• Home
  • Contact Us
  • Log In
  • RWB
  • My Account

Metamorphosis Consulting, Inc.

Management Consulting Firm

  • Welcome
  • About Met
  • Services
  • Clients & Testimonials
    • All Testimonials
    • Legal
    • Medical
    • Real Estate
    • Small Business Mgnt
    • Wealth Mgnt
  • Cup O’ Joe Samples
    • Buyer Consideration Samples
    • Seller Consideration Samples
    • Prospecting Samples
    • Relationship Management Samples
  • Cup of Joe Members Only
    • Request A Marketing Piece
    • RWB
    • Buyer Considerations
      • Joe’s Buyer Top Choices
    • Seller Considerations
      • Joe’s Seller Top Choices
    • Prospecting
      • Joe’s Prospecting Top Choices
    • Listing Presentations
    • Selling Your Listings
    • Seller Price Reductions
    • Negotiation Strategies
    • Salesmanship
    • Relationship Management
    • Economic Considerations
    • Personal Productivity
  • Contact Us

Presentations – Do You Know Enough About Your Client?

November 14, 2013 by Joe McAuliffe

 


2013 Presentations – Do You Know Enough About Your Clients?

The best real estate agents are like financial advisors. They must gather all of the pertinent information and then advise their buyers or sellers by sharing that information to help their clients manage financial and emotional risks. Unfortunately, most agents never get around to gathering all of the facts. Subsequently, the recommendations being made by the agent are questionable.  An agent that allows their lack of information to impair their client’s ability to make the best decision is an agent that shouldn’t be giving real estate advice.

You must completely understand your buyers’ and sellers’ personal situations relative to their goals and objections. Listed below are general questions about areas that should always be covered to ensure your recommendations are top shelf. You must ask yourself,

“What do you know about:”

 

 

  1. Their family?
  2. Their occupation?
  3. What they like to do when they’re not working?
  4. Their financial situation?
  5. Their plans for the future?
  6. Their price range?
  7. Their down payment?
  8. Their credit history?
  9. Their real estate holdings?
  10. Whether they’ve been pre-approved for financing?
  11. Whether anyone else will be involved in the purchase?
  12. How long they have lived at their previous address?
  13. How long they want to keep the home?
  14. What they liked or didn’t like about their previous home?
  15. Why they want to buy a home?
  16. Why they purchased their previous home?
  17. What they liked or didn’t like about their previous neighborhood?
  18. Why they like or want to move to the area?
  19. Who will be living in or visiting the home?
  20. What it would mean if they were to buy today?
  21. Would they be willing to make a decision immediately if they found the right property?
  22. Whether there are any contingencies or special circumstances involved in the purchase?
  23. Whether they plan on using money from the sale of an existing property or other asset?
  24. If they have seen any homes or neighborhoods they really like, and why they like them?
  25. When they last worked with another real estate agent?
  26. How long they’ve been looking?
  27. What made them decide to contact you?
  28. What they know about you?
  29. What they didn’t like about homes, neighborhoods or any other areas they have visited?
  30. What they know about or how they perceive your Company?

 

 

If you don’t know the answer to all of these questions, you run the risk of giving bad advice that could harm your reputation, and you also run the risk of spending a great deal of wasted time on low priority, or unqualified buyers and sellers. In the future, you must recognize that being well-prepared isn’t just doing your homework about the area and listing inventory. It also means doing knowing everything about your clients.

Filed Under: Cup O' Joe, Prospecting

Search

Joe’s Top Choices

  • Joe’s Buyer Top Choices
  • Joe’s Prospecting Top Choices
  • Joe’s Seller Top Choices

Cup o’ Joe Categories

  • Buyer Considerations
  • Seller Considerations
  • Seller Price Reductions
  • Prospecting
  • Relationship Management
  • Negotiation Strategies
  • Economic Considerations
  • Listing Presentations
  • Salesmanship
  • Business Management
  • Selling Your Listings

Clients

  • Log In
  • RWB
  • Your Profile
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.

  • Welcome
  • About Met
  • Services
  • Clients & Testimonials
  • Cup O’ Joe
  • Contact Us
  • Blog
  • Disclaimer & Privacy Policy
  • Log In
(772) 234-0301 Office | success@metworldwide.com | 2014 © Metamorphosis Consulting Services, Inc. | Disclaimer & Privacy Policy