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Think Like A Wealth Manager

At Milestones we are dedicated to helping real estate and mortgage professionals break free from the transaction mindset. When you’re only focused on getting the next transaction, then it’s no wonder why clients and prospects only see you as a salesperson....
Staying Connected Post-Closing

Staying Connected Post-Closing

Nobody likes to feel like the relationship they built was transactional. It’s hard to stay connected when you’re always working in the present. The focus should always be on the relationship, not just the contract. When you provide nothing but continued value, why...
It’s Your List

It’s Your List

Forget about Angie’s List, your clients want your list! Provide the behind-the-scenes dream team that gives your clients critical help in taking care of their home. They can rest easy knowing your vendor list is trusted and vouched for. Provide the utmost value with...
Always Provide Value

Always Provide Value

There is a rebrand from salesperson to consultant in the industry. Clients need someone who is going to have all the answers when it comes to their home, especially after close of escrow. Be their trusted advisor that can help them with anything from finding a plumber...
The Trusted Real Estate Advisor

The Trusted Real Estate Advisor

The relationship between a real estate professional and a client has shifted over time. Instead of always asking if they are ready to buy or sell, there are expectations to educate and guide clients throughout their entire homeowner journey. You can’t automate a...
One-Stop Shop

One-Stop Shop

How many systems and tools do you have to log into every day to do your job? It’s inefficient and not easy to have multiple systems that don’t talk to each other. Envision your CRM, documents, vendors, resources, and all the sticky-notes you collect in one place....