Click here to find out why you're feeling confused, anxious or broke.
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becoming a top producer, luxury leader, or in-demand expert is only the beginning
Money Management for Real Estate Agents can help you take the next step and become an all-around financial boss (even if your current finances are more of a hot mess express).
I design money management systems for You're busy with your clients, your family, and your life. But do you want to have a sales job or a business? I can help you transform from income earner to asset builder through money management. ... the solo agent who wants to know you're doing the right things. You're cheering each other on as you hit new production milestones. But behind the scenes, does anyone really know if they have a profitable, sustainable business? I can help your team answer YES! to that question with confidence. ... the team who knows the production leader board only tells half the story. You're looking for an edge in a competitive talent market. But are you giving your agents what they really need to succeed? I can help you offer a benefit top producers won't find anywhere else. ... the office that provides unmatched support and financial expertise for your agents.
Replace money dread, confusion and anxiety with clarity, calm and confidence. What you'll do What success looks like How you'll do it Using the CLEAR system. I designed this process to make it easy for you, the successful agent, to finally answer the million dollar question: where is all the money going? With the CLEAR system in place, you’ll have a successful agency or brokerage with a money management process that you can review in only 30 minutes per week. You’ll know what's coming in, what’s going out, where to adjust, and what to focus on to keep your business thriving.
What is CLEAR? C L E A Commission income, sales, deposits, revenue. No matter what you call it, your personalized system will track, project, and manage it with ease. Lifestyle. It's your business - let's set it up to support the lifestyle you want. Allocation. Eliminate confusion about how much you have available to spend, save, and celebrate. R Return. Get the most from your money by investing intentionally in what gets results for your business. Expenses. No more feeling like money is always going out faster than it's coming in. The CLEAR system is a roadmap. It guides the process of discovering where your business has been, where it is now, and where you want it to go, in each of five core money management areas.
What that means: If these three agents each spend $5,000 per month, two think they only spend $3,000... And that's why they feel confused, anxious or broke! Sound familiar? This is a very common struggle! In fact, over two-thirds of agents in my workshops underestimate their monthly business spending by more than 50%. You can ditch money anxiety and confusion if you're like Sara... Sara contacted me after a nudge from a family member who found me on LinkedIn. She had just left her first real estate team after five years to start her own brokerage with two junior agents. ... a real estate broker with a team of agents Like many successful real estate agents, Sara felt good about her sales volume and the amount of money coming in, but she didn't have a handle on where the money was being spent. Sara's thoughts before working together: I should have more money left at the end of the month. This has been so valuable. I can't believe I'm actually excited to look at my numbers! And I can talk to my team about how we're doing so they know what it takes to run this business. Sara's thoughts after working together:
We solved Sara's problems with the CLEAR system. We reviewed the team's sales goals, closed deals, and pending transactions to find out if their commissions were on track. Then, we created tracking worksheets to fill in as transaction details firmed up. Voila, instantly up-to-date numbers! Sara's long-term lifestyle goal was to focus exclusively on developing her team, and reduce the volume of transactions she was personally closing each year. So we created a system to distribute leads to her junior agents. More time without a hit to her income? Double win! We determined the optimal allocation of money to meet Sara's goals. We created simple targets to divide each commission check into expenses, owner pay, taxes, savings, and fun. Pssst, yes, it IS ok to spend money on fun! We reviewed the return on lead generation activities. Then, we calculated an expected cost per lead for both buyers and sellers to zero in on the smartest places to invest. Don't you love it when decisions are simple? We reviewed the team's expenses to find and fix sneaky cash flow leaks. By ranking expenses from most important to least important, and highest total to lowest total, we easily identified unnecessary costs. Isn't painless cost cutting the best kind? Here's how it worked:
You’re meeting your sales goals but still feel confused, anxious or broke. You want to start thinking like a business owner and not just a salesperson. You're tired of the pressure to do more and are ready to simplify your business. You know that when a system works, and you work the system, you get results. Can this system solve your problems too? CLEAR was made for you if:
Virtual Money Manager - For Solo Agents Get a money management expert by your side to set up your system, track your numbers and give you the highlights every month.
Money Mastermind - For Teams Get the virtual money manager package for the team lead or managing broker plus profitability breakdowns by person, group coaching sessions, and options to add 1-on-1's for teammates. Popular! Starts at $650 per month Setup fee starts at $900 No long-term contract In-person or virtual
Monthly Money Day - For Offices Get consistent money management coaching for your entire office on a dedicated day each month.
I'm not a mind reader but I might know what you're thinking.
yay, our first chance to think through a money decision together! solo agents might be thinking wait...can I afford that? generally, solo agents come to me when their commission volume is over $72,000 per year or $6,000 per month. if your business isn't at this level yet, this investment is probably a stretch.
we all have our non-negotiables, and I respect that. teams might be thinking if you're going to tell us coffee runs are over... hard pass. money management is not about budget cuts or scare tactics. it's about empowering YOU with information about your money so you can decide what to do with it.
in a word, no. because managing money is a life skill! everyone might be thinking isn't it kind of weird to spend money on... money? think of it like investing in a college course on entrepreneurship, personal finance, management, and accounting all rolled in to one... but make it totally personalized and not boring and immediately useful.
A few examples of the real feels: So you're nervous about the process. Are you going to feel overwhelmed, intimidated, or plain old bored? Nah. empowered confident Quinn's approach is gentle and effective. I love the CLEAR method she's cultivated and found it easy to use to break things down in a way that wasn't overwhelming. I so appreciate her knowledge and empowerment. Quinn is impeccable at helping entrepreneurs get organized, confident, and growing with their money and numbers. engaged Quinn gets it! She makes talking finances both easy to understand and entertaining.
sound good? let's talk next steps. You've found me, you know how I help real estate agents with money management, and you're interested in learning more. The next steps from strategy session to sign on are designed to help you decide if my program is a good fit for your needs. We connect for your strategy session. In 30 minutes, we discuss your current money management process and quickly identify the problem areas in your business, team or office. Based on our chat, I'll give you options for how we could work together to achieve your goals. If you like my ideas, I'll send you a proposal with the investment numbers and other details. If you decide to move forward with the program, you decide when you'd like to start and put down a deposit to hold your spot. If not, no hard feelings! I send you a contract via email with our agreed upon terms and dates. Once you sign and provide payment authorization, you're officially in!
Again, not a mind reader, but this isn't my first rodeo. so in case you're thinking... I'm just too busy for one. more. thing. Imagine the relief of having your money management handled by an expert so you can check in for just 30 minutes per week and be on top of everything that's important to your business. It's a process that is so much simpler (and less draining) than worrying and avoiding, amiright? I'm here to help you do less and enjoy more..