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With Today's Market Uncertainty, Don't Gamble With Your Closing Dates Wells Fargo provides the security you and your buyers need with our on-time closing guarantee for your purchase transactions. 1,2 And through our Retail channel, we continue to offer a wide range of prime and nonprime loans at competitive rates. Fred Arrias Executive Publisher 2929 Calle Frontera San Clemente, CA 92673 Ph: (949) 366-3349 [email protected] www.ExecutiveAgentMag.com
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EXECUTIVE AGENT
Sue LaPeter Executive Agent of the month
magazine
Special Features Inside:
Centerfold Spotlight:
Arlen Pantel
Professional Profiles:
George Barr
Lily Campbell
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Don't let today's mortgage market challenges impact your business.When you work with Wells Fargo, you have the added confidencethat only comes from working with a well-capitalized, diversifiedfinancial services company.
Wells Fargo provides the security you and your buyers need with ouron-time closing guarantee for your purchase transactions.1,2 And through
our Retail channel, we continue to offer a wide range of prime and nonprimeloans at competitive rates.
As a leader in responsible lending, we are committed to making homeownership possiblefor a wide spectrum of consumers, and are the only bank in the U.S. to have the highestcredit ratings from both Moody's Investors Service (Aaa) and Standard & Poor's RatingsServices (AAA).
Our Retail team remains committed to serving the needs of REALTORS® and builders!With our proven capabilities to excel during market fluctuations, it's in your best interestto work with the leading Retail mortgage lender3 — Wells Fargo Home Mortgage.
With Today's Market Uncertainty, Don't Gamble With Your Closing DatesRecommend Your Buyers To Wells Fargo Home Mortgage
1. The original purchase contract must allow for a minimum of 10 calendar days between the date Wells Fargo Home Mortgage (WFHM) receives all requiredand complete application information and the initial closing date for conventional, prime, mortgage loan applications up to $1 million; and it must allow for aminimum of 21 calendar days between those dates for applications greater than $1 million. Not available on certain loan types. Other terms and conditions apply.Ask a Home Mortgage Consultant for details. 2. FHA regulations require a minimum cash investment from a borrower. Therefore, for payment under the guaranteefor an FHA loan product, we’ll make a donation equivalent to your first month’s mortgage payment to a faith-based or non-profit organization of your choice.The recipient organization must have status under 501(c)3 of the Internal Revenue Code. 3. Based on yearend 2006 statistics by Inside Mortgage Finance2/23/07. This information is for real estate professionals only and is not intended for distribution to consumers. Information is accurate as of date ofprinting and is subject to change without notice. Wells Fargo Home Mortgage is a division of Wells Fargo Bank, N.A. © 2007 Wells Fargo Bank, N.A.All rights reserved. 8/07
On-time Closings
Guaranteed!
Backed by one month's
P & I refund1,2
contents VOL. 1 NO. 1
MARCH 2009
6 Cover Story
Sue LaPeter Executive Agent of the month
15 Centerfold Spotlight
Arlen Pantel Professional Profile
22 George Barr
Professional Profile
24 Lily Campbell
Professional Profile
12 Editorials
Jim Rohn: Personal Development
– Nine Things More Important
than Capital
19 Bob Corcoran: The Practical
Business Plan for 2009
20 Walter Sanford: Did You Forget
the 20 Rules to Bigger Net Profits?
EXECUTIVE AGENT Magazine
Fred Arrias
Executive Publisher
2929 Calle Frontera
San Clemente, CA 92673
Ph: (949) 366-3349
www.ExecutiveAgentMag.com
Advertisers’ Index
Errol Higgins Photography…...2
Laguna Construction……….....3
Prospect Mortgage…………..31
R.J. Schwinn Associates……...5
Robert Pokorny……………...13
Ticor Title Company………...11
West Coast Creative Group....13 © Copyright 2009, Executive Agent Magazine.
All rights reserved. Reproduction in whole or in
part without written permission is prohibited. Although every precaution is taken to ensure
accuracy of published materials, Executive
Agent Magazine cannot be held responsible for opinions expressed or facts supplied by its
authors.
EXECUTIVE AGENT magazine 4
Photography: Errol Higgins, Rob Paino
Graphic Designers: Nancy Smith, Trudy
Van, Crystal Arrias, Rita Solomon
Editorial Manager: Nancy Smith
Production Director: Debbie DePhillippi
Production Manager: Garon Taylor
Writer: Lalaena Gonzalez– Figueroa,
Shannon Hartsoe
6 22 15 24
Sue LaPeter A Different Kind of REALTOR®……..
EXECUTIVE AGENT magazine
“What you leave behind is not what is
engraved in stone monuments, but what
is woven into the lives of others.”
-Pericles
If Sue LaPeter was a lesser woman, she would not be where
she is today. Facing challenges and overcoming obstacles
with her head held high, she has charted her own path to suc-
cess. The accomplished REALTOR® is now sharing her
achievements with others- from her clients to her close-knit
team of professionals – and helping people make positive
changes in their own lives. Her enthusiasm is inspiring, and
her attitude infectious: Life is good for Sue, and she openly
shares her joy with those around her.
Before she became a sales associate, Sue invested many
years in industry-related businesses. She started her career
in the escrow field, then moved on to become a title repre-
sentative. Eventually she shared ownership in a group of
several real estate offices, which provided great learning
opportunities from a different perspective. Working with
agents enabled her to understand the clients’ point of view
during a transaction, and gave her an insider’s knowledge
of what consumers are looking for in a real estate profes-
sional - competent, knowledgeable individuals who are
empathetic to their clients’ needs, and who develop strong
relationships based upon trust and ongoing communication.
Sue’s decision to pursue her longtime interest in the sales
aspect of the business came at a challenging time in her
own life. The newly-single mother of two young children
found herself in the unenviable position of starting over,
both professionally and personally. Sizing up her situation,
she realized that she was now responsible for making a
better life for herself and her children, and she got to work
with a mindset that was focused on one thing: success.
“I felt like I understood the business, and I believed that I
could do this,” she recalls of her move. From day one, she
invested in herself and her new business as a REALTOR®,
hiring her sister-in-law to work as an assistant even before
she had established a single client. Working diligently out
of her Anaheim Hills apartment, she quickly gained a foot-
hold and found her pace. “It just happened,” she offers
modestly of her early success. But the truth is, there was a
great deal of effort involved in the process.
Sue realized that, as a new associate, she would need more
than drive and ambition to succeed in the competitive world
of real estate. Early on, she acquired a professional coach
to guide her through the complexities of starting her busi-
ness. Years later, she recalls the impact that her coach had
upon her career. “Chadi Bazzi has so much knowledge and
insight, and was so motivating and in tune with my personal-
b y L a l a e n a G o n z a l e z - F i g u e r o a • p h o t o g r a p h y b y E r r o l H i g g i n s
lity and skills,” she states. “He has been very inspiring, and
really helped me take my career to the next level.” It wasn’t
long before Sue’s investments began to pay off handsomely.
Her first year as a REALTOR® she earned the coveted
“Rookie of the Year” award in her office. The year after
that, she continued with her stellar success and was awarded
the “Rising Star” award. Today she is ranked as one of the
top agents in her Prudential California Realty office, and her
success continues to grow. In an industry based upon the
ability to create lasting and trusting client relationships,
Sue’s personal touch has made all the difference.
Sue represents a variety of transactions including residential,
residential investment and commercial. She serves clients
throughout southern California, specializing in the com-
munities within Orange, Anaheim Hills, Villa Park and
Yorba Linda. With a team of professionals supporting
her throughout each transaction, she is well-equipped
to meet the growing needs of her clientele. Her
The LaPeter Team: Sue LaPeter, Lisa Spraker, Cindy
Brickner, Cathy Hall and Patti Taricco
COVER
STORY
EXECUTIVE AGENT magazine
approach to business is hands-on
and consultative; she employs a
no-pressure attitude when it
comes to working with her cli-
ents, and focuses on building
long-term relationships defined
by ongoing communication and
personal attention.
“One of my ongoing goals is to
exceed my clients’ expecta-
tions,” she explains. “I’m in
constant communication with
them so that they understand
exactly what is happening dur-
ing any given point in a transac-
tion.” Sue is highly proactive,
and prides herself on her prob-
lem-solving abilities. “I’m al-
ways working to stay one step
ahead during a transaction, so
that neither my clients nor my
fellow REALTORS® have to call me with questions or con-
cerns,” she says. Maintaining this level of service for a
growing client base would be quite a challenge for a single
agent, so Sue has created the LaPeter Team, a talented
group of professionals whose philosophy of business mir-
rors her own. The team represents a natural progression in
Sue’s career, and seems inspired as much by fate as by her
own hand.
Cindy Brickner is Sue’s sister-in-law and executive assis-
tant, who has been with her since the start of her career.
“She makes me look good!” laughs Sue as she reflects on
Brickner’s contributions to her practice. While Sue works
with her clients throughout every transaction, she is sup-
ported by Brickner who, she says, “is always available, of-
fering the same level of service that I do. Cindy can take
the process from start to finish, and provides our clients
with a personal touch.”
The addition of Transaction Coordinator Cathy Hall was,
says Sue, a serendipitous event. “One of my goals was to
add the position to my team,” she recalls. “On the week
that I had set out to interview candidates, Cathy approached
me and asked if she could join me!” Though the women
had known each other for some time – both were members
of the Assistance League of Orange County, a charitable
organization where Hall served as a chairperson – they had
never talked business before. It didn’t take long, though, for
Hall to become an integral addition to Sue’s business.
“Cathy is experienced in the industry and is very organ-
ized,” Sue observes. “She’s a phenomenal transaction coor-
dinator who works well with other agents. She has made a
wonderful addition to The LaPeter Team!”
The team is rounded out by Patti Taricco and Lisa Spraker.
Patti, a buyer’s agent with an entrepreneurial and manage-
ment background, can usually be found manning the team’s
open houses, where her exuberant smile and outgoing per-
sonality help her to connect with prospective buyers. She
also handles leads and works with each client to find the
home that best suits their needs. Lisa’s detail-oriented work
and marketing background are evident in her quality of
work. “She creates beautiful websites for a number of busi-
nesses,” says Sue, who adds that her own site is designed to
ensure that listings are visible to a broad Internet audience.
Sue counts local service providers such as handymen, a
staging company and other home professionals, among her
extended team. “I offer everything my clients need,” she
states. “We provide all of the resources possible to help
make the transaction as stress free as possible, and to facili-
tate an easy move after the purchase or sale of a home.”
Ticor Title representative Eva Wysocki is one of Sue’s pro-
fessional partners, whose dedication to customer service is
nothing less than stellar. “I can’t rave enough about her,”
asserts Sue. “Eva is always willing to help; if she doesn’t
know the answer to a question, she doesn’t stop until she
gets it. She really takes care of my team and our clients.”
While her business is driven by Sue’s market knowledge,
customer care and comprehensive services, there is also an
internal factor that motivates her success. She believes
wholeheartedly in the value of goal-setting, and makes time
in her daily routine to inspire herself to continue to achieve
new objectives.
Following the Law of Attraction – the belief that individuals
EXECUTIVE AGENT magazine
attract what they chose to give their attention to – has
helped Sue focus on the positive aspects of her professional
and personal life. “Every day I write down my intentions
and delegations,” she explains. “By putting into words the
things I am grateful for, what I want to attract and how I
will achieve my goals, I am able to work towards what I
want.” With a strong faith in God and a desire to make suc-
cess happen, Sue has done just that. Time and again she has
found a way to accomplish her goals, to the direct benefit of
her teammates and clients.
Consistently evaluating those goals and thoughtfully work-
ing towards them takes effort, organization and discipline,
and Sue is blessed with these traits. She greets each day at
4:30a.m., taking time to exercise and focus on each day’s
goals and tasks. Her morning workouts keep her energized
and positive, and prepare her for the rigors of her work in
the field.
Personalized attention is the key to Sue’s service, and she
notes that she treats each client equally. “I provide my cli-
ents with the level of service that I would want for myself,”
she says. “They’re all important to me, and I want to ensure
that they never forget that.” From providing moving boxes
at close of escrow, to small treats to mark special occasions,
she maintains constant contact with her clients to remind
them just how grateful she is for their loyalty and support.
Client Amber Toombs appreciates Sue’s efforts, and raves
about the service she received with the REALTOR® who is
also a family friend. “I came to Sue after working unsuc-
cessfully with another agent,” she says. “She was a go-
getter from the start, and always kept the focus on selling
our home. She knew how to market our property effec-
tively, from advertising to pricing to hosting open houses.”
While the process of selling a home is often stressful and
overwhelming, Toombs notes that Sue made it a
“pleasurable experience. She communicated with us, gave
us a lot of attention and always let us know that we were
important to her. Aggressive and professional, Sue was
wonderful to work with and I would recommend her to
anyone.”
“Sue was very helpful throughout our transaction,” says
Dana Courtney, another satisfied client. “She was a strong
negotiator and maintained constant communication with me.
She was also detail-oriented and thorough, with a great per-
sonality.”
With a successful career in tow, Sue looks forward to con-
tinuing to spend quality time with her children, who con-
tinue to serve as sources of inspiration. 17 year-old Court-
ney and 14 year-old TJ are their mother’s pride and joy, and
she proudly recognizes their own accomplishments. Court-
ney, a junior at Villa Park, displays a spirit of volunteerism.
Sue enjoys quality time with seventeen-year old
Courtney and fourteen-year old TJ, who continue to
serve as sources of inspiration for her ongoing success.
EXECUTIVE AGENT magazine
She is an Assisteen with Orange and is actively
involved with her youth group at Kindred Church.
An eighth - grader at Cerro Villa Middle School,
TJ is a talented soccer player who recently made
the All-Star team. “They are the biggest part of
my life,” smiles Sue, adding that she has chosen
to run her business from a home office so that she
can be closer to her kids.
Becoming an accomplished REALTOR® hasn’t
always been easy, though Sue LaPeter often makes
it look that way. The truth is, behind the bevy of
awards and professional recognitions is a woman
who is driven to make a difference in her own life
and in the lives of others, and who is consistently
reaching her goals through hard work, dedication
and an unwavering desire to always do the right
thing. “I always say that I want to be a contribu-
tion to every person I come into contact with,”
says Sue. “In some way, I’d like to have a positive
influence on their lives.” Time and again, that’s
exactly what she does.
Sue LaPeter
The LaPeter Team
Prudential California Realty (714) 728-9018
www.LaPeterTeam.com
email: [email protected]
EXECUTIVE AGENT magazine
Personal Development - Nine Things
More Important than Capital
When starting any enterprise or business, whether it
is full-time or part-time, we all know the value of
having plenty of capital (money). But I bet we both
know or at least have heard of people who started
with no capital who went on to make fortunes. How?
You may ask.
Well, I believe there are actually some things that are
more valuable than capital that can lead to your en-
trepreneurial success. Let me give you the list.
1. Time Time is more valuable than capital. The time you set
aside not to be wasted, not to be given away. Time
you set aside to be invested in an enterprise that
brings value to the marketplace with the hope of
making a profit. Now we have capital time.
How valuable is time? Time properly invested is
worth a fortune. Time wasted can be devastation.
Time invested can perform miracles, so you invest
your time.
2. Desperation
I have a friend Lydia, whose first major investment
in her new enterprise was desperation. She said, "My
kids are hungry, I gotta make this work. If this does-
n't work, what will I do?" So she invested $1 in her
enterprise selling a product she believed in. The $1
was to buy a few fliers so she could make a sale at
retail, collect the money and then buy the product
wholesale to deliver back to the customer.
My friend Bill Bailey went to Chicago as a teenager
after he got out of high school. And the first job he
got was as a night janitor. Someone said, "Bill, why
would you settle for night janitor?" He said,
"Malnutrition." You work at whatever you can possi-
bly get when you get hungry. You go to work some-
where -- night janitor, it doesn't matter where it is.
Years later, now Bill is a recipient of the Horatio Al-
ger award, rich and powerful and one of the great
examples of lifestyle that I know. But, his first job --
night janitor. Desperation can be a powerful incen-
tive. When you say– I must.
3. Determination
Determination says I will. First Lydia said, "I must
find a customer." Desperation. Second, she said, "I
will find someone before this first day is over." Sure
enough, she found someone. She said, "If it works
once, it will work again. “But then the next person
said, No.” Now what must you invest?
4. Courage
Courage is more valuable than capital. If you've only got
$1 and a lot of courage, I'm telling you, you've got a
good future ahead of you. Courage in spite of the cir-
cumstances. Humans can do the most incredible things
no matter what happens. Haven't we heard the stories?
There are some recent ones from Kosovo that are some
of the most classic, unbelievable stories of being in the
depths of hell and finally making it out. It's humans. You
can't sell humans short. Courage in spite of, not because
of, but in spite of. Now once Lydia has made 3 or 4 sales
and gotten going, here's what now takes over.
5. Ambition
"Wow! If I can sell 3, I can sell 33. If I can sell 33, I can
sell 103." Wow. Lydia is now dazzled by her own
dreams of the future.
6. Faith
Now she begins to believe she's got a good product. This
is probably a good company. And she then starts to be-
lieve in herself. Lydia, single mother, 2 kids, no job. "My
gosh, I'm going to pull it off!" Her self-esteem starts to
soar. These are investments that are unmatched. Money
can't touch it. What if you had a million dollars and no
faith? You'd be Poor. You wouldn’t be rich. Now here is
the next one, the reason why she’s a millionaire today.
7. Ingenuity
Putting your brains to work. Probably up until now,
you've put about 1/10 of your brainpower to work. What
if you employed the other 9/10? You can't believe what
can happen. Humans can come up with the most intrigu-
ing things to do. Ingenuity. What's ingenuity worth? A
fortune. It is more valuable than money. All you need is
a $1 and plenty of ingenuity. Figuring out a way to make
it work, make it work, make it work.
EXECUTIVE AGENT magazine 12
8. Heart and Soul
What is a substitute for heart and soul? It's not money.
Money can't buy heart and soul. Heart and soul is
more valuable than a million dollars. A million dollars
without heart and soul, you have no life. You are inef-
fective. But, heart and soul is like the unseen magic
that moves people, moves people to buy, moves peo-
ple to make decisions, moves people to act, moves
people to respond.
9. Personality
You've just got to spruce up and sharpen up your own
personality. You've got plenty of personality. Just get
it developed to where it is effective every day, it's ef-
fective no matter who you talk to - whether it is a
child or whether it is a business person - whether it is
a rich person or a poor person. A unique personality
that is at home anywhere. One of my mentors, Bill
Bailey, taught me, "You've got to learn to be just as
comfortable, Mr. Rohn, whether it is in a little shack
in Kentucky having a beer and watching the fights
with Winfred, my old friend or in a Georgian mansion
in Washington, DC as the Senator's guest." Move with
ease whether it is with the rich or whether it is with
the poor. And it makes no difference to you who is
rich or who is poor. A chance to have a unique
relationship with whomever. The kind of personality
that’s comfortable. The kind of personality that’s not
bent out of shape.
And lastly, let's not forget charisma and sophistica-
tion. Charisma with a touch of humility. This entire
list is more valuable than money. With one dollar and
the list I just gave you, the world is yours. It belongs
to you, whatever piece of it you desire whatever
development you wish for your life. I've given you the
secret - Capital. The kind of capital that is more valu-
able than money and that can secure your future and
fortune. Remember that you lack not the resources.
Jim Rohn International
200 Swisher Road
Lake Dallas, TX 75065
800-929-0434
International and/or Dallas/Ft Worth - 940-497-9265
Fax 940-497-9799 or visit the website at
www.JimRohn.com
EXECUTIVE AGENT magazine 13
Nominate a fellow REALTOR® to be profiled in one of our feature stories: on the cover as Executive
Agent of the month, or as a special feature story. All candidates must be nominated by a real estate profes-
sional or affiliate. The selection process includes a questionnaire, personal interview, reference check and
final approval by the Advisory Council. Candidates are evaluated based upon professionalism, length of
service and uniqueness of story, as well as industry and community involvement.
Criteria for nomination
Cover Story of the month:
Active REALTOR® in magazine’s
circulation area
Member in good standing of a real
estate board or association
Respected by peers in industry and
involved in professional activities such
as committees, associations or boards
Actively pursuing continuing education
Minimum of five years in the industry
A full-time professional and
dedicated to the real estate sector
Professional profile:
Active REALTOR® in magazine’s
circulation area
Member in good standing of a real
estate board or association
Respected by peers in industry and
involved in professional activities such
as committees, associations or boards
Actively pursuing continuing education
A full-time professional and dedicated to
the real estate sector
MAIL, fax or e-mail:
Executive Agent Magazine
2929 Calle Frontera
San Clemente, CA 92673
Phone (949) 291-8376
Fax (949) 266-8757
Nomination form
I nominate:
NAME:______________________________
COMPANY:__________________________
ADDRESS:___________________________
_____________________________________
CITY/STATE/ZIP:_____________________
_____________________________________
PHONE:_____________________________
E-MAIL:_____________________________
REASON:____________________________
_____________________________________
_____________________________________
_____________________________________
Submitted by:
NAME:______________________________
COMPANY:__________________________
PHONE:_____________________________
E-MAIL:_____________________________
Cover Story Criteria and Nomination Form
EXECUTIVEAGENT magazine
EXECUTIVE AGENT magazine
EXECUTIVE AGENT magazine
Arlen Pantel Celebrity REALTOR®…….
Treating You Like a Star!
In the highly competitive, often stressful
world of real estate, finding a Realtor who
can bring an element of fun into the busi-
ness is always a perk. Arlen Pantel is a
knowledgeable professional who under-
stands the barrage of emotions his clients
face during their transactions. His answer-
to add a lively, energetic and entertaining
element to the exceptional representation
that has become his trademark.
Arlen’s foray into the industry came in
1985, when he worked as a headhunter
specializing in placing real estate agents
and loan officers into companies. He de-
scribes the experience as “a wonderful
opportunity to help people launch their
careers,” but once those he had placed
began to call him, he realized that there
was a world of opportunity awaiting him,
as well.
“Individuals who had worked with me
were calling and encouraging me to get
into the business as well,” he recalls. “I
soon realized that I had many career op-
tions ahead of me.” In s earch of a new
professional challenge, he moved into
lending and mortgage banking and found
that the position enabled him to continue
to help others while pursuing his own ad-
vancement. Though he became proficient
in the financial end of the business, he
quickly realized that developing and
maintaining relationships, not crunching
numbers, was the key to success. Meet-
ing with buyers and discussing their short
- and long - term goals, Arlen helped
them to understand the connection be-
tween their incomes, career options and
credit scores as they related to their plans
for home ownership.
“I focus on relationships,” he explains. “I
meet my clients face to face, shake their
hands and discuss our plan of action
before we make a move.” Working
with residential and commercial buyers,
sellers and investors, Arlen reveals that
he does things a little differently than
the traditional REALTOR®.
Agent Spotlight by Lalaena Gonzalez-Figueroa - photography by Errol Higgins
EXECUTIVE AGENT magazine
As a buyer’s agent, Arlen understands that purchasing a
home involves more than scanning a brochure or seeing
a listing online. “When I work with buyers, we visit
houses - see them, feel them and breathe them - be-
fore my clients make an offer. Nowadays many people
start their home searches on the Internet, but what they
see won’t usually clinch it. My buyers experience
homes, and we find the one that’s the right fit for them.”
As a listing agent, Arlen’s relentless work ethic is un-
paralleled. He promises his clients celebrity treatment,
and takes every measure to ensure that their needs are
being met. Of course, providing top-quality care means
offering a comprehensive service, and he employs an
extended team to ensure that no detail is left to chance.
“I promise my sellers that I will hold their houses open
every weekend, rain or shine, until it closes escrow and
the title transfers,” he states. And when Arlen Pantel
throws an open house, it’s no.
“We’re like an orchestra; each person has a specific job
duty and responsibility,” Arlen observes. “Together, we
make beautiful music.” In addition to holding regular
open houses, he also invites his colleagues to a bro-
ker’s preview on each property he lists. His efforts
have paid off handsomely: Arlen reveals that, by
developing his own clientele and taking a proactive
approach to networking with his colleagues, he has
regularly found buyers for his listings.small affair. In
the days leading to the event, he runs print advertising
in local publications. Saturdays and Sundays, up to a
hundred directive signs reach out to prospective buyers,
who are themselves treated like celebrities once they
walk through the front door of his listings.
From a greeter at the front door, to catered food and
beverages, guests at Arlen’s open houses are offered
first-class service at every turn. Properties are profes-
sionally staged, and lending personnel from Team John
Shrum are on hand to discuss payment and finance op-
tions. Because he tends to host multiple open houses
each weekend, Arlen also provides maps that guide
visitors to preview his entire inventory. Putting to-
gether these open houses is no small feat, and he ex-
plains the value in working with an extended team of
professionals.
“We’re like an orchestra; each person has a specific job
duty and responsibility,” Arlen observes. “Together,
we make beautiful music.” In addition to holding regu-
lar open houses, he also invites his colleagues to a bro-
ker’s preview on each property he lists. His efforts
have paid off handsomely: Arlen reveals that, by devel-
oping his own clientele and taking a proactive approach
to networking with his colleagues, he has regularly
found buyers for his listings.
EXECUTIVE AGENT magazine
It’s even harder to keep a straight face when
Arlen slips into one of his impersonations;
when he’s not wearing his REALTOR® hat,
he’s an actor who specializes in live stage
shows and taking on the persona of high-
energy characters including Richard Sim-
mons, Bruce Springsteen and Austin Powers.
Arlen explains his love of real estate, noting
that as a formal national championship de-
bater, he enjoys the opportunity to negotiate
for his buyers and sellers to help them
achieve their goals. “I’ve enjoyed a success-
ful career, all the while using my knowledge
to benefit others,” he says. “Real estate has
been a wonderful career path, and I am
grateful for the opportunity to continue to
serve my clients.
“I love what I do,” he continues. “I’m out
and about, constantly challenged and have
the fortune to work with amazing people
while remaining active and involved within
my own community.”
Born in Newport Beach, Arlen earned his
undergraduate and master’s degrees at Long
Beach State before relocating to Huntington
Beach. He loves the ocean and is a fervent
supporter of local charities and events that
work to preserve the area’s coastline. He
currently serves on the Board of Governors
for the Huntington Beach International Surf-
ing Museum, helping coordinate the mu-
seum’s annual fundraising events. Arlen is
also a volunteer with the Surf-Rider Founda-
tion. “I sell the beach and live in this area,”
he says. “I want this t o continue to be a
clean, beautiful place for our residents and
visitors.”
As the number one listing and production
agent in his office for two years running,
Arlen is excited about the future of his ca-
reer. He will continue to push the envelope,
bringing a new and creative perspective to
his business as he searches for better ways to
serve his clientele. And he will do it with
the energy, expertise and panache that have
come to represent his unique level of service.
EXECUTIVE AGENT magazine
Arlen Pantel Celebrity REALTOR®
1st Coastal Real Estate
Huntington Beach
Office/fax 714-969-4491
Mobile 213-925-5665 email: email: [email protected]
This article is a little different. An article I want you to
actually use. I want you to print it, answer the ques-
tions, keep it, post it and use it.
It’s based on my speech to attendees at the 2008 NAR
convention in Orlando, Fla., so I hope you find it par-
ticularly useful, because in these strange times, some-
thing useful is clearly needed.
It’s now time to look ahead to 2009 and the best way to
start is by looking back at 2008. Yes, you read that
right, a look back makes looking forward easier. In my
opinion, it’s the only practical way to plan, because no
one knows the future. Yes, pundits and others are al-
ways tempted to predict what tomorrow will bring, but
please notice that not many get the future right. Case in
point: who got the credit crisis of 2008 right?
If 2008 taught us anything, it showed us that we’re no
good at predicting the future. No one knows the future,
not you, not me, so why waste your time. Instead, I’d
like to suggest these tips to help create a business plan
for 2009 that will put the odds in your favor of having
a fantastic year:
1. Review 2008 by asking these questions: Did you
meet your goals? If not, why not? Where did your
leads come from? Where did your sales come from?
How would you describe your situation now?
2. Write down your goals. I like what Stephen Covey
says about starting with the end in sight. What numbers
(income, houses sold, etc.) do you want in December
of 2009? What specific steps will you need to take to
reach those numbers? Who will hold you accountable
for reaching your goals?
3. Analyze your operations. How do you accom-
plish your goals? Are you being efficient? Who will
do your non-dollar productive activities? How do
you handle leads now and what can you do to im-
prove this? What do your key team members need so
they can help you achieve the goals? Do you have an
ideal weekly and daily schedule that helps the office
run smoothly? Do you have systems in place that
make overall operations run efficiently?
4. Evaluate your business strategy. Perform a
SWOT analysis ( What are your Strengths, Weak-
nesses, opportunities and Threats for 2009? ). How
will you capitalize on your strengths and opportuni-
ties? How will you strengthen your weaknesses and
deal with threats?
5. Examine your sales and marketing efforts.
What marketing channels worked and which ones
failed? Can you adjust the ones that failed and make
them more successful? If so, how? Can you make the
successful ones even better? If so, how? How will
potential clients know you exist and when they real-
ize you exist, do your marketing messages compel
them to contact you? How will your ideal customer
evaluate your services and make decisions? Are your
scripts effective? If not, how will you make them
more powerful? Do your scripts reflect the current
market?
6. Get a handle on your finances. Do you have an
accounting software package or system that gives
you profit and loss statements, balance sheets and
The Practical Business Plan for 2009
EXECUTIVE AGENT magazine 19
Continued on page 26
EXECUTIVE AGENT magazine 20
I keep hearing it. Profitability is still a major problem
in North American Real Estate. It seems we have lots
of superstars with big grosses and no nets.
Everywhere we go we see panelists talking about
amazing systems and teams that produce amazing
results and amazing amounts of buyers and sellers.
One problem! They're taking average amounts home
to the bottom line. The work to reward ratio in real
estate is high! Why? We get too busy to pay attention
to simple business strategies.
Please review the following list and try to hone it or
add to it on a daily basis. This list is compiled from
my own operations and it is easy to keep up once you
see the money going into the bank instead of over-
head:
1. Look at the office supplies acquisition lists before
you purchase them. Believe it or not, office supplies
are one of the largest cash drains in your organiza-
tion. How often will they be used? Can your vendors
provide it in a service they are already providing? Is
there a less expensive way?
2. Test all direct mail before you send substantial
amounts of it.
3. Stop doing lead generation activities unless they
are at least a 4-to-1 ratio of gross to cost. If you can't
prove there is a gross, but still think it's a good idea
to do it- Think some more!
4. Eliminate credit cards and all other debts above
9% with real estate loans.
5. Live on 90% of your income. Meaning, 10% is
either saved or invested. If you don't… you will have
buyers in your car until you're 85.
6. Write your own checks. Never let anyone else but
you pay your bills until you are worth more than $10
million (an Andrew Carnegie truism). It allows you
to reflect on their importance, their need to exist, and
it just plain gives you a sense of reality.
7. Negotiate harder. Too many of you are taking that
first price from printers, sign makers and advertising
mediums. Either come back with a counter offer, use
someone cheaper, or get multiple bids. As an exam-
ple, we just asked for bid on five products from
six printers. Though we gave the very same de-
tailed specs to all six, the bids ranged from $11,000
Did You Forget the 20 Rules to Bigger Net Profits? By Walter Sanford
to $57,000! Take a couple
minutes to fax your specs
to a handful of bidders!
8. Cut staff with technol-
ogy or delegation to less
expensive entities. Never
sanction incompetence and remember modern real estate
software can replace an assistant stuck in the 80's.
9. Cut your s ervices! Usually the same positive listing
can be had with a less expensive presentation. If your
presentation is compelling, it can just as easily go out on
black and white with less promises of advertising! I
know I've tested it.
10. Do things faster. . . Remember time is money! If you
can cut the processes down by using lean and mean
checklists or delegating items to broker paid staff or af-
filiates you will find that you will have more time to
make that extra hour of phone calls.
11. Watch the I'm-too-busy-to-eat-at-home syndrome. At
least pack your lunch! Dinner and lunch out all the time
will make you fat - and if taken with other real estate
agents, can sometimes depress you!
12. Contact your past clients more often, and make your
contacts more effective. This is your future business. Pay
attention to the acquisition, implementation, and organi-
zation of your database. Repeat and referral clients are
still the cheapest and the best!
13. Spend a larger amount of time improving your ser-
vices to buyers and sellers. Unless you start developing
your service policies today there will be no need to pros-
pect in the future, because you won't have a business.
14. Quit spending time hanging out in the office. Nobody
there buys or sells through you. I was only there for
phone work and buyer appointments.
15. Today, the differences in phone services, insurance,
maintenance contracts, and utilities are staggering - pay
attention!
16. Cut car costs. Fancy cars are the worst investment
you can ever make. (This is spoken from loads of experi-
ence). Buy used!
17. Focus on what you are best at. In every real estate
agent's career there is something that they are the best at
and subsequently, produces the most profit. Instead of
believing you can do it all, go back to that one thing that
you are best at and double your efforts immediately!
18. Carry your shoulders back, stand up straight with a
smile on your face, look good, drink lots of water, get
lots of sleep, eat well, play, and play when your play-
ing and work when you're working. Call your mom.
19. If you ever here in a seminar - "it's a great whistle
and bell," or "it really impresses your client" it is usu-
ally someone that is trying to sell form over
substance. Make sure you have substance before form!
20. Show up, tell the truth, and don't be attached to the
outcome. I hope these reminders will keep you guys on
the straight and narrow. Remember that a profitable
real estate agent will always be the market share winner
in the end.
Walter Sanford is a top producing real estate agent
and speaker who travels the country delivering systems
and strategies to top producers for higher productivity
and client satisfaction. Copyright© 2000, Walter
Sanford. All rights reserved.
Building Industry Technology Academy (BITA) Dominates Home Builders Council’s 2008
Design/Build Competition
EXECUTIVE AGENT magazine 21
The students of the Building Industry Technology Academy (BITA) from Katella High School and Western High School in Anaheim and Valencia High School in Placentia participated in the 19th Annual Home Builders Council’s Design/Build Competition. The competing 15 student teams, from local high schools, regional occupational programs (ROPs), youth build programs and community colleges, par-ticipated in the two day event at the Orange County Fair Grounds. All teams were challenged to build a 6 ’x 8’ playhouse structure.
After nearly 13 years with CENTURY 21 Beachside
Realtors, one of the premier real estate companies in
Southern California, consistent top producer George Barr
enjoyed a very successful year in 2007, posting nearly
$114 million in total sales volume. For his hard work and
dedication, Barr was the top producing agent in the 12-
office CENTURY 21 Beachside firm and first out of
more than 147,900 CENTURY 21® sales associates
worldwide, including 52 countries. Barr also earned his
seventh Grand CENTURION® designation; the most
prestigious award offered by the CENTURY 21 System.
George was recognized at the recently held CENTURY
21 Convention in Orlando, Florida and was presented
with this prestigious #1 worldwide award by Tom Kunz,
President and CEO of CENTURY 21 Real Estate LLC.
Let me tell you about the agent who s aid he just wanted
to sell a couple of houses to his friends… but…he got
HOOKED and decided to go into Real Estate 100% of
the time because he wanted to be where no one could
control his income.
He is self - motivated, hard-working, driven, down-to
-earth, no—nonsense type of person who is loyal to his
family and friends and who treats his clients with the
same sensitivity and caring. He sets his goals and works
hard to attain them. He had no illusions about fast, easy
money when he made his move to Real Estate 13 years
ago. He watched high producers receiving top awards
and he simply thought “That’s going to be me; I’m going
to make it happen!” His two university degrees have cer-
tainly helped him along his life’s path, one in Engineer-
ing and one in Business Administration.
This a gent has worked extremely hard building his
business to the level it is today. The client comes first
and he does whatever it takes to get the transaction
closed. Through the years, he has come across so many
different situations that he can handle any problems that
arise.
“Winning the Quality Service Award means a lot more
to me because my customers took time to fill out a sur-
vey and let me know how much they appreciated my ef-
forts on their behalf,” Barr continued. “This is the third
time I earned the Quality Service designation and it feels
great to know my customers are thinking about me.”
CENTURY 21 Beachside, officially ranked the #4
CENTURY 21 company in the world for 2007.
George Barr Achieves Highest Honor #1 CENTURY 21®
Agent Worldwide
George Barr
CENTURY 21 Beachside Real Estate
"Each office independently owned and operated."
"2008 CENTURY 21 Real Estate Corporation © and
sm trademark and servicemark of CENTURY 21
Real Estate Corporation.
Equal housing opportunity."
27802 Vista Del Lago
Mission Viejo, California 92692
E-mail: [email protected]
Call George today at: (949) 363-3506
EXECUTIVE AGENT magazine
Professional Profile
George Barr
EXECUTIVE AGENT magazine
PROFESSIONAL PROFILE
During a very tough real estate market, Lily Campbell
continued her outstanding real estate sales throughout
2007. Lily ended 2007 with over $45 million in sales,
while maintaining her position as one of the top
agents in Orange County, the #1 agent in Fountain
Valley, and the #1 agent at the First Team Real Estate
Office in South Huntington Beach. She continues to
set the highest sales record in various tracts in Foun-
tain Valley and Huntington Beach.
Lily has been a top producing, award-winning agent
since her first year in real estate sales. She is consis-
tently recognized for being the number one agent in
Fountain Valley for the last seven years and the num-
ber one agent in First Team’s South Huntington
Beach office for the last eight years.
“Ever since Lily joined First Team in 1997, she has
stood out as someone who does whatever it takes to
make sure her customer’s best interests are taken care
of,” said Wally Malesh, First Team’s Regional Sales
and Operations Manager. “She’s built a reputation on
superior customer service and steadily she will con-
tinue to dominate as one of Orange County’s most in-
demand Realtors.”
Lily’s clients have recognized her integrity, negotia-
tion skills, market knowledge, hard work and dedica-
tion to putting her customer’s needs first. As a result,
satisfied clients often happily refer her to their family
and friends. One client chose Lily as her agent and
wrote, “Lily has an effective and proven track record.
She’s honest, likable and considerate of my needs and
she delivers an impressive marketing strategy.” Espe-
cially under today’s harder market, Lily made extra
efforts to sell the homes for her clients.
The ability to conduct Lily’s success is her vision on
the real estate market and trends, her suggestions to
buyers and sellers, her strategy for selling and buying
homes brought her clients the best results. Always full
of energy and ready to help her client’s fulfill their
real estate dreams, Lily specializes in the family com-
munities of Fountain Valley and Huntington Beach,
but also assists buyers and sellers throughout Orange
County.
“First Team has been instrumental in steering me on
the path towards success,” she said. “They give all of
their agents the tools they need to help sellers market
their home and give buyers the information to make
the best purchase or investment.”
Lily Campbell’s Exceptional Real
Estate Skills Bring Her
Clients The Best Results!
Lily Campbell
First Team Real Estate
Tel: 714-593-9458
Top 1% Realtors Nationwide
#1 Agent in Listings Sold for First Team in 2006
#1 Agent in Fountain Valley for 7 years, 2001-2007
#1 Agent in South Huntington Beach Office of First
Team for 8 years, 2000-2007
Top Realtor in Orange County
$46 Million in Sales in 2007
$49 Million in Sales in 2006
Sold over $50 Million in 2005
Sold over $38 Million in 2004
Over $25 Million Sold in Fountain Valley in 2004
E-mail: [email protected]
Website: www.lilycampbell.com
EXECUTIVE AGENT magazine
Lily Campbell
EXECUTIVE AGENT magazine
budget projections? Are you attaching costs to your
efforts so that you can see if you’re getting the best
return on your investments of time and money? Are
you tracking your results?
What I’ve shared here is nothing new. And I think
therein lies the value: These are the fundamentals of
what works. It’s easy to get lost in all the new fan-
gled gadgets and latest fads, but to me, it’s the tried
and true fundamentals that always pull us through the
rough times. And if you keep you eye firmly planted
on the basics, I think you’ll do just fine in 2009 and
beyond.
Bob Corcoran is a nationally recognized speaker and
author who is founder and president of Corcoran
Consulting Inc. ( CorcoranCoaching.com, 800-957-
8353 ), an international consulting and coaching
company that specializes in performance coaching
and the implementation of sound business systems
into the residential or commercial broker or agent’s
existing practice.
Continued from page 19
EXECUTIVE AGENT magazine 26
EXECUTIVEAGENT magazine
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