Ask Jim Miller

Auteur(s): Jim Miller
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  • Résumé

  • Jim Miller is a success mentor and life coach who guides top real estate brokers from around the country while managing 2.3B+ in sales production as Designated Managing Broker with Jameson Sotheby’s International Realty in Chicago, Illinois. He is also recognized as a top real estate coach to top Sotheby's International Realty brokers in 35 luxury markets.
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Économie
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Épisodes
  • Right Person, Right Message, Right Time | Monday Morning Pep Talk #268

    Right Person, Right Message, Right Time | Monday Morning Pep Talk #268
    Feb 13 2025
    Welcome to Monday Morning Pep Talk! In Episode 268, I’m covering a simple but powerful principle that separates top advisors from the rest: 📌 Delivering the right message to the right person at the right time. Your CRM isn’t just a database—it’s a tool that, when used correctly, builds trust, drives engagement, and increases referrals. But too often, advisors send generic messages, missing opportunities or even damaging their brand. This episode breaks down how to structure your CRM so that every outreach is intentional, personal, and impactful. 📌 What You’ll Learn in This Episode: ✔️ Why segmenting your CRM into five key lists makes all the difference ✔️ How to refine messaging with strategic tags and filters ✔️ The secret to using notes effectively to deepen relationships ✔️ How a well-maintained CRM leads to better conversion rates and stronger trust 🚀 Step 1: Segment Your Database for Precision Before sending another email or making another call, organize your contacts into five key lists to ensure your outreach is intentional: ✅ Top 100 Clients – Your most valuable past clients and VIPs ✅ Top 100 Referral Partners – People who consistently send business your way ✅ Warm List – Future clients likely to buy or sell within the next 12 months ✅ Hot List – Clients preparing to transact within the next 30, 60, or 90 days ✅ Local Collaborative Brokers – Trusted brokers you work with on pricing, inventory, and deals This segmentation ensures you’re always speaking to the right audience. 🔎 Step 2: Use Tags for Hyper-Specific Messaging Once you have your five lists, take it a step further with CRM tags. Tags allow you to personalize outreach based on: 🏡 Neighborhood & Price Point – Send market data or property alerts tailored to their interests 🎟 Events & Open Houses – Target clients with invitations based on past engagement 🎄 Holiday Gifting & Cards – Easily pull a list for thoughtful, seasonal follow-ups 📚 Shared Interests – Whether they’re sports fans, dog lovers, or wine enthusiasts, tagging personal details allows for authentic connections Using smart segmentation + tagging means no more random emails—just strategic, value-driven communication. 📲 Step 3: Take Notes & Track Conversations If you’re not logging details after every client conversation, you’re losing business. Taking notes on goals, preferences, and life updates allows you to: ✔️ Personalize your follow-ups ✔️ Anticipate client needs before they even ask ✔️ Build stronger relationships that lead to long-term referrals The best advisors don’t just remember names—they remember the details that matter. 📊 Why This Matters: Your CRM is an Asset, Not a Task 🔹 68% of real estate business comes from repeat and referral clients. 🔹 A well-maintained CRM increases conversion rates, builds trust, and drives long-term growth. 🔹 Advisors who master strategic follow-up don’t chase business—it comes to them. This isn’t about collecting data—it’s about using it to strengthen your business. 📌 Final Thought: Start NOW Your CRM should be more than a list of names—it should be the foundation of a high-performance, relationship-driven business. Refine your database. Be intentional with your outreach. Commit to tracking every meaningful conversation. Over time, you’ll see stronger relationships, higher engagement, and a business that runs on trust and authenticity. 👉 Subscribe & turn on notifications so you never miss a Monday Morning Pep Talk! 📩 Get More Coaching & Resources 📬 Join My Weekly Email List: www.askjimmiller.com 📧 Email Me: Jim@askjimmiller.com 📲 Follow Me on Instagram: www.instagram.com/askjimmiller 🔗 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago 🎧 Listen on Apple Podcasts: podcasts.apple.com/us/podcast/ask-jim-miller/id1490481207 🎵 Stream on Spotify: open.spotify.com/show/639ZlTcWjTNW9Cdq8QkwQJ
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    12 min
  • ✈️ Where Do I Start? (CRM Strategy for Real Estate Advisors) | Monday Morning Pep Talk # 267

    ✈️ Where Do I Start? (CRM Strategy for Real Estate Advisors) | Monday Morning Pep Talk # 267
    Feb 6 2025
    Welcome to Monday Morning Pep Talk! In Episode 267, I’m tackling a question I hear all the time: "Where do I start with a CRM?" Many advisors struggle with setting up their CRM. They know they need it but feel overwhelmed about where to begin. If that sounds like you, you’re not alone. A well-structured CRM is the foundation of a predictable and enjoyable business—helping you stay top of mind, build trust, and create consistent opportunities. But getting started is often the hardest part. This episode will give you a step-by-step roadmap to set up your CRM without the overwhelm. 📌 What You’ll Learn in This Episode: ✔️ The five key lists every real estate advisor needs in their CRM ✔️ How to pull and organize contacts from email, phone, social media, and past transactions ✔️ Why a structured CRM leads to more repeat and referral business ✔️ How to take action immediately instead of waiting for a perfect database 🚀 Step 1: Define Your Five Key Lists Before adding names to your CRM, you need clarity on who belongs there. The Take Flight framework organizes contacts into five essential lists: ✅ Top 100 Clients – Your most loyal, high-producing clients. ✅ Top 100 Referral Partners – Trusted professionals who send you business. ✅ Warm List – People likely to buy or sell in 12 months. ✅ Hot List – Active clients planning to buy or sell in 90 days. ✅ Local Collaborative Brokers – Market peers who provide insights and share inventory. A CRM isn’t just about collecting names—it’s about staying connected to the right people. 🔎 Step 2: Mine Your Data Sources Now that you know who belongs in your CRM, it’s time to pull their information systematically: 📩 Email & Calendar: Search for keywords like client, closing, contract, referral. 📱 Phone & Texts: Check frequent contacts—who do you engage with regularly? 🔗 Social Media: Review LinkedIn, Instagram DMs, and Facebook messages. 📑 Past Transactions: Pull MLS data from the last 3–5 years for past buyers and sellers. 🎟 Networking & Events: Consider past mastermind groups, conferences, and coaching programs. A structured process ensures you’re capturing high-value contacts—not just filling a database. 📲 Step 3: Take Action As You Build A common mistake? Waiting until your CRM is fully built before reaching out. 🚨 Don’t do that. If a name surfaces, reach out immediately—send a quick text, check in, or schedule a coffee. Your CRM isn’t just for storing contacts—it’s for relationship management. 📊 Why This Matters: The ROI of a Well-Maintained CRM Advisors who actively nurture their database see: ✔️ Higher conversion rates ✔️ More repeat business ✔️ Stronger referral pipelines A CRM isn’t just an admin task—it’s a game changer for long-term success. 📌 Final Thought: Start NOW ✈️ This episode gives you the blueprint—now it’s time to execute. A strong CRM creates a predictable, enjoyable business when built with small, intentional steps. 📩 Get More Coaching & Resources 📬 Join My Email List: https://askjimmiller.com/contact/ 📲 Follow Me on Instagram: https://www.instagram.com/askjimmiller/ 🔗 Connect on LinkedIn: https://www.linkedin.com/in/jimmillerchicago/
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    15 min
  • ✈️ The Ideal CRM Contact | Monday Morning Pep Talk # 266

    ✈️ The Ideal CRM Contact | Monday Morning Pep Talk # 266
    Jan 29 2025
    💡 Mastering Your CRM for Stronger Client Relationships A CRM isn’t just a tool—it’s how you build long-term relationships. Your ability to engage authentically, track key details, and follow up consistently determines your success. Last week, we explored David Rockefeller’s legendary relationship management system. Today, I’m modernizing that approach with the essential elements of an ideal CRM contact—refined with AI for maximum impact. 🔍 Building the Ideal CRM Contact Core Contact Information 📌 Full Name (Preferred Name/Nickname) – Knowing and using a client’s preferred name adds a personal touch. 📌 Job Title & Company – Helps tailor conversations and uncover opportunities. 📌 Phone & Email (Personal/Work) – Ensure multiple contact options for flexibility. 📌 Mailing Address – Handwritten notes and thoughtful gifts strengthen relationships. Relationship Details 📌 How You Know Them – Example: "Met at 2023 JSIR Retreat" or "Referred by [Name]." 📌 Important Dates – Birthdays, anniversaries, and key milestones matter. 📌 Preferred Communication Method – Email, phone, text—engage in their preferred way. 📌 Personal Interests & Hobbies – Tracking interests makes outreach more meaningful. 📌 Family Details – Spouse, kids, pets—if relevant, these details build stronger connections. Interaction Tracking 📌 Last Contact Date – Prevents long gaps between interactions. 📌 Preferred Frequency of Contact – Set reminders for quarterly or monthly touchpoints. 📌 Interaction Notes – Example: “Discussed their move to Florida” ensures seamless conversations. 📌 Upcoming Action Items – Follow-ups like sending a report or scheduling a coffee meeting. Business-Specific Information 📌 Professional Goals or Needs – Understand their focus and offer strategic value. 📌 Key Achievements – Acknowledge promotions, business growth, and personal wins. 📌 How You Provide Value – Document insights, referrals, or direct business contributions. 📌 Referral Potential – Identify and prioritize strong referral sources. CRM Automation & Workflow 📌 Tags or Categories – Organize by “Top 100,” “Referral Partner,” or “Investor.” 📌 Email Campaigns Assigned – Market updates, client newsletters, and event invitations. 📌 Custom Outreach Reminders – Stay top of mind with structured follow-ups. 📌 Segment or Group Membership – Categorize by industry, geography, or interests. 💼 Your CRM Action Plan A well-structured CRM ensures consistency, personalization, and strategic engagement. This framework is the result of 17 years of refining CRM strategies across multiple businesses. 📺 Next Week: We’ll break down CRM categorization for maximum efficiency. 🔗 Stay Connected with Ask Jim Miller 🌐 Visit My Website: www.askjimmiller.com 📩 Monday Morning Pep Talk Weekly Email: www.askjimmiller.com/contact/ ✨ Follow on Instagram: www.instagram.com/askjimmiller/ 🎧 Listen on Apple Podcasts: www.podcasts.apple.com/us/podcast/ask-jim-miller/id1490481207 📈 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago/ #MondayMorningPepTalk #AskJimMiller #CRMOptimization #ClientRelationships #Top100Clients #BusinessGrowth #CRMStrategies #RelationshipManagement #TakeFlight #RealEstateSuccess #AdvisorTips #StrategicNetworking #ClientSuccess #LeadershipDevelopment #EffectiveCommunication #FlyLight #NothingCompares #RealEstateCoaching #TimeManagement #SystemsForSuccess #ProductivityTips #FocusToThrive #BusinessStrategy #SuccessTips #BusinessProductivity #EliteAdvisors #ProfessionalCoaching #SothebysRealty #EntrepreneurSuccess #IntentionalSuccess
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    17 min

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