Join industry thought leaders Coach Bill Hart, Dale Vermillion, and Kyle Draper every Monday for Success by The Book, a live show dedicated to helping you enhance your professional and personal life. Drawing from timeless principles, our hosts offer practical advice, insightful discussions, and real-life stories that resonate with everyone—regardless of your place in life, career. Whether you're striving to achieve more success at work, improve your relationships, or find greater fulfillment ...
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Social Media is hard. But it's also wildly important for the growth of your business. So, you're in between a rock and a hard place. The Social Media Mindset Podcast exists for you. If you struggle with social media for any reason, this podcast will change your business (and maybe even your life) for the better! There are plenty of great people out there that can teach you how to post and what to post. But what about the mindset it takes to do the right things for the right reasons over an e ...
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Tune into the Practical Founders Podcast with host Greg Head for weekly in-depth interviews with founders who have built valuable software companies--without big funding.
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A Mastermind for Real Estate, Mortgage, and related fields. We have a commitment to reaching more people, providing more value, and creating genuine rapport with clients, partners, and teammates. We can help each other by sharing ideas that will help us to: create more relationships with the right people increase our digital reach write relatable content have intelligent conversations about the future of interest rates and housing. We'll share data that supports the long-term view and the im ...
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Coach Bill Hart explores the idea of being "All In" based on his interviews with US Military Special Operations warriors (US Navy SEALS, Army Rangers and a Top Gun Instructor), Coach Bill Hart realized that the idea of being “All In” was SO much bigger than he had previously thought. To that end, Coach Bill indicates that he now feels a responsibility to share examples from any and all walks of life to encourage each and every one of us to dig deeper to be the best version of ourselves that ...
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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.
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Four-Time EuroLeague Champion Kyle Hines, Former Professional Player Tyler Hines, and GTM Productions Co-Founder Mike Martin sit down with hoopers from around the world. Tune in to hear stories that have never been heard before and learn what it takes to become a professional basketball player all over the world.
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Corl Crypto Roundtable - Big Ideas from the Best in Blockchain | Cryptocurrency | Bitcoin | Ethereum
Matt Ward
Corl Crypto Roundtables brings together the smartest investors, hedge fund managers, project creators, developers, traders and blockchain influencers for dynamic crypto roundtable discussions. Every episode features notable names from across the cryptographic landscape joining together for in-depth, conference level quality conversations. Frequent topics (and debates) include various cryptocurrencies like Bitcoin (BTC), Ripple (XRP), Litecoin (LTC), Bitcoin Cash (BCH), Monero (XMR), ZCash (Z ...
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#117: Bootstrapped to 9 Figure Exit in Online Education for Real Estate - Michael McAllister
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Michael McAllister is the founder and former CEO of The CE Shop, the leading provider of pre-licensing and continuing education for real estate professionals in the U.S. Michael started The CE Shop in 2005 by distributing existing training materials from a continuing education provider. They quickly created their own online education solution and p…
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[Inside Whissel Realty] “The Backbone of the Sales Funnel” with Shannon Youssefi
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[Episode 3 in the Inside Whissel Realty series on Real Estate Team OS] From third-generation real estate agent to team operations leader, Shannon Youssefi has unique experience and skillsets. Even within Whissel Realty Group, brokered by eXp Realty in San Diego, she’s been in multiple seats from listing management to transaction coordination to (no…
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014: Vision — How to never overlook an opportunity
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On January 16, 1840, two midshipmen aboard the USS Peacock peered into the icy distance and saw something that could have altered the course of history: the vast, mountainous expanse of Antarctica. But their discovery was dismissed, unlogged, and forgotten. Why? The Peacock's captain, Lt. William L. Hudson, fearing the wrath of his overbearing comm…
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#116: The Do’s and Don’ts of Adding Offshore Software Development Talent – Matt Watson
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Last year I interviewed three-time software founder Matt Watson on this podcast about his successful practical founder journeys. Matt leveraged offshore software development talent in his last two SaaS companies to staff up quickly and grow efficiently. His top developers and designers were offshore in the Philippines, but they weren’t one-off cont…
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[Inside Whissel Realty] Providing Agent Leverage Profitably with COO Chris VanderValk
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[Episode 2 in the Inside Whissel Realty series on Real Estate Team OS] From head of acquisition for an eliminated partnership program to ISA team builder to EOS integrator and hands-on COO to eyes-on/hands-off COO, Chris VanderValk has seen and contributed a lot to Whissel Realty Group brokered by eXp Realty in San Diego. In this conversation, he w…
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[Inside Whissel Realty] Letting Your Systems Run Your Company with CEO Kyle Whissel
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Within a couple of days of recording this conversation, Whissel Realty Group brokered by eXp Realty in San Diego, had 42 transactions scheduled to close. On one day! This type of performance isn’t possible without mature and optimized systems. Kyle Whissel welcomed us into his recording studio and his real estate team to help us kick off this 9-epi…
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#115: The SaaS Startup Success Where “Build It And They Will Come” Actually Worked – Quickli
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Eric Dill was a successful mortgage broker in Sydney, Australia, who struggled with the same painful problem as every other broker: manually checking with multiple banks to validate and price mortgages for homeowners. Eric and his good friend Angus Keatinge resolved to create a software product to solve this complicated and chronic problem. Quickli…
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047 12X Agent Count in 8 Months with Shawn Getty
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Shawn Getty sold 186 homes in the first half of his third year in real estate, including a stretch of 60 homes in 60 days. And he did it all with $0 in ad spend. Shawn started the team-building process 6 or 7 times before getting the traction he has today (including losing 27 agents all at once). But Getty Group, brokered by eXp Realty in Calgary, …
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013: Encouragement — How to give (and get) what’s needed when it’s needed most
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One of the most lacking foundations in too many offices is a culture of encouragement. Research shows that it takes five positive interactions to counteract just one negative interaction, and let’s be honest, we have more than one negative interaction a week as mortgage pros. Join Dale and Jake Vermillion as they unpack why the Bible is not only ad…
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#114: Practical Founder Plays to Win Among Giant Partners and Competitors – Guy Rubin
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Guy Rubin is the co-founder and CEO of ebsta, a revenue intelligence platform that works with Salesforce and Hubspot to automatically analyze existing data to improve sales performance. Started in London in 2012, ebsta found success in the early days of the Salesforce marketplace and addon economy as a data tool integrated with customer emails. ebs…
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046 Paths and Playbooks to 40+ Agents with Kyle Draper
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Four and a half years ago, Kyle Draper started Serene Team (brokered by eXp Realty in Los Angeles) with two agents he’d mentored earlier in his career and an admin. Today, the team is more than 40 agents strong - and growing. As you’d expect, the path was filled with hard-learned lessons and supported by the guidance of mentors. Those initial team …
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012: The September Recap — Speech and work ethic
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Don't miss our upcoming webinar where Coach Bill Hart, Dale Vermillion, and Kyle Draper will be recapping their top takeaways from the past month. Tune in for practical (and tactical) tips on how to speak in a way that people want to listen and consistently make your own luck. We'll also be giving you a sneak peek at what's coming up next month—so …
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#113: Grew and Sold a Simulation Learning Platform for Higher Education - Stu Draper
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Stuart Draper founded Stukent, an innovative ed-tech company that provides simulated internships for business students. Stukent started by focusing on high-quality digital marketing education for colleges and universities using up-to-date digital textbooks and content. They then added a simulation system for students to practice their digital marke…
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[Techtember] 045 Marketing and Your Tech Stack with Chase Whitney
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Chase Whitney is doing geographic farming activities today that he was doing as a pre-teen to support his parents' real estate business. After more than a dozen years as an agent himself, Chase still does many hands-on, in-person, face-to-face, and human-to-human activities that can’t be scaled or leveraged. But he’s also passionate about tech and …
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[Techtember] 044 Transaction Coordination and Your Tech Stack with Lisa Vo
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Deep experience with transaction coordination and operations. Roles on mega teams and small teams alike. A passion for and understanding of technology. Lisa Vo brings more than a dozen years of industry experience and specific strengths and insights to this Techtember conversation. Watch or listen to this Techtember episode of Real Estate Team OS t…
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011: Work Ethic — How to make your own luck
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Thomas Jefferson once said, "I’m a great believer in luck, and I find the harder I work, the more I have of it." The reality is that as mortgage professionals, it’s easy to feel down on our luck. But the only path is through, and that means finding the moxie to just keep working. Join Coach Bill Hart, Dale Vermillion, and Kyle Draper as they explor…
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#111: Bootstrapped Then Raised VC Funding Before Selling to Salesforce for $250 Million
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John Stewart created and sold an engineering services business, then grew a Salesforce integration services company before building some early software products. One of their software experiments allowed Salesforce customers to see and interact with their customer data on a map. When customers paid for it and revenue grew, he and his co-founder wou…
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[Techtember] 043 Operations and Your Tech Stack with Chelly Herren
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From studying supply chain management to running operations for a team from 0 to 100 agents to becoming COO of a real estate team committed to per-agent productivity, Chelly Herren’s seen, tried, learned, and achieved a lot - especially in the zones of real estate tech and real estate ops. And she’s here to share it with you. - How to simplify your…
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010: Speech — How to say the right thing at the right time
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The Apostle Paul once wrote that our speech should be “always full of grace, seasoned with salt.” But what does that mean—especially as a mortgage professional in 2024? Join Coach Bill Hart, Dale Vermillion, and Kyle Draper as they share their playbook for speaking in a way that’s not only truthful, but makes others want to listen. Explore The Stor…
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#110: Created a Fast-Growing SaaS Business Out of His Services Businesses – Landon Taylor
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Landon Taylor created two successful digital marketing services businesses before starting a product-powered business with recurring revenues. His first agency drove traffic to its customers, which led to his second business, Best Company, which produced qualified leads for large home services businesses through its bestcompany.com consumer review …
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[Techtember] 042 Planning Your Real Estate Tech Stack with Lee Adkins
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Real estate agent. Operations leader for a real estate team. Partner in a real estate brokerage. Real estate tech consultant. These are just a few of the roles Lee Adkins has played and seats he’s been in over the past couple of decades in the industry. He’s the Co-Founder and Chief Partnership Officer of Amplified Solutions, a team that designs, i…
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#109: Helping SaaS Startups Grow with Practical Funding and Operational Services – Kyle York
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Kyle York was the Chief Revenue Officer of Dyn, a bootstrapped cloud infrastructure that he helped grow and sell to Oracle for over $600 million. He then led product strategy and acquisitions in Oracle’s cloud infrastructure group before going out on his own to invest in SaaS startups and help them grow. York IE is both an advisory firm with tech-e…
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[Techtember] 041 Shaping Your Real Estate Tech Stack with Justin Benson
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When set up properly, your technology should be shaped to your real estate team’s way of doing things. It should support your vision and your dreams. It should enhance and improve your SOPs. But often we get things turned around and allow our tech to dictate how we operate. Instead of adding efficiency and profitability, our tech can add unnecessar…
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#108: He Grew His Vertical SaaS Business for 5 Years and Sold It for a Big Prize – Mike Kovarik
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Mike Kovarik is the founder and former CEO of Attribytes, a software company he started, grew, and successfully sold in just over five years. Mike was a data analytics leader at large food distributors, where he discovered a chronic challenge with low-quality product data in their massive e-commerce systems. He quit his job, built a product with a …
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040 Customer Centricity with Follow Up Boss Co-Founder Dan Corkill
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Your customer is your North Star. They're the reason you're in business. They're the source of revenue and referrals. You may have personal motivations and goals for yourself and your team, but none are achieved if you don’t attract the right people and deliver exceptional customer experience. So how do you build a customer-centric culture, then su…
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009: The August Recap — Accountability, innovation, integrity
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Don't miss our upcoming webinar where Coach Bill Hart, Dale Vermillion, and Kyle Draper will be recapping their top takeaways from the past month. Tune in for practical (and tactical) tips on how to leverage accountability to achieve your desired future, be ahead (rather than behind) the pace of change in our business, and remain committed to your …
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#107: Brothers Sold Their Bootstrapped Software Company for $40 Million – David and Chris Sinkinson
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Brothers David and Chris Sinkinson attended Queen’s University in Ontario, Canada, when David learned of the problems maintaining the blue emergency phones on campus. He proposed a location-aware mobile safety app, so Chris built it himself, and it worked great. AppArmor grew steadily to become the most popular university mobile safety platform in …
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008: Integrity — How to put values over personal gain
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If you want to act with integrity, you first have to define your values. When we think about integrity, we often really think about moralism: don’t steal, don’t cheat, don’t lie. But that’s the floor for living with true integrity. The ceiling is always acting in alignment with your values, rather than shortchanging them for personal gain. As mortg…
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039 Operating More Like A Car Dealership with Andrew Duncan
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In recent years, The Duncan Duo Team has been twice the size and done twice the transactions. Today, they’re in a healthy spot between a small SEAL team and a mega team - and Owner Andrew Duncan is back in, hands-on, every day. Leadership changes. Marketing changes. Buyer agency changes. Andrew speaks to them all in this conversation. He shares how…
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#106: SaaS Pricing Expert Shares Useful Strategies for Practical Founders – Dan Balcauski
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Dan Balcauski is the founder and principal consultant of Product Tranquility, a SaaS pricing consultancy. Dan shares the core building blocks of SaaS pricing, including customer segments, value, competition, and positioning strategy. Dan also describes the common mistakes in pricing and the importance of having structured pricing conversations with…
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038 From ISA to Director of Opportunities with Lisa Ryan
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An incredibly valuable part of your team operating system: the ISA function, your ISA team, and your Inside Sales Manager. Here in Episode 38, Lisa Ryan, Director of Opportunities at Exquisite Properties LLC, an independent teamerage in San Antonio, Texas, shares her path from ISA and Inside Sales Manager into her current role. You’ll learn how the…
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007: Innovation — How to embrace change and seize opportunity
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In one of his more recent books, Simon Sinek talks about how businesses that last see the competitive landscape as an infinite game—where the goal is to just keep playing. He argues that the reason why this outlook breeds multigenerational success is because it not only anticipates change but actively looks to bring it about. What’s common amongst …
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#105: Husband and Wife Team Built Popular Software for Wedding Planner Pros - Rob Farrow
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Rob Farrow was an experienced marketing executive and his wife Christina Farrow was a successful professional wedding planner. They discovered there was no good software for wedding planner pros, so they decided to build software themselves. They invested their savings, built a loyal team, and started Aisle Planner to serve other wedding planner pr…
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037 Prospecting for Listings with Greg Harrelson
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57:38
Prospecting to set up listing appointments. It was foundational to a successful real estate business 30 years ago. It remains so today. Greg Harrelson got his start prospecting. And growth from appointment setter, to a small real estate team, to a teamerage with 9 offices and 5 markets in the Carolinas that closed nearly 4,000 transactions last yea…
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006: Accountability — How to bring about the future you really want
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John Di Lemme wisely wrote, "Accountability separates the wishers in life from the action-takers that care enough about their future to account for their daily actions." There’s only one path to realizing the future you want for yourself or your loved ones, and that’s defining the daily activities that make it possible, and then holding yourself ac…
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005: The July Recap — Confident, selfless, dedicated, ready
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In this episode, Coach Bill Hart, Dale Vermillion, and Kyle Draper recap the top takeaways from our first four episodes. From tackling anxiety and staying dedicated to putting others first and being ready for anything. Whether you're in the mortgage industry or just looking for some great advice, this episode is for you. Explore The Store Rep your …
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#104: Turning VC-Funded Startups Into Profitable, Thriving SaaS Companies – Krista Morgan
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Krista Morgan started her first tech company by raising funding and trying to grow very fast. When the company faced a big issue and failed, she learned that big funding was more of a problem than a help in the growth and wind-down processes. Krista is now CEO and General Partner of Stage Fund, an early-stage private equity fund that makes control …
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036 The Future of Real Estate Is Cyborgs with Taylor Hack
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Don’t confuse a robot for a cyborg. The latter is simply a living organism augmented by an artificial component or technology. So, a well-equipped human is a cyborg. For example: with a smartphone and a ton of texting shortcuts to save time or with a prompting process to write more personal emails or replies to reviews faster. The future of real es…
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#103: Healthcare Software Startup Sold to VC-Funded Competitor During COVID Era – Ian Manners
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Ian Manners was a successful consultant for pharmaceutical companies in the US when he discovered a major problem that needed a software solution. Big pharma companies provide financial assistance funding for patients who require their drugs but struggle with high costs, but these funds are difficult to access and manage for patients and healthcare…
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035 What's In Your Real Estate Team Operating System?
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What’s the OS stand for in Real Estate Team OS? Operating System! So what exactly is in your real estate team operating system? It’s everything backstage, behind the curtain, back of house, and behind the agent. It’s the people, processes, and technology we put into place to keep agents in dollar-productive activities and to add efficiency and scal…
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004: Readiness — How to set yourself up for success
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In the mortgage industry there are only ever two types of markets: volume markets and conversion markets. With interest rates hovering in the 7s, inventory in short supply, and home equities at all-time highs, consumers simply aren’t beating down anyone’s door for a mortgage. As a mortgage professional, you’re simply competing for fewer opportuniti…
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#102: Practical VC Shares Advice for SaaS Founders From Over 2000 Investments – Dave Lambert
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Dave Lambert and the team at Right Side Capital Management are the most active venture capital investors, having invested in over 2,000 startups since 2009. Right Side Capital is a “pre-VC” institutional investor that operates very differently from traditional VCs: investing when SaaS companies have just a little revenue using a submission form on …
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034 Simplifying Your Real Estate CRM with Elena Kee
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Our themes in this conversation include simplicity, ease of use, interconnectedness, complementarity, intention, unification, transparency, and holism. Our topic is real estate tech stack in general and real estate CRM in particular. Our guest is Elena Kee, a real estate team ops leader turned real estate tech consultant. She’s the founder of Kee T…
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003: Selflessness — How to build trust by putting others first
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Have you ever had someone truly put your interests before theirs? That question probably brings to mind an act of service that endeared you to someone—perhaps someone close like a spouse or parent, or someone you just met. Anyone can instantaneously feel closer by really and truly serving you because it taps into our innate sense of reciprocity. As…
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#101: Bootstrapped SaaS Founder Has No Intention of Selling Even as They Grow Big – Todd Watson
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Todd Watson is the owner and CEO of Showit, a popular no-code website builder and platform for designers and photographers. Todd is a native of Phoenix, Arizona where he started as a videographer before joining a friend in 2007 to create a scrappy software business that made inexpensive photo-presenting and sharing tools for photographers. The Show…
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033 The Past, Present, and Future of Real Estate Teams
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As we’ve heard on episodes of Real Estate Team OS with guests like Tom Ferry and Chris Heller, the roots of the real estate team business model are more than 30 years deep. But we’re still just getting started! Spend time with seven pioneers of teams and teamerages from New Jersey, Virginia, and Florida to Colorado, Arizona, and Texas. Each answers…
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002: Dedication — How to renew your commitment to your craft
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There’s a reason why “love what you do” has become nearly universal career advice—because the best know it takes passion to be great at something for a long period of time. But passion really only produces greatness when it’s applied through discipline. Kobe Bryant’s passion for the game was evident through his commitment to the fundamentals, to te…
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#100: She Scaled Her Software App as a Successful Franchised Service Business – Erin Fletter
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Erin Fletter had a long career in the restaurant business before starting an after-school enrichment program to teach kids how to cook at her daughters’ school in 2011. Her cooking program became popular, and she improved and expanded it to become a paid program called Sticky Fingers Cooking. Soon, she had a sizable business with over 100 chef-inst…
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032 The Problem with Content-Based Training with Carmen Morin
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The most common problem with corporate training and education, including real estate training, is its classroom-style, content-based, and lecture-based approach. We tend to pile on more modules, courses, topics, and information, rather than focusing very specifically on closing a skills gap. We often toss new agents into “sink or swim” situations, …
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001: Anxiety — How to stop worrying about what you can’t control
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In any market, your success hinges on your ability to focus on what you can control, not what you can't. And with so much out of our control in this market, we need to refocus on what we can control—not only to drive professional success, but to remain motivated and fulfilled in our everyday lives as well. Explore The Store Rep your passion with of…
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