EXECUTIVE AGENT MAGAZINE - MARCH, 2021 ORANGE COUNTY

TM

EXECUTIVEAGENT E x e c u t i v e

MAGAZINE

Ag e n t

M a g a z i n e . O r a n g e

CHRIS SAMUELSON C o u n t y

E d i t i o n . M a r c h, 2 0 2 1

ORANGE COUNTY BRANCH 320 Commerce | Suite 100 | Irvine, CA 92602

Build a partnership with a direct lender that offers exceptional service.

John J. Reed

Eric Miller

Branch Manager NMLS-869516

Branch Manager NMLS-391165

(949) 398-3655

(562) 682-0746

Mark Martinez

Ryan Prisco

NMLS-302745

NMLS-987736

Alan Cipolletti

Ryan Dabich

Sales Leader

Senior Mortgage Advisor

Senior Mortgage Advisor

(949) 398-3666

(626) 818-1919

(949) 394-1757

(909) 282-4506

Hanh Duong

Therese Franklin

Sales Leader

Senior Mortgage Advisor NMLS-352080

(714) 689-9834

Mario Pierce

Senior Mortgage Advisor NMLS-491911

(714) 689-9846

NMLS-653005

John Kramer

NMLS-1659500

Lynn Nelson

Senior Mortgage Advisor

Senior Mortgage Advisor

Senior Mortgage Advisor

(949) 398-3647

(714) 689-9830

(714) 412-8608

NMLS-1151840

NMLS-282232

NMLS-653022

Patricia Redfern-Wright

Thomas Testerman Senior Mortgage Advisor

Senior Mortgage Advisor

Senior Mortgage Advisor

NMLS-483924

(949) 769-7582

(949) 521-0039

(415) 312-5668

Senior Mortgage Advisor

(714) 329-8620

NMLS-435148

Jim Thiel NMLS-907893

Anila Whitney NMLS-255596

We offer in-house agent marketing support providing the following services: POSTCARDS | FLYERS | VIDEO | PHOTOGRAPHY ©2019 Finance of America Mortgage LLC is licensed nationwide | | NMLS ID #1071 (www.nmlsconsumeraccess.org) | 300 Welsh Road, Building 5, Horsham, PA 19044 | (800) 355-5626 | AZ Mortgage Banker License #0910184 | Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act | Georgia Residential Mortgage Licensee #15499 | Illinois Residential Mortgage Licensee | Kansas Licensed Mortgage Company | Licensed by the N.J. Department of Banking and Insurance | Licensed Mortgage Banker -- NYS Banking Department | Rhode Island Licensed Lender.

ExecutiveAgent Magazine

3

Cover Story Chris Samuelson Executive Agent of the Month Chris Samuelson, principal of The Samuelson Group and co-owner of Regency Real Estate Brokers, graduated from UCLA and was preparing to enter law school, when his father talked him into taking a deferment to work with him in real estate.

25 Featured Professionals

08

14

Zulma Arizmendi My Home Group-The Laughton Team 4

Nidia Orozco Pinnacle Estate Properties, Inc

ExecutiveAgent Magazine

Content

March, 2021

E XECUTIVE AGENT

How Will You Know a Socializer by Phone?

-Tony Alessandrang Like a Pro -Steve Cook

TM

MAGAZINE

PRESIDENT & CEO EXECUTIVE PUBLISHER

12

Fred Arrias VICE PRESIDENT GRAPHIC DESIGN Garon Arrias

How to Make Giving Back Routine -Simon T. Baileyg Like a Pro -Steve Cook

EDITOR Trudy Vanderhoff

22

PROFESSIONAL PROFILES H.K. Wilson

Passion Produces Profit!

-Jeff Blackmaning Like a Pro -Steve Cook

CONTRIBUTING WRITERS Herbert Clark Charlene Gates John Harris Chris Richards Ronald Taylor Crystal Widen

46 Why Change is Good -Cheyenne Bryantg Like a Pro -Steve Cook

PHOTOGRAPHY iPhotography Studio Michelle Fairless Photography

48

EXECUTIVE AGENT MAGAZINE PO Box 73384 San Clemente, CA 92673 Ph: (949) 297-8323 Fax: (949) 266-8757 Fred@ExecutiveAgentMagazine.com www.ExecutiveAgentMagazine.com

Teaming With Success -Craig Harrisonating Like a Pro -Steve Cook

18 Do You Have a Plan for Your Life?

-Jim Rohniatating Like a Pro -Steve Cook

06

© Copyright 2020 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.

ExecutiveAgent Magazine

5

Do You Have a Plan for Your Life?

W

hen you are a person of character, you know who you are and where you want to go.

You’ve already spent a great deal of time thinking about it. You’ve been working on the parts of your personality that will make you better—your attitude, your health, your time-management skills.

You’ve been putting it all down on paper. And you’ve developed positive self-direction.

As you talk with yourself every day, how often do you ask, Is what I am doing today getting me closer to where I want to be tomorrow? Because here’s what you don’t want to ever do: kid yourself. Kid your neighbor and kid me and kid the marketplace if you want to, but don’t kid yourself. You can’t wait around with your fingers crossed hoping you’ll arrive at a good destination when you’re not even headed in the right direction. You say, Well maybe the wind will take me. There’s a chance, of course, but it’s about as likely as winning the lottery. You’ve got to take charge.

Ancient scripture says that hope, if it’s delayed long enough, can make the heart sick. You’ve got to ask yourself often, Am I performing the disciplines that are taking me in the direction that I want to go?

I don’t want to delude myself and think I’m on the way to financial success when there’s not a prayer.

I don’t want to delude myself into thinking there’s someone else who will take care of it. Nobody else is going to take care of it. Nobody else is going to take care of me.

What if all of your negative-thinking relatives turned positive? What would that do for your fortune and your future? Not much. If prices came down a little, what would that do for your sophistication and your culture? Not much. If the economy gets a little better, what would that do for you? Not much.

6

If you don’t make plans of your own, you’ll fit into someone else’s plans. And what do you think they have planned for you? Not much. Most people wake up every morning counting on this “not-much” list.

And that’s all they have: not much. Not much hope.

Not much promise. Not much progress. They’re driving what they don’t want to drive, living where they don’t want to live, doing what they don’t want to do.

Forget the thief waiting in the alley to snatch your purse. What about the thief in your mind? He is tempting you to become lazy, not stimulated by thoughts and questions. Don’t become a victim of yourself. Ask yourself these questions: • Is this the direction that I want for my life?

• Is this someone else’s direction?

• Is it a goal that has been ingrained in me since my childhood?

• Is it my parents’, my spouse’s, my boss’s or my children’s?

• Is it mine?

Ask yourself these questions. Get into the debate of your inner mind.

• What am I doing that works?

• What am I doing that doesn’t work?

Debate it all. Work with your mind to figure out the best possible direction for you. This is your selfdirection.

Jim Rohn was a leading author, speaker and business lecturer. He is the author of 7 Strategies for Wealth & Happiness: Power Ideas from America’s Foremost Business Philosopher, among other fantastic books and audio programs.

ExecutiveAgent Magazine

ExecutiveAgent Magazine

7

E XECUTIVE AGENT

TM

MAGAZINE

Zulma Arizmendi “Helping Families Reach the Next Milestone” Written by H. K. Wilson

E

arly in her career, Realtor® Zulma Arizmendi learned she had a knack for sales. After college, she excelled as a makeup artist and cosmetics consultant at Nordstrom, where with her genuine and easygoing nature, she was quick to

put people at ease. “I realized it was more about sales than artistry, and I had to learn a lot about human psychology. I started to ask my clients about themselves, their lifestyle and beauty regimen. The key was getting them to open up about themselves and showing I cared about them and what a day in their life was like.”

When Zulma discovered real estate, her gift for working with people bolstered her success. She and a partner soon purchased a brokerage in Orange and made it a topranking office in Southern California. Their success continued even through the Great Recession, as they commanded a high volume of REO sales.

After selling off the brokerage in 2013, Zulma expanded her expertise into the areas of title and home warranty representation.

When she returned to real estate sales, she brought with her an enhanced set of skills.

“Being in title helped me understand or look at possible red flags in transactions, especially when a property has been held in the same family for decades and transferred ownership multiple times. In those cases, there are usually title issues that need to be cleaned up prior to going on the market. In home warranty, I learned a lot about home maintenance, so I can have better conversations with my clients about how much is involved in upgrading and renovating a home they are looking at to turn into the home of their dreams. I have a good idea of what things will cost. I’ve found that people will either over or underestimate by a lot. Sometimes, a place just needs a few updates but is otherwise in good condition, and it doesn’t cost as much as people think. I like to ask people what they’re willing to wait on, and what is a must have, to help them determine what is in their budget.”

ExecutiveAgent Magazine

In 2020, Zulma joined The Laughton Team at My Home Group in Laguna Hills. Broker of Record and VP of Sales Janisse Dale was formerly Zulma’s home warranty client. “I always loved the energy of her office, and she’s amazing,” Zulma says. “I finally decided to join her office myself.”

Zulma recently earned a Real Estate Collaboration Specialist-Divorce designation (RCS-D) with the goal of helping divorcing homeowners navigate the process of selling their home. She is a member of an integrated group of professionals that provides support and guidance to divorcing couples. Working in tandem with her partner, Erik Kaiser, she is committed to helping her clients minimize stress and maximize proceeds from their sale. In the event that one party decides to keep the home, Zulma can refer them to a trusted lender who will help them secure the right financing. “Erik works in the probate market and is well known among attorneys. He’s the one who suggested that I get into the divorce market.

We’ve both been through divorce, and the more I looked into it, I wished somebody had been able to guide me when I was separating assets.”

Zulma is currently serving as vice president of the Orange County chapter of the National Association of Hispanic Real Estate Professionals (NAHREP). NAHREP is a purpose driven organization which aims to advance sustainable homeownership. “My parents are from Mexico, and I was born in L.A. I guess I never really thought about it, because it was my own culture, but I remember a colleague once talking about having a hard time connecting with Hispanic clients. It’s important to recognize that sometimes there are often multiple families living in one household, and they genuinely look out for each other. It takes more patience in those transactions, since you sometimes have several family members who all want to be heard as part of the decision-making process.”

Currently, Zulma is organizing online events for her collaborative divorce networking group as well as NAHREP. For families dealing with divorce, Zulma is creating programs about the seven stages of grief and parenting after divorce. She is also collaborating with a dating coach to help people who are reentering the dating scene.

For NAHREP OC, she and the other Board of Directors organize educational events to educate and empower the real estate professionals that serve Hispanic homebuyers and sellers. “Everything for NAHREP is online right now. We do a lot of educational events and promote them on Facebook.

Sometimes we stream them live.”

Clients describe Zulma as “attentive and responsive,” “absolutely amazing” and “patient and knowledgeable.” Zulma’s number one goal in real estate is helping families reach their next milestone.

“People’s needs are different from one family to the next. I listen to that family so I can get them into their next and best possible home.”

Zulma Arizmendi My Home Group — The Laughton Team 25201 Paseo De Alicia, Suite 105 Laguna Hills, CA 92653 Tel: 949.514.0443 Email: zulma.arizmendi@laughtonteam.com Web:https://zulmaarizmendi.mycahomesearch.com DRE #01719383

ExecutiveAgent Magazine

HELPING MILITARY & VETERAN

FAMILIES REALIZE THE

AMERICAN DREAM! 2,600 + VETERANS

EDUCATED ABOUT HOMEOWNERSHIP

1,500 + FAMILIES

WHO WE ARE Established in 2011, the USA Homeownership Foundation, Inc. DBA Veterans Association of Real Estate Professionals (VAREP), is a nonprofit 501(c)(3) organization dedicated to increasing sustainable homeownership, financial-literacy education, VA loan awareness, and economic opportunity for the active-military and veteran communities.

WERE HELPED THROUGH VAREP CARES

OUR FIVE POINT PLAN

750 VETERANS PLACED IN HOMES THROUGH OUR PROGRAMS

WHO CAN JOIN? Any individual regardless if you have served or not. VAREP and its members represent and work within all sectors of the real estate, housing and financial services industries...

WE WANT YOU!

1. Homeownership Advocacy – Advocate nationally to develop programs that reduce barriers to homeownership in the military and veteran communities.

2. Community Outreach – Foster responsible homeownership in the military and veteran communities by providing housing education and counseling services.

3. Professional Membership – Provide a place where real estate and financial service professionals can share ideas, get educated, and be empowered to better serve the real estate needs of service members, veterans, and their families.

4. Veteran Job Creation – Provide employment opportunities through posting on our military and veteran job board. We are also working on creating awareness among companies to include veteran-owned businesses in their supplier diversity program.

5. Affordable Housing – Provide affordable home buying opportunities for veterans and service members who have gone through VAREP’s homeownership education counseling services.

info@VAREP.net | w w w .VAR EP. n e t | 951-444-7363 VAREP IS A 501.C.3 NON-PROFIT ORGANIZATION AND YOUR CONTRIBUTION IS TAX DEDUCTIBLE. USA HOMEOWNERSHIP DBA VETERANS ASSOCIATION OF REAL ESTATE PROFESSIONALS TAX ID: 45-2458485

Make your clients love you forever.

Your clients look for a lot of things in a lender, of course. That’s why you should tell them about Kinecta.

•

Our credit union status lets us offer lower rates than most national banks.

•

Kinecta offers lower LTV than most other credit unions.

•

•

We offer a full range of mortgage products—purchase, refinance, equity, and construction.

We guide them through each step of the loan process and proactively anticipate their questions.

Check out our low rates at kinecta.org/rates and see how we can extend your clients’ buying power.

Contact one of our mortgage loan consultants today, and give your clients a better financing experience.

Joe McGreevy Mortgage Loan Consultant cell: 714.396.1619 efax: 310.536.3621 NMLS# 66072 joe.mcgreevy@kinecta.org

Kurt Olson Sr. Mortgage Loan Consultant & Construction Loan Specialist cell: 619.507.4642 efax: 310.727.8071 NMLS# 378459 kurt.olson@kinecta.org

Tayt Ianni Sr. Mortgage Loan Consultant

ph: 310.727.9119 cell: 949.689.8639 NMLS# 310914 tayt.ianni@kinecta.org

Banks are for profit. Kinecta is for your client.

Membership requirements apply. NMLS (Nationwide Mortgage Lending Service) ID: 407870.

Information in this advertisement is intended for Real Estate and Mortgage Professionals only and not intended for consumer use as defined by Section 1026.2 of Regulation Z, which implements the Truth-In-Lending Act. Any expressed underwriting guidelines are subject to change without notice and are subject to Kinecta Federal Credit Union guidelines and all applicable federal and state rules and regulations.

How Will You Know a Socializer by Phone?

W

hat’s up? or “What’s happening?” are usual Interacting Socializer opening lines. They are sometimes so animated that their gestures can be transmitted via the phone lines. How? By their varied, emotional vocal inflections/intonations and their colorful choice of words that may tend toward exaggeration.

“Really? That’s fantastic!” or, “You have to be kidding me!” The telephone can be a favorite toy that enables them to both prolong conversations and recharge themselves, especially when no one else is physically around. “I just called because I’m bored.” You may also detect background noise when you speak to individuals of this type. They sometimes put on the TV or radio just for the sound, visual stimulation, and activity.

On the phone, Interacting Socializers speak rapidly and emotively. “I feel that if we go through with this plan, the community will resent us as anti-environmentalists,” or, “I feel that I’ve contributed enough to this organization over the years to allow me to talk about this.” Other styles may more naturally use thinking words, instead.

12

Say It With Feeling Typically, you’ll notice a wide range of vocal inflection and intonation and a tendency to want to know your reaction.

“Do you feel that way, too?” They liven up conversations with personal anecdotes and may keep you on the phone longer than you had anticipated. If you need to extricate yourself from an extended monologue, try something like, “Well, Don, it’s been great talking with you. I’m really looking forward to our appointment on Monday!” If you say it with feeling, the Interacting Socializer may already eagerly anticipate your meeting.

Dr. Tony Alessandra has authored numerous books, recorded over 50 audio and video programs, and delivered over 2,000 keynote speeches since 1976. If you would like more information about Dr. Alessandra’s books, audio tapesets and video programs, or about Dr. Alessandra as a keynote speaker, visit his website at www.alessandra.com.

ExecutiveAgent Magazine

ExecutiveAgent Magazine

13

E XECUTIVE AGENT

TM

MAGAZINE

Nidia Orozco Written by H. K. Wilson

R

ealtor® Nidia “Oz” Orozco has always known it is her calling to work with people.

This super fit mom of three began her career as a health and fitness coach, helping other women develop strength and confidence through physical training and healthy eating habits. But when an opportunity arose to work in real estate, she saw a chance to help families in a new way. Nidia excelled during her first year as a licensed agent and, today, she maintains a thriving practice at boutique Pinnacle Estate Properties in Northridge.

As a young professional and First Time Buyer Specialist (FTBS) certified by the California Association of REALTORS® (CAR), Nidia makes best use of technology and social media marketing to advance her clients’ real estate goals. Since COVID has limited much of the face-to-face interaction that is customary during a real estate transaction, Nidia’s ability to leverage digital media and communicate virtually has given her a clear edge on her competition.

Nidia is tireless in her care for her clients, remaining available to pick up the phone or meet with them no matter the time. She is a solutionsoriented professional who maintains a positive outlook and seeks creative options when problems arise. Nidia’s character is evident in her honesty, even when she has to give a client unwelcome news. “I’m very upfront and never just tell someone what they want to hear,” she says. “It doesn’t help them. I tell them what they need to hear in order to reach their goals. That’s what it’s all about — helping families move on with their plans and real estate goals. I’m always honest if I think something doesn’t make sense financially for them. I give them my professional advice so they can make a decision with the facts. When all is said and done, I make sure they know the final decision is theirs and I will always be okay with that.”

A recent buyer said this about working with Nidia: “Nidia is a great agent and made our first home buying experience way less stressful than we had anticipated it would be. Not only was she ready and willing to answer, literally, any questions we had, but she was also always available! Nidia was also very reassuring whenever we had any concerns and always made sure we totally understood and were comfortable with making any moves we would decide on.

It was a great pleasure to have had Nidia working with us, and we 100% recommend her.”

ExecutiveAgent Magazine

A Partner on Your Home Buying Journey In 2020, Nidia joined forces with her partner in life and real estate, Edgar Correa, to co-brand their real estate practice with the motto: “Move in Excellence.”

In a market where inventory is low, they are working diligently to find homes for their large pool of qualified buyers, many of whom are also Millennials. “I’m in the office every day making calls, trying to find the next seller. We have a lot of buyers of every price point, and we feel it is part of our professional responsibility to provide inventory for our community.”

Nidia says she owes much to the many people who have contributed to her success in real estate, including mentor Danny Morel. “The last five years I have been very attuned with my spiritually and higher power, which is God. Danny has impacted me with connecting both my business and self-belief. The foundation of what I do starts with my belief system, and aligning it is something I know will help me reach my goals. He has really helped me to know that everything I want to be, I already am — I am love, I am abundance and I am more powerful than I currently realize.”

In constant pursuit of growth and self-improvement, Nidia follows the system for goal setting outlined in the book, “The 12 Week Year.” Authors Brian P. Moran and Michael Lennington challenge the effectiveness of traditional goal setting using annual goals and propose breaking goals into 12-week periods instead, improving your ability to plan and execute consistently. “When you plan for the whole year, it’s easy to procrastinate on your goal. It’s more realistic if you think of a year as 12 weeks.

At end that ‘year,’ you can review what worked or didn’t, and either continue or make adjustments, and then plan the next three months.”

One of the reasons Nidia loves real estate is that she can help families while also being present with her own family. Working out remains one of her personal passions and, in particular, she enjoys lifting heavy weights. “I try to stay healthy for myself, my children and my business.

I know I can never have total balance, but as long as I’m doing the things that make me feel good, everything else just flows. I also love to read. I think often as women, we forget to take care of ourselves.”

Nidia had the joy of buying her own home last year, and she says she is eager to help others achieve this important life milestone. “At the end of the day, I work with people — not sellers, not buyers, not a transaction.

They are people with plans and goals and problems to solve. I like connecting with people, getting to know their families, goals and struggles. I’m genuinely interested in their plans and being part of their journey with them.”

Nidia “Oz” Orozco Pinnacle Estate Properties, Inc 9137 Reseda Boulevard Northridge, CA 91324 Tel: 818-312-5226 Email: nidiaco.oroz@gmail.com Web: www.moveinexcellence.com DRE # 02060190

ExecutiveAgent Magazine

ELEVATE YOUR CLOSING GAME. Elite Escrow Services for the Executive Agent

Complimentary Agent Wired Commissions at closings Complimentary Seller notary signing service SSAE SOC Certified to safeguard your clients information Cyber Insurance Policy Electronic document signing for a faster closing experience The only Escrow Company trained directly by the FBI on wire fraud and cyber theft Multi-lingual teams 12 office locations in 5 major counties

+1 800.794.3075

escrowoptions.com

EXECUTIVEAGENT

TM

MAGAZINE

SEARCHING FOR OUR NEXT

COVER

DO YOU KNOW SOMEONE

TO NOMINATE? Submit Nominations to: FArrias45@gmail.com Tel: 949.297.8323

Teaming With Success

W

e are surrounded by examples of great, and not-so-great, teamwork. Recently I flew to Los Angeles, visited relatives, took in a parade with floats, bands and street performers, saw a football game and attended an opera. Countless teams made it all possible, whether on stage or back stage, seen or unseen.

You too are a part of a variety of teams. How well you work together tells me how successful you are. Are you teaming with success?

True teamwork takes time and a willingness to contribute to the greater good of the team, as opposed to only looking out for number one. It begins with a desire to work on behalf of the group. Examine your motives. In successful teams, when the teams win their teammates too reap the rewards. Ineffective teams are often betrayed by selfish team members whose individual goals supersede their team’s goals.

Among the hallmarks of effective teams, whether in sales or service environments: • A shared vision of the mission of the team and its goals • Willingness to meld one’s individual talents for the betterment of the team • Clear communication in both directions: between team leader and team members, and amongst members themselves • Ample appreciation of individual differences within one’s team • Recognition and reward of team members for their efforts I have chaired boards of directors, coached basketball teams domestically and internationally, and managed talented and not so talented groups within and beyond high-tech. I know from experience that lines of authority alone do not guarantee dedication, loyalty and a shared sense of team play.

Similarly, I have been a member of functional and dysfunctional teams and have seen first-hand that talent alone doesn’t guarantee success. Successful teams are about a coming together of talent, a melding of minds and mindsets, and an ability to focus on the big picture.

18

Team members seek the following: • To be heard • To feel important • To be valued, appreciated and recognized • An opportunity to express individuality These can all occur on well-led teams, without sacrificing the team spirit. It’s a mistake to believe that the best team leaders treat everyone the same way. Realistically, not everyone wants nor needs to be treated the same way.

Whether in sales or service situations, many team members are self-motivated. They are self-starters who want the keys to the car and then ask that you step away from the curb.

Other team members want and need reassurance, support and a little hand-holding. Neither is right nor wrong. But each excels when treated the way they most want to be treated.

Team leaders should strive to achieve the following: • A clear vision of the team’s goals and objectives that they consistently articulate • Appreciation of who each team member is and how to relate to them: personality, temperament, strengths and weaknesses and style • Cohesion through regular communication • Support for each team member • Recognition for members’ accomplishments and group milestones Teamwork is developed over time. Day by day your team can strengthen itself through experience and the natural relationships that occur over time. With time and attention to these tips, soon your group will be teaming with success!

Craig Harrison is an instructor with the University of California at Santa Cruz Extension’s Business department, has been profiled in The Wall Street Journal and cited in Business Week. As a manager, consultant, publisher and curriculum developer, he developed his digital dexterity, helping the technical world train and communicate more effectively. Copyright© 2007, Craig Harrison. All rights reserved. For information contact FrogPond at 800.704.

FROG(3764) or email susie@FrogPond.com.

ExecutiveAgent Magazine

ExecutiveAgent Magazine

19

OUR MISSION P W R’ S M I S S I O N To remain the preeminent real estate association in UPHOLDING PROFESSIONAL

STANDARDS, PROVIDING VALUABLE EDUCATION, and PROTECTING PROPERTY RIGHTS through political advocacy for our REALTOR® members and the public.

To Learn More About the Pacific West Association of REALTORS®, Please contact Lalaine Castillo at lalainec@pwr.net.

How to Make Giving Back Routine

A

lbert Einstein once said, “It is every man’s obligation to put back into the world at least the equivalent of what he takes out of it.” While I agree with him, I also understand how easy it is to become overwhelmed (or at least a little confused) when deciding what shape philanthropy or contribution might take for you.

The benefits of giving back are well-supported by research. The Science of Generosity initiative, a comprehensive review of more than 500 studies on giving, found that givers experience countless benefits as a positive side effect of philanthropy.

One study published in the National Library of Medicine found that charitable donations activate neural activity in the area of the brain that processes pleasure and reward. Researchers from Harvard University and the University of British Columbia uncovered that spending money on another cause or person led to lasting improvements in people’s overall happiness and life satisfaction.

And, perhaps most notably, a 20-year study done by the University of Buffalo discovered that altruistic behaviors can even reduce mortality rates.

We all know we should give back, but making it routine can be hard when we’re unsure what to support, where to give or how much is appropriate.

Here’s how to get started.

Identify your cause.

Ask yourself these questions to figure out what cause speaks to you most.

• What social, political, environmental or logistical problem do I want to solve?

• We all have a cause or concern that is dear

22

to us. The trick is figuring out how you can leverage yours to connect your heart and your hands.

Try micro-philanthropy.

Once you’re ready to begin giving, keep in mind that your contributions don’t need to be astronomical.

Micro- philanthropy is the practice of leveraging charitable donations made in smaller increments.

This could mean anything from 25 cents to $10 or $200.

Micro-giving can take many forms, from $1 Red Cross pledges at the grocery store checkout to event sponsorships like dollar-per-mile 5K races.

To figure out the right type of micro-philanthropy for you, ask yourself these questions: • What is the best use of my time, talent, network or resources?

• What community project could I contribute to?

• Does my organization have a companysponsored event or donation-matching program?

• Is there someone I could mentor?

Thinking about giving back in this way makes philanthropy more affordable, relatable and attainable.

The tennis legend Arthur Ashe put it best when he said, “Start where you are. Use what you have. Do what you can.”

Simon T. Bailey is an international speaker, writer and personal transformation strategist. He is the author of Shift Your Brilliance: Harness the Power of You, Inc., and Be the SPARK: Five Platinum Service Principles for Creating Customers for Life. When he’s not working, he enjoys rooting for the Buffalo Bills (his hometown team).

ExecutiveAgent Magazine

ExecutiveAgent Magazine

23

Know of a Realtor doing amazing things?

NOMINATE them to be our next

Executive Agent of the Month

EXECUTIVEAGENT

TM

MAGAZINE

CHRIS SAMUELSON

Written by H. K. Wilson - Photography by Michelle Fairless

C

hris Samuelson, principal of The Samuelson Group and co-owner of Regency Real Estate Brokers, graduated from UCLA and was preparing to enter law school, when his father talked him into taking a deferment to work with him in real estate. Chris recalls, “I thought I’d help him out for a while and save some money, but after working for a year, I ended up falling in love with the business.”

Chris became a licensed Realtor® in 2001 and obtained his broker’s license just two years later. “I felt like a sales license wasn’t enough, like I didn’t know enough to truly help people. Since getting my broker’s license, I’ve completed a number of additional certifications. Each certification obtained has been pursued strategically in order to fill a specific niche of service according to the growing demographic of clients I work with.”

After serving as vice president of a large real estate

company for several years, Chris realized that his passion was in serving people 1 on 1 rather than in an administrative capacity, so he returned to sales and has never looked back. In 2011, he joined Regency Real Estate Brokers, where he has the flexibility to create customized service scenarios for his clients. “I can literally do whatever the client needs, and I don’t have to go to somebody else to make a decision. To me, it’s not about the size of the deal, but the fun of the project. We have an amazing AV team that does videography, drone photography, property tours, stills and cool stuff that’s innovative. It’s great having all of the big box resources while being light on our feet.

We use all types of tools to get the job done. I can say, ‘Here’s the unique vision and story of the property,’ and then meet with our photo and video team to shape the narrative and help the buyer see their new home from the seller’s eyes. In many ways, technology has pushed us apart. My job is to make it more personal, to bring us all back together.”

ExecutiveAgent Magazine

Through his residential practice, Chris helps everyone from first-time buyers to right-sizing seniors. He also works with investors and is passionate about finding lucrative opportunities throughout the state and country.

Chris serves on several boards and is currently a member of the Professional Standards Committee for Orange County REALTORS®. “If you don’t have integrity and ethics, you don’t have anything else,” Chris says. “It’s nice to be able to administer justice in a clean, linear process, however, the purpose of the committee is not just

disciplinary. I’m there to help educate and lift the professional standards of my profession.” Last year, our committee won Committee of the Year for taking the hearing process virtually. Working with the leadership of The California Association of REALTORS® (CAR) and The National Association of REALTORS® (NAR), our association was able to complete a highly successful trial run of virtual hearings. After a detailed review, they said, ‘Let’s roll this out to other associations.’ I enjoy being on the forefront of making changes for the good of our industry.”

ExecutiveAgent Magazine

Photography by Sharon Williams Creative

Chris describes himself as an “in-the-trench” agent.

Some in the industry say our job is to guide people in their decisions, but often they use that as a license to make decisions for them. In my world, I think about how to make sure their experience is less stressful. I come alongside and think about what I can do to help make their decisions easier and the process more enjoyable. Do you need statistics? Floor plans? Photos? Movers? I have contractors on standby. I was an early adopter of technology. I think about what tools are available now or coming soon that can be used to better serve clients.”

As a team leader, Chris says everything is geared around creating a five-star concierge client experience. “I’m a Yelper myself, so I try to anticipate a client’s needs and then handle them without needing to be asked. My job is to execute on a series of operations to make sure our clients

have an exceptional experience every time.”

Chris’ clients do more than recommend him; they rave about him. One recently wrote: “Chris Samuelson is a fantastic Realtor®, and I cannot recommend him enough based on his knowledge of the industry, his integrity and his desire to do whatever it takes to serve his clients. This past year, Chris sold my recently passed mother-in-law’s home, our condo and helped us find our forever home. In each instance, he went above and beyond to make sure we had everything we needed, and more. Whatever the situation, Chris is willing to go the extra mile to truly serve his clients. You may not need Chris to find you a contractor, get you a bid from an electrician, or offer his babysitting services, but whatever it is you need, Chris will go out of his way to help you. He is a genuine person with strong character, and I recommend him without reservation.”

ExecutiveAgent Magazine

Answering a Call to Service Family is Chris’ greatest passion outside of real estate.

“I absolutely love my kids,” he says, referring to his daughter and three sons. “We love being outside — camping, hiking, surfing, building epic sandcastles, or just finding great adventures. We also have a few puppies. In real estate, I am called to serve people, solve problems and provide for my family, while not missing this phase of my kids’ life.”

whether that means helping rip out a bathroom or running a spreadsheet. Whether you’re selling a $10 million coastal estate or buying a $200,000 condo, he’ll stop at nothing to get the job done with highest integrity and impeccable service. “When you help people by always putting their needs first - going the extra mile - you validate the trust they put in you and you build a loyal relationship for life. That’s what I love most – when people place their trust in me and I exceed their expectations.”

According to Chris, his call to service is limitless,

Photography by Sharon Williams Creative

ExecutiveAgent Magazine

CHRIS SAMUELSON Regency Real Estate Brokers 2019 Via Solona San Clemente, CA 92673 Tel: 714.719.0894 Email: chris@samuelsongroup.com Web: www.samuelsongroup.com DRE #01320031 ExecutiveAgent Magazine

32

ExecutiveAgent Magazine

Panoramic Ocean View LAGUNA NIGUEL, CALIFORNIA Welcome to 6 Jencourt at guard-gated Bear Brand Ranch, where a lofty homesite extends 24,219 square feet, welcoming panoramic ocean, sunset, and Catalina Island views. Lush, tropical grounds host a putting green, resort pool, spa, five ensuite bedrooms and 8 baths, and a subterranean 10-car garage with workshop and secured firearm display room.

Located at: 6 Jencourt, Laguna Niguel, CA 92677 $11,995,000

Doug Echelberger

DRE # 01176379

Echelberger Group Pacific Sotheby’s International Realty 302 N El Camino Real #214, San Clemente, CA 92672 O: 949.498.7711 | M: 949.463.0400 doug@echelberger.com https://echelberger.com ExecutiveAgent Magazine

33

34

ExecutiveAgent Magazine

Exquisite Malibu Sanctuary A serene sanctuary for exquisite living and impressive entertaining with breathtaking views, Bali-style design, and contemporary comforts. Over 1.2 acres, PCH to Malibu Rd, with palm-lined drive, two-bedroom guesthouse, lighted tennis court/pavilion, four-car garage. U-shaped house has reflecting pool entry, interiors by Martyn Lawrence Bullard, ornate woodwork, high ceilings, exterior doors that vanish for seamless flow. Ocean-view living room has facing fireplaces, opens to patio. Great room comprises family room, dining area, gourmet kitchen with pantry. One wing has two bedrooms. Other wing has majestic ocean-view owner’s retreat with covered patio, luxe bath, large closets/dressing areas, Bali-inspired library/study. Lower level party-perfect bar room with wine storage, spacious home projection theater, two powder rooms, changing room, and another bar opens to lower patio, spa, sitting areas, lawns, infinity ozone pool, patio, cabana, and steps to Malibu Road. A livable legacy. 24834 PCH, Malibu, CA. $65,000,000

Chris Cortazzo DRE # 01190363 COMPASS

Tel: 310.457.3995 chris@chriscortazzo.com https://chriscortazzo.com ExecutiveAgent Magazine

35

36

ExecutiveAgent Magazine

Tuscan Estate YORBA LINDA, CALIFORNIA PRIVATE SANCTUARY offering LUXURY AMENITIES & EXPANSIVE, RESORT-QUALITY GROUNDS & GARAGE PARKING FOR 15 CARS! This Gated Estate is a TUSCAN INSPIRED ARCHITECTURAL WONDER, on over ONE ACRE OF LAND. Main House approx. 4761 Sq. Ft. of UNPARALLELED CRAFTSMANSHIP. Enter through electronic gate into a Captivating Grand Entrance Boasting Steel Constructed Porte-Cochere & 30 Ft. Cascading Waterfall and Grand Stairs leading to the Massive 10 Ft. Wrought Iron & Glass Doors. Home boasts Rich Hardwood flooring, Artisan Wrought Iron Work, Travertine Tile, Soaring Open Beam Ceilings, Eight Foot Solid Wood Doors. All 4 bedrooms have En-Suite Baths a total of 6 Bathrooms.

Chef’s Kitchen radiates Timeless Charm with Artisan Touches, Arched Exposed Beam Ceilings, Built-In Breakfast Nook, Rich Wood Cabinets, Massive Center Island & French Doors Opening To Courtyard. Master suite is an oasis of it’s own. FAMILY ROOM INCLUDES ZERO POST SLIDING GLASS WALLS leading Loggia W/ Massive Stone Fireplace, Heater, TV & more, SEAMLESSLY BLENDING INDOOR & OUTDOOR LIVING YEAR ROUND. Amazing Backyard includes Grotto Spa, Slide & Saltwater Pool + Wrap around Bar & BBQ. 1134 Sq Ft Guest House has 2 BR’s, 1 Ba, Laundry, Full Kitchen, 300 Ft. Covered Patio & Private Entrance. CAR ENTHUSIAST APPRECIATE 5 CAR GARAGE+ 2083 SQ FT. RV GARAGE W/ 1.5 BATHS & LAUNDRY, PARKING FOR APPROXIMATELY 60 CARS. Equestrian lot approved for 5 horses, Barn has been converted to a work out room with adjoining basketball court. 18431 Buena Vista Avenue, Yorba Linda, CA. PRICE $3,200,000

Shariee Dunn

DRE #00554534 Berkshire Hathaway Home Services

714.396.1617 SharieeDunnRealtor@gmail.com www.ItsADunnDeal.com ExecutiveAgent Magazine

37

38

ExecutiveAgent Magazine

Luxury Gated Estate YORBA LINDA, CALIFORNIA This is your unprecedented opportunity to own a Luxury Gated Estate with Resort Yard designed under the influence of Desert Springs Marriott in Palm Desert. 4020 Sq. Ft. Home + 2 Car Attached Garage + additional 3200 Sq. Ft. Shop & Garage that can house between 6-20 autos. Situated on over 1 Acre, Home features over 4,700 sq. ft. under Roof. 5 Bedrooms + 5 Bathrooms + Media Room. 4 Bedrooms & 4 Bathrooms + laundry on 1st floor. Impressive design features 30 ‘ Ceiling in Great Room showcasing walls of glass seamlessly blending indoor & outdoor living with wrap around 700 Sq. Ft. under roof patio for Alfresco Dining and Entertaining. Chef’s kitchen looks out to Great Room and unbelievable Resort Yard. Much Desired Open Floor Plan with no wasted space. 12’ hallways, 9’ doors, Beautiful Millgard windows everywhere showcasing your own Vacation Paradise.

2nd Floor Master Suite + Media room with 8’ automatic screen & Lounge Chairs. Separate Garage is ideal for car collector with work shop & office. Equipped with built-in office, computer racking system, full service gym, bathroom, auto rotary lift, commercial air compressor, TV, Stereo, Refrigerator two 12X12 Commercial doors, 50 amp electrical for welding.

Easily converted to house up to 20 autos or add 16 Ft. RV garage door. Secure parking for large trucks, trailers & more. RV 50 Amp Service & Dump.17732 Buena Vista Avenue, Yorba Linda, CA Offered at: $2,950,000

Shariee Dunn

DRE #00554534 Berkshire Hathaway Home Services

714.396.1617 SharieeDunnRealtor@gmail.com www.ItsADunnDeal.com ExecutiveAgent Magazine

39

40

ExecutiveAgent Magazine

CUSTOM MASTERPIECE RANCHO SANTA FE, CALIFORNIA Set on two prized acres in The Covenant of Rancho Santa Fe, this $10.85 million custom contemporary masterpiece boasts stunning panoramic views, effortless indoor-outdoor living, custom smart-home systems, and the finest craftsmanship throughout. Completed in 2017 and updated with over $400k in improvements, the striking estate pairs timeless Spanish Colonial aesthetics with decidedly modern design in a rare blend that feels equally like a secluded family retreat and a lavish venue for entertaining.

Mark Caspersen

DRE # 01857725

Tel: 858.215.4001

Pete Caspersen

DRE # 01772876

Tel: 619.807.3423 COMPASS mark.caspersen@compass.com peter.caspersen@compass.com https://caspersenbrothers.com ExecutiveAgent Magazine

41

42

ExecutiveAgent Magazine

Panoramic Views LA MESA, CALIFORNIA Sought after Mount Helix Spanish home with expansive panoramic views on a private 0.73 acre lot! This impressive 4 bedroom 4 bath home features a remodeled kitchen with Viking appliances, ceramic tile and hardwood floors, amazing architectural details, 3 fireplaces and views from almost every room! 9806 Sunset Ave, La Mesa, CA 91941 $1,372,000

Melissa Goldstein Tucci Broker/Realtor Broker #01380034 COLDWELL BANKER Direct: (619) 787-6852 Email: Sold@MelissaTucci.com www.MelissaTucci.com ‘The Official Agent of the San Diego Padres’ #1 Ranked Coldwell Banker Agent in California Ranked #1 Agent Nationwide ExecutiveAgent Magazine

43

Exclusive Westlake Island Main Chanel Estate 32156 Oakshore Dr. Westlake Village, CA 91361 - 32156OakshoreDr.com Spectacular waterfront estate located within the exclusive Westlake Island 24-hour guard gated community! Optimally situated on a double lot with phenomenal main channel views, this custom-built home offers both privacy and tranquility from the vast interior windows to the exceptionally large terrace with private boat dock. The welcoming floor plan boasts 8,099 sqft of living space with an indoor/outdoor lifestyle featuring high ceilings, sumptuous mezzanine with curved staircase, sleek gourmet kitchen with center island open to the spacious family room, a private ground level guest suite, a ten-seat sound-proofed & tiered theatre, climate controlled 3,000 bottle wine cellar, indoor jacuzzi spa room with steam shower, 4 fireplaces & an elevator! Master Suite is located on a wing of its own with a huge walk-in closet and a luxurious master bath and intimate library. Upstairs level also includes an office and two additional guest bedrooms. Live the Westlake Island Lifestyle with Boating, Fishing, and Lakeside Dining Year-Round. Close proximity to Sherwood Country Club, upscale restaurants & shops.

Listed at $9,995,000

44

ExecutiveAgent Magazine

Amazing Views of Lake Sherwood 196 Lower Lake Rd. Lake Sherwood, CA 91361 - 196Lowerlake.com Set amidst the beautiful Santa Monica mountains, this home truly must be seen to be believed! Every inch of this approx. 8,100 square foot masterpiece has been crafted with the finest materials and workmanship and infused with the tranquility of nature. Spectacular great room with unrivaled custom kitchen and Panoramic views! Quintessential family room with doors of glass and entertainment deck overlooking spectacular Lake Sherwood. Exquisite Elk Mountain Stone from Montana form the exterior, and handsome wide plank Hickory floors run throughout the entire home!! Media room, Indoor Pool & Spa with gym, elevator and oversized Garages with lifts are just some of the incredible amenities. Every detail has been thought of in the recent renovation, and there is absolutely nothing remaining to do!! Fully custom furnished 5 bedrooms and 6 baths; one guest suite with kitchenette. Offering the most discerning buyer the ultimate luxury vacation lifestyle, Boating, Kayaking, paddle boarding and more!

Listed at $9,495,000

ExecutiveAgent Magazine

45

Passion Produces Profit!

P

assion is mandatory! There must be a fire in your belly, a passion in your gut, a sense of excitement in your sinew. You must have a missionary zeal, along with a relentless pursuit to satisfy your customers, clients and prospects.Your passion has nothing to do with phony smiles, clever phrases and hanging banners with slogans. It means your ability and desire to compete profitably now and throughout the 21st century.

Passion is burning the midnight oil. It’s going the extra mile. It’s doing the unexpected. Passion is your positive attitude in a world of negativity. It’s finding the extra fuel when you thought your tank was dry. It’s an unwillingness to accept second best or “it’s good enough.” Passion, somehow, lets you execute, even when you’re exhausted. Passion confidently pits you against your toughest competitor—you.

Passion converts suspects into prospects. Prospects into customers. And, customers into friends for a lifetime. Passion turns successful salespeople into superstars!

Jeff Blackman, J.D., CSP is an international speaker, author, broadcast personality and lawyer. This article is excerpted from Jeff ‘s latest book, “RESULT$: Proven Sales Strategies for Changing Times.” (Successories, 1998.) His extensive work with clients in the areas of sales, marketing, negotiations, customer service, leadership and adapting to change—has earned him the title of “business-growth specialist.” His books, audio and video business-growth tools include; RESULT$, Peak Your Profits, How to Set and Really Achieve Your Goals, Profitable Customer Service and Opportunity $elling. To learn more about how Jeff can help you— maximize results, please contact Susie Hale at The Frog Pond Group, 800.704.FROG (3764) or e-mail: susie@ frogpondgroup.com.

46

ExecutiveAgent Magazine

ExecutiveAgent Magazine

47

Why Change Is Good 1. Change closes doors that are no longer serving us and it opens doors to bigger, better blessings.

That in itself is absolutely amazing. Like the Bible says, what they make for bad, God makes for good. That is a great metaphor and a mirror for what change is in our life.

2. Change prunes things, circumstances and people that are not serving our better and highest good…

…and that are not there to help us and propel us to the desires of our hearts and help us reach our goals. So, change comes in to prune and get rid of and cut back those things that are no longer living, giving you life or helping you thrive. And as we all know, when we prune or cut down leaves of a plant, what happens? We get a multiplying of growth. That is how change works in our life. It changes things up. It doesn’t always feel good, but the outcome is better than we could have imagined.

3. Everything good comes from change.

Let me say it again. Everything good comes from change. Growth is inevitable in our world, in our life. Every day we’re evolving, every day we are changing. And our latter days are meant to be better than our former days. That means that as we are evolving and changing, we only have good. We only have better to look forward to through and after our process of change.

Look at change as being something that is good, something that is bringing in better, bringing in blessings, and allow change to empower you not only in your daily life, but make that perspective a lifestyle.

-Cheyenne Bryant

48

ExecutiveAgent Magazine

ExecutiveAgent Magazine

49

Nomination Form Nominate a fellow REALTOR® 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.

DO YOU KNOW SOMEONE

TO NOMINATE? I Nominate: Name____________________________________________________________________ Company________________________________________________________________ Phone___________________________________________________________________ Email____________________________________________________________________ Submitted By: Name____________________________________________________________________ Company________________________________________________________________ Phone___________________________________________________________________ Email____________________________________________________________________ Fax/Email nomination to: Executive Agent Magazine PO Box 73384 San Clemente, CA 92673 Fax: 949.266.8757 Email: Fred@ExecutiveAgentMagazine.com Tel: 949.297.8323

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

IS A

LEADER

IN THE

TICOR TITLE

TOP PLACES

INDUSTRY,

IS RANKED AS ONE OF THE

TO WORK

©Ticor Title Company (11/19)

IN ORANGE COUNTY! TICOR TITLE A subsidiary of a FORTUNE 500® Company

caring is our competitive edge 1500 Quail Street • 3rd Floor • Newport Beach • CA 92660 714.289.3300 • ticoroc.com • reach150.com/ticor-title-orange-county

FULL RESIDENTIAL AND COMMERCIAL SERVICES