On this Elevate Coaching Call, Rocky Guillory and Joe Cipollini welcomed new members, including direct mail experts Phillip Ton and Nick Orf, and highlighted recent wins like property sales and hiring progress. The group discussed key topics such as hiring challenges, managing CRMs, legal risks in dual agent/investor roles, and improving financial clarity with a fractional CFO, setting the stage for future sessions focused on talent retention and operational efficiency. Specific topics are discussed as well, such as:
· How can you improve your hiring and onboarding process to retain top talent?
· What systems do you have in place to manage multiple CRMs effectively?
· How are you currently tracking ROI on your marketing efforts like direct mail?
· What lessons did you take from your Q1 performance that will shape Q2?
· How do you ensure proper legal disclosures when operating as both an agent and investor?
· What role could a fractional CFO play in clarifying your company’s financial health?
· How do you evaluate whether your team is aligned with your growth goals?
· What are the biggest roadblocks in your current transaction coordination process?