NewR1 KW Advisors Booklet (2025)

Page 1


BYAGENTS FORAGENTS

BROKERAGE IN ALL OF CA #1

*for Closed units and Volume over all other brokerages

*forClosedunitsandVolumeoverallotherbrokerages

WHERE ENTREPRENUERS THRIVE

Our Mission

To build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving

Our Vision

To be the real estate company of choice for agents and their customers

ABOUT KWADVISORS’ OWNER/OPERATING PRINCIPAL

Rick Cunningham -

Rick Cunningham is one of the leading real estate professionals in the United States. He is the Owner and Operating Principal of multiple Keller Williams offices located throughout California and Hawaii Combined, Rick's offices rank among the top of the Keller Williams Realty International system. The 1,700-plus agents spread across 19 Keller Williams offices sold over $6 4 Billion in residential and commercial real estate in 2021. Rick has been characterized as a "purposeful entrepreneur" and market trend innovator by prominent real estate media outlets Rick continuously strives to improve upon the client service models through his transformative verticals and one-stop-shop philosophies unique to the industry

"By being the owner and operating principal, I've created a one-stop-shop experience Because of my real estate experience, I've been able to assemble a unique value proposition for our clients by adding escrow, title, mortgage, a coffee shop, and much more ”

ABOUT KWADVISORS’ TEAMLEADERFOR PENINSULAESTATES

Lyman Chao -

Lyman Chao brings over a decade of leadership experience to Keller Williams, where he has served as Team Leader since December 2022 His journey to real estate leadership began with a flourishing career managing an insurance team, before becoming a top-producing agent It was during this time that Lyman's innate leadership qualities caught the attention of Keller Williams, and upon taking the Keller Personality Assessment, it was confirmed: he was destined for leadership

At Keller Williams, Lyman is dedicated to creating a platform where every individual has the opportunity to thrive Through comprehensive training, meticulous business planning, and tailored strategies for building a sustainable real estate career, Lyman ensures that every member of his team is equipped for success. Central to his leadership philosophy is accessibility and active listening; he believes in being present for his team, offering guidance, and solving problems collaboratively One of Lyman's greatest joys is being part of an agent-centric business culture at Keller Williams, where agents are empowered to share knowledge and support one another. He cherishes the collaborative spirit that permeates the team, recognizing that together, they elevate each other's businesses and achieve greater heights

Beyond his role at Keller Williams, Lyman is deeply engaged in the real estate community He has served as President of the Asian Real Estate Association of America San Francisco Peninsula Chapter, advocating for diversity and inclusivity in the industry. Currently, Lyman sits on the Board of Directors for MLS Listings, where he continues to contribute his expertise and leadership for the betterment of the real estate profession.

OUR LEADERSHIP TEAM

RickCunningham Owner|OperatingPrincipal

JeanneGallagher BrokerofRecord

MichaelPutnam KWAdvisorsPresident

GabrielleCoyne ProductivityCoach

SamMillward CommercialDirector

LymanChao TeamLeader

PauletteJohns ComplianceOfficer

JadaWalker MarketingLiaison

NicoleBerrios AgentConcierge&Event Coordinator

CarlosBantina MarketCenterSupport

CharlesValencia MarketCenterSupport VanessaGapas MarketCenterSupport

Our Leadership

We see big potential in every moment and care deeply about what we do every day. Our unique development ensures that we have the very best staff all over the world and at every level of operation. Our leadership team reflects a group of diverse individuals with breadth and depth of experience across the company.

EDUCATION

Productivity Coach (925) 522 9092

Our mission is to empower you to build a successful business through guidance, support, training, and accountability Through personalized one-on-one and group coaching, we utilize Keller Williams tools, systems, and techniques to help you build a business in alignment with your goals.

gabrielle.coyne@kw.com DRE 02161591 SCHEDULEAMEETING

Pay nothing until you close a deal. We’re totally Invested In your success, you pay 30% of each of your first 3 transactions, which is split between your coach and mentor.

MENTORSHIP

Our Mentorship Program is aimed at jump-starting the careers of new agents with maximum exposure to incredible Mentors, proven systems, and sustainable business habits Our Mentors work with Mentees to develop the skills necessary to navigate complex real estate transactions on their own The program provides each participant with a tailored program based on their individual needs by an established Keller Williams top-producing real estate agent Participants benefit from guided support throughout their first transactions

Whattoexpect

One-on-one guidance with a topproducing agent (Mentor)

Navigating you through contractual agreements of real estate transactions

Mentor may accompany you to client appointments

Maximized transparency and accountability/minimized liability

Available community work space, agents who are regularly in the office engage with cappers and are more profitable

Prepare you for buyer consultations and seller presentations

KWUniversity

Keller Williams University provides an industry-leading curriculum addressing every aspect of success in real estate, available to you 24 hours a day

Ignite:Fuelyourcareer

Ignite your real estate business The Keller Williams Ignite program is offered in every market center and is taught by our productivity coaching team Learning from the best is the easiest way for new agents to learn and start generating income Ignite also teaches business, time, and money management We’re here to teach agents how to run a business, not just sell homes We firmly believe this is your real estate business and we want you to run it as such Many top producers attend to re-Ignite their business and get back to the fundamentals that work

BusinessObjective:ALifeByDesign

BOLD conditions you with powerful mindset exercises, language techniques, and lead generation activities during a seven-week program Agents who have taken BOLD are on-average 154% more productive than those who have not

ComprehensiveTrainingCalendar

At Keller Williams Peninsula Estates, we are committed to providing a comprehensive training calendar that empowers real estate agents at every stage of their careers Our programs are designed to equip agents with cutting-edge strategies, industry insights, and practical tools to excel in a competitive market From foundational courses to advanced workshops, masterminds, and dialogue practice, we cover a broad spectrum of topics, including business development, negotiation techniques, marketing strategies, and the latest technology trends This dedication to continuous learning not only enhances individual performance but also cultivates a collaborative environment where agents can grow, thrive, and achieve their goals

LARGER THAN LIFE EVENTS

This annual gathering of more than 11,000 real estate professionals from across the globe is power-packed with top-agent interviews, guest speakers, live role-plays and powerful panels featuring the best in the business

Prepares you for mastering the current market with more than 150 breakout sessions taught by the best in the business Attended by over 18,000 agents from all around the globe

Our mission is to be an essential component of our real estate brokerage clients’ strategies for attracting, retaining, and developing the most skilled, knowledgeable, and high-profile agents in their local markets. We provide our clients’ agents with exceptional service – and wherever possible, with appropriate legal or business solutions to the problems they encounter.

(323) 213-9792

TEAM MEETINGS

AGENT TOOLKIT

Here'swhatyou'llfindinour businesslaunchtoolkit

The Agent Toolkit is your all-in-one guide for a successful business launch, offering essential dialogues, versatile design tools, and curated links for growth Save time and money with user-friendly features, making startups efficient without technical expertise.

WHAT MAKES US DIFFERENT?

BEING PART OF KW ADVISORS HAS A REAL EFFECT ON YOUR BUSINESS AND PROFITABILITY

Multiple trainings per week, taught by top agents, focused on improving your business

Weekly sales meetings where we recognize achievements, share successes and client needs, talk about office events, and more

Technology used to make your business easier and more efficient

Professionally designed marketing templates

A law team directly available to you: Broker Resource Law Group (BRLG) answers your calls and emails the same day They can assist with anything from wording for an addendum to an employment contract for an assistant and beyond

Custom marketing with In-House Marketing Bar & Preferred pricing for signage

Unrivaled owner participation: Operating Principal, Rick Cunningham, is actively present and involved. He contributes to our agents and is available to our producing agents and their continuous growth

Keller Williams has always been more than just a real estate company Our mission is clear: to build careers worth having, businesses worth owning, lives worth living, experiences worth giving, and legacies worth leaving That means the focus is on you

SuccessLeavesClues

Whether it’s sharing profits, growing your team or ensuring your business knows no boundary, we ’ re invested in your success every step of the way Our storied past was built by keeping agents at the forefront of every effort, and we continue to grow by being in-tune with what makes your business thrive

ThePowerofProfitShare

We’ve been in this together from the get-go and through our journey we ’ ve perfected the concept of a win-win Profit share was introduced to reward growth and because being a valuedriven company means your contributions will always be compensated

KellerWilliamsownershavesharedmorethan $1billionwiththeiragentssince1997

Our associates drive our company forward Profit Share and Growth Share enables us to treat our people as partners in a very tangible sense

TAKE IT FROM THOSE WHO WORK HERE

– LIFE AT KW IS PRETTY GREAT.

We want you to live a big life

Joining our team is about more than doing a job – you ’ re integral to our collective mission. As you approach the path of growth and opportunity, we’ll be right there, cheering you on and building you up as you set out to achieve your goals From continuing education to supporting your personal wealth (and health!) we want to see you thrive

Careers Perks&Benefits

Whether you heard it from a friend or caught a glimpse of our “Work/Life Balance” #1 ranking on Indeed, we ’ re here to set the record straight – it’s all true! Whatever you need to be at your best, it’s here. Our leadership team, culture committee, and Associate Leadership Council continually focus on improving the lives of those who make up KW. We have what you need to enjoy a fulfilling career and the life you deserve

MARKETING

NEW AGENT PROMO

New agents receive a head start w first 250 business cards on us, making a memorable impression for effective networking and a professional presence

www kwadvisorsca com

IN-HOUSE M

Cust Exclu

We’re b and too run thei busines you man www

BUSINESS CARDS

SOCIAL MEDIA PACKAGES

TECHNOLOGY

BECOME TECH-ENABLED

The TechEnabled Agent

The tech-enabled agent demands that their technology not replace them, but help them be ‘ more ’ … more trusted, more present, more everything By joining forces with us, you’ll gain access to a powerful, interconnected technology suite that helps you do just that

Your customers increasingly demand digitallyenhanced experiences, so we ’ re giving you the tools to anticipate their every need today and for years to come

Your Business

We believe real estate is about relationships –a journey that starts with a handshake That’s why we create technology that ensures these relationships will endure and grow, helping you shape your business into one that flourishes, one life-changing client experience at a time

At Keller Williams, we believe technology exists to simplify everyday life, making room for what truly matters and giving you the freedom to be more human, more present – more everything

You need a partner with the right tools, tech, and resources to help you maintain your business at the highest level – rain or shine

You’ll find that partner in Keller Williams

KELLER WILLIAMS COMMAND

Simpler&Smarter

More than a CRM, Command is how you optimize, manage, and run your business Command is your one-stop shop for all your technology needs

Streamline the entire transaction, from lead, to close, to your next payday With everything in one place, you’ll see your road ahead with unprecedented clarity

Combine your expertise with the Keller Cloud’s massive databank to win more business and wow clients with one-to-one neighborhood and address-level marketing and insights

Save time and money by automating and streamlining the background tasks, giving you more time to build relationships and earn more business

It’s available to all Keller Williams agents at no additional cost

THEKELLER WILLIAMSAPP

KW Command for Agents

Optimize, manage, and run your business with unprecedented simplicity and insight More than a CRM, Command’s interconnected tools keep you connected to your database and help you convert leads into lifelong clients.

KW Consumer App

As a Keller Williams agent, you’ll have access to a completely customizable and personalized app for consumers Generate more leads, capture more consumer insights, and create more meaningful conversations.

WI4C2TES

Win-Win: or no deal

Integrity: do the right thing

Customers: always come first

Commitment: in all things

Communication: seek first to understand

Creativity: ideas before results

Teamwork: together everyone achieves more

Trust: starts with honesty

Equity: opportunities for all

Success: results through people

OUR VALUES

God (or a higher power), Family, then Business

OUR PERSPECTIVE

A training, coaching, consulting, and technology company creating the culture and community where entrepreneurs thrive

Through the incredible generosity of our associates, the company is able to support its own, and the community at large during national, regional, local and personal crises

Keller Williams associates are asked to “give where they live” and dedicate a day to renewing and energizing the communities they serve Every year, all KW offices close on RED Day to be out in the community, making a real difference

At the heart of Keller Williams’ culture is our shared commitment to community service. The immeasurable generosity of our team enables us to care for our own as well as our neighbors

KWWEALTH

Asanexclusivecommunitydedicatedtohelpingyoubuilda betterprofitsbyleveragingyourcurrentrealestatebusiness, KWWealthisheretohelpyougrowyourbusiness,create passiveincome,andbuildabetterfutureforyouandyour family

KWYOUNGPROFESSIONALS

PropelyourcareerforwardwithKWYoungProfessionals' exclusivetrainingandcareeropportunitiesdesignedfor memberswithnaturaltalentandthedrivetobecome professionalleaders

Asasub-communityofKWWellness,KWClarityextendsthe missionofpersonalwellnesstosupporttheneedsofthe sober/cleanrealestatecommunity

KWOFFERINGS

Generatethousandsofleadseveryyearfrompotentialsellers curiousaboutthecashvalueoftheirhomesKWOfferingsis notjustacommunity;it'sabusinessstrategy

kw TALENT

KWTALENT

Learnhowtorecruitthebestteammembers,fosterthe nextgenerationofleaders,andbuildyourempireby joiningKWTalentOurmissionistotransformyoufrom asuccessfulrealestateprofessionaltoanunstoppable, world-classbusinessownerbyleveragingprovenKW toolsandsystemliketheKPAandCVprocess

KWOPERATIONS

Operationsprofessionalsareuniquelypositionedto facilitatecollaboration,developsolutions,anddrive growthKWOperationssupportsyouinsteppingintoyour strengthsandowningyourvalueatthecenterofyour team

TheKWRainbowNetworkisanindependentmembershipbasedassociationofLGTBQRealtorsandprofessionals associatedwithKellerWilliamsRealty,Inc

KWWELLNESS

It’saprovenfact:Investinginwellnessyieldsmajor returnsThrougheducation,training,andevents,KW Wellnessoffersyouopportunitiestoinvestinmeaningful experiencesandbuildpowerfulpracticesthatleadto greaterhealthandwell-beingandresultinasharedReturn onWellness(ROW)

MEMBERSHIP FEES

AWARDS & RECOGNITION

FranchiseBusinessReview

One of the Most Innovative Franchises, Top Franchises for Women, and Most Profitable Franchises for 2024

SwanepoelPower200

Gary Keller named one of the the most powerful leaders in residential real estate in 2024

Inman

2024 Inman AI Award for "Best Use of AI by a Brokerage" and 2024 Inman Innovator Award for "Most Innovative Industry Podcast"

Glassdoor

One of the Best Places to Work in 2024

EntrepreneurMagazine

One of Top Global Franchises in 2024

Listed on Franchise 500 list for 7 years in a row

One of America’s Best Employer for Diversity and Best Large Employers in 2023

Housingwire

Chris Cox named one of the Tech Trendsetter in 2024

RealTrends

One of Real Trends Verified 500 in 2024

KW Alameda 2437 Santa Clara Ave

Alameda, CA 94609 (510) 775-1079

KW Castro Valley 20273 Patio Drive Castro Valley, CA 94546 (510) 775-1079

KW East Bay

4937 Telegraph Ave, Suite A Oakland, CA 94609 (510) 775-1079

KW Fremont

39465 Paseo Padre Parkway #1500 Fremont, CA 94538 (510) 796-7900

KW Palo Alto 505 Hamilton Ave, Suite100 Palo Alto, CA 94301 (650) 454-8500

KW Peninsula Estates 1430 Howard Avenue Burlingame, CA 94010 (650) 627-3700

KW San Francisco 1624 California St San Francisco, CA 94109 (415) 483-9285

Turn static files into dynamic content formats.

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