FEBRUARY 2016 SAN DIEGO

EXECUTIVEAGENT MAGAZINE

Dan LoCascio Executive Agent of the Month

Inside Features: Tom McChesney First Team Real Estate Lane Moore Seven Gables Real Estate

TM

TAKING CARE OF OUR REALTOR® PARTNERS AND THEIR CLIENTS When you work with imortgage, you get a lender invested in your success because our success comes from your referrals and repeat business. You have our full attention. We’re working to earn yours with outstanding customer service and a loan that satisfies your clients’ needs for a competitive rate, great terms and a fast closing.

IMORTGAGE IS A GREAT CHOICE FOR YOU AND YOUR CLIENTS: •

•

We’re one of the top-five private mortgage lenders* in the U.S. Your clients get access to better pricing, terms and specialized loan programs that many lenders just can’t offer. imortgage customer service is ranked number one for 2014, according to Eliant,*** an independent third-party that surveys homebuyer experiences nationwide.

•

imortgage ranks among the top five** California lenders for purchase business.

•

As a Direct Lender for Fannie Mae, Freddie Mac and Ginny Mae, imortgage offers your customers faster approval times, faster underwriting and faster closings.

•

Cutting-edge marketing support will impress your sellers and help attract new ones.

Let The Patterson Team take great care of your clients!

JEREMY PATTERSON Loan Consultant 7777 Alvarado Rd., Suite 701 La Mesa, CA 91942 Direct: 858.602.6608 NMLS ID: 262395 jeremy.patterson@imortgage.com Rates, terms, and availability of programs are subject to change without notice. Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act CRMLA 4131040. Corporate NMLS ID 174457. All rights reserved. 10262015. * Source: Mortgage Executive Magazine 2014 lloanDepot.com LLC dba imortgage. ** Ranked by unit volume for 2014. Source: Marketrac Lender Profile Report 2014. © CoreLogic. *** 2014 Survey results from independent, third-party Eliant Survey System.

contents

Southern California’s Publication for the Real Estate Professional

ExecutiveAgent

Magazine

February, 2016

San Diego

Editorials

Cover Story

14 - Anne Bachrach:

The ‘Key’ To What Really Motivates You To Achieve Your Dreams!

26 - Bill Brooks:

The Role of Positive Thinking on Your Sales Career and Life

Long Term Goal Setting

PWAOR..........................................30

Great Service

24 - Mark Victor Hansen:

Decide What You Want To Do

Dan LoCascio

imortgage....................................2 i Photography Studio.................23 - 31

06 - Jon Gordon:

Executive Agent of the Month

ADVERTISERS’ INDEX City of Hope..................................35

10 - Barry Eisen:

17

Fred Arrias Executive Publisher PO Box 73384 San Clemente, CA 92673 Ph: (949) 366-3349 Fax: (949) 266-8757 Email: Info@eamag.net Web: www.EAMag.net

28 - C.J. Hayden:

Marketing The REAL YOU

32 - Dirk Zeller:

Achieving Relationship Excellence

The Termite Guy................................9 Veterans United ..............................36

Editorial Manager: Trudy Van Graphic Designer: Garon T. Arrias Photography: i Photography Studio, Ian Wiant, Rob Paino Writers: Lalaena Gonzalez–Figueroa, Shannon Hartsoe, Haley Freeman, Steven McReynolds © Copyright 2016 Executive Agent Magazine. All rights reserved. Reproduction in whole or in part without written permission is prohibited.

Although every precaution is taken to ensure accuracy of published materials, Executive Agent Magazine cannot be held responsible for opinions expressed or facts supplied by its authors.

4

12 Tom McChesney

First Team Real Estate

Lane Moore

Seven Gables Real Estate ExecutiveAgent Magazine

3

E XECUTIVE AGENT

TM

MAGAZINE

L

ane Moore, Realtor® at Seven Gables Real Estate in Tustin, is well-recognized for going above and beyond the norm to meet the unique needs of each one of his clients. You’ll never hear him say, “It’s not my

Written by Haley Freeman

job.” Instead, he will do whatever it takes to help someone navigate the challenges of buying or selling a home by offering his expertise with a kind and giving spirit.

ExecutiveAgent Magazine

Lane Moore

Going Beyond What is Expected A career in real estate came naturally to Lane, who is the progeny of two generations of successful Realtors® before him. Lane’s grandfather was a broker in North Carolina and his mother Vicki spent the majority of her career at Seven Gables, which became like a second home to Lane while he was growing up. He remembers his mother, Vicki G. Moore as a woman known for her outgoing personality, made all the sweeter by her charming Southern accent.

Lane did not choose a real estate career right away.

He began his professional journey in telecommunication sales, where he excelled with one of the largest wireless companies in the industry. He inherited his mother’s genuine love for people, a gift that has greatly enhanced all of his roles in life, and eventually led him into real estate.

After many years in the corporate environment, working long hours with little flexibility, Lane decided to take up the family business. He joined Seven Gables, where he was mentored by Broker/President Mike Hickman. “Mike is one of the most phenomenal men I’ve ever met. I’ve known him since I was seven years old, and he did so much for me growing up. He’s very calm and never gets rattled. I’ve learned from him not to react but to respond when there is a challenge. I would call him the rock. He’s very professional, but also a lot of fun. We all respect him here so much, and I’m very fortunate to have learned the business with him.”

In Tustin and the surrounding communities, Seven Gables is synonymous with service. The company was also voted the top workplace in Orange County for its business culture by the Orange County Register in 2015.

“We are the Nordstrom of real estate in the area, and have been for 40 years,” Lane explains. “And it’s not just our company, but the wonderful team of support professionals we work with in our market.”

Although Lane has a background in technology and is proficient at using the best tools the industry has to offer, he still prefers high-touch methods of doing business to high-tech. “I spend more of my time face-to-face or on the phone than using email. I like looking someone in the eye and creating that relationship. True success comes when people know you and like you. I stay in touch with people, and the majority of my business comes from past clients and friends. I like to just call people and see how they’re doing and ask how I can help. People know if you’re authentic and are genuinely interested in their lives.”

needs help getting their property ready for sale, Lane will not only refer trusted professionals to do the work, he will jump in and help.

One client expressed her gratitude: “My mother selected Lane to list her home of 56 years in Southern California last year. Because I live out of state and she is an elderly woman, I had concerns about her finding an agent that would care for and protect not only her financial interests, but her safety and security, as well. Lane provided excellent service in every way, especially in his willingness to help with so many of the details that most agents would never even lay a finger on. I spent hours with him down on our knees freshening the landscaping; he scraped, puttied, painted and did a superlative job communicating with us about every aspect of the sale. Bar none, customer service was exceptional! I highly recommend Lane’s services and Seven Gables Real Estate.”

Lane and his wife Diana have been together since high school. They have two daughters, Amanda Lee and Courtney Lane. The family loves playing volleyball, spending time at the beach and visiting Disneyland. Lane says, “Family is the most important thing in my life.

Period.”

Lane’s greatest concern is for the people who are counting on him to help them with one of the biggest decisions of their lifetime, not on getting a commission. That authenticity comes shining through in his willingness to go beyond what is expected, and guide them home.

Lane Moore Seven Gables Real Estate 12651 Newport Ave. Tustin, CA 92780 Tel: 714.244.6060 Email: LaneM@sevengables.com Web: www.sevengables.com CalBRE # 01779747

Lane is also not afraid to get his hands dirty. If a client ExecutiveAgent Magazine

EA

Great Service I

had the opportunity to stand on the side lines as the Jacksonville Jaguars played the Atlanta Falcons last week. Before the game I envisioned myself saying something positive and profound that would ignite a player to make a winning play.

Around the third quarter it was getting hot. Real hot.

The sun was blazing and the players were getting tired.

All of a sudden someone was running towards me and calling my name.

“Are you Jon Gordon?”

“Yes,” I said thinking to myself, “Have no fear, energy man is here. I’m ready to energize.”

“We need your help” he said.

“Anything,” I said, puffing my chest out getting ready to inspire.”

“All the trainers are dealing with injures,” he said.

“We need your help holding the green screens above the player’s heads to block out the sun so it doesn’t beat down on them and wear them out.”

A minute later there I was, holding one side of a makeshift awning above the heads of six big and tired linemen, protecting them from the sun. My job was equivalent to that of a metal pole holding up an awning. It certainly wasn’t what I envisioned….. but great service never is.

We often think that great service is about miraculous, heroic feats. We envision ourselves like superman or wonder woman swooping in and saving the day, wining the new client. saving the customer from a miserable experience or transforming someone’s life. And sometimes

this is the case, but more often than not, great service is about doing the every day little things that go unnoticed.

It’s about losing yourself and your ego for the benefit of others and the team.

When I think of great service I envision a parent that does whatever it takes to raise great kids without awards or recognition; or an unknown volunteer in Africa helping to provide clean drinking water; or a soldier in Iraq who saves lives every day and no one ever hears about it; or a sales executive that does a hundred little things to serve the best interest of their client; or a call center employee who actually calls the customer back after finding the right answer to their question; or the school, non-profit, or church volunteer that does all the menial tasks to support the mission; or the team member at work that does whatever it takes to help the team complete the project.

Great service is not about rewards or accolades. Great service is the reward. I realized this as I served my role as the human metal pole protecting the players from the sun.

It was certainly humbling and yet it was very rewarding.

I remember holding the awning thinking, “Whatever it takes. Whatever it takes to help the team win, I’ll do it.”

And in that moment it was as if I lost my ego and self importance and gained every great feeling in the world.

So, my new motto is “Whatever it takes,” and I hope it will become yours as well. Today let us do whatever it takes to provide great service and make our teams great.

Jon Gordon’s best-selling books and talks have inspired readers and audiences around the world. http://www. jongordon.com/about.html

Written By Jon Gordon 6

ExecutiveAgent Magazine

EA

ExecutiveAgent Magazine

7

Now You Can Get Executive Agent Magazine Online!

We’ve Gone Digital So You Have Access To All Executive Agent Has To Offer-On The Go, Anytime, Anywhere

Link directly to Advertisers

Search for Articles

Interact and Connect

Executive Agent Magazine www.ExecutiveAgentMagazine.com

949.366.3349

Info@eamag.net

EA

Long Term Goal Setting Vision=Perspective=Better Decisions

Y

ou’ve heard the saying, “The average person spends more time planning a vacation than planning the rest of their life.” It’s probably true because planning a pleasurable escape is easier and more comfortable than planning change, and whatever discomfort (fears?) may be associated with it.

Most companies you’d consider investing in or working for have long term, short term and, in most cases, daily goals as benchmarks of performance. However, independent contractors associated with large focused corporations, usually don’t do the planning to create their own comfortable future.

Most all independent contractors either sit down with the owner/broker/sale manager/boss at the beginning of the year or as solopreneurs, by themselves, and go over goals and business/game plans. But like New Year’s resolutions, by January 15th, they lose focus and end up playing a smaller and more chaotic game than anticipated. This is not just about the business of business, but it’s also about the personal areas of life, as well. And this is not just about business and personal lives, but ultimately about the way they see themselves (self image/self esteem) and create the lifestyle that matches that perception...self fulfilling prophesies.

The “whys?” don’t matter. The back story may be very interesting and compelling, but does “why?” solve the problem of an erratic business or personal life? The question, “What DO you want instead?” is a good starting point. Not what you Don’t want. Describing what you DON’T want doesn’t give information as to actions to be taken to move forward. Goals are not just targets, they’re guidelines.

There are so many ideas and systems about goal setting.

Every speaker, sales manager and trainer has an approach.

Know what? They all probably work, if the follow-through is committed to. Huge “IF” (I FEAR).

Here’s my offering at setting long term personal and business goals. The best way to predict the future is to create it.

1) Select a target year by which your long term (more than 1 year) goals will be completed. Giving a target date, even 3-5 years down the road, creates at least a small, but real, sense of urgency. Just the act of writing goals down starts a level of thought and commitment beyond having good intentions.

Write the target year across the top of a blank piece of paper.

self image areas that comprise all of our lives. In her book, Passages, Gail Sheehy lists Physical, Financial, Emotional, Educational, Family, Social and Spiritual. Unless you have something else---go with these.

3) On the right hand side of the page, opposite each of the categories, write down 2 or 3 goals for each category. If you choose to not set goals in all areas, great! Do what feels right for you. There are no rules.

If you have difficulty looking ahead and projecting results, for a moment look back at your previous 3-5 years. What have you done in that time to move ahead in each of these 7 areas? “If you continue to do what you’ve been doing, you’ll continue to get what you’ve been getting.” The reality beyond that often used saying is that in the future, Mother Nature will smack us all around a little harder, gravity will tug on us all a little bit heavier, business slumps will become more pronounced, memory becomes more challenging and spiritual connections become even more distant, etc. What do you want instead?

4) Put this goals list in a place that makes sense to you... in a draw under your socks or underwear, taped to the back of a closet door etc.

5) Look at the list every once in a while (daily, weekly ???) and let it reinforce the actions that will bring you to those, down the road, purposes. Spaced repetition is how you learn most of what you do.

6) Update your list periodically to reflect new directions and adjustments.

Accomplishing longer term goals not only gives the rewards of whatever the goals are about, but on a higher level creates the positive self esteem and confidence of accomplishment.

Confidence comes from creating victories. Those in therapy, or should be in therapy, experience control issues (usually a lack of control). When you’re in control of your life you generally make better decisions, feel more alive and healthy and usually become a more compelling figure to those around you.

Barry has taught classes and held seminars for thousands of people. He has given hundreds of private hypnosis sessions and authored many hypnosis and self-hypnosis CD/downloadable programs, all with great positive feedback. http://barryeisen.com/

2) Along the left hand column, going down the page, write the categories of your life that represents the balance and 10

ExecutiveAgent Magazine

EA

ExecutiveAgent Magazine

11

E XECUTIVE AGENT

TM

MAGAZINE

Tom McChesney Written by Haley Freeman

T

he life Tom McChesney lived growing up on a farm in Fort Collins, Colorado may seem as if it would have nothing in common with his life as a Realtor® in Huntington Beach, California. But the lessons he learned from his parents about hard work, care for others, and also real estate, have contributed significantly

to his success as a competent, compassionate real estate professional.

You can’t help but develop a great work ethic when you get up at 5:00 a.m. every day to milk cows, bale hay and fire up the tractor. You also can’t avoid learning self-sacrifice and empathy when you are raised by veterinarians who attend sick animals at neighboring farms and donate their free time to helping with community causes.

Tom also grew up with a firsthand appreciation for the value of real estate. His father dreamed of owning a farm when he got out of the military, and he not only made that dream a reality, but continued to invest in real estate throughout his lifetime. “My family liked buying properties and fixing them up. I grew up seeing the potential in properties. My dad also kept investing in land, and eventually turned some of that land into residential development, dividing it into lots and building houses and selling them.”

Despite his relatively young years, Tom has more than 10 years of real estate experience as a landlord, investor and agent. He has a keen understanding of market trends, and an eye for identifying profitable investment opportunities.

Tom chose to build his business with First Team, where he receives some of the finest training and support in the industry under the banner of Orange County’s number one real estate brand.

ExecutiveAgent Magazine

EA

Tom’s genuine care for people is also a key motivator in his real estate career. He spent the first several years of his professional life as the associate area director and area director of a nonprofit organization whose mission is to mentor young people toward a positive future. Tom has a master’s degree in organizational leadership and is a CTI certified life coach. “Coming from the nonprofit sector, I really care about people, and I want to be their lifetime agent. I try to be very relatable and never make people feel pressured about making a decision. We’ll wait for the right deal. I think people feel comfortable working with me and telling me exactly what they want and exactly what their financial situation is.”

One of Tom’s recent clients affirmed that Tom is succeeding in being exactly that kind of agent: “Tom has been extremely helpful in the property buying process.

He learned about my situation, helped me discover suitable options, and has played a central role in my property ownership journey. Tom is also an extremely effective communicator which should comfort any buyer who isn’t a professional in the field of real estate. He is friendly, knowledgeable, and has exceeded my expectations as a real estate agent.”

Tom is enthusiastic about encouraging his clients to begin building long-term wealth through real estate, and he is patient about taking time to explain the buying process, tax benefits, and how to build equity. “I helped somebody buy a condo a year ago, and it’s already appreciated $50,000. It’s exciting to help someone realize the

benefits of home ownership. It may feel like a big purchase at the time, but later they’ll be glad they did it.”

Always intent upon improving himself and his professional skills, Tom is constantly exploring new technologies and continuing his real estate education. He is also generous about helping new agents and those who struggle with technology. “My life coaching experience says, you’re here at this point, so what steps do you need to take to get where you want to be? I like to share my experience with new agents, help them learn the tools that First Team has for them, and some of the things I’ve learned about how to meet new clients.”

Tom loves the weather and lifestyle in his adopted home of Southern California. He enjoys taking his Golden Retrievers to run at the dog beach, and like a native, he loves to surf. He also continues to mentor kids.

For Tom, real estate is the perfect fusion of his life’s passions, and for uncovering the potential in both people and properties.

Tom McChesney First Team Real Estate 19021 Goldenwest St. Huntington Beach, CA 92648 Tel: 714-861-0765 Email: tommcchesney@firstteam.com web: www.ThomasMcChesney.com CalBRE # 01958574

ExecutiveAgent Magazine

EA

The ‘Key’ To What Really Motivates You To Achieve Your Dreams!

W

hat motivates you? What gets you fired up? What gets your ‘juices’ flowing? What vision of the future excites you? Being inspired momentarily is easy for many people, but staying motivated long-term can be challenging for some of us. You go through a process of being really motivated in the beginning to being completely unmotivated, which makes it easy for anyone to quit. What happens when you go from being so excited you can’t wait to get up in the morning, to being so tired you can’t wait to go to bed at night. Somewhere between the starting point and the quitting point, the very thing that was driving you was lost.

Many of us set goals, but only some of us stay motivated long enough to keep going until we reach them. Where does the difference lie? The difference lies in the motivation. The motivation is driven by the ability to stay focused on your dreams and how you will feel when you have successfully achieved the vision you have of your future. How do some people hold onto their motivation, while others find it easier to let it go?

crave happiness. If we want to achieve a specific goal for someone else the same rule applies. We want to achieve a goal because it provides something for someone else - and again, whether it is money, freedom or some other aspect - it all comes down to the emotion of feeling happy. We want things for other people, because we want them to feel happy. And when they feel happiness, we feel happiness. In some cases, it may be vice versa; we crave to be happy for ourselves first - and that’s perfectly OK! You have dreams and goals, but when was the last time you felt them? Have you ever felt them?

You might have the motivation to make more money, but there is any underlying reason below the surface. What is it? Get below the surface and connect with the feeling of what you want and why you want them. The underlying reason will help give you the motivation you need to keep going until you have achieved them.

Here are some exercises to help you connect with the feeling of your dreams and goals.

Those that hang onto their motivation have found something that drives them and they stay connected to it. What is it? It’s the feeling of their goal.

When you can put yourself in the moment of your goal achievement and feel what it feels like to be there - you have just experienced one of THE most powerful motivation tools. When you can connect to the feeling, and it’s something you really want - then you can hang on to what you have to do in order to achieve it.

Start with your Life Intention Statement.

What are your goals? What do they mean to you?

For your family? Friends? The rest of the world? If you could do anything in this lifetime what you most like to do? Maybe it’s something you’ve always wanted to do, but didn’t think it was possible for you? This is really an open exercise - there are no limits – think about things only you really want. You can phrase them as goals, intentions, life purpose whatever you would like to call them.

Think about how a parent might be driven to do something for their child. Maybe they go back to school so they can get a better paying job so they can provide a better life for them. Why? Because they want their child to feel good when they have the things they want and need. When the child feels good, the parent feels really good too.

Write all your goals down on paper and detail when you would like to achieve each one (specifically the month, day, and year). To help get you started, go to http://AccountabilityCoach.com and complete the Wheel of Life exercise. You might also enjoy completing the Quality of Life Enhancer™ exercise on this same website.

The motivation to achieve our goals is driven by one of the deepest emotions - happiness. It is an important commonality among all goal seekers.

Whether we want money, freedom, independence or health - it all comes down to the fact that we

When it’s all said and done…

When this life is all said and done, what do you want people to say about you? How do you want to be remembered? Write down some statements

14

ExecutiveAgent Magazine

EA

“Most people give up just when they’re about to achieve success. They quit on the one-yard line.”

you would like people to say about you. And does your Life Intention Statement big enough to accomplish what you want people to say about you? If it doesn’t - you need to be thinking even bigger!

Tools for Staying Motivated Visualization The biggest key to staying motivated is to connect with the feeling of having already achieved your goal. Put yourself in the moment of living it. Feel the happiness, relief, joy, excitement - whatever good feeling you get from it and just hold on to for a moment. You can do this anywhere (except when you’re driving!). All you do is close your eyes and just visualize it; the sounds, the smells, the touch.

For each goal, write down the emotions you imagine experiencing when you have achieved them. In moments when you need motivation, just review the emotions you noted with each goal.

Reconnecting with the emotional side of your goals is a powerful way to stay motivated.

Written Goals Writing your goals down and then reviewing them on a daily basis has a lot of impact. It actually works to focus your subconscious on the task at hand which reduces the amount of “wandering” the mind does when it doesn’t have a goal to focus on. This will also aid with manifesting your goals quicker, because the more focused your mind is the more focused your actions will be - whether you consciously realize it or not. Put time on your calendar each day to review what you really want.

It only takes a few minutes.

Set up Goal Milestones It can seem like a lifetime between the time you set your goal and the day you finally achieve it, but it really isn’t that long. To help make the gap between the starting point and the achievement point seem shorter, set up milestones where you reward yourself along the way. The reward can really be anything you wish it to be, as long as it’s something that makes you feel good.

is to eliminate $10,000 in debt and you do really well for 3 months and decide to reward yourself with a $3,000 shopping spree; that is not supporting your goals. However, if having a new pair of shoes or a new outfit is the one thing that would make you feel good - then spend $100, not $3,000. Maybe you’ve improved your eating habits to lose weight. You’ve been doing great, so you reward yourself with half a pizza and lots of beer. Again, the reward is vital, but it must support your goals. Get the point? It’s OK to reward yourself, just don’t compromise your goal and counter act the positive changes you’ve been making.

Whether you want to achieve your goals for you or someone else, you are full of potential and have the power to achieve anything. You can live your dreams and goals, if you just grab hold of them.

The motivation will come from connecting with the feeling of why you wanted them in the first place.

Stay focused on how achieving your goals will make you feel and you will stay motivated.

Most people give up just when they’re about to achieve success. They quit on the one-yard line.

They give up at the last minute of the game, one foot from a winning touchdown.

H. ROSS PEROT American billionaire and former U.S. presidential candidate Anne M. Bachrach is President of A.M. Enterprises in San Diego, CA. Anne has 23 years of experience training and coaching. The objective is to do more business in less time through maximizing people’s true potential, and ultimately leading them to an even better quality of life. For more information on our services and learning tools, and to take advantage of at least 9 FREE life quality resources, visit www.AccountabilityCoach.com or click this link (http://AccountabilityCoach.com/signupa). ©2008 Anne Bachrach. All rights reserved. For information contact FrogPond at 800.704.FROG(3764) or email susie@FrogPond.com; http://www.FrogPond.com.

But be careful that your reward does not compromise your goal. As an example, if your goal

ExecutiveAgent Magazine

15

Nomination Form Nominate a fellow REALTOR速 to be featured in one of our feature stories; on the cover as Executive Agent of the Month, or as a special feature story. All candidates must be nominated by a real estate professional. The selection process includes a questionnaire, personal interview, reference check and final approval by the Advisory Council. Candidates are evaluated based upon professionalism, length of service and uniqueness of story, as well as industry and community involvement.

I Nominate: Name_______________________________ Company___________________________ Address____________________________ _____________________________________ City, State, Zip_____________________ _____________________________________ Phone______________________________ Email_______________________________ Submitted By: Fax/Email nomination to: Executive Agent Magazine PO Box 73384 San Clemente, CA 92673 Fax: 949.266.8757 Email: Info@eamag.net Tel: 949.366.3349

Name_______________________________ Company___________________________ Phone______________________________ Email_______________________________

EA

Cover Story

Dan LoCascio Executive Agent of the Month

ExecutiveAgent Magazine

Dan LoCascio Written by Haley Freeman - Ian Wiant Photographer

F

or Dan LoCascio, broker/owner of RE/MAX Platinum Realty, real estate is his first and only career. He took up a professional legacy passed on to him by his mother, and over the past 30 years he has earned his reputation as a trusted hometown professional whose word is his bond.

Dan obtained his broker’s license shortly after he became a Realtor®, and for many years he owned and managed a boutique real estate company and mortgage company. He also holds a Light Construction Development Management Certification (LCDM) from the University of California Irvine, equipping him with a detailed understanding of how homes are built, and he has overseen the construction of his own custom homes. “I think I see more than the average Realtor® when I walk through a home, so I’m able to spot what might be a big concern versus a small concern. I can help buyers and sellers prioritize spending on improvements and negotiate a more realistic and favorable outcome.”

The most important lesson Dan learned from his mother about real estate is that it is a people business. No matter how markets fluctuate or technology advances, his commitment to providing personal service remains constant.

“When I first got into real estate, my mom trained me,” Dan says. “Back in that day the focus was always on customer service. You worked more closely with other Realtors®, and met with them in person to present offers and negotiate terms. That whole part of the business has kind of gone away with technology. But what she taught me has stuck with me. Good communication with clients, and also with other professionals, is vital. And a little courtesy goes a long way.”

Dan says that one of the keys to his longevity in real estate is his adaptability. He is well-versed in technology and up-to-speed when it comes to working with millennials. “People want things quicker these days, and it’s important to be able to communicate in a way that makes them feel comfortable. I make it simple for them to review and sign paperwork via text, email and DocuSign.”

ExecutiveAgent Magazine

Just five years ago, he made the decision to open RE/MAX Platinum Realty, and with it he acquired the industry-leading technology, tools and brand recognition to give his clients more comprehensive service than ever before. Dan’s office is both centrally located and prominently placed in a busy shopping center on the border of Murrieta and Temecula. He welcomes walk-ins from neighbors who just want to stop by and say hello or ask a real estate question.

Dan strives to maintain a friendly and relaxed office environment, where clients and agents are treated with the greatest respect and never feel pressured to close a deal.

“For clients and agents both, our biggest focus here is customer service,” Dan says. “I never push clients or agents to do something they don’t want to do, or shouldn’t do.

That is a complaint I hear often from clients and agents who have worked with other companies.”

Dan is a producing broker whose experience spans just about every conceivable real estate scenario, and he

is always on hand to provide support to his 15 full-time agents and ensure that every transaction closes smoothly.

“I am more selective than an office trying to bring in a hundred agents, but I am always looking for seasoned agents with the values we have here, people who really understand the importance of customer service with integrity.”

The benefits that RE/MAX provides to agents and their clients are boundless, powered by the recognition that comes from being the world’s highest-selling real estate brand with more than 100,000 sales associates worldwide. Agents enjoy regular referrals from inside the company, as well as from the company’s consistent marketing efforts. RE/MAX also offers some of the highest commission splits in the industry to its seasoned agents.

“We have extensive online training through the RE/MAX University,” Dan explains. “You can jump on anytime and do a webinar or stay up-to-date with continuing education.

And RE/MAX offers marketing templates for just about everything. Through our design center online, you can have a flyer or postcards within minutes.”

ExecutiveAgent Magazine

As the market becomes more international in scope, the RE/MAX global broker network provides instant contact with qualified professionals abroad. “In our market it’s becoming more common to have investors coming in from overseas. There are more RE/MAX franchises in more countries than any other brand.”

Dan brings his considerable insight and experience to creating a customized marketing plan for every seller. “A lot comes down to the type of property and the price range in order to determine what is the best route for marketing.

If it is a high-end property, for instance, we will feature it in our luxury publication, ‘The RE/MAX Collection

Magazine.’ For an investor who is flipping a home, we will bring in a decorator for staging. For a more traditional sale, we will sit down with the seller and go through ideas for how they can best stage their home themselves, by decluttering and sprucing up to give the home mass appeal. Presentation is important, from the house itself to the way it is presented in online and in print marketing.

Also, RE/MAX does the highest amount of television and radio advertising to push people to our websites. We have some of the highest online traffic in the industry.” Dan also maintains a number of independent websites, where as a premier agent he is able to bring even greater exposure to his clients’ listings.

ExecutiveAgent Magazine

An Expert in the People Business Dan is a stickler for always being available and promptly returning phone calls. One client said, “Working with Dan was a great experience. I had updates in real time all the time about everything and could call him anytime with any question. He was always courteous, as was the rest of his team. In my opinion Dan and his team set a new standard as Realtors® and I hope to one day do business again. I would highly recommend Dan to anyone buying a house, and am very sure he will be as helpful as he was with my family. Thanks again, Dan.” Another described him as “an absolute professional throughout the whole buying process. I had a lot of questions and every time I emailed Dan he would get right back to me in what seemed like minutes. I felt completely comfortable with him representing me and he was never pushy. He understood my naturally skeptical attitude and offered the right advice, information, and assurance. I would definitely use Dan again and would recommend him without hesitation. I feel I got lucky with him as my agent.”

When he’s not busy with real estate, you might find Dan at a Chargers game. He is a longtime fan and season ticket holder. “I enjoy sports and especially love skiing and cars. My wife and I also enjoy going to nice restaurants and travel.” They are also regular supporters of the community, who try to make a difference locally by giving to area organizations, including the Riverside City Mission.

The thing Dan loves most about his profession is working with people. “When you’re in real estate, you’re helping people get to one of the biggest goals they will accomplish in life. I work with first-time homebuyers who didn’t think they could afford a home, and repeat buyers who are thrilled with how well they did on their previous home, and are excited to be moving up to a nicer one. I love dealing with people when they are happy and achieving something in life. I’ve built so many friendships over the years, and found this to be a most rewarding job.”

ExecutiveAgent Magazine

Dan LoCascio RE/MAX Platinum Realty 39885 Alta Murrieta Dr., Ste. D3 Murrieta, CA 92563 Tel: (951) 677-1106 - (909) 938-3665 Email: dan@platinumsocal.com Website: www.platinumsocal.com CalBRE # 00928183 ExecutiveAgent Magazine

EA

Written By Mark Hansen

24

ExecutiveAgent Magazine

EA

Decide What You Want To Do

M

y friend, Tom Harken was born with both polio and tuberculosis. Tom spent the first six years of his life in an iron lung. The first day Tom started school, the teacher told him to go to the board and spell “cat”. He wrote k-a-t. The teacher told him – in front of the entire class – he would never become successful. Tom dropped out of school, humiliated and chagrined. Tom decided to prove them wrong. When he became old enough he went out and started selling vacuums. Tom sold 17 a day. Tom memorized all of the information each customer gave to him – because he never learned to read. Tom never told anyone he was illiterate until, at age 55, he announced it, with tears in his eyes to an astonished audience, while being honored at the Horatio Alger Awards. Within one year he had learned how to read. Tom crusades with me now to eradicate the slavery called “illiteracy”.

You see, anything is possible. Just like Tom, the only thing standing in the way of your success is you – your beliefs about what’s possible, your attitude towards yourself, your desire to achieve what you really want. You are the only barrier that is keeping your dreams at bay.

What’s Exciting About Using Our Mind Is that We Can Short Circuit All the Excuses Thrown Up by Our Fears THIS WEEK’S ACTION STEP Our minds determine our success or failure. Your mind is your ultimate strength and weakness. Everything begins and ends with your thinking.

I came up with six ways to develop mental muscles. When practiced they can give you the power to accomplish your goals.

1. Read, Read, Read - Read something besides magazines and the daily newspaper. They’re mostly filled with negative images and information that creep into your brain mind continuum and fester negatively. Read books that motivate and inspire you.

2. Mastermind - Share your mind with someone, or a group, who are moving in the same positive direction as you are.

Two or more minds concentrating on the same goal is an extraordinarily powerful force.

3. Seek Out A Mentor - I recommend you get mentors in each area of your life for your entire life. Keep having your mentors challenge you.

4. Listen to CDs and Cassettes - This is one of the most important habits you can create for yourself. Continuously listen to motivational audio CDs and cassettes. Listen to them until you can practically repeat them verbatim. This process will recondition your mind to think only of abundance and positivity.

5. Attend Seminars - To reinforce a positive way of life, sign up for and attend motivational seminars. There you will meet inspirational people (and possible mastermind members) and learn new ways of achieving your goals.

6. Turn Off the Television - On average, the television set in an American home is on over 7.2 hours a day. Just like any bad habit, it needs to be broken. The television is filled with energy that is put out into the room. It becomes its own entity.

That’s it! Just six easy steps. These six steps will help you to re-energize your spiritual batteries and clear the haze out of your mind to help motivate you to decide what you really want to do.

“When we use our minds creatively and constructively, it doesn’t matter what we haven’t done, what we haven’t said or where we haven’t been. The only thing that matters is how we engage our mind by telling the conscious what we want to do.”

- Mark Victor Hansen Mark Victor Hansen, “that Chicken Soup for the Soul guy®”, inspires NEW VISION that generates innovation, productivity and profitability. markvictorhansen.com. © 2008, Mark Victor Hansen. All rights reserved. For information about Mark’s Keynote Presentations, contact the FrogPond at 800.704.FROG(3764) or email susie@FrogPond.com; http:// www.FrogPond.com

ExecutiveAgent Magazine

25

EA

The Role of Positive Thinking on Your Sales Career and Life

L

ots of salespeople seem to have forgotten, or perhaps have never even learned, the many ways that they can improve not only their sales performance, but their life performance as well. The future of your sales career may very well rest on the frame of mind that you have in your daily life. Here are several tips that may help you to improve this frame of mind and your future.

First of all, you should overcome any past negative impact. You need to forget your failures and mistakes.

These failures and mistakes should be seen only as stepping-stones that you have been fortunate enough to experience and learn from. Salespeople can truly damage their mental state and their sales performance by dwelling on past mistakes. Such practices as continually viewing yourself in a negative light can only serve to put you in a downward spiral.

A tip that reflects the opposite of the previous one is to build upon previous positive experiences. Concentrate primarily on your past successes, and this will help you feel far more important and positive. By concentrating primarily on your successes and the positive aspects of your past, you will surely feel extremely more confident, and confidence will give any salesperson a “leg up” in

26

any sales situation. Furthermore, this confidence can seep into all other facets of your life, leading to an all around improvement of the quality of life.

Seeking out “coaches” and “team-members” will only serve to improve your chances for success in and out of the business realm. Coaches can help to build you up, as well as provide you with vital life experience and job experience that you otherwise would not be able to experience yourself. In regard to sales team-members, they can provide you with a support system as well as with a feeling of belonging. Their successes will be your successes, and your successes will be theirs’. Having a coach, as well as being a member of a team can certainly improve your job as well as your home life.

Becoming obsessed with learning is another excellent tip for any salesperson who is aspiring to improve their future sales performance. “Knowledge is power” has become a cliché, but the validity of this statement still stands. Any serious salesperson should always be looking for that “edge,” and knowledge is always there. You should always be seeking new facts, information, and data, and knowing more of these than your competitor will provide you with so much more success. I can promise you that!

ExecutiveAgent Magazine

EA

By constantly improving your thinking processes, you will also sharpen your thinking and analytical skills, and in turn you will enjoy more success in the future.

Improvement of your thinking skills involves the quick and efficient use of knowledge, which is addressed in the previous tip. If you become obsessed with learning and channel this constant flow of new information through quick and useful thought patterns, then once again you will enjoy a “one up� over your competition.

Top performing salespeople are always seeking new information, and are always able to use this information in the most effective manner in their pursuit of the sale.

Therefore, if you follow the same strategies as these salespeople, then your future is as bright as theirs.

The final tip, and perhaps the most important one, actually is to incorporate yourself mentally. This somewhat difficult tip means that you should never forget your own long-term goals and aspirations. You should certainly remain loyal and honorable to your current employer, but again, never forget your own longterm goals and aspirations! Those individuals who are the most successful are those who never forget their own goals. By striving for your goals long enough and hard enough, you will eventually reach them and become an envied and admired sales professional.

The bottom line? If you are truly seeking to improve your future either professionally, personally, or both, there are certain strategies that have proven to serve those who are seeking these goals very well. By overcoming any negative past impact, building upon any and all positive impact, utilizing coaches and team-members you may have in your life, becoming obsessed with learning, constantly improving your thinking processes, and incorporating yourself mentally, you are surely going to be able to improve any aspect of your sales career and life that you wish to improve. The secret to this plan is to work hard and remain committed. There is, unfortunately, no secret to that!

Bill Brooks, CSP, CPAE, CMC, CPCM former CEO of a $300,000,000 corporation and two-time sales award winner from an international sales force of 8,000, Bill has real-world expertise. Bill has spoken or consulted in over 300 different industries while being engaged by at least 150 clients an astonishing six times each.

CopyrightŠ 2004, Bill Brooks. All rights reserved.

For information about how to bring Bill to your next meeting or convention, contact the Frog Pond at 800.704.FROG(3764) or email susie@frogpond.com; www.frogpond.com

ExecutiveAgent Magazine

27

EA

28

ExecutiveAgent Magazine

EA

Marketing The REAL YOU

I

often wonder how the practice began of pretending to be someone else in order to market your business.

You know what I’m talking about -- it’s the marketing face, the selling voice, that you often put on in order to attend a networking event or make a sales call. Who taught you to do that?

I have a suspicion where we learn this behavior. Most of us spend a lifetime observing showroom salespeople, product spokespersons in the media, and hucksters on street corners. What we see demonstrated there is artificial enthusiasm, manipulative use of language, feigned interest, and in some cases outright deception.

Sounds awful, doesn’t it? So why copy any part of this distasteful way of selling?

Psychologist Abraham Maslow said, “If all you have is a hammer, everything looks like a nail.” Perhaps we believe this is the only way we can sell because it’s the only way we know. I’m not accusing anyone of consciously deceiving prospective clients. What I’m suggesting is that what we do unconsciously and automatically is to behave inauthentically around them.

Intuitively, many of us feel as if something is wrong with this way of operating. When we have to sell ourselves, we find it unpleasant, disagreeable, even repulsive. But what if all those negative feelings were simply because we hate the artificiality and manipulation we think must be a part of selling?

Imagine what it would be like to go to a business networking event as yourself. No facade, no pretension, just plain you. When someone asks your reason for coming, you tell them the truth. You don’t have to claim you wanted to hear the speaker (if you didn’t). You can come right out and say, “I’m hoping to make some contacts that will lead to business for me.”

You wouldn’t have to invent reasons to start a conversation. You can walk up to someone who looks interesting and say, “Hi, I haven’t met you yet.” If you’re shy around strangers, you can tell the first person you meet, “I’m sort of a wallflower and feel awkward at events like this. Could you introduce me to some folks?”

Now imagine placing a follow-up call to a prospect where you are completely honest. You could say, “I

have some days open on my calendar soon and I’m wondering if this would be a good time for that project we’ve been discussing.” Or, “We haven’t talked in a while and I’d like to find out if you’re still planning to start the new training program this year.”

I see so many professionals and consultants struggle with trying to find an “excuse” to call a prospect. You don’t need some manufactured excuse. You know the reason you’re calling. Most of the time THEY know the reason you’re calling. Just say what it is.

Let’s extend this same principle to making a cold call.

Instead of stumbling around awkwardly trying to make a polished -- but unnatural -- sales approach, imagine yourself saying, “I’m not much of a salesperson, but I’m really good at what I do. Can we have a conversation about what you need and see if I’m the right person for the job?”

If you’ve been working from a cold-calling script that makes you flush and get a tight throat every time you read it, throw it out. Come up with one really good opening line that feels authentic and gets directly to the point. Then decide how you will answer -- honestly -some of the typical questions prospects ask you. My bet is that your calls will immediately get easier.

In fact, the more you become honest, direct, and authentic in all of your marketing, the more appealing selling will be to you, the more effortless it will become, and the more success you will ultimately achieve. Because most business results from building relationships, and how can you develop a relationship with someone when you never reveal who you really are?

C.J. Hayden, MCC, is a business coach and consultant who teaches people to make a better living doing what they love. Her company, Wings for Business, specializes in serving entrepreneurs, self-employed professionals, and people in marketing and sales. C.J. is the author of Get Clients Now! (AMACOM, 2007), Get Hired Now! (Bay Tree, 2005) and The One-Person Marketing Plan Workbook, and a contributing author to Guerrilla Marketing on the Front Lines. © 2008, C.J. Hayden. All rights reserved. For information contact FrogPond at 800.704.FROG(3764) or email susie@FrogPond.com; http://www.FrogPond.com.

ExecutiveAgent Magazine

29

EA

Achieving Relationship Excellence

A

s a real estate agent, your success depends on the quality and durability of the relationships you build with your clients, and the one and only way to build solid, enduring relationships is to deliver excellent, unrivaled service. To be an outstanding agent you need to lavish your clients with service that exceeds their expectations -- from the get-go and throughout a long business relationship.

The challenge is that not all clients expect or want the same kind of service. What constitutes excellent service to one client might seem inadequate or even like overkill to another.

It seems hard to imagine, but an agent could sell a client’s home in less than a week, at full price, and still have a dissatisfied customer. This could be due to some action or oversight during the negotiation, inspection, or closing process that simply didn’t match with the client’s service expectations.

To avoid service mismatches, learn each person’s service expectations by doing something that few agents take time to do: Ask. Then put your findings to work by following these steps: • Learn each person’s service expectations. Before you enter a new prospect presentation, make it a rule to learn everything you can about what your prospects are looking for in an agent and how they define their excellent service.

• Customize and personalize your service delivery. In your initial presentation and in subsequent contacts -whether you’re working to make the sale, service the client, build an after-the-sale relationship, or request a referral -- refer to your initial research and highlight the service aspects that each client finds important. Weave in the words you heard them use to define great service. Highlight the communication points they described as essential service attributes. Let them know that you understand their needs and are focused on exceeding their expectations.

32

• Never get complacent. Don’t assume that, if your service falls a bit short, your best clients will simply turn a blind eye. And, by all means, don’t think that if your clients want more or better service they will say something to you.

They won’t, because they don’t want the confrontation.

They’d rather just go away quietly and never come back.

I’ve met agents who are successful in spite of their “my way or the highway” approach to service delivery.

Rather than focusing on customized service and long-term relationships, these agents prefer to serve a stream of “here today, gone tomorrow” clients that they acquire through relentless prospecting and high-volume lead development.

These agents have a take-it-or-leave-it attitude about service. They practice what I call a fast-food hamburger joint philosophy: “We sell hamburgers and fries, and if you don’t like hamburgers and fries, pick another restaurant.”

The difference, of course, is that the number of people who want hamburgers and fries is huge, and, if the fare is good, most customers automatically come back for more.

The same is hardly true when it comes to homebuyers and sellers.

As an agent, your prospect universe is limited, and your customers aren’t apt to become repeat customers unless they are treated with the kind of unparalleled, consistent, and customized service that turns them into clients for life.

Dirk Zeller, President of Real Estate Champions, is recognized as the premier coach for the real estate industry. He has developed a system that takes “regular” agents and “regular” managers and transforms them into “top gun” agents and managers. Dirk’s coaching systems are built around his incredible success in the 90’s as one of the top agents in all of North America. He closed over 150 transactions annually while working Monday through Thursday and taking Friday, Saturday & Sunday off.

Copyright© 2005, Dirk Zeller. All rights reserved. For information about Dirk’s Keynote presentations, contact the Frog Pond at 800.704.FROG (3764) or email susie@ frogpond.com; http://www.frogpond.com.

ExecutiveAgent Magazine

EA

ExecutiveAgent Magazine

33

BANKER EXECUTIVE

TM

Nomination Form

Nominate a fellow colleague to be featured as Executive Banker of the Month.

All candidates must be nominated by an industry professional and are evaluated based upon professionalism, length of service and uniqueness of story, as well as industry and community involvement.

I Nominate: Name:__________________________________ Company:_______________________________ Address:________________________________ ________________________________________ City/Stae/Zip:____________________________ ________________________________________ Phone:__________________________________ Email:__________________________________ Fax/Email nomination to:

Submitted by:____________________________

Executive Agent Magazine PO Box 73384 San Clemente, CA 92673 Fax: 949-266-8757 Email: Fred@eamag.net Ph: 949-366-3349

Name:__________________________________ Company:_______________________________ Phone:__________________________________ Email:__________________________________

Our bone marrow transplant reunion is now standing room only.

Each year, City of Hope invites bone marrow transplant recipients and their families to attend the “Celebration of Life” event. It’s a joyous time during which survivors of blood cancers such as lymphoma, leukemia and myeloma embrace their health, their life and each other. It began more than 35 years ago when City of Hope created what is now one of the largest and most successful bone marrow transplant programs in the world. In fact, we’ve completed over 11,000 transplants and, according to national reports, our outcomes are among the best in the nation. The goal of curing cancer isn’t just something we work at. It’s what we live for.

If you have cancer, make us your first call. Or ask your doctor for a referral. We accept most insurance.

800-826-HOPE

COH-0726_BMT_Hem_fp_4c_ExecAgt.indd 1

WE LIVE TO CURE CANCER. Science saving lives. cityofhope.org/bmt

11/25/13 6:02 PM

The VA home loan is one of the most powerful lending programs available.

1 in 3 service members don’t know they have access to it.

Don’t let your active duty and veteran clients miss out on their hard-earned VA home loan benefit. Let our friendly and professional experts educate you and your clients on the advantages of the VA loan.

Attend a FREE seminar!

Reserve a seat today at SanDiegoVU.com/events or call (855) 232-6852.

SanDiegoVU.com (619) 296-LOAN (5626) 8885 Rio San Diego Drive, Suite 135, San Diego, CA 92108 Veterans United Home Loans of San Diego is a VA approved lender; Not endorsed or sponsored by the Dept. of Veterans Affairs or any government agency. NMLS# 1907.

Licensed by the Department of Business Oversight under the Residential Mortgage Lending Act. All Rights Reserved.