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Business Management: Presentation of Year-End Recap

January 30, 2013 by Joe McAuliffe

Don’t miss the opportunity to build relationships with your Past Clients, Advocates and Spheres of Influence. Use the outline below, to offer to share valuable information about last year’s Real Estate Trends with all of your clients. Remind them, that:

–      The value of their real estate and in many cases, the success of their business won’t improve until the economy improves.

–      And, more than any other indicator, the economy won’t improve until the real estate market improves.

–      In other words, a significant factor in the quality of their lives, including their long-term financial security will be directly impacted by what is happening in Real Estate.

 

At every opportunity, use this sequence to make your case and gain invaluable contact information from your clients, prospects, and sphere of influence contacts.

  • The Teaser – (NAME) I wanted to let you know about a real estate trend report we’ve been working on. I sent it out as a recap of last year and everyone loved it.
  • Create URGENCY – We ran out of copies almost immediately because everyone wanted one. This years’ report will be finished soon and there are some really intriguing things that have happened that you should know about.
  • Call to Action – Would you like me to send you a copy?
  • Verify – Which address would you like me to send it to?
  • BTW – By the way, just in case I need to send it by email, what is your best email address?

Filed Under: Business Management, Cup O' Joe

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Joe McAuliffe is a business consultant and strategist who has spent his career working alongside the country’s top real estate and luxury real estate organizations, including Sotheby’s International Realty, Christie’s International Real Estate, and Coldwell Banker, as well as wealth management advisors and attorneys.His work developing strategic initiatives also spans Fortune 500 companies, including AOL-Time Warner, Fortune Magazine, MIT, Oracle Corporation, Martindale-Hubbel, Lawyers.com, and USA Today.

Joe is also a frequent guest speaker at leading real estate and wealth management industry events.

When Joe built his approach for real estate, he adapted strategies proven with corporations and high-net-worth clientele into a focused, rifle-shot methodology designed for agents, teams, and firms. His private consultations zero in on the exact activities that move the needle, helping clients achieve both personal and professional goals with far less wasted motion than a generic coaching program. Joe is also a frequent guest speaker at leading real estate and wealth management industry events.

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