MonitorBase’s Post

I always feel at home when a prospect tells me “I like to manage the wealth I’ve created for myself.” It’s exactly how I manage my money, through my core portfolio strategy, and it’s exactly how I manage all my client’s money. I'm aligned with my clients. There is a level of care involved, which transcends just numbers in the market. It comes out when communicating through the plan I've helped them create. My clients get a level of care they’ve never experienced before. A proprietary portfolio means that I have a tap on daily market changes. When markets move, I move, and when opportunity knocks, I can jump on it. It’s time consuming, but it’s flexible. When clients authorize me to have discretion over their accounts, I don't have to call for every move I make. My clients receive the same time, price, trade and execution with no favoritism. I don't have to interrupt their busy day and execute trades for those who answer. This ability streamlines my relationship with my clients. The tap on the market means I get to call my clients with updates, and not vic versa. Being aligned with my clients is important and a cornerstone of NorthPointe Wealth Management which I created and am building.

I always feel at home when a prospect tells me “I like to manage the wealth I’ve created for myself.” It’s exactly how I manage my money, through my core portfolio strategy, and it’s exactly how I manage all my client’s money. I'm aligned with my clients. There is a level of care involved, which transcends just numbers in the market. It comes out when communicating through the plan I've helped them create. My clients get a level of care they’ve never experienced before. A proprietary portfolio means that I have a tap on daily market changes. When markets move, I move, and when opportunity knocks, I can jump on it. It’s time consuming, but it’s flexible. When clients authorize me to have discretion over their accounts, I don't have to call for every move I make. My clients receive the same time, price, trade and execution with no favoritism. I don't have to interrupt their busy day and execute trades for those who answer. This ability streamlines my relationship with my clients. The tap on the market means I get to call my clients with updates, and not vic versa. Being aligned with my clients is important and a cornerstone of NorthPointe Wealth Management which I created and am building.

Ready to soar in real estate? Here are top tips to propel your career: 1- Refine Sales Mastery: Excel in negotiations and craft compelling pitches to secure standout deals. 2- Strategic Networking: Engage in industry events and online communities, fostering value-driven connections for a robust network. 3- Continuous Learning: Remain current through workshops and tech adoption, ensuring a leading edge in the field. Prepare for triumph in the real estate domain. 🏡💼 #RealEstateSuccess #CareerGrowth #RealtorRecruiter #MortgageBrokerHiring #RealEstateTalent #CareerGrowthTips #NetworkingSuccess #MarketInsights #RealtyProfessionals #JobSearchAdvice #RealEstateIndustry #ContinuousLearning #EaseMortgage 3MortgageOpportunities

Let’s build something better Introducing the industry’s first referral-only revenue share. Connect & Thrive™ is a re-imagined financial model that allows agents to build revenue without recruiting other agents. ENRG agents can stay focused on serving clients and selling real estate. ENRG Realty offers real estate professionals: More Choice. Transparent, thoughtfully constructed agent financial plans ensure no changes or surprising fees in the future and a clear path to retirement for every agent. Experienced Broker Support. Our expertly trained Designated Brokers provide compliance, training, and contract oversight to ensure agents have the daily brokerage support they need. Concierge-Style Service. Agents get all the benefits of a boutique brokerage and a dedicated support team. Company Stock. Agents can maximize their earning potential through ownership. A Culture of Belonging. An environment where sharing open feedback is encouraged and creates a sense of belonging.

When you’ve been in an industry for 30 years, you either make a lot of friends or a lot of enemies. I’ve always had a knack for making friends. Instead of butting heads with partners and ISOs, I worked alongside them. While the underwriting department was busy finding reasons to say "no" to deals, I was hunting for ways to say "yes." That mindset built friendships that have lasted years. It also helped me create a strong network of sales professionals in the industry. This wasn’t just good for business; it made the job a lot more fun. #riskmanagement #sales #paymentprocessing #fintech #linkedin

Did a post-mortem on new producer searches that went awry in 2023. Not train wrecks per se. Off the expected course. Did not happen the way it was planned. Lessons learned: When a company came up short on cooperation, urgency and marketability, it was hard (or impossible) to help them hire salespeople. Not remarkable. Same old, not-so-secret factors to effective hiring. Good news: we can all do better at this in 2024. HNY! #insurance #insuranceindustry #sales

Redefining Success for Financial Services Professionals! 1. Transforming Lead Generation: Connect with high-intent prospects tailored for Insurance, Mortgage, and Real Estate sectors. 2. Strategic Brand Management: Elevate your brand with our expert strategies and digital presence. 3. Business Development Made Easy: Comprehensive support from industry experts at a fraction of the cost. Join Us Now and Propel Your Career Forward. #AgentNexus #FinancialGrowth #LeadGenerationExperts #BrandManagement #BusinessDevelopment #IncreaseProductivity

Did a post-mortem on new producer searches that went awry in 2023. Not train wrecks per se. Off the expected course. Did not happen the way it was planned. Lessons learned: When a company came up short on cooperation, urgency and marketability, it was hard (or impossible) to help them hire salespeople. Not remarkable. Same old, not-so-secret factors to effective hiring. Good news: we can all do better at this in 2024. HNY! #insurance #insuranceindustry #sales

Hello, LinkedIn community! PAC Consulting is excited to grow and form partnerships within the financial and sales sectors. 🚀 Our mission is to provide actionable insights on financial planning and business growth, and we're looking forward to building alliances to amplify this impact! Are you a dedicated Realtor creating lifelong memories for families (#RealEstate)? 🏠 An enthusiastic Car Salesman guiding individuals to their perfect ride (#AutoSales)? 🚘 A diligent Mortgage Loan Officer turning home ownership dreams into reality (#MortgageIndustry)? 🏦 Or a proactive Banker aiding individuals or businesses to prosper financially (#Banking)? 💼 We're keen to connect, exchange ideas, and explore potential collaborations. If you or someone in your network fits these roles, let's connect and start a journey of mutual growth (#Networking) and shared success (#Partnerships). Drop a comment below, connect with me, or send a direct message. Excited to expand our professional community and add a new chapter of collaboration to our story at PAC Consulting! #FinancialPlanning #BusinessGrowth #ProfessionalNetworking #letsnetwork

Breaking the mold isn't just what we do, it's who we are! 🌟 Welcome to the UNbrokerage, where we do real estate differently 💡 Ditch the traditional, embrace the extraordinary, and let’s redefine success together. Are you in? Contact us! 🚀 🔗joinrogengage.com #listingagents #realestateteam #realestateagent #usajobs #nowrecruiting #teamplayers #professionals #career #careerdevelopment #companyculture #professionals #employmentopportunity #recruitingnow