ETS Agenda - September

Page 1

EXPRESS TO SUCCESS | WEEK ONE MONDAY Start time - End time 10:00am - 11:20am 11:20am - 11:30am 11:30am - 12:00pm

Subject 1 Company Philosophy & History 10 Minute Break 1 Company Philosophy & History - (Cont'd)

12:00pm - 12:15pm 12:15pm - 01:15pm 01:15pm - 02:20pm 02:20pm - 02:30pm 02:30pm - 03:30pm 03:30pm - 03:45pm

2 Related Business Introduction Lunch Break 3 Marketing Overview 10 Minute Break Luxury Listing Tools 15 Minute Break

03:45pm - 04:15pm

5 Commercial & Operation Keys for Heroes Introduction

04:15pm - 004:45pm

5 Relocation Services

Instructor Mark Dilbeck, President Mark Dilbeck, President Mike DeGrandis Orange Coast Title, Kirk Dilbeck, Inter Valley Escrow, __________, Partners United Financial Tamia Scott, Director of Marketing Tamia Scott, Director of Marketing

Juan Carlos Argueta, Manager-Dilbeck Commercial Real Estate Division, Program Leader-Operation Keys for Heroes Sarah Gould, Relocation Coordinator

TUESDAY Start time - End time 01:00pm - 03:00pm 03:00pm- 03:15pm 03:15pm - 03:45pm

Subject Instructor 7 Listing Contract, Case Study & Marketing the Listing Laurie Biernacki, Pasadena, San Marino, Glendora, Branch Mgr. 15 Minute Break 7 Listing Contract, Case Study & Marketing the Listing (Cont’d) Laurie Biernacki, Pasadena, San Marino, Glendora, Branch Mgr.

WEDNESDAY Start time - End time 10:00am - 12:00pm 12:00pm - 01:00pm 01:00pm - 03:00pm 03:00pm - 03:15pm 03:15pm - 03:45pm

Subject 8 Open Houses and Door Knocking Lunch Break 9 Seller Disclosures 15 Minute Break 9 Seller Disclosures (Cont'd)

Instructor Pam Heiberg, Recruiting Liaison

Subject 10 Tech Tools Overview 15 Minute Break 10 Social Media, CRM & Website Lunch Break 11 Title 15 Minute Break 12 Mortgage

Instructor Tamia Scott, Director of Marketing

Subject 13 Legal Aspects 15 Minute Break 14 Working your Sphere & Establishing Online Presence Lunch Break 15 Leases, Probate, Trust, Short Sales 15 Minute Break 15 Leases, Probate, Trust, Short Sales

Instructor Mona Rose, Legal Counsel

Eric Benz, La Canada, Sales Manager Eric Benz, La Canada, Sales Manager

THURSDAY Start time - End time 10:00am - 11:15am 11:15am - 11:30am 11:30am - 12:45pm 12:45pm - 1:45pm 01:45pm - 03:15pm 03:15pm - 03:30pm 03:30pm - 04:45pm

Ashley Ray, Lead Digital Marketing & Social Media Specialist Mike DeGrandis, Orange Coast Title Mike Mulgrew, Partners United Financial

FRIDAY Start time - End time 10:00am - 11:00am 11:00am - 11:15am 11:15am - 12:45pm 12:45pm - 01:45pm 01:45pm - 02:45pm 02:45pm - 03:00pm 03:00pm - 04:00pm

Stacy Petrossian, Glendale Sales Manager Pascal Angelini, Burbank, Sales Manager Pascal Angelini, Burbank, Sales Manager


EXPRESS TO SUCCESS | WEEK TWO MONDAY Start time - End time 10:00am - 12:15pm

Subject 16 Buyer Representation Agreement/ Selecting & Showing Property/Handling Objections Lunch Break 17 Residential Purchase Agreement, Attachments & Buyer Disclosures - Part One 15 Minute Break 17 Residential Purchase Agreement, Attachments & Buyer Disclosures - Part One (Cont'd)

Instructor Shannon Cistulli, Burbank, Encino, Glendale Branch Manager

Subject 18 Residential Purchase Agreement, Attachments & Buyer Disclosures - Part Two 10 Minute Break 18 Residential Purchase Agreement, Attachments & Buyer Disclosures - Part Two (Cont'd) Lunch Break 19 Case Study & Presenting the Offer 15 Minute Break 19 Case Study & Presenting the Offer (Cont'd)

Instructor Barry Jones, La Canada, Branch Manager

Instructor Chuck Lech, Designated Broker

03:15pm - 03:25pm

Subject 20 Negotiations 10 Minute Break 20 Negotiations (Cont'd) Lunch Break 21 Reviewing the Offer - Counter Offer and Negotiations Choosing Affiliates (Cont'd) 10 Minute Break

03:25pm - 04:30pm

21

12:15pm - 001:15pm 01:15pm - 103:00pm 03:00pm - 003:15pm 03:15pm - 004:45pm

Susan Lindsey, Santa Clarita, Branch Manager

Susan Lindsey, Santa Clarita, Branch Manager

TUESDAY Start time - End time 10:00am - 11:20am 11:20am - 11:30am 11:30am - 12:30pm 12:30pm - 01:30pm 01:30pm - 103:00pm 03:00pm - 003:15pm 03:15pm - 004:45pm

Barry Jones, La Canada, Branch Manager

Merilee Iverson, Westlake, Camarillo, Branch Manager Merilee Iverson, Westlake, Camarillo, Branch Manager

WEDNESDAY Start time - End time 10:00am - 11:20am 11:20am - 11:30am 11:30am - 01:00pm 01:00pm - 02:00pm 02:00pm - 03:15pm

Reviewing the Offer - Counter Offer and Negotiations (Cont'd)

Chuck Lech, Designated Broker Brian Reed, La Canada, Sales Partner

Brian Reed, La Canada, Sales Partner

THURSDAY Start time - End time 10:00am - 12:00pm 12:00pm - 01:00pm 01:00pm - 02:30pm 02:30pm - 02:45pm 02:45pm - 04:00pm 04:00pm - 04:10pm 04:10pm - 04:45pm

Subject 22 Bio Profile Book (and Headshot Reminder) Lunch Break 23 Escrow 15 Minute Break 24 Overview of Escrow process from beginning to end including Contingencies etc. 10 Minute Break 24 Overview of Escrow process from beginning to end including Contingencies etc. (Cont'd)

Instructor Sarah Moore, Pasadena, Sales Manager

Subject 25 Business Planning, Calendar & Development, Budget Development 10 Minute Break 25 Business Planning, Calendar & Development, Budget Development (Cont'd) Meet & Greet and Congratulatory Reception

Instructor Stella Balasanian, Company Coach

Bruce Ladd/Erik Okland, Inter Valley Escrow Carol Ann Walls-Sandell, Glendora, Sales Manager Carol Ann Walls-Sandell, Glendora, Sales Manager

FRIDAY Start time - End time 10:00am - 11:20am 11:20am - 11:30am 11:30am - 12:30pm 12:30pm - 01:30pm

Stella Balasanian, Company Coach Various Managers


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