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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.
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:

Can CLEAR help you too?

Let's talk.