Episodes

  • EP 09 - Megan Whipp, Staying Out Of Court

    EP 09 - Megan Whipp, Staying Out Of Court
    Aug 13 2024

    EP 09 - Megan Whipp, Staying Out Of Court

    Making a living as an agent or any other kind of independent business person comes with a certain amount of risk, including being summoned to court to answer for events that may or may not have happened. Legal battles can be timely and expensive, but being proactive and knowing where you are exposed can be huge to getting out ahead of it.

    What You’ll Learn

    • The broad scope of how Megan and other attorney’s can help agents and entrepreneurs

    • Why it’s better to hire an attorney now to help you keep more of your money rather than have to pay one later and also pay fines and/or damages

    • Why it’s important to analyze your exposure instead of just assuming because you’re doing nothing wrong that you can’t be sued

    • Why the bigger you grow the more likely you are to be victim to a frivolous lawsuit

    • Why some things are better expressed in writing for the realtor client relationship

    • Why text messages are just as likely to show up in court as your emails

    • More about how a will operates and what needs to happen if a house is willed to you and that person is deceased

    Favorite Quote

    “Whether the agent is liable or not is not even the question, because you can always be sued… The question isn’t “Did I make a mistake,” it’s “Where’s my exposure?’”

    -Megan Whipp



    Connect With Megan

    Website: www.whipplaw.com

    FB: https://www.facebook.com/whipplaw

    Linkedin: https://www.facebook.com/whipplaw

    Megan L. Whipp is a distinguished attorney and licensed real estate agent, recognized for her expertise in wealth preservation and values-based planning. With years of experience, Megan has dedicated her legal practice to serving individuals, business owners, entrepreneurs, and real estate investors, providing tailored solutions to meet their unique needs and maximize legal protections.

    Megan's specialization in asset protection, trust administration, and probate, along with her proficiency in business formation services, sets her apart as a leading expert in her field. She has a deep understanding of the complexities involved in safeguarding assets and ensuring the seamless transfer of wealth. Her comprehensive approach to trust administration and probate ensures that her clients' wishes are honored and their legacies preserved.

    In addition to her legal practice, Megan is a licensed real estate agent, further enhancing her ability to serve her clients with a holistic perspective on wealth management and real estate investments. Her dual expertise allows her to offer invaluable insights and strategies that align with her clients' overall financial goals.

    Megan is passionate about building long-term relationships with her clients, emphasizing personalized service and attention to detail. She is committed to understanding her clients' values and objectives, and she works diligently to create customized plans that reflect their unique circumstances.

    Throughout her career, Megan has been praised for her strategic thinking, problem-solving skills, and unwavering dedication to her clients' success. Her reputation as a trusted advisor is built on a foundation of integrity, professionalism, and a genuine desire to make a positive impact in the lives of those she serves.

    Join us as we delve into Megan's journey, exploring her insights on wealth preservation, asset protection, and the critical role of values-based planning in achieving financial security and peace of mind.
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    39 mins
  • EP 08 - Lauri Baker Pacheco, Keeping Financially Fit with Commission

    EP 08 - Lauri Baker Pacheco, Keeping Financially Fit with Commission
    Aug 6 2024

    EP 08 - Lauri Baker Pacheco, Keeping Financially Fit with Commission

    Why do people avoid talking about money? We all know knowledge is power and usually getting informed is the first step, so why has society discouraged us from learning and growing in a part of our lives which can have such a huge overall impact? Shouldn’t we be sharing the knowledge we’ve acquired and passing it down through the generations?

    What You’ll Learn

    • Why self control is unavoidable and necessary on the journey to becoming financially fit

    • Tips for how to reduce your impulse purchase by putting them off and not acting in the moment

    • Some of the tax relief strategies that agents on commission may not be aware of

    • Why Lauri feels that people need to break the family tradition of not talking about money and to ask people how they have become successful

    • Why Lauri is a fan of residual income even though a lot of people are not

    • How to decide if a financial advisor is a good fit for you to work with based on your personality and goals

    • Why you need to know what your financial goals are if you plan to get anywhere



    Favorite Quote

    “It’s up to them to do it, we can’t make them, but we can hand it to them and say, this is what you said you wanted, here it is.”

    -Lauri Baker Pacheco



    Connect With Lauri

    Lauri Baker Pacheco

    Financial Educator

    730 E Park Blvd Ste #104

    Plano, Texas 75074

    WealthWave Marketing, The How Money Works Company

    http://www.wealthwave.com/lauribaker

    http://www.howmoneyworks.com/lauribaker

    Lauri.Baker@Wealthwave.com

    Mobile: 918-995-0988

    Lauri Baker Pacheco has three adult daughters and is eagerly anticipating the arrival of her fifth grandchild. Her primary goal is to be a better grandmother than she was a mother, striving to be an example her family can be proud to follow.

    Lauri is determined to break generational curses, particularly regarding financial decisions. She aims to ensure that her grandchildren benefit from her example and teachings about money management and financial literacy.

    Throughout her life, Lauri has helped many people, especially women, in various areas of their lives, similar to a life coach. Having been married three times, she has experienced multiple fresh starts. She was a teenage mom who married in high school, divorced after 23 years to become a single mother, and left an abusive relationship with a controlling partner who committed suicide before their divorce was finalized, leaving her responsible and technically widowed. She started over from scratch once again.

    Lauri has driven commercial trucks for several years, earning a good income but lacking the education to fully utilize it. Her mindset has since evolved, and she has spent the last three years working diligently on personal development. She has hired several coaches who have helped her find her purpose.

    Lauri loves helping others, constantly learning and sharing valuable information with those who can benefit. She is passionate about empowering others through financial education, teaching concepts not covered in school, and she does this for free. These tools are essential for winning the money game and include things she wishes she had known at 19.

    Currently, Lauri is growing her own financial firm and seeking partners to join her crusade. Her mission is to leave no family behind.
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    38 mins
  • EP 07 - Allison Sheffield, Change is Required for Growth

    EP 07 - Allison Sheffield, Change is Required for Growth
    Jul 30 2024

    EP 07 - Allison Sheffield, Change is Required for Growth

    Growth in itself is a form of change, so why do we often desire one without having to go through the other? The fact is they exist simultaneously so the best way to achieve growth is to embrace change and boldly head in the direction you want to go. You will only be better for it in the end.

    What You’ll Learn

    • Why Allison believes so much in mindset and how important that is to your life

    • Why you can never achieve growth without change so you need to learn to adapt

    • How COVID has changed the real estate market in positive and negative ways

    • How the recent raise in interest rates has changed people’s home buying habits

    • Why Allison and her family have decided to move every couple years to take advantage of the market and roll equity

    • Why it’s so important to Allison to always call everyone back and return messages



    Favorite Quote

    “Change is inherent in growth, and sometimes I think we feel like we can have growth without change, and that’s just not possible.”

    -Allison Sheffield



    Connect With Allison

    AllisonSheffield.com

    Facebook

    Allison Sheffield is a powerhouse in the real estate industry, renowned for her expertise as a concierge broker. With an impressive career spanning over 17 years, she has sold more than 1,000 homes and achieved over $377 million in real estate sales. Her success is built on a foundation of doing the right thing and innovative thinking, which has propelled her to the top of her field.

    Allison's commitment to excellence extends beyond her personal achievements. She owns her own brokerage, Sheffield Realty, where she mentors and supports many agents in becoming concierge agents themselves. Her leadership and dedication to her agents have fostered a culture of exceptional service and success.

    A native of Tulsa, Allison has deep roots in her community. She lives there with her amazing husband, son, and daughter, cherishing the vibrant life they've built together. As a proud graduate of the University of Oklahoma, she combines local knowledge with professional expertise to deliver outstanding results for her clients.

    SPONSOR:

    Today's Sponsor is provided by Achosa Home Warranty. Their name means “The power to choose“ and I love the fact that the consumer has, "the power to choose." their own contractors to remedy whatever issues they are experiencing. If your clients are wanting the white glove treatment of home warranties- Give Penny Roth a call today at 918-771-8129. Check today's show notes for links and information.

    https://www.achosahw.com/

    https://www.facebook.com/penny.d.roth/

    Email: pennyr@achosahw.com

    Phone Number: 918-771-8129
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    34 mins
  • EP 06 - Nikki Nichole, Minorities in Real Estate

    EP 06 - Nikki Nichole, Minorities in Real Estate
    Jul 23 2024
    EP 06 - Nikki Nichole, Minorities in Real Estate Minorities are often underrepresented in the real estate industry which is not something all of us are always thinking about, but indeed things are different for members of minority groups. Most of the time the things we are exposed to are not things that we think about, so taking some time to hear from different perspectives can only serve to improve our worldview. What You’ll Learn One of the biggest battles Nikki faces being a minority in the real estate industry How Nikki was able to break into the luxury home market but also why she continues to serve all levels of the market Why mindset is everything in real estate no matter your race or sexual preference The effect it had on Nikki surrounding herself with the agents she wanted to be like What Nikki really loves about being with Epique Realty and made her happy she joined Why Nikki feels like she needs to constantly remind herself why she is a minority in the real estate industry and what that reason is Why you need to adapt an attitude that someone else’s win is not your loss Why sometimes realtors tend to over complicate things so it can be helpful to go back to the basics Favorite Quote “Mindset is everything in real estate because whether you are a black American, a minority American, or a white American, when you first go into real estate, it is the most isolating feeling there is. You literally feel like you are just a fish in a huge pond all by yourself.” -Nikki Nichole Connect With Nikki Nikki Nichole: Your Lifestyle Realtor in Oklahoma Meet Nikki Nichole, an Oklahoma native with deep roots in the Oklahoma City area and Tulsa. As a devoted mother of four and a seasoned professional, Nikki has built an impressive career in real estate since she began in 2019. She proudly serves with Epique Realty, covering the vibrant regions of Oklahoma City and Tulsa. Nikki’s journey in real estate has been marked by her leadership and dedication. She was honored to be the Oklahoma Regional Cultural Ambassador for Keller Williams and has led the Diversity, Equity, and Inclusion (DEI) committee as Chairwoman. Additionally, she co-chairs the National Association of Real Estate Brokers (NAREB) events committee, demonstrating her commitment to industry excellence and community engagement. Over the past four years, Nikki has earned a stellar reputation among clients and peers alike. Her real estate practice is built on the pillars of integrity, hard work, and strong relationships. Nikki specializes in providing a luxury experience at every price point, ensuring that each client receives top-tier service tailored to their unique needs. Nikki’s tenacious work ethic, coupled with her emotional intelligence and professional poise, sets her apart in the real estate field. She is known for her constant communication and her willingness to go above and beyond for her clients. Embracing the latest technology, Nikki leverages real-time market data to give her clients a competitive edge. Her expertise in market analysis, client relations, and innovative marketing strategies guarantees optimal results. Beyond her professional achievements, Nikki is passionate about mentoring and coaching new agents. She believes that effective leadership is about inspiring and motivating others, providing guidance and support, and fostering a culture of collaboration and excellence. By helping others navigate their strengths and weaknesses, Nikki empowers them to amplify their impact in the real estate market, fostering sustainability and growth in the industry. For Nikki, building meaningful connections is the secret to success in every area of life. Let her be your guide in the Oklahoma real estate market, where her dedication and expertise will ensure your real estate journey is both successful and enjoyable. Today’s episode is brought to you by my favorite title company of all time! They are my favorite because Navigating real estate can be tough, but Colonial Title has always been here to help! As a leading title and escrow company with over 19 years of experience, they make property transactions smooth and stress-free. Whether it’s residential, commercial, or new construction, their expert team ensures accuracy and efficiency every step of the way. For buyers, sellers, lenders, and real estate pros, Colonial Title is your trusted partner. Don’t let complexities hold you back—call them today at 918-828-0110 and let Colonial Title guide you home. Links: Website: https://www.colonialtitleinc.net/ Email: tlay@colonialtitleinc.com Phone number: 918-828-0110
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    1 hr and 5 mins
  • EP 05 - Janice Delcid, Her Executive Power

    EP 05 - Janice Delcid, Her Executive Power
    Jul 16 2024
    EP 05 - Janice Delcid, Her Executive Power There are those that obtain the largest building by tearing other buildings down, and those that get there another way, by building a team and building up those around you who then can work together to achieve things they never would have alone. Janice Delcid, the CEO and Founder of Epique is definitely the latter. What You’ll Learn How learning to have casual conversations while employed as a bank teller has helped Janice more than anything in her professional career Why Janice enjoys pushing people to achieve their potential both professionally and in her family What inspired Janice to launch Epique and do something totally different Why retention is so important to Janice and Epique and what they do to boost it Some of the new improvements that are coming down the pipeline for Epique Why it’s so important to be knowledgeable about what’s going on around you no matter what you’re doing More about Epique Realty’s plan to move forward and go public in 2026 Favorite Quote “What’s most important is the people that believed in you in the beginning, and honoring the promises you made. If you say that you’re going to do something you need to do it, and that’s just how we feel.” -Janice Delcid Connect With Janice JoinEpique.com Let's talk about how Epique can help you. Call or text 918-730-3076 and use license number 171044 when you sign up. Janice Delcid: Visionary Leader and Innovator in Real Estate As Co-Founder and CFO of Epique Realty, Janice Delcid is a revolutionary force in the real estate industry, breaking barriers and cultivating an environment of diversity and empowerment. A devoted mother of seven, Janice exemplifies compassion, integrity, and innovation, inspiring women in the industry and driving Epique Realty's remarkable growth. Her leadership has helped define the brokerage's agent-centric philosophy and exceptional benefits at no cost to agents. In the past year alone, Janice’s leadership has facilitated Epique’s extraordinary success, growing the company from approximately 200 agents in October 2023 to over 2,500 agents in less than six months. This exponential growth, from its beginnings as a Texas startup in 2021 to a nationwide presence spanning over thirty states, is a validation of Janice's strategic acumen and direction. Her commitment to diversity and inclusion has earned her a reputation as a champion for cultural change within the real estate sector. By co-founding Epique as a national woman-owned brokerage, Janice has paved the way for greater equality and empowerment, setting new standards for excellence and inclusivity. Janice’s background is in banking, but her role at Epique extends beyond financial oversight; she is a champion of agent success, ensuring innovative technology and outstanding benefits support Epique agents. Under her guidance, the brokerage offers an extensive array of free technological resources and exceptional agent support. These offerings ensure Epique remains at the forefront of technological advancements, providing agents with the most advanced tools to power their success. Janice's dedication to inclusion and empowerment is reflected in her recent Award where she was named a 2024 Woman of Influence by GlobeSt. Despite her demanding schedule, Janice prioritizes family first and charitable activities next, spearheading initiatives to uplift underserved communities. During the holiday season, she led efforts to distribute meals to hundreds of individuals and families in need, both locally in Houston and internationally in regions like Africa and various Spanishspeaking countries. Through her steadfast commitment to philanthropy, Janice embodies the values of compassion, generosity, and community service. Janice Delcid's dedication to integrity, inclusivity, and compassion illuminates the way forward in today's complex world, serving as an inspiration for generations to come. Her trustworthiness and determination motivate those around her to strive for excellence, embracing a future where compassion and success are intertwined. Today's Sponsor is provided by Achosa Home Warranty. Their name means “The power to choose“ and I love the fact that the consumer has, "the power to choose." their own contractors to remedy whatever issues they are experiencing. If your clients are wanting the white glove treatment of home warranties- Give Penny Roth a call today at 918-771-8129. Check today's show notes for links and information. https://www.achosahw.com/ https://www.facebook.com/penny.d.roth/ Email: pennyr@achosahw.com Phone Number: 918-771-8129
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    35 mins
  • EP 04 - Rob Stein, Importance of Having a Blueprint and Overcoming Fear

    EP 04 - Rob Stein, Importance of Having a Blueprint and Overcoming Fear
    Jul 9 2024

    EP 04 - Rob Stein, Importance of Having a Blueprint and Overcoming Fear

    If you plan to get somewhere, you need to have yourself a plan. Often you aren’t headed into uncharted territory, so you are able to borrow someone else’s blueprint and adapt from there. You will never reinvent the wheel until you first fully understand how and why the wheel works.

    What You’ll Learn

    • The overwhelmingly obvious thing that Rob has learned obtaining success in multiple arenas of life

    • Strategies to create your own blueprint to guide you on your journey to achieve what it is you’re after

    • Why it can be helpful in the beginning to model someone else’s blueprint to help get you going

    • What motivated Rob to launch Earth to Orbit and how it helps real estate agents

    • How change will always present itself and that you will need to learn to adapt

    • Rob’s advice for what to do when you are in the moment and are feeling the fear

    • Why education and practice can almost always empower you with confidence and knowledge



    Favorite Quote

    “If you had no guidance at all, yeah you should be very afraid. But if you have the guidance and you have practice, then there’s not as much to be fearful of.”

    -Rob Stein



    Connect With Rob

    Earth to Orbit, CEO

    Epique, Power Coach

    Rob is one of North America’s leading authorities in real estate education, mindset coach, former professional bodybuilder, husband, father, follower of Jesus Christ, and creator of Earth to Orbit. Leveraging his Masters in Education, he’s spent the last 20 years working tirelessly to help others create successful businesses and lives for themselves. His expertise as an educator sets him apart from other coaches and mentors because he’s able to explain the many complex aspects of building an incredible real estate business in a way that’s easy to understand…and even fun. Rob's passion for bodybuilding and the lifestyle that goes with it has also been a major contributing factor in developing his teaching method. As a result, Rob has developed a turnkey online coaching system that has enabled agents nationwide to generate consistent, six-figure income.

    After deciding to create financial prosperity for himself, Rob transitioned from an underpaid, overworked middle school teacher to a top-producing agent and team leader, and became one of the Top 5% of agents nationwide. Over the course of his career, Rob has worked with over 400 organizations and spoken to over 25,000 people on mindset and improving performance.

    Today, he combines his passion for teaching with his mastery in real estate to help aspiring and experienced real estate agents achieve the financial and time freedom they deserve.

    Links:

    https://www.earthtoorbittraining.com/

    https://www.facebook.com/robstein84
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    40 mins
  • EP 03 - Jessica Smith, Being a Mom-Tor in Real Estate

    EP 03 - Jessica Smith, Being a Mom-Tor in Real Estate
    Jul 2 2024

    EP 03 - Jessica Smith, Being a Mom-Tor in Real Estate

    Life often hands us all sorts of unexpected circumstances. The ability to roll with those things will determine your level of success in just about anything you do. Many times people choose a career in real estate to better allow themselves to adapt to a changing landscape due to the flexibility and freedom provided by working in the industry, including mothers hoping to achieve a better life-work balance.

    What You’ll Learn

    • Why Jessica left being a CPA to be a realtor and how that helps her balance her work and family life

    • The things Jesica truly loves most about being an entrepreneur

    • Why Jessica had to go from being a part-time realtor to going in full time

    • Why Jessica’s first year as an agent made her want to help other new realtors learn the ropes

    • Why Jessica loves the book “The 12 Week Year” and how it has helped her with her goals

    • The things Jessica likes about the culture of being part of a team headed the same direction

    • How delegation can help just about any entrepreneur grow at any stage in the game

    Favorite Quote

    “When you are surrounded and supported by like-minded people with goals similar to yours, you don’t feel as crazy and you do believe it’s possible, and you can get help to brainstorm on other ways to make it possible”

    -Jessica Smith



    Connect With Jessica

    Jess Smith has been a Realtor and Team Lead in the Austin area for 15 years. She grew her production to $20m+/year, and now enjoys helping agents improve their businesses and lives.

    She serves as the Austin Area Leader for Epique Realty, a National Director of the Powergirls Group, and Chair of the Agent Advisory Committee. She’s passionate about brainstorming, collaborating, and helping agents thrive. Outside of real estate, she enjoys hanging with her husband, 3 pets and 3 kids, exploring new places, being outdoors, and being a sports mom!

    Links

    https://www.facebook.com/jesssmithaustin



    Today’s episode is brought to you by my favorite title company of all time! They are my favorite because

    Navigating real estate can be tough, but Colonial Title has always been here to help! As a leading title and escrow company with over 19 years of experience, they make property transactions smooth and stress-free. Whether it’s residential, commercial, or new construction, their expert team ensures accuracy and efficiency every step of the way.

    For buyers, sellers, lenders, and real estate pros, Colonial Title is your trusted partner. Don’t let complexities hold you back—call them today at 918-828-0110 and let Colonial Title guide you home.

    Links:

    Website: https://www.colonialtitleinc.net/

    Email: tlay@colonialtitleinc.com

    Phone number: 918-828-0110
    Show more Show less
    49 mins
  • EP 02 - Courtney Yant: Leading With Leverage

    EP 02 - Courtney Yant: Leading With Leverage
    Jun 25 2024
    EP 02 - Courtney Yant: Leading With Leverage Accomplishing great things can feel overwhelming and damn near impossible to most people. The problem is that most people don’t even know how great things are accomplished, so how could they even know where to start? You don’t know what you don’t know, and what you don’t know is how properly utilizing leverage can make for great leadership. Courtney Yant is a seasoned real estate broker and owner based in the vibrant Phoenix metropolitan area. With a diverse background and a fervent passion for finance, management, and real estate, Courtney has carved a remarkable path in her career. In her early twenties, Courtney demonstrated exceptional leadership skills as a District Manager for a privately held financial institution. Under her guidance, the institution was recognized by INC. Magazine as one of the top 500 fastest-growing businesses in North America—an achievement that underscored Courtney's strategic acumen and dedication to success. Building on this success, Courtney transitioned to managing a staggering $9 billion portfolio and overseeing a team of 75 full-time employees—all by the age of 25. Her tenure at one of the world's largest banks saw her break previous revenue records, further solidifying her reputation as a dynamic leader in the financial sector. Driven by her entrepreneurial spirit and a desire to make a tangible impact, Courtney ventured into real estate in 2009. In just 10 days, she obtained her real estate license and embarked on a journey that would ultimately lead her to become a designated broker and owner of her own brokerage. Courtney's dedication to excellence and commitment to her craft have not gone unnoticed. She has been honored as one of the Young Professionals Network Top 40 under 40, recognizing her outstanding achievements and contributions to the industry. Additionally, her brokerage has been consistently named a Top Producing brokerage, a testament to Courtney's exceptional leadership and the dedication of her team. Beyond her professional endeavors, Courtney is deeply involved in her community, lending her time and support to various charitable causes. She volunteers for organizations such as the Leukemia and Lymphoma Society, advocates for Suicide Prevention and Awareness, raises awareness for Heart Valve Disease, and supports JDRF in their mission to find a cure for type 1 diabetes. Courtney Yant's remarkable journey is a testament to her unwavering determination, entrepreneurial spirit, and commitment to making a positive difference—both in the world of real estate and in her community. What You’ll Learn How Courtney is one of the people who moves the needle and makes things happen What drives Courtney to do what she does in business and as a philanthropist Courtney’s advice for team leaders who feel guilty and feel like they are letting their teams down Ways you can achieve leverage, why it is important, and how you can use it to your advantage Why Courtney used to enjoy firing people when she first got into the business Why it’s so important to focus on helping other people achieve success and how that will help you in the long run Favorite Quote “I decided to take my team that I’ve had for 15 years that has been my baby, and I joined Epique Realty. I found this beautiful, collaborative, amazing family group.” -Courtney Yant Connect With Courtney Facebook Power Realty Facebook Group Instagram Tik Tok This episode is brought to you by Team 918 Flat Branch Home Loans Helping a buyer or Looking for a new home? Team 918 Flat Branch Home Loans has got you covered! With over 51 years of experience right here in Oklahoma, they’ll find the perfect loan for you. Whether you're a first-time buyer or looking to refinance, they make the process smooth and stress-free. Ask about their personalized phone app that puts confidence in everyone’s corner! Call Jennifer O’Brian at 918-787-1046 or Sabra Jouett at 918-951-0475 for more details. Let’s get you home! Sabra Jouett Company NMLS: 224149 | NMLS: 2044034 Jennifer O’Brian Company NMLS: 224149 | NMLS: 779447 Links: Website: flatbranchhomeloans.com/?team=team-918 Email: team918@fbhl.com
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    42 mins