Welcome to episode 302 of Take Flight Weekly. Today, I walk you through one of the most critical conversations an elite-level producer can have: the client qualification and selection process.Too many advisors blindly accept every opportunity. I learned 2 things: No listings are better than listings that never get sold because of unrealistic expectations. And 20% of your clients steal 80% of your joy.Today, I'll break down a simple three-strike qualification framework that protects your time,...

#303: The Science Behind Gifting and Handwritten Notes

You built the business. Somewhere along the way, it started running you.Take Flight Weekly is a weekly coaching session for the advisor who is already at the top of her/his market and knows there is a better way to hold it. Every Sunday at 6 a.m., Jim Miller sits down with a microphone and one idea: build the business so the business builds the life.Jim is a success mentor and life coach to top luxury real estate advisors in over 50 markets across the country, and he leads a brokerage office producing over $2.3 billion in annual sales. Everything he teaches, he built first, starting with rebuilding his own business from the ground up after 2008.Each episode runs 15 to 25 minutes and works on one of the five pillars of Take Flight: vision and standards, habits and routines, CRM and relationship management, standard operating procedures, and personal brand. No panel. No guests. No hype. Just the work.New episodes every Sunday morning.