A recorded interview (podcast/video) from the Real Estate Team OS 'Inside the Team' series featuring Katie (Katy) Carlson and host Ethan Butte. The conversation explains Whissel Realty Group's agent onboarding, mentorship, and the Agent Success Manager role, with emphasis on the first 90 days, a two-week onboarding, ongoing mentorship, three post-90-day agent paths, balancing skills and mindset training, and accommodating diverse learning styles across a large agent population.
Chapters
Here in episode five, inside Whissel Realty on Real Estate Team os, we're talking agent training and agent success and we're doing it with someone who joined Whissel Realty Group as a real estate agent, among other opportunities in the market. So we'll find out how she made that decision, how she got involved in the mentorship program and eventually became agent Success Manager, as well as the scope and mission of that role. Katie Carlson breaks down for you the first 90 days of every agent's experience as they come into Whissel Realty Group, including the full time two week onboarding program, an ongoing mentorship program and the three paths for an agent. At the end of those 90 days.
You'Re green lid off and running.
Sorry, you're not going to make it.
Here or you're on probation and you.
Need some additional guidance and coaching and training to see if you're going to make it in this highly productive team. She breaks down a variety of other topics including how to balance skills training with mindset training and the three tools that they train agents on and the way that they do that in order to make sure there's maximum impact, maximum understanding and maximum long term value in that training. Here's a conversation on agent training with Agent Success manager Katie Carlson as we go inside Whissel Realty. Only on Real Estate Team os.
No matter where your business is today or where you want to take it, you'll get there faster and more profitably with an operating system. Welcome to Team os, your guide to starting, growing and optimizing real estate team. Here's your host, Ethan Butte.
Katie, thank you so much for making time for this. I really appreciate it.
My pleasure.
The goal of the Inside the Team series is to bring insights from inside high performing organizations that I can't get alone, from team leaders and COOs and directors of ops. And I really love the role that you're in and I look forward to learning more about it. So we'll get into that in just a minute, but I'm going to start where we always do, which is what is a must have characteristic of a high performing team.
Yeah, honestly I think it's synchronicity, right. We all have to be swimming the same direction at the same time and there's going to be agents of different skill level and everybody has their, their strengths, everybody has their weaknesses, but we all have to have our eye on the same ball and make sure that we're, we're working towards the same goals, rolling out things at the same pace. Making sure that everybody's on board and really understands the vision.
Yeah. I think the biggest challenge. Well, I can't believe I made it a superlative like that. But a very large challenge in what you described is, especially across an agent population as large as Whissel realty group has, is not just different experience levels, but different learning styles and different approaches and different motivations and all of these things. Talk about trying to support that from your own position across such a diversity of personality types and learning styles and all of that.
Can I give you an example?
Yes, please.
Okay. So previous to being in real estate, my whole world was yoga. So that's kind of what I've been doing for the last 10 years. And so. And I still teach. I still have classes every once in a while. And when I'm teaching a class, right, me as the instructor, I'm guiding a sequence. Everybody should be following that sequence. However, we always say, go at your own pace.
Right.
If you need to modify, modify. Not everybody in that room is going to be at the same skill level. However, when everybody's moving at the same pace with the same breath in and the same breath out, there's a strength in it. There's a power. If everybody went in that room and they were just doing their own sequence, it would feel like chaos. So it's totally okay to have somebody at a different pace and we can slow down for those people when we need to, and we can give people room to advance when they're ready. Um, and let's all just make sure that we're playing the same, the same role here. Let's make sure that we're. We're sequential in our movements.
Yeah, yeah. This is such a great example. I love that you went there and. Because I can envision.
