Welcome to the Becoming a Wise Agent Podcast! This podcast is dedicated to discussing the latest trends, strategies, and best practices for real estate customer relationship management. In this podcast, the Wise Agent team will speak with industry leaders and CRM power users to explore the tools and techniques real estate professionals can use to effectively manage their relationships with clients, leads, and referrals. We'll cover topics such as lead generation, database management, email and text marketing, and more.
Becoming a Wise Agent
Claim This Podcastby Wise Agent
5.0(1 reviews)
58 episodes
Updated Bi-weekly
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68
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality73
Social94
YouTube86
Engagement27
Podcast Overview
Welcome to the Becoming a Wise Agent Podcast! This podcast is dedicated to discussing the latest trends, strategies, and best practices for real estate customer relationship management. In this podcast, the Wise Agent team will speak with industry leaders and CRM power users to explore the tools and techniques real estate professionals can use to effectively manage their relationships with clients, leads, and referrals. We'll cover topics such as lead generation, database management, email and text marketing, and more.
Language
🇺🇲
Publishing Since
12/29/2022
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Recent Episodes
July 21, 2026
The Right Message at the Right Time: Turning Leads into Lasting Clients
<p>Every lead has a different story, different questions, and different goals. So why should every follow-up look the same?</p><p>In this episode of <strong>Becoming a Wise Agent</strong>, Brandon Wise is joined by <strong>Matthew Rathbun</strong>, Executive Vice President of Coldwell Banker Elite in Fredericksburg, Virginia, to discuss how today's top-performing real estate professionals are moving beyond one-size-fits-all marketing and embracing personalized communication that builds trust and drives conversions.</p><p><br></p><p>In this episode, you'll learn:</p><ul><li>Why personalized follow-up outperforms generic messaging</li><li>How to communicate based on a prospect's unique needs and stage in the buying or selling journey</li><li>Practical strategies for building stronger client relationships</li><li>Common follow-up mistakes that can cost you business</li><li>Tips you can implement right away to convert more leads into closed transactions</li></ul><p><br></p><p>Whether you're a new agent or a seasoned professional, this conversation is packed with actionable insights to help you create meaningful connections and grow your real estate business.</p><p>👉 Learn more about Wise Agent CRM: <a href="https://www.wiseagent.com/">https://www.wiseagent.com/</a></p><p>📺 Subscribe for more real estate marketing strategies, CRM tips, product updates, and expert interviews:<br><a href="https://www.youtube.com/@WiseAgentCRM">https://www.youtube.com/@WiseAgentCRM</a></p><p><br></p><p><strong>About Becoming a Wise Agent</strong></p><p>Becoming a Wise Agent is the podcast for real estate professionals looking to grow their business through smarter systems, better marketing, and stronger client relationships. Join Brandon Wise as he interviews industry leaders and shares practical strategies you can put to work right away.</p><p>----------------------------------------------------------------------</p><p>Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. </p><p>----------------------------------------------------------------------</p><p>Sign Up for a 14 Day Free Trial at <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUjItMm1TUVZnSGs5X3V5YWUwOXJlYnxBR3JiS2FsZUhUUkVGOTZleWcyVXZCZzZCUHhwZ2VGQWR5bWxVSDdhVTVYZkNQbDZxMUVqcnI2RU15ZUV5ODNHQWk1TVJ1eHkxWVhBU3U3MFFrQzBIcE16Smp6LXlkdkozcHJN&q=https%3A%2F%2Fwww.wiseagent.com%2F&v=mm5yXcsNKgI" target="_blank" rel="nofollow">https://www.wiseagent.com</a>For more great tips, follow our Wise Blog at <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUVZxU3VaSzEwTS0wZ1NKT0YxbjRoc3xBR3JiS2FtaFdJRl85Z3VEdUVqZDNxbzNRWnU2T1gtVlEzbDB1SHgwSFFTaGZ3Vk5xUEdOcTZwNW9SMFU5ZkxBOUU4ODM1cW40NlBZalJwOGlzajZLdjlHR1U3MDI5MmNLYW56&q=https%3A%2F%2Fwiseagent.com%2Fblog&v=mm5yXcsNKgI" target="_blank" rel="nofollow">https://wiseagent.com/blog</a>.Connect with us!Website: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rVGJWaGpEWXExd09FQlBCTVRacjNWNHxBR3JiS2FtSzV6ekpMMUU2SzN0X1JwNHU5SlI3X2NYNzFqM2k3bDJjWVBTTC1QS2h5MjRFUmdHS3EyblQ5cnM4OUV4NTNxcklaNzN5SmljS2NXUURYNTBaeDRiM29ac1p4WS10&q=https%3A%2F%2Fwiseagent.com%2F&v=mm5yXcsNKgI" target="_blank" rel="nofollow">https://wiseagent.com</a>Facebook Page: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUXFTMV9RUVNxaUxRd1VubkhnUEtYM3xBR3JiS2FrTEktVUE2d1hlekFmcFV2ZWxSY283MU53N0xPUWtVbmhGV01ac1g2RnZMRWY5NTdpU0gyUXo4cTBLMm5PX294Rmc3VlRqRk1NeWNQbFU0MFZFUkg1UURvZndoc1hV&q=https%3A%2F%2Fwww.facebook.com%2Fwiseagent&v=mm5yXcsNKgI" target="_blank" rel="nofollow"> / wiseagent </a>Twitter: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rUUNGZnJDbkEtZWJfT3M4NzNrYzZrbnxBR3JiS2FsQ0JSLWliM3lyWVhtdmlrMjYzRGVvbVloaUNkb1VWc1Fra2JzdmJfNlRjUTg0MkFjZTBoWk1lZFBBNHNXRFA2ZzYxNTZSWXQ5TG1ObU9GTWVZLVc1V3hZbFoxZWdo&q=https%3A%2F%2Ftwitter.com%2FWiseAgent&v=mm5yXcsNKgI" target="_blank" rel="nofollow"> / wiseagent </a>Instagram: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUM4Zm9rU09UTmN6a08wcUkzeHRIcldnYWtYeHxBR3JiS2FsZ1ZsXzlNNG5ldjZTWVRENWxoQ3ZES1EwekZNN2ZhUHg0c1FwSlhTYUdXVzVna2JrbWU0bU94cy1yZlpQYWFqdGhNMVY5b2tUcGxaV19Ga19kZ1Rvc1dudmZZUS00&q=https%3A%2F%2Fwww.instagram.com%2Fwiseagentcrm&v=mm5yXcsNKgI" target="_blank" rel="nofollow"> / wiseagentcrm </a><br></p><p>#WiseAgent #RealEstateCRM #RealEstateMarketing #LeadGeneration #LeadConversion #RealEstatePodcast #RealEstateAgents #MatthewRathbun #BrandonWise #FollowUp #CRM #ColdwellBankerElite</p><p><br></p>
July 13, 2026
Speed to Lead is Dead: Why Relationship Speed Wins in 2026
<p>Learn how real estate lead follow-up has evolved beyond just speed-to-lead in this insightful conversation with Jeffrey Stanton and Jeremias “J-Man.” Discover why building genuine relationships through consistent, personalized communication across phone, email, text, and social media is key to converting today’s prospects. Explore proven strategies top-producing agents use—including making 8–15 contact attempts, leveraging CRM data for targeted marketing, and adapting to different communication styles. Plus, see how AI tools can enhance (not replace) human connection and get a preview of Wise Agent’s powerful CRM features along with J-Man’s upcoming podcast on AI, leadership, and real estate entrepreneurship.</p><p>__________________________________________________________</p><p>Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. __________________________________________________________</p><p>Sign Up for a 14 Day Free Trial at <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbF96QjVndE9JZ3l5V05KWkZaMGNQUzhwVTY3Z3xBQ3Jtc0trb0t1ejE5djFEU1djOE1hSlJHRGNUamRRN0NJc003cldtaUJGOVVmajk4Z3Z0STdhQnJQNW5rZDdfY2ZtOXl6aTVkNF9OSlFNM3VwaWluUDNzTGgxMng5VEhtVmVuOXBDaVkxWlNDZkU1UlNjUU43MA&q=https%3A%2F%2Fwww.wiseagent.com%2F&v=9WMFRpFdATs" target="_blank" rel="ugc noopener noreferrer">https://www.wiseagent.com</a>For more great tips, follow our Wise Blog at <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3dvWjh3SmVCd1lobXQ5V1NnSUhCdTBmSmd0Z3xBQ3Jtc0ttNmFUcXY3OENsSUZ4OU9tTUZLYW92WXFmZUJseERsaUJkS1hibWwtamRVajlTTWFGMDZhWXhobmM0N3lkT1ZzcmhsZ1pYNUdFaXdUT0RlSV9wcjB5RkgtREYwNEFOSVhNMTQzMFZpWDhPVGE3WFA3NA&q=https%3A%2F%2Fwiseagent.com%2Fblog&v=9WMFRpFdATs" target="_blank" rel="ugc noopener noreferrer">https://wiseagent.com/blog</a>.Connect with us!Website: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbkJqb05FUkZqRnE0UnY0eW9iSkU5NHhBZW5FUXxBQ3Jtc0tsWXNuLTRxYk1FaDdpeVVUcnVCNnMwVkNnR1BrcXVRVFVzR3M1bV9LTktaUTNxN0RJX0pxdk40a2VLSU9mMkoyb21VOWsxWW80TU5wX0drTFVCQlVPZmpFbmp2aWlvZVZPbURZU2gxZHpBQi1wQVQwSQ&q=https%3A%2F%2Fwiseagent.com%2F&v=9WMFRpFdATs" target="_blank" rel="ugc noopener noreferrer">https://wiseagent.com</a>Facebook Page: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbmpKQUhVelNoQ1FzQXo5LS1tVmFQTVhYUkFnd3xBQ3Jtc0ttUzR3UzlpMnh0UkxmTElDdmM1elQ3NFo4TkJyTXJTSlp1UVpaZkhLSGJFbXZnb2xBaFM2c0x6cE95Y0l4OGFDeWtYWXVFcF9iSTU4ZlhFN2VkdzFxczFQMXNBeHhXQjV4bUh0WXFuNTFvV0tyQ1JRQQ&q=https%3A%2F%2Fwww.facebook.com%2Fwiseagent&v=9WMFRpFdATs" target="_blank" rel="ugc noopener noreferrer"> / wiseagent </a>Twitter: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa3c2SGN0Q25oT3lKOWJzdVhGUDFmSUh1SExxQXxBQ3Jtc0ttZU04TFZKYTdWUnhWWlZnZUZYWVllZHBHZkNVSTRPNFpxZVBZb3BpVGpONmRObmdyOENvcXQwWkNSRlB0VU02a0xxRzRmeWxpNzJkcmtydlZGc0J0NC1nanFUcDJHeHU2SGpFWmxsWkRhaTFFOVRvcw&q=https%3A%2F%2Ftwitter.com%2FWiseAgent&v=9WMFRpFdATs" target="_blank" rel="ugc noopener noreferrer"> / wiseagent </a>Instagram: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqblU3aFZJdmFwSkc2OGZzLXFLc1dqVk9RVTNuUXxBQ3Jtc0tudGxsVjVId3hVbkpOODVfWXZRWi1udEdncUZ4cDcxTl95YXBIa0JEVm50Ukg2dEVKVkxNVWowSzh2am9mcXR1T1dQZXgzRjc0eDYwZ1dVTks1Y0pYVXcxc1V0OHJFQ1lVRVFzMWNDdnd3NEY1Z2xsWQ&q=https%3A%2F%2Fwww.instagram.com%2Fwiseagentcrm&v=9WMFRpFdATs" target="_blank" rel="ugc noopener noreferrer"> / wiseagentcrm </a><br></p>
July 1, 2026
Turn Leads into Listings: Building a Seamless Transaction Workflow in Your CRM
<p>A strong workflow is the key to turning new leads into closed deals. In this webinar, our member success specialist, Camilla Temu, and Tristan Ahumada of Lab Coat Agents will show you how to organize, nurture, and move leads through Wise Agent CRM with a structured pipeline and seamlessly transition them into active transactions.You’ll learn how to:</p><ul><li>Capture and organize leads from your website and other sources</li><li>Apply statuses and pipelines to track every stage of the sales funnel</li><li>Stay consistent with follow-up so no opportunity falls through the cracks</li><li>Convert active leads into clients with a clear, repeatable process</li><li>Manage transactions, tasks, and timelines all in one place</li></ul><p>___________________________________________________________Sign Up for a 14 Day Free Trial at <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbWY5bjktWDNOTEgyVnZER21vUHl4YWtYY3ljZ3xBQ3Jtc0tsRnRGblA2MGFOcEdweHRoT2tfcEU4bnFFMkVOdk1QSkU2cC16QTJuRDNQWkpOcGJkZTE3YV9Oa0pJQlVvdi0wZDU3MFV0Q21acW5JazlxaDl2RF8wNFJHZjFMdG1DNTZ1blFDc3dsMGp0UGlySlNwOA&q=https%3A%2F%2Fwww.wiseagent.com%2F&v=PjZqUS19dco" target="_blank" rel="nofollow">https://www.wiseagent.com</a>For more great tips, follow our Wise Blog at <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqazVZYVlORms0VXBWd1N3Qmt6SFpWQ1E1d3JiUXxBQ3Jtc0ttM2c0YlpIekNjbEgxTXZyZ1psOTQzLXJSV0FNNU1mOGF3VG5RdVRXbGpIUGdlSnh5TXpyTUFQUGVUQld5YjE1T21udjFhZTYyVnNvZVMtYXhiNTF3Y08xQWRpenkzYmlHSEVlZDB4U1NpeWdMekJsUQ&q=https%3A%2F%2Fwiseagent.com%2Fblog&v=PjZqUS19dco" target="_blank" rel="nofollow">https://wiseagent.com/blog</a>.Connect with us!Website: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbXR2ckRmRUdPcjAwT0xOb09mYUhzU25QeWJZQXxBQ3Jtc0tsT3NaNEpDajN3c2tLMEF3OUQyZUlWcVh5dGdlY1ZrSGtzUlNWcGNxVU9NU2tZWXdneVVnaTdETWVxTnh2VUhOU2g3Rzk0OUFENGxYNzNNTm9iUXN1Yjl4VF9IRkpBeGtFQXJxaDYwSHNCZHhJWXJMZw&q=https%3A%2F%2Fwiseagent.com%2F&v=PjZqUS19dco" target="_blank" rel="nofollow">https://wiseagent.com</a>Facebook Page: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbFBYLUVZVjNFbHRBQlpTb2NUZDJsTVBRWTIzZ3xBQ3Jtc0tuVTM0bjRZYzh3NXBhTDR6UExfTnVoU0ZfVkhObHpGYjZzNlB2ME8ycV9jbnJlTzI1RWs3VmFvUU1lUWVYUW96U2tXYm5vM2RJa2otNllmR25mLUJhWnhEZy00eFQ4OVF1YjRIaVBTalpmcmdITnhCQQ&q=https%3A%2F%2Fwww.facebook.com%2Fwiseagent&v=PjZqUS19dco" target="_blank" rel="nofollow"> / wiseagent </a>Twitter: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqbU1JYm9yRHBPcWtaUF80N2dhWkc0eUZ5bXp2d3xBQ3Jtc0tsU0ZnSHlTaUZSdTVNc0tadmd2Z1pmc0FwclBCamlERHVEaGp3ZGVER1ZnakdOQktjNFY5UVBDVTNJaFBKcjBaQlFYakJrYlc5WllmQUh2RExJY1FsQkJBckdPRFFzY2NkX05FWUl5d0Jqa2ZkbDBPTQ&q=https%3A%2F%2Ftwitter.com%2FWiseAgent&v=PjZqUS19dco" target="_blank" rel="nofollow"> / wiseagent </a>Instagram: <a href="https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa25SbkF0V3IzOHZfWHE2M0syWUFqMFVwRjgxUXxBQ3Jtc0tuZUlRTEg3X0ZlQ3hXREpMUnZKUjZCenIxU1hGek8zYi1yVUhaZ0xLYTNQT2lQdjN6OS1DeU1YcjF1bFUzVERVemVWdlJJdzVtb0VDZkVkYWJnVEtDZzhzUTI5bU9KUXB3LW9xbmdFM0lZM0lTR3J2Zw&q=https%3A%2F%2Fwww.instagram.com%2Fwiseagentcrm&v=PjZqUS19dco" target="_blank" rel="nofollow"> / wiseagentcrm </a><br></p>
58 total episodes available
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This podcast updates bi-weekly.
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This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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