In this segment, speaker A advises real‑estate agents who are also investors on why maintaining an active license is advantageous. The conversation touches on practical steps such as transferring property into a trust and purchasing title insurance, and explains that mortgages and title companies can accommodate these transfers. Speaker A highlights the ethical and business benefits of being both a licensed agent and an investor: increased credibility with sellers, the ability to advise on whether to list or buy a property, and the potential for more referrals. The speaker also shares personal experience from a 33‑year career, mentions Keller Williams agents, and promotes a resource hub (smartrealestatecoach.com/getgoing) offering free books, strategy calls, and guidance for agents looking to expand into investing. Overall, the content blends procedural advice with motivational encouragement to keep the license active while pursuing investment opportunities.
Whatever's best for you, Mr. and Mrs. Seller. I think it's great if you decide to stay licensed and do both. I can show you how to work that.
You transfer it into a trust and then you also buy title insurance when you do that. And it's, I guess, the mortgage just stays on and the title company is fine with that.
Yep. If you get the title company knows how to do them. Yes. Yeah. Same as the attorneys. Where are you, Yerli? I'm curious. What market?
So I'm in Philly, and despite what my books may look like, these are just encyclopedias. This has nothing to do with legal library.
You could have wrote that with Zach, but that's good for you to tell us who it wasn't.
But I am in real estate. So, like, my wife and I are agents with Keller Williams.
Oh, great. Then let me address all agents, Zach. Might as well. This is good for Preliminary foundational stuff here. Like, so for my first 18 of my 33 years, I was also an agent. Nick was an agent until a few years ago. Uh, we chose to resign just to keep it separate, but there are a lot of agents in the community. If I was an agent— Not sure where to get started? Go to smartrealestatecoach.com/getgoing for free books, strategy calls, and a whole bunch more. We're going to help you get going the wicked smart way. We've been after this for over a decade doing Exactly that. And I knew back then how to do creative, my income structure, my lifestyle, everything I did would be totally different. Because as agents, really, as you know, since you're up here, but there's other agents here, we— not everything fit in our box, right? There's some listings that expire. We're not— we can't sell them all. I sold 72% of my listings when I was an agent. A bummer on the rest, right? There are agents, uh, sellers that didn't want to pay a commission to me. And, you know, all these things that don't fit in our box, buyers that can't qualify. Well, now you get the best of both. You can morally and ethically put your hat on and go in that house and go, I'm going to look at everything for you and I'm going to let you know if I should list it or I should buy it, whatever's best for you, Mr. and Mrs. Seller. And they— that'll come out with them, meaning your credibility with that and your ethical, moral comments. And then you— will you not get tons of referrals? Probably. So I think it's great if you decide to stay licensed and do both. I can show you how to, how to work that.
