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#123 Creating a Business Growth Plan That Aligns with Your Goals, with Kimberlee Meserve

Pursuing Freedom

Release Date: 01/01/2021

Living Your Success with Catherine Bassick show art Living Your Success with Catherine Bassick

Pursuing Freedom

  Sometimes living your success means silencing your insecurities and abandoning your comfort zone in order to embrace the opportunities you’ve always dreamt of pursuing. What you will learn in this episode: What it took for Catherine to become one of the most successful luxury agents on the west coast How she became one of the first people EVER to sell a single property for over a hundred million dollars How she generated over $400,000 in commissions during her very first year as an agent Why she decided to leave her successful business on the west coast to come back to the...

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3 Small (but Challenging!) Changes to My Schedule that Transformed My Life & Business show art 3 Small (but Challenging!) Changes to My Schedule that Transformed My Life & Business

Pursuing Freedom

              Listen in as Erin shares: The #1 thing fulfilled successful people have in common What holds most people back The 3 small changes she made to her schedule that transformed her life as well as her business The reason she jokes that “busyness is laziness disguised as productivity” How many people are basically shooting themselves in the foot when it comes to take the wheel ourselves, our energy and our emotions The “Success Sandwich” and how you can create  your own How to curate “vacation energy” …and much more! About Erin...

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A Deep Dive on the Power of Mindset to Change Your Life with Kelly Resendez show art A Deep Dive on the Power of Mindset to Change Your Life with Kelly Resendez

Pursuing Freedom

                    Listen in as Erin and Kelly discuss: How a customer who walked into the bank Kelly had been working at for 16 years changed everything and then 13 years ago she made another pivot while at the top of her game  How Kelly’s mom getting sick set her on a path of getting present and prioritizing her emotional and physical wellbeing How Kelly’s theme of the year for 2007 supported her in continuing to build throughout 2008 Incorporating strong boundaries such as sending all calls to voicemail in order to keep focus The...

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World Travel, Adventures, and RE Investing with MTR Queen Sarah Weaver show art World Travel, Adventures, and RE Investing with MTR Queen Sarah Weaver

Pursuing Freedom

                    Listen in as Sarah and I discuss: How she quit her job as an agent and got started in real estate investing while traveling the world; How, as a conservative investor, she plans her MTR property purchases; Why learning and listening to podcasts isn’t enough and what many investors are missing in order to be successful; How she “buys boring buildings in boring markets” in order to maximize profitable cash flow …and much more!                          ...

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How a Tragedy Triggered Transformation and the Path to Early Financial Independence with Diana Ossa and Josh Dobken show art How a Tragedy Triggered Transformation and the Path to Early Financial Independence with Diana Ossa and Josh Dobken

Pursuing Freedom

                    Listen in as Diana and Josh share: How each of their father’s passings triggered transformation and a life change How Diana was able to leave her W-2 job in a few short years How, when the real estate industry changed, Josh and Diana pivoted and found ways to use their skills in ways adjacent to real estate that still help them get to their goals How they embrace an attitude of constant learning in order to consistently move forward …and so much more!                  ...

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The Strategic (and FUN!) Approach to Early Financial Freedom with Catie Lawrence show art The Strategic (and FUN!) Approach to Early Financial Freedom with Catie Lawrence

Pursuing Freedom

  Such a fun and informative episode with Catie. We discussed: The importance of mindset Why assessing your tolerance for risk is so important How Catie set herself up to leave her W-2 How Catie and her husband built Happy Homes organically Sharing what you do/offer with everyone you know and networking via events, social media or… …and so much more.   About Catie Lawrene with Happy Homes, Ltd - living and working in the Denver Metro - is a Real Estate Agent, Real Estate Investor, A Marketer, Airbnb Super Host, House Hacker Fix and Flipper and Financial Freedom Advocate,...

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How to 1031 Exchange an Under-Performing Rental Property into a Cashflowing Passive Investment with Troy Eckard show art How to 1031 Exchange an Under-Performing Rental Property into a Cashflowing Passive Investment with Troy Eckard

Pursuing Freedom

Listen in as Troy gives us an education on 1031 Exchanges with mineral rights, including: How to use your money to create income as you wind down your career The three pieces of every piece of real estate  How using mineral rights as part of a 1031 Exchange is a win for all His 3 premises when focusing on mineral rights The simplicity of 1031 in 180 days, first revenue check in 6 months, monthly checks on the 25th of each month for the next 25 to 75 years and a 1099 of the income you receive…no liability, no holding cost, no property tax … and much more About Troy Eckard With...

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Retire Rich with Rentals: Why Real Estate Investing is Still the Best Path to Wealth with Kathy Fettke show art Retire Rich with Rentals: Why Real Estate Investing is Still the Best Path to Wealth with Kathy Fettke

Pursuing Freedom

                    Listen in as Kathy and I discuss: How Kathy, a radio show host, got involved in real estate investing over 20 years ago after her husband’s cancer diagnosis How she not only survived, but thrived during the 2008 crash The story of Real Wealth Network and how it always starts with education The difference between real estate agents, investors and property managers when you’re looking to buy and hold properties How what was true 20 years ago is still true today when it comes to market selection How to become a passive...

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How Conviction plus Innovation took Laura Witte from $2M in volume to $86M in volume, in 2023! show art How Conviction plus Innovation took Laura Witte from $2M in volume to $86M in volume, in 2023!

Pursuing Freedom

  Show Notes Listen in as Laura and I discuss: How she started 2023 with a $2M in volume month and, when everyone was saying it would be a bad year, decided not for her and ended it with $86M in volume How, after becoming a loan officer to help get her first loan, Laura left to form her own company: Truth and Lending Why her team doesn’t need to ask for business Her Personal Affordability Initiative How Tetris and mortgages are similar… … and so much more!                                    ...

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From $3M to $300M with Nick Stageberg show art From $3M to $300M with Nick Stageberg

Pursuing Freedom

                        SUCH a great episode with Nick… listen in to discover: How Nick started out in homeless shelters and did his first house hack at age 12 How he and his wife created huge wealth for themselves in a relatively short amount of time with the Burr business model How Nick never planned to sell a house to someone else when he got his real estate license and what changed that His joint venture approach to investment The Lemonade Stand Model What Nick and his team do instead of cold calling… The impact of being, or...

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More Episodes

Once you’ve set goals that are aligned with your vision for the future, you need an actionable business growth plan to execute. Kimberlee Meserve shares her approach to achieving growth and scale in the real estate business with insights about:

  • Kimberlee’s success journey in real estate
  • Why Kimberlee chose to work for a brokerage before branching out on her own, and what she took away from that experience
  • How to determine whether or not a team is a good fit for you
  • Why it is so important to track your numbers from day one
  • What tools and metrics Kimberlee uses to track and measure her success
  • How Kimberlee maintains a sense of joy while she produces results

Build a Business Growth Plan in Real Estate

Kimberlee Meserve is an absolute rockstar who I met through a mastermind group, and she is killing it right now, in both life and business! After moving to Boston in 2018 without knowing anyone, she created a business growth plan driven by first-time homebuyer events and re-built her business from scratch with this approach. Now, Kimberlee has her own rapidly growing team in the Boston market, founded on the success of her well designed first-time homebuyer workshop called “Brews and Buying.” In this episode of Pursuing Freedom, Kimberlee joins us to share her journey and provide tips for growing your business in the real estate space.

When Should You Branch Out on Your Own?

Kimberlee’s business growth plan continues to yield results, because she has created an environment that provides opportunities for everyone on her team. She is very selective about who she brings into her world, and she works hard to value that is unmatched in the marketplace. While the team model may not work for everyone, Kimberlee is thriving as a team leader. In order to grow your business in the real estate space, it’s important to create a business model and a work environment that cater to your strengths. This is the foundation for achieving growth and scale, and sometimes, branching out on your own from the get-go is the right move.

Track Your Numbers From Day One

Any growth activities you do should be approached with a business mindset, and your results should be tracked. That is why Kimberlee’s business growth plan is built around creating predictability. Many agents make the mistake of waiting for business to fall onto their plate. But when you are tracking your numbers day-in and day-out, you are forced to understand where you stand in relation to your goals. Tracking enables you to constantly tweak your action plan with finite adjustments so you are always moving the needle and making progress toward your goals. If you want to grow your real estate business this is one of the critical practices that will help you stay consistent.

Business Growth Plan

About Kimberlee Meserve

Member of Realtor Magazine’s 2020 class of 30 under 30, Kimberlee Meserve is an agent in the Boston, MA market and founder of Brews and Buying first-time homebuyer workshop. She moved to Boston without knowing anyone in late 2018 and re-built her business from the ground up through first time home buyer events.

How to Connect With Kimberlee Meserve

Balanced Growth Course:

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