Competitor Survey

Our competitor survey worksheet was designed out of our Recruiting Mastery program which is available to our Private Client Members.     Analyze your office and company strengths and weaknesses.

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Recruiting Survey

Using a recruiting survey is a great way to reach out to perspective agents.  It serves a few purposes and can be used by the recruiter themselves or an outsourced

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UVP Worksheet

Our UVP Worksheet is designed to help you identify your Unique Value Propositions (UVP’s).  Your business has a specific culture, brand promise and set of UVP’s.  This is true whether

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Referral Recruiting Marketing Campaign

An effective recruiting marketing campaign is incredibly effective at building brand awareness and highlighting your greatest advocates. They feature your current team and create a very human connection with your

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Excel What If Forecaster

Excel What If Forecaster for Teams and Brokerages Our Excel What If tool was primarily designed for Brokers who are looking for the most effective and efficient ways to boost

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Excel Brokerage Modeling

Our Excel brokerage modeling tool was primarily designed for those who wanted to evaluate launching out on their own.  But the model also works for teams to help them see

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Excel Marketing and Advertising Budget

Our excel marketing and advertising budget tool makes it easy to get a clear picture of how much you can afford to spend.  We track ROI on every investment in

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The Secret To Foster Team Accountability

There are a number of effective strategies you can implement to foster team accountability, drive higher productivity and create accountability within your team.  Transparent reporting, timely feedback, and one on

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Luxury Archetype Profiles (Updated for 2021)

We have updated our Luxury Archetype Profiles for 2021!  The 70 page profile reports are specific to our eight distinct Luxury Archetypes.  They include updates throughout, and a whole new

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