Taking on New Clients

Are you taking on new clients? Yes.

Are you taking on every new client? No. I am selective – and everyone benefits.

Would I appreciate the opportunity to meet with you to see if we’re a good fit? Absolutely.

One of my goals this year is to say no. I have said this many times over the years-that I’m going to say no-but this year I intend to follow through.

I work when my clients don’t; I intend to work better this year for them.

A client told me (last) year that moving is the single-greatest trauma aside from death or divorce that you can inflict upon yourself and your family. He’s right. If I can help my clients through this trauma, that’s my privilege.

This is going to be a busy year on a lot of fronts, and recognizing limitations – mine and that of my time – will lead to better and more efficient productivity.

I will be saying no to more people – no to some committees, no to some potential clients who have markedly unreasonable goals and expectations, no to fellow agents if need be.

This is a primer for what I’ll send you after we first meet. Want to get started now? Here’s the buyer survey.

Questions: Call or email me anytime. 434-242-7140


* note: if you end up not working with me, but working with one of the lenders I recommend, I do appreciate your dropping my name when you start working with them … even if you’re working with another agent; I appreciate the karma.


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  1. Simon Campbell January 6, 2015 at 19:06

    Kudos on your 2015 business plan. I believe that possessing the ability to turn away a potential client or at least refer them to another agent is a sign of modesty. It allows us to give our existing clients better customer service and usually we make the same money anyway. We’ll have to check back in 4 to 6 months and see how your doing with it. 🙂

  2. Ricardo Bueno January 14, 2015 at 19:52

    Reminds me of the Red Velvet Rope policy that Michael Port teaches in Book Yourself Solid. Frankly, it feels good (and it’s ok) to not be a fit for everyone. Nothing personal, but it leads to better business all around.


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