Real Estate Team OS

40 Episodes
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By: Ethan Beute | Follow Up Boss

Real Estate Team OS is your guide to starting, growing, and optimizing a real estate team. Weekly episodes give you stories, insights, decisions, and hard-learned lessons of team leaders, operations leaders, brokerage owners, and real estate agents at every stage of business growth from solo agent to mega team.

How To Avoid Costly Mistakes in Real Estate Team Expansion with Marissa Canario | Ep 089
Last Tuesday at 11:15 AM

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What if your biggest mistakes became the blueprint for your next business?

That’s exactly what Marissa Canario is doing with Apex Realty Group, which she’s building from Milwaukee, Wisconsin. 

After building a 7th-level insurance agency and after opening 168 markets (yes 168!) as a real estate leader on a national expansion team, Marissa’s now taking lessons learned to build again - with deeper obsession and a clear...


Real Estate Team vs Independent Brokerage with Brad Nix | Ep 088
11/24/2025

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Which is the better direction for you: real estate team leader or independent brokerage owner? Or even: independent teamerage owner.


Get practical tips and helpful ideas to help you figure out which is right for you from Brad Nix, who helped turn two teams into brokerages. 

Go inside Path & Post, a brokerage that runs as a unified team of 6 staff and about two d...


The Roll-Up Strategy for Business Growth with Sam Khorramian | Ep 087
11/18/2025

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From fix-and-flip investor to Founder and Owner of the #1 real estate team in California and #3 in the United States, Sam Khorramian has been driven by “pigheaded determination.”

Sam talks through primary drivers of his success, including “wow” experiences, a differentiated business model, and a roll-up strategy for business growth. He explains why it made sense to go from independent brokerage to a team brokered by LPT Realty.

Learn...


How To Profitably Support Teams In Your Real Estate Business with Eric Bramlett | Ep 086
11/11/2025

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You’re growing your real estate team or real estate brokerage.

Some of your agents are interested in starting a team within your business. Or small teams are approaching you about joining your team or brokerage.

What kinds of rules and standards should you have in place? What are the tough conversations you need to have? How do you open up this opportunity while preserving the in...


How To Form a Real Estate Partnership That Lasts with Mike Hines | Ep 085
11/04/2025

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What does it take to form a real estate partnership that lasts? One that’s built to endure all kinds of markets, to serve all kinds of clients, and to stand the test of time?

Some of the components - like shared values and great people - are intuitive. Others - like valuations, management agreements, and unified brands - are less so.

Mike Hines joins us to...


When and How to Build Your Real Estate Recruiting Department with Tiffany Williamson | Ep 084
10/28/2025

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Ever wondered when it’s time to hire your first full-time recruiter? Or what it takes to lead the market in agent retention?

Tiffany Williamson, Owner and President of Navigate Realty, shares the hard lessons and successful steps that have driven their growth to hundreds of agents in multiple markets. From hiring a full-time recruiter (on the third try!) to running blind surveys after every onboarding, this conversation is...


The 150-Agent Real Estate Team Built with Zero Recruiting with Dylan Nonaka | Ep 083
10/21/2025

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The Agency Team is the #1 real estate team in Hawaii. They recently achieved their first 100-unit month. They recently expanded beyond the islands to the mainland. They’ve grown to 150 agents.

And they’ve done it all with zero recruiting.

How? Attraction.

On day one, team leader Dylan Nonaka created a “culture code” that focuses on family and relationships and emphasizes the abundance mindset and pay...


The Team Leader's Guide to Making Your First Operations Hire with Camila Rivera | Ep 082
10/14/2025

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A common question among real estate team leaders: How do I find my first operations person?
 
Every visionary needs an integrator. Every people person needs a process person. Every team leader, at some point, needs an assistant or operations manager to continue growing their business efficiently and sustainably.
 
When is that point?

Where do I look?

What should I look for in te...


Why Agents Leave and What Agents Want with Chris Giannos | Ep 081
10/07/2025

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Right now, Q4, is the most common time for real estate agents to leave their real estate team or brokerage and join another one.


But why do agents leave? And what are agents looking for?


For answers to those questions and more, watch or listen to this conversation with Chris Giannos. He’s personally recruited hundreds of agents - at ti...


AI and Human Relationships with Tristan Ahumada and Nick Baldwin | Techtember | Ep 080
09/30/2025

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In our fifth and final Techtember episode this year, Real Estate Team OS brings you the co-founders of Lab Coat Agents in conversations at the intersection of AI and relationships.

In just 20 minutes, Tristan Ahumada recommends top tech tools for today’s environment, why agents who use AI won’t replace agents who don’t, the right way to differentiate through tech, and a simple process to keep up wit...


Building Your Own Tech with Ryan Young and Brian Hurley | Techtember | Ep 079
09/23/2025

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In a very basic and very real way, real estate technology comes down to problems and solutions - an iterative journey toward a better result, a better business, and a better life.

Here in our fourth Techtember conversation, you’ll learn how two leaders clearly identify  problems and built their own tech solutions.

Spend just over 20 minutes with Ryan Young - CEO and Team Leader of the...


AI for Marketing with Jimmy Mackin and Jason Pantana | Techtember | Ep 078
09/16/2025

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Marketing is being eaten by AI.

What’s that mean? And, more importantly, what does that mean for you and your real estate business?

For answers, you’ve got two of the top marketing minds in real estate, Jimmy Mackin and Jason Pantana, here in our third Techtember episode.

Leveraging generative AI and agentic AI.Balancing quality and efficiency - balancing new tools and tech with...


Agent Success with Camila Rivera and Julia O'Buckley | Techtember | Ep 077
09/09/2025

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In order to protect, scale, and optimize a real estate business, you need systems. Tech-powered systems. AI-enhanced systems.

In our second Techtember episode, Chief Operating Officer Camila Rivera and Operations Manager Julia O’Buckley give you insights into the evolution of tech stacks that don’t just enhance efficiency - they also drive agent success.

CRM transitions. Open APIs. Enhanced visibility. Efficiency gains for agents and team...


AI Voice and Texting with Kyle Draper and Tiffany Gelzinis | Techtember | Ep 076
09/02/2025

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AI voice and texting are changing the way we connect with the people in our database and convert new leads. 

And it’s changing the real estate agent’s role in the process.

Here in our first Techtember conversation, real estate team leaders and returning Team OS guests Kyle Draper and Tiffany Gelzinis share the tools, strategies, and tactics of using AI phone calls, AI text messa...


The Winning Playbook for a $100M Goal with Brian Leonhardt | Ep 075
08/26/2025

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Get Brian's Playbook on discipline, structure, and healthy competition: https://vid.us/229qta

Talent alone is never enough. The best in the business focus on fundamentals.

It’s as true in real estate as it is in professional football.

Brian Leonhardt shares lessons from his journey from professional football player to real estate agent to co-team leader. And he shares key decisions on the fo...


Redefining the Role of the Real Estate Team Leader with Keith Anderson | Ep 074
08/19/2025

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The mission of SPACE in one line: “the greatest agent experience on Earth.”

Their goal:  “to be the first organized, actual team within a broker entity to navigate all 50 states and all metros in the entire country.”

How did they get here? Co-founder and CEO Keith Anderson joins us to talk through their ambitious goals and unique approach to building their real estate team.

One of th...


Behind the Curtain of a Truly Agent-Centric Team with Ben Schreiber | Ep 073
08/12/2025

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“I didn’t know those agents were on your team.”

That’s the best compliment Ben Schreiber’s received recently. It came during a conversation with a couple of agents in his team’s market.

Why is it a compliment? The model behind his real estate team is all about the agent, not about him. He wants them running their businesses their way - including logos, marketing, a...


Building a Business You Don’t Secretly Want to Burn Down with Lindsay Dreyer | Ep 072
08/05/2025

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What does it take to build a real estate business that you truly love - rather than one you secretly want to burn down?

In this conversation, Lindsay Dreyer, founder of City Chic Real Estate and Happy Agent Co, shares hard-won lessons from 14 years of brokerage ownership, including how she runs her boutique firm remotely, why intentionality trumps “team fever,” and how to design a business that supports—not sa...


All Leads Are Created Equal, Are You Treating Them That Way? [MINISODE]
07/29/2025

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What if every online lead that enters your CRM was the start of a lifelong client relationship—and not just a one-off deal?

Here in our third Minisode, we reveal how top teams are converting above 20% by focusing on empathy, systems, and the long game … by starting conversations, assessing needs, and earning trust.

As we’ve heard here on Real Estate Team OS several times before: rememb...


Rapid-Fire Real Estate Wisdom [SUMMIT]
07/22/2025

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We’re just a few weeks removed from our first-ever Summit Series on Real Estate Team OS. 
 
In that series, we met and learned from 10 different real estate professionals from four teams in the same market. These team leaders, operations leaders, and real estate agents talked through a variety of helpful topics in mastermind-style conversations.


Each sitting was three hours long. So I brok...


The Hidden Curve That Kills Real Estate Team Profit with Mike Schumm | Ep 071
07/15/2025

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Before Mike Schumm coached, consulted, and partnered with many of the top teams in the real estate industry, he built 10 small businesses - from meat packing to property management to national cleaning franchise.

He brought that experience to real estate concurrent with the release of The Millionaire Real Estate Agent, got blocked while building his team, started coaching top teams within the Tom Ferry organization, and started his...


Mastering Real Estate Business Financials with Andy Mulholland | Ep 070
07/08/2025

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Andy Mulholland spent a decade building and running a successful real estate team. He and his wife, Ellyn, now run the books for many top real estate teams.

He joins us on Real Estate Team OS to help you get a handle on your real estate business financials. Your P&L. Your net profit margin. And he does it by keeping things simple.

Andy shares with...


Client Communication and Social Media Strategies for Today's Market [SUMMIT]
07/01/2025

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Welcome to our sixth and final episode in the all-new Summit Series! As we were in the third episode, we’re joined by four real estate agents in one conversation:

- Bree Tucker with Pozek Group
- Tony Galarza with Wemert Group Realty
- Matt Anderson, solo agent with eXp Realty   
- Nick Nelson, solo agent with eXp Realty 


See or he...


Agent Accountability Systems That Drive Team Productivity [MINISODE]
06/26/2025

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Holding agents accountable drives activity, productivity, and profitability.
But it can also create confusion, frustration, and burnout for you - and for your agents.

So how do you set up accountability systems that agents will actually use and benefit from?

In under 10 minutes, our five guests cover:
- The relationship between and metrics behind agent performance and agent participation
- A cadence for...


How Our Teams Recruit, Onboard, and Retain Agents [SUMMIT]
06/24/2025

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Welcome to our fifth episode in the all-new Summit Series! As we were in the second episode, we’re joined by two operations leaders in one conversation:

- Emily Smith, Chief Operating Officer for Wemert Group Realty
- Gio Sanginesi, Agent Partner who's also served as VP of Growth for Pozek Group


See or hear our first conversation with Emily and Gio: ww...


How Our Teams Create Growth Opportunities with Agents [SUMMIT]
06/17/2025

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In our fourth episode in the Summit Series, we pick up again with these four real estate team leaders in one conversation:
- Renee Funk of The Funk Collection
- Ken Pozek of Pozek Group
- Ben Laube of Ben Laube Homes
- Jenny Wemert of Wemert Group Realty

Each runs their business differently - from vision to lead generation to culture. So you’ll...


Successful Team Agent vs Successful Solo Agent [SUMMIT]
06/10/2025

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Welcome to our first-ever, six-episode Summit Series! Here in our third episode, we host four real estate agents in one conversation:

- Bree Tucker with Pozek Group
- Tony Galarza with Wemert Group Realty
- Matt Anderson, solo agent with eXp Realty   
- Nick Nelson, solo agent with eXp Realty 


Real Estate Team OS is bringing you the Summit Series, a n...


How Our Teams Keep Agents Productive At Scale [SUMMIT]
06/03/2025

Webinar: See what your contacts are doing on Zillow - Mon, Dec 8 - https://followupboss.zoom.us/webinar/register/WN_-jOL8Gu3TZ2IWR_atbijlA#/registration


Welcome to our first-ever, six-episode Summit Series. Here in this second episode, we host two operations leaders in one conversation:
- Emily Smith, Chief Operating Officer for Wemert Group Realty
- Gio Sanginesi, Agent Partner who's also served as VP of Growth for Pozek Group

The Summit Series a new format that has an element of our Inside The Team series, but features multiple guests in...


When, How, and Why We Started Our Real Estate Teams [SUMMIT]
05/27/2025

Webinar: See what your contacts are doing on Zillow - Mon, Dec 8 - https://followupboss.zoom.us/webinar/register/WN_-jOL8Gu3TZ2IWR_atbijlA#/registration


Welcome to our first-ever, six-episode Summit Series. In our first episode, we host four real estate team leaders in one conversation:
- Jenny Wemert of Wemert Group Realty
- Ken Pozek of Pozek Group
- Ben Laube of Ben Laube Homes
- Renee Funk of The Funk Collection

To help you make your next decision or take your next step, no matter where you...


Who Is The Right First Hire for Your Real Estate Team? [MINISODE]
05/22/2025

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Hiring the wrong first person could cost you months or even years.

Minisodes, a new Real Estate Team OS series, were made to help you get it right in 10 minutes or less!

In under 9 minutes, you’ll learn:

• Why hiring a buyer’s agent first is often a MISTAKE
• What your actual first hire should be—and how to define their role
• Real stories...


Facebook Groups as a Lead Pillar with Marisa Lindsay and Dubs | Ep 069
05/20/2025

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Facebook Groups. They’re the foundation of the introvert-friendly strategy that jump-started Marisa Lindsay’s real estate business, serves as the foundation for her real estate team in Colorado Springs, and fuels a growing referral network across the country.

Learn from the founder of The Collective by Marisa Lindsay, as well as from their TC/CTO/problem solver, Dubs (including how she got that nickname). They’re a Vision...


On A Mission To 70 Agents and Beyond with Team Peterson-Jackson | Ep 068
05/13/2025

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Less than three years ago, Team Peterson-Jackson was a two-agent domestic real estate team. Today, they’re at 74 agents and counting. All along, they’ve been on a mission to:

increase African American homeownership ratesbuild generational wealthcreate knowledgeable and productive real estate agents

In this conversation, LaShawn and Towanna Peterson-Jackson welcome you into the education-based approach to expanding their business, including how systems and support anchor their value prop...


The Role of AI vs The Role of Real Estate Agents [SUMMIT]
05/06/2025

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We talk regularly about the role of tech, automation, and AI here on Real Estate Team OS. 
 
The predominant vision: these tools make real estate agents more consistent and efficient.
 
Among countless other visions: AI will relegate the agent to a glorified door opener.
 
Here in this preview episode of our upcoming, six-episode Summit Series, you’ll hear from 10 different real estate professionals on the ro...


Opportunities Can't Be Equal with Dustin Oldfather | Ep 067
04/29/2025

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Over the past 20 years, Dustin Oldfather has connected with and been coached by the best in the real estate business, including several of our guests on Real Estate Team OS.


As a result, he’s experimented with different methods and models - with VAs, ISAs, training cadence, lead distribution, and more.


The top-ranked real estate team in Delaware, The Oldfather Gr...


Outsourcing Operations with Jen Dillard | Ep 066
04/22/2025

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The JDRE Team was growing quickly in the relatively small and highly competitive market of Hood River, Oregon.


But when their Director of Operations and Marketing Manager separated from the organization, team leader Jen Dillard found herself back in a challenging, undesirable, and familiar spot - wearing all the hats and doing all the things, but none of them especially well.


<...


The Identity-Based Team Model with Lisa Stafford | Ep 065
04/15/2025

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Seasoned agents and new agents alike often wonder what they’ll give up when they join a team - including their identity.


Over the past decade, Lisa Stafford has refined an identity-based team model that blends the best of both the team and solo experiences - your individual identity and the team’s collective support.


To reflect this approach, she chan...


The Myth of Work-Life Balance (and What to Do Instead) with Jordan Quaresma | Ep 064
04/08/2025

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When you’re an early stage team leader who’s built your business on a high level of customer care, you have to figure out how to balance the needs and wants of your clients, agents, systems and processes, and … life. 
 
Instead of seeking balance, Jordan Quaresma has opted for integration. Jordan’s the leader of a four-person, four-year-old team that closed more than $50M in volume last year. He s...


Using EOS Principles to Scale Faster with Harvey Yergin | Ep 063
04/01/2025

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A Division I college athlete, Chief of Logistics with the US Army Corps of Engineers, licensed real estate agent, franchise founder, and entrepreneur, Harvey Yergin discovered EOS like you … the hard way.
 
 A friend gave him a copy of Traction, which he didn’t read … until he experienced pain, frustration, confusion, and misalignment within one of his businesses.


 Today, because of the value it brought him, Harv...


Providing Your Business in a Box with Kristina Salcido | Ep 062
03/25/2025

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Owned and led by Kristina and Kiki Salcido, K2 Omni Group is based in Albuquerque, but they’ve expanded to Boston and Dallas. How? By finding the right business partners and providing their “business in a box.”


In order to do that, you need a standardized team structure and refund, centralized systems. Go inside their operating system, which is under constant improvement, and learn how they f...


Ranking the Top Real Estate Teams with Mark Adams | Ep 061
03/18/2025

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Verified rankings of the top agents and teams in your city, state, or nation - that’s what RealTrends Verified works to produce every year.


Go inside the rankings to learn how they work. What’s the difference between an agent and a team (it’s not as easy as you might think)? What’s the difference between a large team and a mega team? How do y...