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ELEVATE OCTOBER 2024

COLLECTIVE GENIUS ELEVATE | OCTOBER 2024

Brian Snider | THE COLLECTIVE GENIUS STATE OF THE UNION

THE COLLECTIVE GENIUS STATE OF THE UNION | October 2024

The Collective Genius State of the Union introduced Elevate, a project centered on real estate investing and business growth, with COO Brian Snyder highlighting CG's expansion from 12 to 64 members. Facilitators Joe Cipollini and Benmont structured the event around people, strategy, and execution, encouraging participants to share goals such as leadership, marketing, systems, hiring, and financial management. The diverse group of investors, ranging from wholesalers to fix-and-flip specialists, engaged in networking and discussions to tackle market challenges and adapt strategies collaboratively.

Benmont Locker & Joe Cipollini | PEOPLE

PEOPLE | October 2024

Benmont Locker and Joe Cipollini discuss business systems, organizational structure, and hiring strategies, highlighting the importance of clear roles, measurable outcomes, and structured onboarding for growth. They explore four key systems—economic drivers, lead generation, people, and financial systems—emphasizing strategic hiring, understanding profit margins, and setting clear expectations for all roles, including virtual assistants (VAs).

Hunter Jarvis | 7-YEAR JOURNEY FROM STARTUP TO SUCCESS

7-YEAR JOURNEY FROM STARTUP TO SUCCESS | October 2024

Hunter Jarvis, a Dallas-based entrepreneur specializing in wholesaling and fix-and-flip strategies, will share his seven-year journey from a side hustle to a business projected to earn $4.5 million in 2024. Focusing on consistent execution, Hunter's presentation will detail his team's structure, financials, marketing strategies (cold calling, PPC, direct mail), and the evolution of his business. Designed to inspire both newcomers and seasoned professionals, the session promises a step-by-step guide to building a successful operation through steady growth and effective marketing investments.

Marck De Lautour & Chris Johns | FINDING & HIRING THE RIGHT TALENT TO BUILD YOUR TEAM

FINDING & HIRING THE RIGHT TALENT TO BUILD YOUR TEAM | October 2024

Mark De Latour and Chris Johns from Kansas City shared insights on operational excellence and integrator roles in scaling real estate businesses. Mark, a CG member with 44 team members and over 2,000 transactions, and Chris, the COO, emphasized the value of hiring top talent aligned with core values, leveraging tools like personality profiling and ENPS for team building. They discussed the evolution from executive assistant to COO, the visionary-integrator dynamic, and strategies for effective hiring and talent development, concluding with a Q&A on internal promotions and team evaluation.

Benmont Locker & Joe Cipollini | STRATEGY

STRATEGY | October 2024

The meeting focused on strategic planning and business model development for real estate investment companies, with insights from speakers like Hunter, Chris, and Mark. Key topics included the importance of a clear vision, executing core strategies, organizational structure, and hiring the right people. Hunter's journey to building a $4 million business showcased perseverance, while Jeff Hoffman emphasized "gold medal talent" and "gold medal product." The discussion highlighted setting revenue goals, aligning marketing strategies, and using a "three-legged stool" approach for marketing continuity. The event concluded with insights on applying AI in business and its future potential.

The Collective Genius | PREMIER MEMBER PANEL

PREMIER MEMBER PANEL | October 2024

The session features a premier panel of experienced real estate professionals, including Mark and Chris Johns, Eddie Speed, Hossein Tawakoli and his brother, Devin, David from Deal Machine, and Casey Gregerson. The organizer introduces the panelists, each specializing in areas like large real estate operations, note investing, new construction, wholesaling, creative financing, and long-distance investing. After brief introductions, attendees engage in small group discussions with the panelists for advice and guidance. The session ends with the organizer noting how the panelists’ expertise aligns with the attendees' earlier listed goals.

The Collective Genius | SELECT MEMBER PANEL

SELECT MEMBER PANEL | October 2024

The Select Member Panel for the Elevate Room kicked off with experienced investors and service providers sharing their expertise in business scaling, financing, financial management, lead generation, transaction coordination, and marketing. Speakers included Gary Harper (Sharper Business Solutions), Josh (Lending One), David Richter (Simple CFO), Jesus (8020AI), Daniel McClam (Investor Base), Casey Smith (Atlas Transaction Coordinator Services), Jason (Investor Machine), and Phil Green (PPC Force). The session emphasized simplifying operations and leveraging expert vendors for mentorship and solutions, with Gary Harper highlighting the possibility of running a real estate business without employees by utilizing the right partners.

Brian Snider | EXECUTING YOUR 90-DAY PLAN

EXECUTING YOUR 90-DAY PLAN | October 2024

Brian Snider’s workshop on crafting a one-page business or 90-day plan for 2025 focused on strategic goal setting, reflecting on past achievements, and creating actionable implementation schedules. He introduced a structured approach to planning, emphasizing the importance of defining success for each focus area, breaking tasks into manageable weekly actions, and tracking progress. Highlighting the psychological benefits of planning, Brian shared examples from his business and offered additional support through a follow-up coaching call.

Erick Gydeden | LEADING A HIGH PERFORMING SALES TEAM

LEADING A HIGH PERFORMING SALES TEAM | October 2024

Erick Gydesen, a successful real estate investor, shared his journey of scaling a business from the hard money space to a seven-business organization with 158 team members, closing 700-750 deals annually in San Diego. He emphasized the importance of identifying and developing sales leaders, using metrics-based coaching, and fostering a work culture that retains top talent. Eric highlighted tools like the Predictive Index for hiring, the value of book reviews for leadership growth, and the role of pipeline reviews, call recordings, and personalized incentives in driving success and team retention.

Benmont Locker & Joe Cipollini | EXECUTE

EXECUTE | October 2024

Benmont Locker and Joe Cipollini discuss effective sales strategies, focusing on energy, trust-building, and questioning techniques. Joe emphasizes the importance of maintaining high energy during sales calls, even in challenging situations, and outlines a five-step sales framework: setting expectations, building trust, qualifying leads, offering solutions, and closing for next steps. The conversation includes the role of the "six connecting questions" (who, what, when, where, how, and why) to build trust and gather critical information. Eric highlights the importance of selecting the right people for sales roles and continuous practice. The meeting also addresses the "trust recession" in the market and the need for adapting sales techniques to overcome consumer skepticism.
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