Vanguard Xtra Edge April 10-14

Page 1

WEEK 4/10/2023 thru 4/14/2023 VANGUARD x TRA edge

PRO PRO

THE 8 SALES TO A LISTING WITH PETE DALTON

THINGS YOU NEED TO KNOW THIS WEEK

BUSINESS AS USUAL FOR ALL OFFICES

COURIER IS RUNNING AS USUAL.

Video Message

Coldwell Banker Vanguard Realty

kept the tradition alive this past Friday by celebrating Tequila Friday! Admins and staff in the Northeast Florida offices were all invited to the Kingsley Corporate office for an afternoon of margaritas, food, and fun. We enjoyed food cooked and prepared by the managers; Lori Frye’s sweet husband took on the role of bartender while our own Broker Owner, Pete Dalton, and manager, Tina Fader, served tequila-filled margaritas. There was dancing, singing, cornhole, and a pinata, to boot.

Tequila Friday 2023

Tequila Friday was born out of a storm that partially destroyed the original Corporate Office many years ago. Although the staff was making the best of dreary circumstances, Pete could see that everyone needed a break and a refreshing reset. He grabbed some tequila, and the staff lifted their spirits, and a tradition was born. It is important as we face storms, literal or metaphorical, that we take those moments to both honor tradition and take time to have fun and reset.

From all of us, admin and staff, we want to send a special thanks to Pete and everyone who helped with our Tequila Friday, from the grill master to Stephanie Bolden, for helping organize every detail, and we look forward to another successful one next year!

PHOTOS
Education and Training Central FL x1062 AngelTrapp@CBVFL.com Course Date Course Name Duration Instructor Location Notes NHCVBWBVADVBWBADV Team Member 3/13 Business Basics 9am-4pm Angel Trapp Mount Dora     3/14 Business Basics 12pm-4pm Angel Trapp Lifestyle     3/15 Business Basics 12pm-4pm Angel Trapp Mount Dora     3/16ProWorks 930am-4pmAngel Trapp Lifestyle  3/21 Listings & Oracle 9am-1pm Daemon Fields Mount Dora    Building Your Business 9am-12pmDaemon Fields Lifestyle  Sphere of Influence 1pm-330pm Jamye Toale Lifestyle    Effective Open Houses 930am-1130 Alyse Carter Mount Dora    Marketing, Insider View & SellFast1230p-230pLaurie Rietze Mount Dora  3/30Title & Transaction Coordination 9am-1pm Angel Trapp/Knight Barry Mount Dora    4/4Working with Buyers 9-10am James Armstrong Mount Dora    4/6Lending Process 10am-1pm Billi West / MiMortgage Mount Dora    4/11MoxiWebsites 10am-12pmJason Wilson Mount Dora  MOUNT DORA: 1898 N. Donnelly St. Mount Dora, FL 32778 LIFESTYLE: 412 County Road 466 Lady Lake, FL 32159 VELOCITY LAUNCH Course SCHEDULE Manager Recruit to Date: 3/8/23 Group start date: March 13, 2023 REQUIRED 3/21 3/28 TRAINING LOCATIONS
Opportunities
True Blue

How can I move without losing my current low interest rate?

This is the question for our “I Have the Answers” campaign coming out on 4/25/23. Click on the link to Pete’s video on a 3-2-1 buydown option to learn how to have this conversation with your customers. Offering solutions is how we continue to be the TRUSTED ADVISOR!

Avondale MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY 4/10 4/11 4/12 4/13 4/14 904.651.6676 EdAkers@CBVFL.com Content Deemed Reliable. Please Contact Office Admin for Additional Information. Let's welcome Krista Candlish to our Avondale Office National Hug Your Dog Day Sales Meeting 11am-12pm
Day Orthodox Good Friday
Happy Birthday Tina Mattucci National Peach Cobbler

SWC Broker Breakfast 8 am (See details & register at NEFAR)

Office Game Night! 6 pm Rock, Paper, Scissors Tournament

TUESDAY WEDNESDAY THURSDAY
Content Deemed Reliable. Please Contact Office Admin for Additional Information. Video Message 4/10/2023 4/11/2023 4/12/2023 4/13/2023 4/14/2023 Aimee Davidow 4/14 9 am: CBV Cares
10 am: Vision Council 11 am:
Council
Fleming Island- Oakleaf Offices MONDAY
FRIDAY 904.334.7425 KimKnapp@CBVFL.com
Meeting
Events
Wednesday Workshops 1 pm: Lunch & Learn w/ Storms United 2 pm: Audit your Online Profile w/ KK
MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY 4/10 4/11 4/12 4/13 4/14 Lady Lake/the Villages® Office Content Deemed Reliable. Please Contact Office Admin for Additional Information. SORRY NO OFFICE EVENTS WERE SUBMITTED PLEASE CONTACT YOUR ADMIN OR MANAGER 352.978.4569 DaemonFields@CBVFL.com

Mandarin Office

904.704.0345

TinaFader@CBVFL.com

MONDAY 4/10

9:30AM- MONEY MAKING MONDAY- ALTA STATEMENTS & THE CLOSING PROCESS

NATIONAL SIBLING DAY!

TUESDAY 4/11

9:30AM- NINJA ACCOUNTABLILITY

NATIONAL PET DAY!

WEDNESDAY 4/12

11:30AM- LANDMARK TITLE- INCORPORATE YOUR LICENSE AND BUSINESS

HAPPY BIRTHDAY DEBBIE ESPINOSA!

THURSDAY 4/13

FRIDAY 4/14

Content Deemed Reliable. Please Contact Office Admin for Additional Information.
Mount Dora MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY 4/10 4/11 4/12 4/13 4/14 352.978.4569 DaemonFields@CBVFL.com Content Deemed Reliable. Please Contact Office Admin for Additional Information. SORRY NO OFFICE EVENTS WERE SUBMITTED PLEASE CONTACT YOUR ADMIN OR MANAGER

Nocatee Office

904.614.4733

TinaHarp@CBVFL.com

MONDAY 4/10

SHOW UP AND BE INTENTIONAL!!

TUESDAY 4/11

WEDNESDAY 4/12

VIDEO SCRIPTING@9:30AM IN THE TC OFFICE!

THURSDAY 4/13

TEAM MEETING @10:00AM

FRIDAY 4/14

HAPPY FRIDAY!

Content Deemed Reliable. Please Contact Office Admin for Additional Information.
MONDAY 4/10 ***NATIONAL SIBLINGS DAY!!!*** TUESDAY 4/11 ***NATIONAL PET DAY!!!*** WEDNESDAY 4/12 THURSDAY 4/13 FRIDAY 4/14 Ponte Vedra-Beaches Office 609.529.8113 Michele@CBVFL.com Content Deemed Reliable. Please Contact Office Admin for Additional Information. Video Message
MONDAY 4/10 3:30 ACTIVITY CHALLENGE TUESDAY 4/11 WEDNESDAY 4/12 THURSDAY 4/13 FRIDAY 4/14 St. Johns Office 904.813.0939 Leslie@CBVFL.com Content Deemed Reliable. Please Contact Office Admin for Additional Information. Video Message

SHOW UP AND BE INTENTIONAL! TUESDAY 4/11 TEAM MEETING! @ 10:00AM

WEDNESDAY 4/12

WORKSHOP WEDNESDAY: VIDEO SCRIPTING@9:30AM THURSDAY 4/13

MONDAY 4/10
904.614.4733 TinaHarp@CBVFL.com Content Deemed Reliable. Please Contact Office Admin for Additional Information.
FRIDAY 4/14 HAPPY FRIDAY!! Town Center Office
SHELLEY FARMER DEPARTMENT MANAGER, PROPERTY MANAGEMENT 904.348.0718 | SHELLEY.FARMER@CBVFL.COM 1401 KINGSLEY AVENUE | ORANGE PARK, FL 32065 MIA MOORE PROPERTY MANAGEMENT ADMIN 904-637-0257 | RENTALGURUSADMIN@CBVFL.COM PROPERTY MANAGEMENT
CBV HAS A VAULT! LOCATED IN CU UNDER SUPPORT VIEW

the Agent Success Program

HAVE YOU ORDERED YOUR LISTINGS BROKER PROVIDED

1. Client Connect (CC) is the trademarked agent marketing system originated and owned by Vanguard Realty, Inc. Although some other companies offer components of CC, no other company has assembled as comprehensive a marketing system for agents.

MARKETING YET?

2. CC enables CBV agents to provide quality pieces to their customer base. These pieces create positioning of the agent as the provider of quality real estate and other information.

3. CC recognizes that it is essential for agents to stay “top of mind” with their client base and provides, at no cost, a system to accomplish this.

4. CCrecognizes that spending time creating “follow up” pieces is not a good use of an agent’s time, and assumes the responsibility for creating and distributing the industry leading program for every agent enrolled in the program.

5. CC drives all inquiries to the agent’s 4-page website, which is provided by CBV. Websites outside of the CBV domain do not qualify for several CC programs.

6. CC is comprised of the following components:

A. Position Marketing:

B.“Top of Mind” Marketing:

C. Personal Marketing

7. Questions about the program or product or issues with delivery are best addressed through the Agent Advocate, support@cbvfl.com.

1. Provides the opportunity for multiple product/channel marketing, which is far better than simple print or email marketing.

2. Except for Activity Challenge and LoLo is provided without cost to CBV agents.

3. Enables the agent to set differing distribution lists for their clients and market to each segment.

4. Is a “set it and forget it” program. The agent is responsible for updating the distribution, Concierge Service handles all production and distribution.

LAUNCH PAD
1
BENEFITS DATA CLIENT CONNECT

SPEED TO LEAD

In this digital age, it is not only about getting information faster but getting the fastest response to a request. A good portion of our leads are digital assignments. This means the customer has submitted an on-line request for assistance. Since the majority of our leads are also competitive, this also means that a competing broker is also getting the same request for at the same time.

I have noticed a huge increase of customers not responding because we were not the first agent/brokerage to make contact. Even though the customers are being told that 2 agents are being assigned and that they should speak with both agents, this does not always happen. SPEED TO LEAD - Being the first agent to make contact will provide a better chance of converting the lead.

JESS BOOKSTORE DIRECTOR, RELOCATION AND COMPANY GENERATED BUSINESS 904.394.2312 | JESSICA@CBVFL.COM 1532 KINGSLEY AVE, SUITE 101 | ORANGE PARK, FL 32073 COMPANY GENERATED BUSINESS DEPARTMENT
Billi West | COO / Loan Officer | NMLS# 306348 3521-B US Hwy 17 | Fleming Island, Florida 32003 P: (904) 269-5992 E: billi@mimortgageloan.com | MiMortgageLoan.com/billiwest *Eligible homes may not be in a trailer park and must be on their own foundation. This is not a promise to make a loan. All borrowers must qualify. Additional terms and underwriting conditions apply. CO: Regulated by the Division of Real Estate. #100505621. Georgia Residential Mortgage Licensee. GA License #18150
VANGUARD x TRA edge WEEK 4/10/2023 thru 4/14/2023

Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.