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How to follow up with Realtors that switch brokerage companies (i.e., from Keller Williams to Compass)

Updated over a year ago

Following up with Realtors that switch brokerage companies can be a crucial aspect of maintaining good business relationships. Here are a few steps to help you achieve this:

  1. Stay Updated: Keeping up to date with changes in your network is essential. You can achieve this through various means like networking events, social media updates, industry news, and newsletters. LinkedIn, in particular, can be a great source of this information as many professionals update their work status there.

  2. Understand the Reasons: Try to understand the reasons for their switch. This could involve changes in their specialization, or target market, or maybe they're seeking better opportunities. Understanding their motive can help tailor your follow-up approach.

  3. Send a Personalized Message: Once you're aware of their switch, reach out to them. Send them a personalized email or direct message congratulating them on their new position. Express your interest in continuing to work with them at their new brokerage. If appropriate, you can also offer support during their transition.

  4. Set a Meeting: If they respond positively to your message, consider setting up a meeting to discuss how you can work together under the new arrangement. This could be a casual coffee meeting, a formal business meeting, or a video call.

  5. Ask About Their New Brokerage: Show interest in their new brokerage. Ask questions about their new role, what they're excited about, and how it's different from their previous role. This will show that you're genuinely interested in their career and not just the business you can get from them.

  6. Adjust Your Expectations: Realize that their switch may mean changes in how they do business. They might now focus on a different market, or the new brokerage might have different policies. Be flexible and open to these changes.

  7. Keep Communication Open: Even after your initial follow-up, maintain regular contact. Continue to check in every so often, send them relevant industry news or articles, and keep them in mind for any potential business opportunities.

Remember, the goal is to maintain the relationship and show them that you're interested in their career progression, not just the transactions you can get from them. Genuine and thoughtful engagement is the key.

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