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ELEVATE MAY 2025

COLLECTIVE GENIUS ELEVATE | MAY 2025

Brian Snider | THE COLLECTIVE GENIUS STATE OF THE UNION

THE COLLECTIVE GENIUS STATE OF THE UNION | May 2025

Brian Snyder, COO of CG, opened the event by emphasizing values like participation, honesty, and generosity while introducing the CG team: Rocky Gillerie, Benmont Locker, and Joe Cipollini. Each team member brings unique strengths in operations, sales coaching, and people development. Brian highlighted CG’s mission to transform investors into mature businesses through community, shared learning, and systems like KPIs and financial discipline. He promoted engagement through connection cards, speed networking, and group exercises, while team members encouraged energy and clarity on attendee needs ranging from onboarding to creative financing.

BENMONT LOCKER & JOE CIPOLLINI | PEOPLE: ORG CHARTS, COMP PLANS & 30/60/90S

PEOPLE: ORG CHARTS, COMP PLANS & 30/60/90S | May 2025

The session focused on effective recruiting, hiring, and onboarding strategies within real estate investing businesses, emphasizing putting the right people in the right roles. Brian shared lessons from scaling his team, while Danielle covered job postings, budgets, and vetting techniques. Joe introduced interview tools to assess traits like hunger and emotional intelligence. The group discussed onboarding through clear communication, structured training, and setting expectations. Emphasis was placed on refining processes before judging fit and recognizing that hiring is an evolving practice requiring continuous improvement.

Tommy Harr | REAL ESTATE INVESTING JOURNEY - TOMMY HARR

REAL ESTATE INVESTING JOURNEY - TOMMY HARR | May 2025

Tommy Hart from Columbus, Ohio, shared his real estate journey emphasizing learning from failures, building strong systems, and focusing on one expertise area. With $1.3 million revenue from 64 deals this year, he stressed aligning core values with partners and mastering sales before outsourcing. Tommy highlighted challenges like cash flow issues from unpaid assignment fees and costly mistakes such as a $100K flip loss and a crypto scam. He credited local events, social media, and REI-SIFT data for business growth, while planning to scale flips and wholesales to $3.5 million revenue in 2025. Key takeaways included controlling rehab timelines, effective team hiring, improving interdepartmental communication, and involving a CFO for data-driven decisions.

Jimmy Vreeland | Building a High-Level Business Q&A - Jimmy Vreeland

Building a High-Level Business Q&A - Jimmy Vreeland | May 2025

Jimmy Vreeland shared his transition from Army Ranger to real estate entrepreneur, highlighting early mistakes with poorly managed lease option rentals and the importance of systems, cash flow, and reserves. After pivoting with guidance from CG, he built a profitable model focused on turnkey rentals and long-term property management, earning $2 million in net profit last year. He advised building a strong active income through flipping or wholesaling before investing in rentals, targeting high-income professionals to create tax-advantaged portfolios. Jimmy emphasized simplicity, financial discipline, maintaining reserves, and avoiding the trap of being asset-rich but cash-poor.

BENMONT LOCKER & JOE CIPOLLINI | MARKETING: OFFENSE vs. defense

MARKETING: OFFENSE vs. defense | May 2025

The speaker emphasized building a stable, diversified lead generation strategy by focusing on proven channels and avoiding overreliance on trends like cold calling or pay-per-lead (PPL). They introduced the "three-legged stool" marketing concept, recommending at least four solid lead sources, and shared cautionary tales—including a lawsuit over cold calling—to highlight the risks of unstable approaches. Attendees participated in budget-based exercises to design lead gen plans, with the speaker stressing the value of niche data (especially probates), high-quality messaging, and measuring ROI within 90 days. Benmont added insights on TV advertising and entering new markets, stressing infrastructure, capital, and consistency for long-term success.

BENMONT LOCKER | ATTACK OR ATTRACT

ATTACK OR ATTRACT | May 2025

The speaker shared a comprehensive approach to marketing strategy, drawing from experience managing a $200,000 monthly budget across 11 channels with strong returns. They emphasized balancing inbound and outbound efforts—favoring an 80/20 split—and aligning marketing choices with business goals, team capacity, and personal values. Key themes included the importance of clarity, consistency, and intentionality, avoiding overreliance on any one channel, and learning from past marketing failures. The speaker advocated for referrals and direct mail as reliable components of a well-rounded strategy, highlighting the need to adapt to changing markets and prioritize long-term brand building

BENMONT LOCKER & JOE CIPOLLINI | SALES: WORKSHOP& ROLE PLAY

SALES: WORKSHOP& ROLE PLAY | May 2025

The meeting centered on improving sales effectiveness by emphasizing diagnosis before prescription, highlighting that weak sales skills can inflate lead costs and harm sustainability. Key conversion points included qualifying leads for appointments and closing deals post-visit, with a focus on asking strong discovery questions. The speaker introduced the “six connecting questions” framework and led a “knockout” exercise to practice positive and negative questioning techniques. The concept of price bracketing was also explored to uncover sellers’ price expectations and motivations. The session stressed regular practice, lead qualification, and building trust through authentic, empathetic inquiry.

Aseel Yerunkar & Andrew Griffin | Maximizing Your Fix and Flips

Maximizing Your Fix and Flips | May 2025

Aseel and Andrew led a detailed session on maximizing profits from fix and flip projects by optimizing five key areas: labor, materials, capital, product value, and market fit. They shared their evolution from struggling with low-margin flips to significantly boosting profits through strategic changes, such as building an in-house crew to cut labor costs by 20–30%, sourcing discounted materials through programs like Lowe’s Pro, and securing cheaper financing via private lenders. They emphasized enhancing product value with well-photographed finishes and staging tailored to buyer preferences, which helped command higher sale prices. Understanding local market tastes was also crucial, as mismatched designs slowed sales, while aligned aesthetics accelerated them. The presentation concluded with a template offer to help others manage flip projects more effectively.

Alain Damisse | QUICK HITTER

QUICK HITTER | May 2025

The meeting focused on Alan’s real estate journey and how his involvement with Collective Genius (CG) transformed his business through strategic shifts in mindset, systems, and profitability. After early success flipping houses, Alan encountered challenges scaling during market shifts in 2022–2023. Through CG, he learned to prioritize profit over revenue, focus on qualified leads, and hire operational support instead of duplicating his sales strengths. He shared hard-earned lessons from a $105,000 loss, leading to restructuring efforts that included cutting $80,000 in expenses and leveraging tools like Profit First, VAs, and Call Porter. Alan now runs a lean, inbound marketing-driven business with an emphasis on simplicity, consistency, and profit, averaging $175 per lead and booking 15 appointments weekly. The session ended with an engaging Q&A, showcasing Alan’s transparency and commitment to lifestyle-focused entrepreneurship.
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