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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 changed the team name from The Lisa Stafford Team to NJ Property Experts - with feedback from the team’s agents, of course.

Go inside the model and value prop behind this 11-agent, 2-staff team (TC and social media) - and find out why she got grief for this model when she launched. Learn all the elements of the accountability log agents fill out every week. Get her hands-on process for onboarding agents and jumpstarting their books of business. And hear about the limitations to team growth that she’s strategically working through right now.

Watch or listen to this conversation with Lisa for insights into:

- The top three things that have driven her team’s success: customer service level, teamwork, and constant learning

- Her path from real estate agent to boutique brokerage owner to team leader

- How she jumped in and got started with her team even though she “had no idea what (she) was doing”

- Why maintaining your own identity while getting systems, structure, accountability, and coaching was her value prop from day one and what types of agents it attracts

- What her Accountability Log demands of agents every week

- When and why she brought on a TC

- Why and how she changed the team name to NJ Property Experts from The Lisa Stafford Team

- Two potential reasons people gave her grief when she launched with this model in 2015

- How she jumpstarts new agents’ books of business

- What onboarding looks like at this stage of the team

- Why her own time and attention are the bottleneck to growth and the key strategic questions she’s working to answer right now

At the end, hear about 10 days in the sun, the Eagles, and working to give your kids opportunities you didn’t have.

Lisa Stafford:

- https://www.instagram.com/lisa_njpropertyexperts/

- https://linktr.ee/lisastafford

- https://www.zillow.com/profile/NJPropertyExperts

NJ Property Experts:

- https://www.instagram.com/njpropertyexperts/

- https://linktr.ee/njpropertyexperts

Real Estate Team OS:

- https://www.realestateteamos.com

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/

Talk or type with our new Team Bot: https://realestateteamos.com/bot

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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 shares how he created harmony between work and life and how building a team helps.

Brokered by RE/MAX RISE Executives in Kingston, Ontario, Quaresma Realty Group was built on the principles of doing the right thing for your clients and turning each client into several more.

In this conversation, you’ll learn how the team was built, how they’ve brought that philosophy to life, and how Jordan turned a cold opportunity not just into his largest transaction, but also into several referrals and a rental property business.

Watch or listen to this episode for insights into:

- Being the snowplow and being the example for your agents

- Recognizing individual differences in terms of real estate goals and motivations in getting commitments and holding people accountable

- The time period from feeling discouraged to feeling everything start to click

- Why he stayed with the brokerage as a solo agent rather than follow the team he’d joined to a different brokerage

- The story of turning a cold opportunity into a large transaction, multiple referrals, and a business partner

- Why he started a team, what the earliest days looked like, and how he found a coach

- How he turned his own processes into an increasingly efficient system that staff and agents could benefit from and enhance

- How he integrates his business into his life in a healthy way

- The potential directions this team could go

- Their key marketing activities, including a $15K travel voucher, family photos, and clients of the month

- Why he still records monthly videos even after five years of hating it

- Advice for agents thinking about joining a team or starting a team

At the end, learn about a team that’s produced heartbreak, a team that’s earned respect, products that are over researched, and a two-stage process to improve learning and life.

Jordan Quaresma:
- https://instagram.com/quaresma.group
- https://www.instagram.com/jordan_quaresma/

Real Estate Team OS:

- https://www.realestateteamos.com

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/

Get instant access to 8 subscriber-only episodes: https://realestateteamos.com/subscribe

Talk or type with our new Team Bot: https://realestateteamos.com/bot

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, Harvey’s one of about 900 EOS Implementers helping entrepreneurs around the world. And he’s here to help you create vision, traction, and health in your business faster with EOS principles and tools for beginners, as well as for agents and teams already using EOS.

Watch or listen to this EOS episode for insights into:

- The relationship between vulnerability, trust, and speed

- Harvey’s background in real estate, entrepreneurship, logistics, and sports

- Entrepreneurship before and after implementing EOS

- The three goals of EOS, what types of companies it’s designed for, and how it can help real estate teams in particular

- Where the terms Visionary and Integrator come from and exactly what they mean

- Whether and when to modify or customize EOS for your business - and how the decision can speed you up or slow you down

- Two questions to ask (and one resource - linked below) to help you know if you’re using EOS effectively

- How to get started with EOS (yes, you can do it yourself)
- Three things your team should have to get started with EOS effectively

- How to separate the person on your team from a seat, role, or function for better decision-making

- The six key components of EOS (Vision, Data, Process, Traction, Issues, and People)

- The importance of the L10 meeting and the pulse of your business

EOS Organizational Checkup:

- https://organizationalcheckup.com/

Find a local EOS Implementor:

- https://www.eosworldwide.com/implementer

EOS on YouTube

- https://www.youtube.com/EOSWorldwide

Library of EOS books:

- https://www.eosworldwide.com/traction-library

Harvey Yergin:

- https://www.eosworldwide.com/harvey-yergin

- https://www.facebook.com/harvey.yerginiv

- https://www.instagram.com/harveyyergin/

- harvey.yergin at eosworldwide dot com

Real Estate Team OS:

- https://www.realestateteamos.com

- https://linktr.ee/realestateteamos

- https://www.instagram.com/realestateteamos/

Talk or type with our new Team Bot: https://realestateteamos.com/bot