Risk Management
Help your agents safeguard their clients’ investments, ensure their personal safety, and protect their professional reputations.
- Meeting Planning Resources
- Learning Sprints
- Guest Speaker Suggestions
- Spark Your Business Marketing Ideas
- For ready-to-use video meetings, click here.
Meeting Planning Resources
- December PowerPoint Presentation (enable editing to make changes and content to access embedded videos)
- December Google Slides Presentation
Learning Sprints
Our Learning Sprint videos (15 minutes or less) are hyper-focused on the skills agents need to succeed in real estate. Present a new lesson each week, or pick and choose the most relevant topic for your team.
Working With a Real Estate Attorney
In this interview, Rick Linnell of Linnell & Associates explains how real estate attorneys protect clients and add value to transactions. Agents will learn about key issues like Seller Disclosure Failures and Riparian Rights, gain tips on choosing a good attorney, and improve their ability to guide clients through legal aspects of real estate deals. Note: this video has a 20-minute runtime.
Open House Safety
Discover essential open house safety practices for both agents and sellers. Learn proactive steps to take before, during, and after an open house to ensure personal safety, and explore a helpful homeowner checklist to keep everyone protected.
Real Estate Acronym or Texting Slang
Real estate agents and the tech-savvy younger generation use acronyms to communicate quickly and efficiently. For agents, understanding these shortcuts—and knowing their audience—can be vital to building rapport. This game tests agents’ knowledge with a mix of real estate abbreviations and popular text slang. How fluent are you in both languages?
Monthly Goal Setting
Take control of your future by setting goals. This simple act keeps you motivated, accountable, and focused. When we write down goals monthly, setting and, more importantly, achieving goals becomes a habit.
Stacks of Kindness Activity
Using a Jenga game with customized blocks, your agents and support staff play to find the game’s “winner” piece. If unsuccessful, they will complete the block’s suggested act of kindness. This game is a fun way to engage your entire team, promote your company’s values, and build your company culture.
Guest Speakers
Guest speakers share their industry expertise, present new perspectives, and provide useful connections. In addition, a new voice offering instruction adds value to your meetings.
Self-Defense Instructor
- Tips for protecting yourself when meeting clients alone (i.e., open house, showings).
- Demonstration of beneficial self-defense moves.
Law Enforcement Officer
- What an agent should do when they find themselves in an uncomfortable situation.
- Information that law enforcement will find most helpful should an agent need to report a robbery, assault, or other crime.
IT Security Professional
- Tips for protecting your email from being hacked.
- Actions to take if you believe your email has been hacked.
Certified Home Inspector
- Risk-reducing benefits of hiring a home inspector when purchasing or selling a home.
- Recommended tests a buyer should complete during their inspection period.
- Home inspections when a buyer is purchasing a property “as-is.”
Spark Your Business
End your meeting on a positive note! The Spark Your Business marketing suggestions ensure the last thing agents remember from your meeting is that you gave them a simple tool to improve their business immediately.
Random Acts of Kindness
Embrace random acts of kindness in your community. Simple gestures like buying coffee for someone in line, leaving a cheerful note on a car, or volunteering for a local nonprofit can foster goodwill, strengthen relationships, and boost your reputation. Kindness creates positive ripple effects, enhancing your network and positioning you as a valued community member. By making kindness a part of your brand, you’ll build trust and drive long-term success in the coming year.
2024 Closing Statements (Mail)
Show your 2024 clients that they are clients for life by helping them prepare for tax time. In early January, mail them a copy of their closing statement with a personalized letter.
Example Letter: Dear <Client>, I hope this letter finds you well and settling into your new home. As we bid farewell to the old year and welcome the new one, I wanted to take a moment to wish you a very Happy New Year! I am thrilled I was able to assist you with finding your perfect place, and I hope that 2025 brings you all the happiness, health, and prosperity you deserve in this beautiful new space. For your convenience in filing your 2024 income taxes, I’m enclosing a copy of your closing statement. If you need anything else, please let me know. It was a joy working with you! Warm regards, <Agent>
Thanks for Popping by the Open House (Giveaway)
Prepare a branded takeaway for your next open house and stay top-of-mind with attendees! Create small gift bags with microwave popcorn. Attach your business card and a clever tag such as this one created by RookieREAgent. Place your gifts near the sign-in sheet. This fun and memorable touch offers a snack and keeps your name in front of visitors long after they leave, making it easier for them to reconnect with you when they’re ready to move forward.
National Pie Day, January 23, 2025 (Pop By)
Any way you slice it, I’m grateful for your referrals! Show appreciation to past clients or SOI members who referred you this year. Pop by with a pie to thank them! Attach a tag like the example for RookieREAgent and a few business cards. Staying top of mind builds lasting relationships and a steady stream of referrals.
First Quarter Newsletter (Mail or Email)
Create a first-quarter newsletter covering three or four topics, such as market trends, winter home maintenance, local events, and homeowner tax breaks. Aim to send it by late January to stay top of mind with clients and boost referrals.
A Look Ahead
January: New Business
In January, we help agents identify innovative strategies for attracting new clients. Learning Sprint highlights include leveraging a real estate niche, using effective call scripts, and tried-and-true prospecting techniques.