasks and agents are usually much more laser-focused on the day-to-day instead of looking years and decades out. But becoming a master of personal finance means giving yourself the option to walk away from work and enjoy financial independence.   In this episode Jordan and Michael will dive into the world of retirement planning for real estate agents and will follow a similar track as the one used for the four stages of an agent’s financial journey. Along the way, we’ll share crucial tips and strategies to build wealth and maintain your lifestyle in retirement. From understanding the different types of retirement accounts to tax planning and the potential role of investment properties, this episode is packed with practical advice to help you grow your nest egg. If you haven’t spent as much time planning for retirement, there’s no better time to start than right now. Check out these four stages and start taking the first steps towards your long-term goals.Here is some of what we’ll cover in this episode: What is the opportunity cost of not getting these things set up and funding them? (4:23)The simple steps the Rookie can take to just get the plan started. (5:34)The Sophomore should consider the SEPP IRA (10:40)Why the solo 401(k) is a great tool for the Veteran to utilize. (19:18)Why a full-blown 401(k) retirement savings plan might make sense for a team. (22:47)The biggest pitfalls in retirement planning. (27:04)CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Real estate might be one of the great methods for building wealth, but that doesn’t mean it’s easy to grow value within your real estate business. We all have to learn tough lessons as we try to build an agency or firm, but hopefully we come out of it much stronger.Today’s guest has a great handle on the financial side of the business but it didn’t happen immediately. Ty Voyles is the CEO of Fulcrum Properties Group in Washington D.C. and someone we’ve collaborated with in the past. As he’s built the business alongside his partners, they’ve tried different financial structures for team members but not all of them have been successful. But they pivoted into one that did work and have leveraged that to grow into the business they have today.   This episode will dive into those different ways to build enterprise value and what it takes to find and keep strong agents on your team. We all have an idealistic vision of how to make this happen, but what is the reality of that? We’ll learn all about it today with Ty. Here’s some of what you’ll learn in this episode: How he started as a project manager with the government before looking for something with a faster pace, which is how he moved into real estate and built the business.  (1:28)How they structure pay for their real estate agents after learning from a mistake early on. (6:31)The financial structure for a business with 3 co-owners.  (10:56)Building a real estate team – idealism vs reality.  (20:00)What is the value proposition for Fulcrum during a turbulent market to attract agents to the team? (31:27)How often should you be checking in on the financial health of your business? (41:21)Learn more about Ty: https://www.fulcrumpg.com/about/ty-voyles CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

The primary focus for an agent day-to-day is on selling, servicing clients, and negotiating with the agent on the other side of the deal so it’s not surprising that the majority of agents are thinking about how to take that next step forward with their business. Part of the problem is that there aren’t many resources that clearly identify and explain the steps you should be taking to grow your business. Where should your focus be at each part of the journey and how do priorities change over your career? In this episode, Michael is going to take us through the four different stages of an agent’s financial journey. Most agents will fall into one of these four categories or stages, and knowing what needs to be accomplished at each one of these will keep you on track to reach your goals. So join us as we go into detail on each of these four stages:The RookieThe SophomoreThe VeteranThe Team Whether you’re in the early stages of your professional journey or already established with a team around you, this episode will help provide the framework for any agent to grow.   Here’s some of what you’ll learn in this episode: Why agents aren’t always thinking about the next step in their journey. (1:11)The first step is the rookie agent, which is where most people start. (5:09)Why you should open up a separate account for taxes. (9:01)The agents that fall into the sophomore stage and what they need to be paying attention to financially. (19:15)What do the veterans need to be doing when they reach this level?  (31:36)The final stage is for the agent who is running a team  (35:56)CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

When you think about real estate and becoming an agent, most people envision the high commissions and lavish lifestyle. The reality is hours of hard work and plenty of failures before establishing your footing in the industry. Today’s guest is a good friend who is still early enough in his real estate journey to speak on the challenges of growing a successful business in this industry. We’re excited to welcome on Nick Bush the Realtor, co-founder of The Address.  He joins us today to talk about the sacrifices he made to get started in real estate and why he quickly realized he needed a partner to achieve the growth he aspired for. We’ve always loved the way Nick approaches the business and his strategy for marketing, and his insight can benefit agents at any stage of their career.  Here’s some of what you’ll learn in this episode: ·      How a job at the Ritz Carlton sparked his interest in real estate.  (2:21)·      How he leveraged homebuying seminars to help get traction in the business when he first got started. (7:44)·      The sacrifices you have to make when you start your career and leave a consistent paycheck. (11:30)·      The mindset shift from believing you can do it all yourself to finding a partner that can truly help you grow. (23:40)·      How do you prioritize where you spend money as you try to grow revenue. (24:53)·      What’s his strategy for taking the money he’s making and using that to build wealth for his family. (31:58)Learn more about Nick: https://theaddressdmv.com/https://www.instagram.com/nickbushtherealtor/ CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/

Not every agent has aspirations of building a company with multiple branches and an expanding team, but today’s guest will open up his playbook for anyone that does. Rob Chevez is the CEO of The CAZA® Group, which is a family of real estate businesses that helps build wealth by providing the systems and resources needed to help people succeed in real estate. Rob shares a lot of great insight into his successes and struggles and offers up some great guidance for anyone that’s looking to grow their real estate business.  Here’s some of what you’ll learn in this episode: ·      How he got started in real estate and his experience moving through the industry. (1:45)·      Why you need to understand your vision and how people will fit into that in order to attract talent and invest in them. (11:39)·      How he has structured the business financially for each location within the CAZA group.  (19:25)·      How he developed the idea of the expansion model. (23:40)·      Why agents need build wealth through investing. (30:22)·      What will the next 10 years look like for Rob? (33:28)Learn more about Rob: https://www.thecazagroup.com/  CONNECT:Need help on the personal side of your finances? Work with Jordan here: https://www.quantumplanning.com/financial-planning-for-top-producing-real-estate-professionals/ And if it's the business side where you need the most assistance, check out Michael here: https://kilneradvantage.com/