BYAGENTS FORAGENTS
BROKERAGE IN ALL OF CA #1
*for Closed units and Volume over all other brokerages
INSIDE
REALTRENDS
MISSION & VISION
KW ADVISORS OFFICES
OUR LEADERSHIP TEAM
PRODUCTIVITY COACHING & MENTORSHIP PROGRAM
WHAT MAKES US DIFFERENT
IN-HOUSE MARKETING
BECOME TECH-ENABLED
CULTURE
COMMUNITIES
KW LUXURY & KW COMMERCIAL
MEMBERSHIP FEES
AWARDS & RECOGNITION
*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
LymanChao TeamLeader
SamMillward CommercialDirector
GabrielleCoyne ProductivityCoach
PauletteJohns ComplianceOfficer
JadaWalker MarketingLiaison
NicoleBerrios AgentConcierge&Event Coordinator
CarlosBantina MarketCenterSupport
CharlesValencia MarketCenterSupport VanessaGapas MarketCenterSupport
EDUCATION
MAPSCOACHING& 1ON1COACHING WITHLYMAN
1ON1 COACHING
Maximize Your Potential with 1on1 Coaching
As an R2, you ’ re already on the path to success, but targeted coaching can elevate your results even further Lyman 1on1 coaching is designed to help you refine your strategy, set achievable goals, and maximize your income potential With personalized guidance, you’ll learn how to implement the best practices and mindset shifts that top real estate professionals use to thrive in competitive markets
What you’ll gain:
Tailored strategies to suit your unique business goals and strengths
Proven systems for lead generation, time management, and building long-term relationships
Support and accountability to stay focused and motivated throughout the year
Mindset techniques to overcome obstacles and maintain a growth-focused attitude
Take your business to the next level with Lyman’s expert coaching and achieve the success you ’ ve been striving for!
MAPS COACHING
Award-Winning Coaching Programs
Your partner in building and training your team
Keller Williams, the world’s largest real estate franchise by agent count and the U S leader in units and sales volume, is home to KW MAPS Coaching – awarded a Stevie Award for Sales Training and Coaching Program of the Year – and was the first real estate company to be nominated for the PRISM Award for excellence in coaching With MAPS Coaching, we empower you to make more money and be a part of an elite community
Whichcoachingisrightforme?
PRODUCTIVITY COACHING & MENTORSHIP PROGRAM
PRODUCTIVITY COACHING PROGRAM
Increase, Improve, Achieve
Productivity coaching is a proven model to significantly raise your production through one-on-one coaching, group coaching, weekly accountability, masterminds, and training sessions, giving value and support at a higher level The program is designed for both newer and seasoned real estate agents who want to accelerate their performance and productivity
MENTORSHIP PROGRAM
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
ProductivityCoachingProgram MentorshipProgram
Goal setting, time management, and time-blocking
Improve skills (presentation, negotiation, closing techniques)
Database building and growth
Lead generation, follow up, and conversion
Role play and real play, objection handling
Weekly accountability and tracking
Unique value proposition
Productivity mindset
Business planning for consistency
Career growth
Pay nothing until you close a deal15% for each of your first 3 deals goes to your coach
One-on-one coaching with a topproducing agent (Mentor)
Navigating you through contractual agreements of real estate transactions
Mentor may accompany you to client appointments
Preparing you for buyer consultation and seller presentations
Maximized transparency and accountability/minimized liability
Available community work space, agents who are regularly in the office engage with cappers and are more profitable
Pay nothing until you close a deal - 15% for each of your first 3 deals goes to your mentor
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
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
MREAPlaybook
The Millionaire Real Estate Agent (MREA) Playbook, a key Keller Williams resource, provides a step-by-step guide to building a successful real estate business. Based on Gary Keller's The Millionaire Real Estate Agent, it offers proven models for lead generation, conversion, database management, and operations This practical tool helps agents scale their businesses while staying aligned with personal and professional goals, driving results and success in the industry
BusinessPlanningClinic
The Business Planning Clinic, a cornerstone of Keller Williams' education, helps agents craft results-driven business plans Through this workshop, agents analyze past performance, set measurable goals, and create detailed plans aligned with MREA models Emphasizing key metrics, budgeting, and aligning activities with long-term success, the clinic equips agents with personalized strategies for growth while upholding Keller Williams' principles of productivity, profitability, and accountability
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
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
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
SEAMLESS TRANSITIONS: OUR WHITE GLOVE APPROACH
At KW Advisors, we understand that transitioning to a new office can feel overwhelming That’s why we’ve perfected a White Glove Transition Service designed to make your move as smooth and effortless as possible. From the moment you decide to join us, our dedicated team will handle the logistics so you can focus on what matters most: your business and your clients
License Transfers Made Simple 1 2 Database Migration Assistance
We’ll guide you through the process of moving your real estate license, ensuring compliance with all necessary regulations and making it as hassle-free as possible
Your client relationships are vital. Our tech team will assist in securely transferring your database to KW’s cutting-edge platforms, preserving every detail and helping you hit the ground running
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
BECOME TECH-ENABLED Your Business
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
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.
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
Welcome to KW Communities - Find Your Tribe
Find your people Hone your craft Build a community
KWLUXURY
JoinKWLuxuryforauniqueperspectiveandcoveted networkingopportunitieswiththemostexclusive,ultraaffluentbuyers,brands,andinteriordesignersalloverthe globe
KWCOMMERCIAL
KWCommercialoffersexclusiveopportunitiestobuildupon yourportfolioandincreaseyourskillsetinoneofthefastestgrowingcommercialrealestatefirms
KWRELOCATION
Designedtoempoweragentswithexclusivenetworking andtrainingopportunitiesKWRelocationisacommunity ofprofessionalslookingtogrowtheirbusinessand exploretheburgeoningmarketofrelocation
KWMILITARY
WithKWMilitary,youareproudlyservingthosewhoserved ourcountryAtKWMilitary,buildathrivingbusinesswhich offersuniqueopportunitiestoworkwithotherswhoshare yourpassionforservingveteransandactivedutymilitary members
Becometheexpertyourtopclientsneed;withKW RealEstatePlanner,you'lllearneverythingfromclient advocacystrategiesandinvestmentpropertyplanning tonetworkbuildingandeverythinginbetween KWREALESTAEPLANNER
BreakintoKWLand,oneofthemarket'smoststableand profitableindustries,whileaccessingindustry-leading marketingmaterialsandnetworkingopportunitieswith internationalreferralagentsandleadershipteams KWLAND
KWDIVERSITY,EQUITY,ANDINCLUSION
Puttingdiversity,equityandinclusionattheforefrontofyour businessnotonlyensuresprofessionalgrowthandsuccess, butalsoempowersthecommunitieswhichyouliveand serve
KWSPORTS&ENTERTAINMENT
KWSportsandEntertainmentisyourtickettogrowing yourportfoliowiththeworld'smosteliteclientelewith exclusiveresourcesnootherindustrycanprovide
formoreinquiries, emailusatinfo@kwadvisorscacom
THE HOUSE OF EXCELLENCE
Keller Williams Luxury is an exclusive, elite and sophisticated group of real estate consultants raising the bar for service in the upper-tier home market As part of Keller Williams Realty, we offer our consultants opportunities to gain the highest level of expertise, connections and marketing resources to assist them in serving affluent buyers and sellers at the highest level
LUXURY MEMBER BENEFITS
A powerful web presence
Member listing
Invitation only Facebook group
Luxury agent search
Luxury branding on the KW mobile app
Special networking events
KW Luxury International Retreat
Monthly Luxury newsletter
And much more
A robust suite of marketing materials Including:
Exclusive, professionally-designed branding
Listing presentation
Flyers
Postcards
Pre-listing video for luxury clients
Press release templates for all new members
Business cards
KWAdvisorsLuxuryDirector
Agents and brokers with KW Luxury are supported with the most innovative and scalable technology the luxury real estate industry has to offer. Our luxury team consists of knowledgeable, resultsdriven individuals who aim to provide clients with one-of-a-kind experiences
We are in this together and together we will win
CarolineHuo Luxury Director
AGENTS
KW Commercial agents provide integrated real estate services for clients in virtually any market worldwide
PROPERTIES
With an international reach, serving both the US and Canada, KW Commercial is a division of the fastest-growing real estate company in North America
COMMERCIAL CONCIERGE
Combined with business expertise and unsurpassed market intelligence, KW Commercial brokers determine and surpass your business goals with Commercial Concierge
KWAdvisorsCommercialDirector
Agents and brokers at KW Commercial are supported with the most innovative and scalable technology the commercial real estate industry has to offer Our commercial team consists of knowledgeable, results-driven individuals who aim to provide clients with one-of-a-kind experiences.
We are in this together and together we will win
BUSINESSS FEES
$285.00 / Month
NO SIGNUP FEE
MONTHLY BUSINESS FEE INCLUDE:
KW’s Technology Platform
Marketing Agency Services and Support
Unlimited Printing
KW Tech Support
Coaching & Training & Events
Multiple Locations
Profit Share
Errors and Omissions coverage
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