DALLAS
C O N N E C T I N G .
E L E VAT I N G .
I N S P I R I N G .
Jonathan
RISING STARS SERGIO & SHEILA MANRIQUEZ DYNAMIC TRIO THE BBR GROUP
Rosen
PASSION FOR THE PROFESSION
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MEET THE
COMMUNITY Check Out Some Of Dallas’ Top 500 Producing REALTORS®
Nominate a top REALTOR® you’d like to see featured by emailing Brett@DallasRP.com
4 • December 2019
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TAB LE OF
CONTENTS 14
18
26
Publisher’s Note
Cover Story Jonathan Rosen
2020 Kickoff Party Announcement
30
38
46
Rising Stars Sergio and Sheila Manriquez
Dynamic Trio The BBR Group
Partner Spotlight Rani Alfers Insurance Agency
If you are interested in contributing or nominating REALTORS® for certain stories, please email us at Brett@DallasRP.com DISCLAIMER: Any articles included in this publication and/or opinions expressed therein do not necessarily reflect the views of N2 Publishing but remain solely those of the author(s). The paid advertisements contained within the Dallas Metro Real Producers magazine are not endorsed or recommended by N2 Publishing or the publisher. Therefore, neither N2 Publishing nor the publisher may be held liable or responsible for business practices of these companies.
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www.realproducersmag.com • 11
MEET THE
D A L L A S REAL PRODUCERS TEAM Brett Martinsen Founder, Publisher, & Community Leader
Jin Kim
Photographer
12 • December 2019
Katherine Fondren
Executive Assistant & Ad Manager
Lucia Bird, Ph.D. Editor
Brian Koehn Chief Strategist
Kyle Martinsen Assistant Editor
Dave Danielson
Bryan K. Reed Graphic Designer
Writer
Geneva Eilertson Marketing Assistant
www.realproducersmag.com • 13
Going After What You
REALLY WANT publisher’s note Hello, Real Producers! It’s Brett again. I hope everyone had a wonderful Thanksgiving spending time with family and friends. I’d like all of you to think about your goals over the next 12 months and what you can do to make 2020 your best year ever. I’d like to share some good advice I’ve been taught about goal-setting. Success coach Bob Proctor once shared with me that there are three types of goals: A-type, B-type, and C-type goals. In more detail, they are: A-type goals – Going after something you KNOW how to achieve. B-type goals – Going after something you THINK you can achieve with the right plan. C-type goals – Going after what you REALLY WANT but aren’t sure how to get it. These are goals that scare you since you have no idea how you’re going to achieve them, but it is ultimately what you really want. Those who consistently go after C-type goals are the ones who achieve the most in life and reach levels most people only dream 14 • December 2019
of. Those who achieve C-type goals get what they want out of life. I challenge all of you to be honest with yourself and ask yourself these two questions: 1) What would I love? and 2) Is this what I really want? If I can leave you with some advice to kick off your year the best possible way, it would be to start doing more of the things you LOVE doing and going after what you REALLY want. You’ll be glad you did. Cheers to making 2020 an amazing year. I’m looking forward to seeing all of you at our 2020 kick-off party on January 14 and hearing all about the exciting goals you are going to achieve next year! Have a Merry Christmas and a Happy New Year! With Gratitude, Brett Martinsen Founder, Publisher, & Community Leader Call/Text 214-717-8525 Brett@DallasRP.com
www.realproducersmag.com • 15
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cover story By Dave Danielson Photos by URSPECIALS
Jonathan
Rosen 18 • December 2019
Passion for the Profession www.realproducersmag.com • 19
WHEN SOMEONE DOES SOMETHING THEY LOVE, IT SHOWS. When people do something they love, it shows. A prime example is Jonathan Rosen.
finished as the firm’s top individual selling agent for three years in a row.
The tireless passion Jonathan has for real estate shows up loud and clear in the results he has achieved for those he and his team serve.
After leaving Briggs Freeman a few years ago, he partnered with Christy Berry to form The Collective Residential, a unique boutique luxury brokerage. About a year later, they merged with Compass, the nationally recognized powerhouse.
From the beginning, Jonathan’s family encouraged his efforts to achieve at a high level. “My parents are entrepreneurs, and that’s where I learned drive, what it takes to achieve, and resilience,” Jonathan remembers. “I watched them work a lot and saw how they approached what they did. That has helped me in my career in this 24/7 business.”
My approach has always been to be as knowledgeable as I can be, connect with people and work with them to reach their real estate goals.
After growing up in Dallas, Jonathan attended the University of Texas. While in Austin, he got his start in real estate before returning to Dallas after college and joining Briggs Freeman. Reputation for Results During his 12 years with Briggs Freeman, Jonathan built a sterling reputation for results. In fact, he
20 • December 2019
Today, Jonathan serves as Principal for The Rosen Group at Compass, where he and his team of seven achieve impressive results. In fact, during 2018, Jonathan and his team recorded over $98 million in volume.
“To do the amount of business we do, it takes a team, and I have a truly wonderful support staff. We’re like family, and that’s the way we feel about our clients, as well.” Enjoying the Journey For Jonathan, success isn’t a destination. His focus is on the journey. “I don’t really think about what my ceiling is. What I do think about is making my clientele happy and
www.realproducersmag.com • 21
22 • December 2019
Away from the business, Jonathan enjoys time with his family, as well as exercising and occasionally golfing. He also has a passion for architecture and design and likes to explore new ways of marketing in the business. His roles as leader and coach represent meaningful aspects of Jonathan’s work. “It’s important to me to do what I can to help our agents create new opportunities for themselves by serving as their mentor,” he explains. “There are so many facets of what we do in the business. I enjoy that process of learning. And, the result is that it’s fun to see how many lives you can affect in a positive way.” At the end of the day, Jonathan takes an all-in approach to service. “I want all clients to feel like they’re my only client,” Jonathan says. “I want them to feel the way I would want to be treated.” keeping the deal together,” he emphasizes. “We’re in a service industry, and I work to keep my knowledge base as high as possible to make every deal as successful as I can. I have a constant thirst for what I do. It’s never enough.” It’s not easy for Jonathan to point to a specific area of real estate he enjoys the most. That’s because he loves it all. “I really appreciate the business side of what we do,” Jonathan remarks. “It motivates me to help our clients and team members reach their goals.” Jonathan has valuable advice for newer agents looking for a long-term career: “I always tell people to try to be the most knowledgeable person in the room. Continue to educate yourself, and, eventually, that will allow you to win in what you’re doing,” he says. “By doing research, gathering information, and collating data, you will be able to demonstrate your knowledge. In time, that will help you become a leader and reach the next level.”
There are so many facets of what we do in the business. I enjoy that process of learning. And, the result is that it’s fun to see how many lives you can affect in a positive way.
www.realproducersmag.com • 23
Michael Addison SVP - Branch Manager maddison@city.bank (214) 458-8822 NMLS #603214 24 • December 2019
Greg Reichel VP - Mortgage Consultant GReichel@city.bank (405) 570-7407 NMLS #617462
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DALLAS REAL PRODUCERS
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SERGIO & SHEILA
MANRIQUEZ DESTINY BY DESIGN rising stars Written by Dave Danielson Photos by URSPECIALS and Nate Johnston Photography
All people have their own paths to achievement. Some seem to fall into opportunities. Then, there are those like Sergio and Sheila Manriquez. The husband-wife team at Allie Beth Allman & Associates are two of the region’s Rising Star REALTORS®. They’ve attained success through goal-setting and careful planning. In turn, step by step, they are reaching their destiny by design. Combining Paths Before entering real estate, Sergio worked in investment wholesaling
30 • December 2019
with companies such as Wells Fargo and Chase on the banking side. In the meantime, Sheila had worked as a team administrator for a tax consulting firm. She also worked at SMU in the Planning, Design and Construction Department. She additionally worked at JP Morgan Chase, Texas Capital Bank, and Hillwood, a Perot company. Sergio and Sheila both attended Southern Methodist University (SMU) and graduated in 2010. In 2011, they got married and started the next chapter of their lives together.
As they pursued their corporate careers, they took a perspective-changing journey together. “In 2015, Sheila and I went to Europe. During our time there, we noticed that life was different,” Sergio recalls. “They aren’t running the rat race like we do here in America. We started reading a lot of self-improvement books and growing in our faith. And, we felt that we needed to design our own destiny. We both graduated from SMU with economics degrees. So, we thought, ‘Let’s get out of our comfort zones, which is corporate America.’”
www.realproducersmag.com • 31
In 2015, Sergio activated his real estate license and entered the business part-time. By 2016, he made the move full-time. Sheila supported his efforts. The two have been working together on building the business ever since. Moreover, in 2018, Sheila left her corporate job to join Sergio full time. Passion for People As Sheila says, “We love people and helping them. I think that’s why we’ve done really well. We genuinely want to find the best options for clients, and accommodate their ultimate goals. That has really helped us a lot. Real estate is a people business, and we treat our clients the way we would like to be treated.” It has been a genuine joint effort. As Sergio explains, “Our plan was always to do this as a team. When I got a license, so did Sheila. Everything I did, she was part of it. She was able to hit the ground running. We always wanted to be in the luxury market. We didn’t want to just do 40 transactions a year. We wanted to work smarter, not harder.” Seeing It Through to Success The transition wasn’t easy. But, step by step, the two worked their plan. “It was scary leaving the comfort zone of the paycheck every two weeks. But, at the end of the day, we’re very strong in our faith and believe God will take care of us,” Sergio says. “We took a leap of faith. I put in the work, and God took care of the rest. He has always taken care of us.” During their first year in 2016, Sergio and Sheila recorded $2.7 million in volume. In 2017, that number grew to $6 million. In 2018, the climb continued when the couple finished with $10.1 million. Their growth continues. They’ve achieved success with a sense of gratitude and inclusion. As Sergio points out, “Our motto is, ‘Luxury is a state of mind. Not a price point.’ The relationships we have built are what we are passionate about.
32 • December 2019
No matter the dollar amount, every client is the same in the way you treat each transaction. They want to be cared for and have us listen to their end goals. It’s a big transaction and a big part of their lives. And, it’s a privilege to be part of that journey with them.
Some relationships that we’ve built have become true friendships. When we work them, we’re part of their lives. And, we genuinely care. We allow people into our lives and build those true relationships and bonds. It’s the most rewarding aspect.” Sheila adds, “No matter the dollar amount, every client is the same in the way you treat each transaction. They want to be cared for and have us listen to their end goals. It’s a big transaction and a big part of their lives. And, it’s a privilege to be part of that journey with them.” What Matters Most Family is vital to the milestones they reach. “My mom has been very supportive of me,” Sheila smiles. “She has prayed for us and given us encouraging words. It’s great to have your parents be your biggest fans.” Sergio’s family motivates him, as well. As he says, “I’m the oldest of three siblings, and one of my biggest motivators is that I was the first to go to college in my family. I’m very motivated to be that positive example for my nephew, my brother and for the people in my family.” Sergio and Sheila enjoy the time they spend together traveling on all-inclusive vacations. They love to work out, maintain a healthy lifestyle and participate in bodybuilding competitions. Sergio and Sheila also enjoy a nice night out on the town with
www.realproducersmag.com • 33
friends. Sometimes, these nights end with dancing, which is one of Sheila’s passions. They also like to give back by working through their church to make a difference in the community, and serving as volunteers each month at the Stew Pot organization that assists and supports homeless people.
young agents, we encourage them. We all need that. We know how it feels to not have that. So, we want to motivate others.”
As they think back on the start of their careers, they count their blessings and they take steps to help others professionally, as well.
“For me, success is having a healthy relationship at home and making sure I have a solid foundation and have good relationships with others outside the home,” Sheila emphasizes. “I think it’s about being the best version of yourself, and asking, ‘What can I do to become better?’ Everybody grows at a different pace. The point is to grow.”
“One of the things we’ve faced in our journey is adversity. We’ve used that as motivation,” Sergio explains. “Sheila and I decided a long time ago to be positive … to just help people and to motivate each other. We weren’t always surrounded by people who were cheering us on. When we see other
34 • December 2019
It’s part of the definition of success — and a destiny — that Sergio and Sheila are developing by design.
817-233-9709 www.haveninteriorsgroup.com lindsey@haveninteriorsgroup.com 3839 McKinney Ave | Suite 2223 | Dallas, TX 75204 www.realproducersmag.com • 35
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www.realproducersmag.com • 37
dynamic trio By Dave Danielson Photos by URSPECIALS
BBR THE
GROUP
at Briggs Freeman Sotheby’s International Realty 38 • December 2019
DEDICATED TO MAKING A DIFFERENCE When you meet Catherine Blevens, Britt Rhodes and Kyle Baugh, you quickly understand that the three are each dedicated to making a difference. And, when they decided to join forces, they became a true dynamic trio for their clients. Combining Talents and Experience Catherine, Britt and Kyle are founders of the BBR Group at Briggs Freeman Sotheby’s International Realty. Before entering real estate, they all gained valuable experience in other areas. Catherine began her career in advertising by working with Fortune 500 companies for over a decade. “I worked a lot. It was a lot of high stress and hours spent in the office,” Catherine remembers. “As a young, single girl it was an exciting and sustainable career, but, when I had my first daughter and yearned for more time at home, I made the decision to leave the ad biz. In the meantime, I met Britt through Facebook on a garage sale page. We instantly became friends. The next week, I was taking real estate classes and got into the business through her. Having another young mom telling me ‘You can still have a life with kids and manage your own schedule’ meant a lot. I had finally found the work/life balance I was looking for and I knew I had the self-motivation to do it.” Britt’s background had been in advertising and the nonprofit sector.
“I loved it, but I realized there was only so far I could take my career. So, I went into property development and worked for one of Dallas’s largest multi-family developers. I was able to learn so much about the real estate business in Dallas. It was such a great training ground for me,” she says. “Then, I had my first daughter, realized I was putting in too many hours and spending less time with my family and decided to go into residential real estate. At that point, it was a natural progression, and I was able to quickly build a fantastic client base. The freedom to build a business the way that I wanted was so motivating and still is for me. I realized I could create the life and career that I had always envisioned, built on relationships and the passion to make people happy.” In time, Catherine, Britt and Kyle formed their team. It has been a natural process filled with ideas and collaboration. “I had been on my own for five years, so I was a bit nervous about starting a team. However, Britt and I had become great friends and were always talking about teaming up one day. I had known Kyle from the real estate business and always admired and respected him as a person and as an agent, and I thought it would be great to work with him. And the rest is history.” As Kyle says, “The teamwork and collaboration we each bring has been a big advantage. I really love seeing
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us grow and start to reap the benefits of the hard work we put in day in and day out. I really like that about this business. Our goal as a team is to give our clients a level of service that changes past perceptions about what a REALTOR® is and how we can exceed their expectations.” Britt agrees and enjoys the bonds that the group builds with those it serves. “A huge component is the people and being able to develop and cultivate relationships … walking through life with our clients,” Britt says. “We founded the group with the intent of having a truly human experience with strong relationships. That’s the most important part. We have fun and a great time with our clients, each other and our peers.” Catherine, Britt and Kyle also rave about their other team members who support the success of the BBR Group, including Emily Johnson, who has been Catherine’s friend since the two were babies. “Emily is an integral part of our success with her positive, can-do attitude all the time,” Catherine says. Lauren Kinney is also a key member of the success story. As Kyle says, “I don’t know what we would do without Lauren. She keeps us organized and in line, and she also has a great eye for style and design.” The Meaning of Success The BBR Group consistently produces at levels that place them among the Top Producers in East Dallas. The numbers, though, are just a reflection of the positive impact the group makes.
40 • December 2019
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“I’m a people person, and, ever since I was a kid, I wanted to help people. I’m a nurturer. I’m so happy when a client I haven’t seen in forever will call and ask my advice about things,” Catherine says. “We have hard days. It’s not easy, but there are those great moments where you know you’ve made a difference. Our goal as a team is to make it as great of an experience for people as possible.” Family is at the center of their purpose. Catherine and her husband, Spencer, met during their advertising careers. And have two daughters, including six-year-old Lucy and three-year-old Liv. Catherine says, “We love cooking together. I’m also a runner and have been doing that for 12 years.” Additionally, she is involved with several organizations through her church to help others. Kyle and his wife, Sarah, treasure the time they spend together, and 42 • December 2019
they have their hands full with their six-monthold son, Jackson.
kids’ schools and is training for a half-marathon.
“Fitness is a big passion for me and an important escape to keep your sanity in this business,” Kyle says. “Also, I grew up for a time in Colorado, and snow skiing has always been a passion of mine and in my blood. We try to make it out to the mountains a couple of times a year to get away.”
Purpose and Intention As Catherine, Kyle and Britt look to the future, they feel good about the difference they’re able to make in the lives of people each day. And they don’t take the teamwork they have for granted.
He has also enjoyed volunteering and being part of the Boys and Girls Club organization that provides support and mentorship for children.
As Kyle says, “When you’re on your own in this business, it can be somewhat lonely and isolating. But, with our team, it’s a great feeling to see the way we collaborate and pass ideas around.”
Britt and her husband, Kyle, look forward to the time they share together with their 8-year-old daughter, Zoe, and their 3-year-old son, Beck. “We enjoy being outside the majority of our time, or cooking and hanging together as a family. We are definitely homebodies!” Britt explains. “We also love traveling and spending time in the home we have in Breckenridge, Colorado. Being in the mountains skiing, biking, and enjoying the beauty are our most favorite things.” Britt dedicates time giving back to organizations such as DFW Angels, a group that does outreach for kids in the foster system to contribute needed support. She also is very involved in her
“It’s why we formed,” Catherine adds. “It means a lot to know that someone always has your back. We can count on each other for support.” Britt sees the difference, too. “Part of our motivation is being impactful … to really make a difference in the lives of the families and individuals with whom we work. That’s fulfilling for us. And together, everything we do is done with that intention.”
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5001 Spring Valley Road, Suite 500W, Dallas, TX 75244 www.realproducersmag.com • 45
R AN I ALFERS IN S U RA NC E AG E N CY
46 • December 2019
partner spotlight By Dave Danielson Photos by URSPECIALS
ENSU RING BETTER OU TCOM ES THROU GH DEEP ER U NDERSTAND I NG www.realproducersmag.com • 47
WHE N YO U T H I N K ABO U T T H E IN SURA N C E C OV E R AG E YO U H AV E I N PL ACE, HOW DI D YO U FE E L ABO U T T H E PRO C ES S YO U W E N T T H RO UG H WHE N YO U FO UN D OUT A B O U T I T A N D THEN PURC H AS E D IT? Did you feel like you were learning a lot about the products? Did you feel like the company you’re working with tried to learn about you? Rani Alfers, owner of the Rani Alfers Insurance Agency, approaches her work the same way leading REALTORS® do. While transactions happen through the process, they aren’t the center of the equation. Instead, the transaction is a by-product and result of deep understanding.
An Understanding Perspective When Rani began her insurance agency years ago, she started by relating to those with whom she would be doing business. “For me, it all begins with understanding my clients. I work hard and understand how much it takes to earn money, make money and buy assets. I’m here to take care of those I work with and to look after the legacy they’ve worked so hard to build,” Rani says. Deeper relationships produce more focused results.
“What we offer is very relationship-driven. It’s a business partnership. When I talk with you, I want to go four or five levels deeper than the surface of the conversation that you might typically have,” Rani explains. “Insurance is pretty self-explanatory. And, we have a full range of products, but my agency focuses on the customer experience. We do things a little bit differently and we’re very engaged with our referral partners to the point where we consider them business partners.”
48 • December 2019
“I really want to understand the people with whom I’m working. For example, when it comes to collaborating with my partners on the referral side, I understand their passion for what they do, because I’m building my own business, as well. They’re running a business, meeting new clients, marketing, managing and all of those things,” Rani emphasizes. “I’m very parallel to the real estate world. We’re doing the exact same thing, and we want to build relationships
www.realproducersmag.com • 49
TO M E , SUC CESS IS G ROWT H P E RS O NAL LY, PR OFE SSI ON AL LY, AND FO R MY T E AM MEMB E R S,” RANI SMI LES. “ WE LO O K AT IT AS A LONG- TE R M BUS INE S S PART NE RS HIP WHE RE WE GROW TO G E T HE R. that last for the rest of our clients’ lives. We want to take care of their most valuable assets and be part of their journey through their life changes.” A Culture of Caring Rani and her team of eight have built a reputation for results and having fun along the way, too. As Rani explains, “We have a really fun culture. We focus on creating a ‘wow’ client experience and rewarding that idea through our monthly prize drawings. My team does an excellent job of motivating one another to go above and beyond to make an impression on everyone they meet in and outside of the office.” Rani’s motto for clients is, “Live Life. Let Us Protect.” It’s a fitting way to reflect the way Rani and her team strive to dig deep and understand their clients and referral partners. They then develop solutions and ways of working together that remove the burden of insurance details to ease the rest of life for those they serve. Prime Priorities At the center of Rani’s busy life is her eight-yearold son, Carter. Together, they enjoy spending time at the farmer’s market, traveling, or just enjoying a fun game of cards.
50 • December 2019
In addition, Rani and her team appreciate the opportunity to give back to the community. Each month, the office contributes funds back to local organizations to help those who live and work in the area. In an industry filled with jargon like “premiums,” “illustrated values,” “waivers,” “riders” and “addendums,” Rani and her team place an emphasis on clear communication and results. Instead of reciting lines from a premium rate card, you’ll likely come away reflecting on your time with Rani and her team using words like, “genuine,” “sincere,” “hardworking,” “fun,” “charismatic” and “charming.” “To me, success is growth personally, professionally, and for my team members,” Rani smiles. “We look at it as a long-term business partnership where we grow together.” For more information about Rani Alfers Insurance Agency: Website: www.RaniAlfers.com Email: RAlfers@FarmersAgent.com Phone: 972-661-5200 or 972-732-2779
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FAQs
What is the primary purpose of Real Producers? Our primary mission is to UNITE the REALTORS® in the local community by helping you connect with other top producing agents on a deeper level. We accomplish this through our monthly publication and our quarterly parties and events. Who is the magazine distributed to? ONLY the TOP 500 producing REALTORS® south of 635 will be receiving our monthly publication. The top 500 varies each year based on MLS production, so there are no guarantees you make the top 500 next year. Keep working hard! Where do we get the top 500 from? The TOP 500 comes directly from real MLS data. The Dallas Real Producers community includes the top 500 REALTORS® south of 635 in Dallas county, along with Rockwall, Irving, Grand Prairie, Mesquite, Duncanville, Waxahachie, etc. *We also have a North DFW Real Producers community and magazine for the top 500 REALTORS®
NORTH of 635. You are welcome to come to their parties and events as well (as long as you promise to be fun). How will you be receiving the magazine every month? We will be shipping your copy of the magazine to your office with your name on the back, so keep your eyes open for it every month! We will send out a monthly email with the digital version of it as well. *If you would like it shipped to your house instead of the office, please email Brett@DallasRP.com with your home address. Is there a cost to me, the REALTOR®? No cost to you. Our entire platform is FREE for you! All of our costs are covered by our approved business partners. They have all been recommended by one of the top 500 REALTORS® in the community, so you should feel comfortable using them as well.
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54 • December 2019
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