Wise Agent
Becoming a 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.
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Episodes
Turn Leads into Listings: Building a Seamless Transaction Workflow in Your CRM 01.07.2026 32:55
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 an...
Building Stronger Relationships that Lead to Lasting Business Success 30.06.2026 59:07
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...
Automate to Elevate: Smarter Lead Follow Up for Modern Agents | Hosted by Lab Coat Agents 16.01.2026 34:35
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 c...
Power Up Your Real Estate Business: CRM Strategies for Agents & High Performing Teams ft. Mike Dumas 16.01.2026 59:49
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 l...
Go Slow to Go Fast: Mastering CRM Fundamentals for Long-Term Success with Key Yessaad 20.11.2025 59:44
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...
Automate Your Real Estate Marketing with Wise Agent CRM 20.11.2025 31:41
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 marketi...
Referrals, Relationships & the Road to Luxury Real Estate Success with the Jordan Lanza Team 10.09.2025 54:22
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-fir...
The Future of Real Estate Now | Ft. Jared James and Brandon Wise 19.08.2025 1:02:27
In this special episode of Becoming a Wise Agent , Wise Agent CEO Brandon Wise sits down with industry leader Jared James for an inspiring conversation on how agents can adapt, grow, and thrive in today’s ever-changing real estate landscape. Jared dives deep into the mindset shifts, social media strategies, and relationship-building techniques that top agents use to grow their business in any mark...
Video Storytelling For Real Estate Success with Billie Parrott 24.07.2025 57:54
In this episode of Becoming a Wise Agent , we’re joined by real estate broker and speaker Billie Parrott—who shares her journey and expert strategies for using video content and social media to grow a real estate business. 🎯 What you'll learn: How Billie creates authentic, engaging videos that connect with clients Her go-to equipment and tools for easy video creation Platform-specific tips fo...
Maximize Your Listing Reach: SEO & Marketing Strategies for Real Estate Agents | Ft. Rachel Gombosch 03.07.2025 56:40
Want your listings to get more views, more clicks, and more offers? In this value-packed webinar, Wise Agent is joined by Rachel Gombosch, Marketing Manager at Virtuance, to uncover the marketing and SEO strategies top agents use to get their listings noticed. Learn how to:✅ Boost your visibility with smarter SEO✅ Market listings more effectively across platforms✅ Create eye-catching visuals th...
Scaling With Strategy: Real Tactics for Real Estate Growth 30.05.2025 59:53
In this exclusive Wise Agent webinar, CEO Brandon Wise sits down with real estate broker Nicci Violette of the Violette-Grant Real Estate Group to explore the strategies that helped her build a successful business early in her career. Nicci shares how she grew her brand through a consistent open house strategy, developed custom client resources, and is now focused on refining her systems to scale...
The Ultimate Real Estate CRM: Why Agents Are Switching to Wise Agent 22.04.2025 37:19
In this exclusive Lab Coat Agents webinar, Tristan Ahumada of Lab Coat Agents and Brandon Wise of Wise Agent discuss the crucial role a CRM plays in building a thriving real estate business. They dive into how top agents and brokers use duplicatable systems to streamline their operations, increase productivity, and ensure no lead is ever lost. Get an inside look at Wise Agent's powerful featur...
HOA and Referral Strategies for Real Estate Agents with Brandon Barnum 28.03.2025 58:44
Want to get more referrals and grow your real estate business? In this exclusive webinar episode, Brandon Wise, CEO of Wise Agent, sits down with Brandon Barnum, CEO of HOA.com & author of Raving Referrals, to share powerful strategies for generating leads, building a strong referral network, and leveraging HOA communities to close more deals. In this episode, you'll learn: How to create a ste...
Expert Strategies for Real Estate Success with guest Esmeralda "Es" Gil 26.02.2025 58:32
Ready to take your real estate career to the next level? In this episode of Becoming a Wise Agent , we sit down with Esmeralda Gil, a seasoned real estate expert, to uncover proven strategies for success in today’s competitive market. What You'll Learn: Key strategies to grow your real estate business How to build lasting client relationships Tools and tech that top agents use Insider tips for clo...
The 2025 Real Estate Road Map featuring Mike Arias and Bobby Tarango 23.01.2025 54:07
In this episode of Becoming a Wise Agent, Wise Agent CEO Brandon Wise, is joined by special guests, Mike Arias and Bobby Tarango from Chicago Title! Tune in as these industry experts uncover emerging trends, must-have tools, and proven strategies to give you the competitive edge you'll need in the year ahead.
Preparing for a Profitable Year in Real Estate with Angie Javier 16.12.2024 58:47
Are you ready to make 2025 your best year in real estate? In this episode of “Becoming a Wise Agent”, Wise Agent CEO, Brandon Wise, and National Speaker from Realtor.com, Angie Javier, breakdown next level strategies and tools to help you create and tackle your real estate goals.
Navigating Today’s Real Estate Market: Expert Advice for Agent Success with Kama Burton 17.10.2024 57:55
Ready to level up your real estate game? Join us for an exclusive webinar featuring Wise Agent CEO, Brandon Wise, and renowned National Speaker and Real Estate Trainer, Kama Burton! Get ready to dive deep into the latest strategies and tools that'll help you crush it in today's fast-paced real estate market. Whether you're a seasoned pro or just starting out, Kama's expert insights will equip you...
“Can You Build a Real Estate Business in an Uncertain Market?” Featuring guest Ed Brittingham 26.09.2024 56:55
Are you an ambitious real estate agent looking to take your business to the next level, even in challenging times? Join us for a FREE webinar featuring top-performing agent, Ed Brittingham, who will reveal his proven strategies for succeeding in any market! Get first-hand insights from Ed as he explains how he built and scaled his real estate career during the challenges of 2020, and continues to...
Becoming a Solution: Demonstrate Your Worth as a Real Estate Professional with Marki Lemons-Ryhal 23.09.2024 1:07:56
In today’s fast-changing real estate world, standing out is more important than ever! That’s why Wise Agent is hosting a live webinar to help you showcase your true value as a real estate professional. Join Eleni Sommerschield, COO of Wise Agent, and Marki Lemons-Ryhal, Real Estate Keynote speaker, as they share their valuable insights and practical advice to help you stand out in a competitive ma...
Building and Selling a Profitable Real Estate Business With Nick Krautter 05.09.2024 1:18:08
Are you a real estate agent looking to build a thriving business that sets you up for a successful exit? Join Eleni Sommerschield, Wise Agent COO, and Nick Krautter, the visionary behind "The Golden Handoff," for an exclusive webinar packed with expert advice! Learn how to transform clients into lifelong fans, expand your business without burning out, and plan a stellar exit strategy. ...
Leading The Way In Real Estate With CRM Technology With Erika Ornelas 09.08.2024 58:58
Are you ready to LEAD the way in Real Estate? Join Wise Agent's COO, Eleni Sommerschield, and industry expert Erica Ornelas, as they dive into the latest updates and best practices for running your real estate business. Learn how to optimize email campaigns, leverage powerful marketing tools, and unlock the full potential of your CRM.
Effective Lead Farming Techniques for Real Estate Agents With Matt Lamont 19.06.2024 57:54
In this webinar hosted by Wise Agent, special guest Matt Lamont of Voxtur Analytics provides powerful strategies for effective lead farming using Title Tool Box’s one-of-a-kind features. Watch now to gain valuable insights and practical tips from industry experts Matt Lamont and Eleni Sommerschield, as they demonstrate how Title Tool Box and Wise Agent CRM can revolutionize your approach to lead...
Unlocking The Power of your CRM: Insider Tips and Strategies Revealed With Ashley Yancoskie 13.06.2024 59:00
Join us for an insightful Q&A webinar focused on the incredible benefits of using a CRM for your real estate business! Discover new ways to leverage your CRM platform and get insider strategies on how to boost your marketing efforts. This is your chance to submit your questions and get answers from industry experts. Register now to secure your spot!
Maximize Lead Conversion with Effective Marketing Campaigns With Shawn Malkou 05.06.2024 56:21
Discover how to utilize your CRM to elevate your ad campaigns and drive real estate success! In our webinar, special guest, Shawn Malkou, shares insider strategies for creating long-term drip campaigns that maximize lead conversion.
How to Build and Maintain a Profitable Real Estate Referral Network with Asher Cohen 17.05.2024 1:00:45
Are you eager to discover new and effective strategies for building a robust referral network within your real estate business? Join us for an in-depth exploration of how to leverage your CRM system to build and maintain referral networks that significantly enhance credibility, generate high-quality leads, and nurture long-term business relationships. This live webinar will provide you with practi...
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