Ep. 90: Serve Your Clients with a Professional Real Estate Portfolio

Published: July 9, 2019, noon

b'After you\\u2019ve helped your client purchase a house, you\\u2019re done, right?\\n\\nYou know just as well as I do that the work has just begun! They may be busy unpacking boxes and moving in, but you\\u2019re going to be able to get more leads by expanding the relationship to help bring in even more business!\\n\\nEach transaction connects you with another person who can bring in leads, and serving the extra mile helps bring those leads in - and helps you stand out as someone who every one of their friends should work out.\\n\\nI have created real estate portfolios for my clients for years - sending them a quick financial report on their property, keeping them updated. \\n\\nBy creating a real estate portfolio for your clients, you\\u2019re able to present them with a professional snapshot of their real estate investments. \\n\\nBest part? If you offer to add any other properties to the portfolio, they\\u2019ll give you even more information about themselves, and help you know your feeder markets, and perhaps even help you be able to expand your referrals in other areas!\\n\\nTom Tezak is here for another Tip Tuesday episode of the podcast, inspiring YOU on how going the extra mile and creating a real estate portfolio can help bring referral sales and make you stand out!\\n\\nHighlights of this episode:\\n\\n\\n\\nAre your previous clients still in the homes that you sold them?\\n\\n\\nConsider sending them an annual portfolio: it provides a snapshot of the value of their home.\\n\\n\\nIf you know their other homes, especially as you\\u2019re serving second home sales, include the other home in the portfolio. Use the tools that you have at hand to provide an aggregate value.\\n\\n\\nDon\\u2019t have data on their other homes? Make the portfolio, and say, \\u201cif you have any other homes you\\u2019d like included, let me know!\\u201d They\\u2019ll tell you!\\n\\n\\nPackage it nicely - print on a nicer paper, get a branded folder to put it in, and include a cover letter. \\n\\n\\nMake sure that you ask them if they have anyone who needs a digital copy: maybe their financial planner would benefit from the data, or their trust planner.\\n\\n\\nWhen you do this, you stand out as a trusted advisor: just like a financial planner would help them!\\n\\n\\n\\nHey everybody, thank you so much for spending time with us today: would you do me a giant favor and share this podcast with fellow realtors, and leave a review. Your reviews help this podcast get shared with more people.\\n\\nConnect with me (Tom):\\n\\n\\n2nd Home Agents website\\n\\n\\nFacebook\\n\\n\\nInstagram\\n\\n\\nYouTube\\n\\n\\n\\nSubscribe to the Show'