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Changing Companies - How to Make a Successful Change.

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Toby Davis' eMentor Connection

2006

in this issue

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    Toby Davis

    "How to Leave your Company" by Toby Davis

    Leaving is hard and compounded by your personal feelings of loyalty and friendship. I interviewed several agents who have recently made changes and their thoughts and mine are below.

    By the way, I decided my loyalty was to my family and their well being - over $30,000 more a year goes a long long way!

    Step 1. Assess your feelings thoroughly. Make sure you are leaving for sound business reasons and not because you are upset with anyone or anything at your office. The change will put a 'lurch' in your earning curve if you don't land on your feet well prepared. This is the time to have a heart to heart conversation with your Coach, if you have one and personal mentors if you don't have a coach. Ask EXPERTS not just other agents. I have a thank you list a mile long from the eMentors I spoke with about this before I moved.

    Step 2. Next make sure your Team and Assistants are willing to move with you. This is not the time to rehire and train, this is the time for a well oiled machine to shift into high gear and hit the nitro! You need to be 'strong' team wise, mentally and financially - prepare well and expect the unexpected!

    Step 3. Interview a few agents at the company you are thinking of joining. Ask questions that are important to you both business wise and personally. Check out the morale - how do they feel about management? Make a list of questions and ask them of several agents. This is a time that changing can be going from the frying pan into the fire. NEVER leave because you are angry.

    Step 4. Organize your move. I moved quickly once I made the decision because it was hard knowing I was going and being at the former office. In my opinion it is unfair to the office you are with to speak with other agents there about leaving while you are making your move. You'll have plenty of time after you have left to tell them why you made the change. I did my best to pack at night and moved early on Sunday morning. No one at the office knew I was going and there are a few people have been offended by my not sharing that I was leaving.

    • Make sure any mail you have coming to your office is rerouted.
    • If you are using company email for your main email you may be in trouble! Change your email well in advance of moving. I have used toby@tobydavis.com for many years and only had to change the logo and main line numbers to reset my website.

    Step 5. Organize how to let everyone know quickly. Thankfully I have my entire sphere with KBS Marketing's postcards and one call to Beth and Linda, a quick proof of the card and the day after I moved my license it was launched!!! (see a copy of both sides of my postcard via the link below. This opens in Adobe).I also had Top Producer 7i emails under categories and for the first time did a mass email and within seconds everyone knew! Are you remembering to collect those emails?

    Step 6. Business cards need to be ready to go! Keller Williams Charleston has an overnight service that once I said I was coming, the cards were there the Tuesday after I changed my license on Monday. BE ready, you'll need to move fast to keep your business on it's feet.

    Step 7. Don't let your team slip. I was advised to keep the team tight and the synergy that was moving us forward going strong throughout the move. I brought in my husband and a friend and we 'unpacked' the marked boxes and tried to make the new location feel like home for the first day my incredible Office Administrator and Buyer's Agent arrived. We are still unpacking a few things, but our work centers were ready to roll immediately.

    Step 8. GET READY TO LIST! Most companies have a policy that all listings belong to the company and not the agent. Keller Williams believes listings are part of the agent's business and releases them, but not all agencies feel this way. SO, I prepared listing folders, reworked my listing presentation, and hit the street strong using my 'basic training' SWEATHOGS training. Floyd's material getting back to the basics is dynamite! The Sweathogs trainers used to say they could drop you out of an airplane with a parachute anywhere and hand you a phone and you could list. I'm a believer! I have listing #7 and #8 lining up and I have been with Keller Williams for two weeks now! Whether you change companies or not, now is the time to go back to basics to build your fall/winter business.

    Step 9. THE HORROR STORY This was not my personal happening but because of it I moved completely out before I spoke with my former broker. Your broker is going to do their best to keep you, especially if you are a "rainmaker" a/k/a as Coach Patti puts it ~ A Money Making Machine! One agent told me he moved everything out except his briefcase which was on his desk upstairs. When he took the transfer to his broker he was told to "get out of the office or he was going to be arrested" and the broker picked up the phone to call the police. I think this is extreme, but you never know how someone will react and this man risked arrest to get his briefcase.

    PACK OUT AND GO and then go to speak with your broker. IF your broker changes your mind, well, you've cleaned your office space. Remember, Brokers may be the head of our offices but they are really employees accountable to upper management and their job is to negotiate you into staying.

    Step 10. Play fair and keep your professionalism. It is never a level playing field, especially if you have a world class Coach, awesome Mentors and great trainers like Floyd Wickman. All of our eMentors have these resources available to them at any time. These great people are here to support us in our Greatness and I personally thank them from the bottom of my heart for all they do for ALL of us.

    When asked why I left by my current customers I tell them "I make more money," which is the truth - in my case. Even though they ask, I promise you that your customers never want to hear negatives. So, if you leave for unhappy reasons, call a trusted friend and complain away, but when you are in front of 'BOB' (your book of business) keep your professionalism.

    Last of all eMentors, keep your sense of humor. Technology will throw you a few wrenches, some people just won't understand and you are in for a couple of weeks of heavy duty 'back to basics' to get yourself launched. I've driven to my old office twice already and was ready to pull into the parking lot when I remember where I was going. Isn't that the point of changing - Remembering Where you are Going with your Future?


    phone: 843 414-1814