Becoming a Wise Agent

Wise Agent

Welcome to the Becoming a Wise Agent Podcast! This podcast is dedicated to discussing the latest trends, strategies, and best practices for real estate customer relationship management. In this podcast, the Wise Agent team will speak with industry leaders and CRM power users to explore the tools and techniques real estate professionals can use to effectively manage their relationships with clients, leads, and referrals. We'll cover topics such as lead generation, database management, email and text marketing, and more.

  1. 1d ago

    Speed to Lead is Dead: Why Relationship Speed Wins in 2026

    Learn how real estate lead follow-up has evolved beyond just speed-to-lead in this insightful conversation with Jeffrey Stanton and Jeremias “J-Man.” Discover why building genuine relationships through consistent, personalized communication across phone, email, text, and social media is key to converting today’s prospects. Explore proven strategies top-producing agents use—including making 8–15 contact attempts, leveraging CRM data for targeted marketing, and adapting to different communication styles. Plus, see how AI tools can enhance (not replace) human connection and get a preview of Wise Agent’s powerful CRM features along with J-Man’s upcoming podcast on AI, leadership, and real estate entrepreneurship. __________________________________________________________ Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. __________________________________________________________ Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.Connect with us!Website: https://wiseagent.comFacebook Page:   / wiseagent  Twitter:   / wiseagent  Instagram:   / wiseagentcrm

  2. Jul 1

    Turn Leads into Listings: Building a Seamless Transaction Workflow in Your CRM

    A strong workflow is the key to turning new leads into closed deals. In this webinar, our member success specialist, Camilla Temu, and Tristan Ahumada of Lab Coat Agents will show you how to organize, nurture, and move leads through Wise Agent CRM with a structured pipeline and seamlessly transition them into active transactions.You’ll learn how to: Capture and organize leads from your website and other sourcesApply statuses and pipelines to track every stage of the sales funnelStay consistent with follow-up so no opportunity falls through the cracksConvert active leads into clients with a clear, repeatable processManage transactions, tasks, and timelines all in one place___________________________________________________________Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.Connect with us!Website: https://wiseagent.comFacebook Page:   / wiseagent  Twitter:   / wiseagent  Instagram:   / wiseagentcrm

  3. Jun 30

    Building Stronger Relationships that Lead to Lasting Business Success

    Join us for a special podcast episode featuring Brandon Wise, CEO of Wise Agent, and Alexis Bolin of Keller Williams Gulf Coast.With nearly five decades of experience in real estate, Alexis shares how she has built a thriving, relationship-focused business through the power of referrals, consistent follow-up, and meaningful client connections. From navigating changing markets to creating lasting trust with clients, this conversation is packed with practical strategies for long-term success.If you're looking for proven ways to strengthen relationships, generate more referrals, and build a sustainable real estate business, this episode is for you.You’ll learn how to:– Build lasting relationships that lead to repeat business and referrals– Create consistent follow-up habits that drive real results– Stay connected with clients through every stage of the relationship– Develop a sustainable business built on trust and service– Apply lessons learned from nearly 50 years of real estate experienceWhether you're a new agent or a seasoned professional, you'll walk away with actionable insights to help grow your business and deepen your client connections. __________________________________________________________ Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. __________________________________________________________Sign Up for a 14 Day Free Trial at https://www.wiseagent.comFor more great tips, follow our Wise Blog at https://wiseagent.com/blog.Connect with us!Website: https://wiseagent.comFacebook Page:   / wiseagent  Twitter:   / wiseagent  Instagram:   / wiseagentcrm

  4. Jan 16

    Automate to Elevate: Smarter Lead Follow Up for Modern Agents | Hosted by Lab Coat Agents

    Today's agents don’t need more leads — they need better systems. In this collaborative webinar hosted by Lab Coat Agents CEO Tristan Ahumada and Wise Agent CRM's Camilla Temu, we’ll show how Wise Agent’s Lead Rules and automation tools help agents create a seamless, professional experience for every lead that enters their database. From automatic lead assignment to personalized follow-up campaigns, you’ll learn how to build workflows that scale with your business. If you’re ready to respond faster, stay organized, and create consistency without burning out, this session is for you!

    Automate to Elevate: Smarter Lead Follow Up for Modern Agents | Hosted by Lab Coat Agents

  5. Jan 16

    Power Up Your Real Estate Business: CRM Strategies for Agents & High Performing Teams ft. Mike Dumas

    Curious how top agents actually use their CRM to stay organized, increase conversions, and scale their business? This webinar breaks it all down.Join Wise Agent and special guest Mike Dumas, broker and owner of Sandpeak Realty, as we walk through the CRM systems, workflows, and habits that top-performing agents and teams rely on to stay ahead—especially heading into 2026.In this session, you’ll learn:✅ Practical CRM habits that keep your business organized year-round✅ Smarter communication strategies for busy agents and growing teams✅ Essential Wise Agent workflows every agent should have in place✅ Real examples of how to streamline follow-up, lead management, and client communicationWhether you're new to CRMs or ready to optimize the system you already have, this is a must-watch training.

    Power Up Your Real Estate Business: CRM Strategies for Agents & High Performing Teams ft. Mike Dumas

  6. 11/20/2025

    Go Slow to Go Fast: Mastering CRM Fundamentals for Long-Term Success with Key Yessaad

    Ready to turn your CRM into the engine that drives your business? In this replay of our live webinar with real estate coach Key Yessaad, we break down the practical, easy-to-apply strategies agents can start using today to nurture their database and generate real results.Key shares his proven approach to building momentum in your business — starting with just three leads at a time. You’ll learn how to slow down, stay consistent, and create systems that keep you connected to your clients and prospects.What You’ll Learn in This Webinar: How to nurture your leads using Key’s “3-by-3” methodWhy organizing, labeling, and segmenting your database is the foundation of predictable follow-upHow to implement Key’s strategies directly inside Wise Agent CRMSimple habits and workflows that help you stay in front of your database without burning outWhether you're just getting started with your CRM or looking to refine your systems heading into the new year, this session is packed with insight you can put into action right away.

    Go Slow to Go Fast: Mastering CRM Fundamentals for Long-Term Success with Key Yessaad

  7. 11/20/2025

    Automate Your Real Estate Marketing with Wise Agent CRM

    In this special webinar hosted by Lab Coat Agents CEO Tristan Ahumada, Wise Agent’s Enterprise Success Specialist Camilla Temu demonstrates how to automate your real estate marketing using Wise Agent CRM.In this hands-on session, you’ll learn how to:• Create drip campaigns for buyers, sellers, internet leads, and holidays• Capture leads through landing pages managed in Wise Agent• Automate marketing sequences for new and existing leads• Add CTAs, smart tags, and track conversions• Use the AI writing assistant and ready-to-use marketing content to save timeThis session is perfect for agents who want to boost appointments and conversions while spending less time on manual follow-up. Set it up once and let Wise Agent do the heavy lifting so you can focus on serving your clients.👉 Have questions or want help getting started? Contact Wise Agent’s 24/7 support team at 480-836-0345.

    Automate Your Real Estate Marketing with Wise Agent CRM

  8. 09/10/2025

    Referrals, Relationships & the Road to Luxury Real Estate Success with the Jordan Lanza Team

    In this exclusive episode of Becoming a Wise Agent, KeAusha Jordan and Jeavanna Lanza share how they built a referral-driven business in luxury real estate. In this session, you’ll discover:- How to identify and grow your niche in high-end markets- Referral strategies that drive long-term success- Creative ways to retain luxury clients- How Wise Agent’s CRM tools support a high-touch, referral-first business modelWhether you’re breaking into luxury real estate or looking to elevate your client experience, this webinar is packed with practical strategies to help you build stronger relationships and achieve lasting success.

    Referrals, Relationships & the Road to Luxury Real Estate Success with the Jordan Lanza Team
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About

Welcome to the Becoming a Wise Agent Podcast! This podcast is dedicated to discussing the latest trends, strategies, and best practices for real estate customer relationship management. In this podcast, the Wise Agent team will speak with industry leaders and CRM power users to explore the tools and techniques real estate professionals can use to effectively manage their relationships with clients, leads, and referrals. We'll cover topics such as lead generation, database management, email and text marketing, and more.

Information

  • Creator
    Wise Agent
  • Years Active
    2022 - 2026
  • Episodes
    57
  • Rating
    Clean
  • Copyright
    © Wise Agent
  • Show Website
    Becoming a Wise Agent