Ali Whitley's guest appearances

Ali Whitley

NAR’s Center for REALTOR® Development

#HomeForAll Podcast

OwlTail

Everyone is adapting to the technology they need, in their work and life. We want you to have the best tools that will benefit you and your clients. In this episode, Ali Whitley discusses working with our mature clients. The Seniors Real Estate Specialist® Designation (SRES®) is an amazing class that the Center for REALTOR® Development offers. This class discusses things you need to know. We discuss the technicalities of senior living, reverse mortgages, estates, taxes, and more. We also discuss helping our mature clients get established in communities and be connected in the ways that help them best. Thanks for joining us!   [2:22] Ali is an educator and loves all things education. She is happy to be the chair of the Emerging Business and Technology Forum for NAR this year. [4:56] A person of the same age could have a very different lifestyle than another person. It depends on your activity and health and your ability to be active. [8:16] Ali talks with clients about their interests. She finds out their activity level and the things they like to do. [9:07] Art museums, libraries, and different types of opportunities in your community may have senior or 50-plus programs. When you get plugged into something, you find more to do. Do pre-work and find links for your clients to find their way. [10:39] If we have things available for someone and we can start to identify it for them, their interests and their ability to meet people is going to “explode,” so they’ll be able to be connected in their communities. [10:59] The Seniors Real Estate Specialist designation covers three generations: Gen X, Boomers, and the Silent Generation. These generations have different characteristics. They are very diverse in technology. [11:59] As real estate professionals, we help clients across any technology abilities, know where they are, and meet them there, encouraging them to use technology in their transactions and their lives. [12:20] Stereotypes are helpful for some conversations but don't ever over-assume things. Ali sees different generations using technology differently. [13:36] Video chats and social media are useful for people to keep that connection and feel that they’re in the know with their community and their family. [15:18] Ali sees older people using video doorbells to keep an eye on who’s coming up on their porch and when they’re getting deliveries and having visitors. They’re using health trackers and video medical appointments. [16:52] When Monica’s parents find something that satisfies a need that they have determined, like their Ring doorbell, they are thrilled to have the technology. But they still don’t want “all of that technology.” [20:15] We need to talk with our clients and learn their communication preferences. [20:40] Our young clients don’t want to talk on the phone but our older clients want to talk on the phone and see us in person. This is a relationship-building business. We need to build the relationship in a way that the client is comfortable. [26:19] There are all sorts of opportunities to use technology to make connections but face-to-face or voice-to-voice are important for people to feel connected. [26:39] Ali is the chair of the Emerging Business and Technology Forum that works with the REACH program. The REACH program comes out of Second Century Ventures, the strategic investment arm of the National Association of REALTORS®. [28:08] NAR chooses both REACH commercial and residential companies for technology that may be utilized in homes or businesses. Ali recommends some digital technology clients can use.  [32:40] Ali suggests looking at the REACH program and Second Century Ventures to see all the REACH programs and classes. [34:58] The Seniors Real Estate Specialist is one of many excellent offerings and you can find out more at Learning.REALTOR.   Tweetables:   “A person of the same age could be in a very different lifestyle than another person. It really depends on your activity level, your health level; how you really feel about yourself, and your ability to have activity.” — Ali Whitley   “Maybe someone had a real interest in something particular and their job took them in a different direction. Now, as they’re retiring, they can start to take those classes that they thought that they would enjoy.” — Ali Whitley   “As REALTORS®, we need to help clients across any technology abilities and we need to know where they are and meet them there and see if we can help to encourage new technology within their transactions.” — Ali Whitley   “They can see your smiling face on the video or they get to meet you in person and they get a feel for who you are, and then later, if … you’re sending a text, or you’re sending something through email, now they can put your face to it.” — Ali Whitley   Guest Links:   Ali Whitley, REALTOR® ABR, CIPS, CRS, GRI, SRES, SRS, AHWD, e-PRO, PSA, RENE, RSPS, SFR, C2EX Endorsed RE/MAX Crossroads Aliwhitley.com Prisid.io REACH Second Century Ventures REACH Program Companies  nar.realtor/newsroom/second-century-ventures-announces-14-companies-for-2023-reach-scale-up-program   NAR Resource LinksSeniors Real Estate Specialist® (SRES®) NAR NXT, The REALTOR® Experience   Additional Links:   Microcourses found at Learning.REALTOR. Use the coupon code PODCAST to obtain 15% off the price of any microcourse!   CRD@NAR.REALTOR Crdpodcast.REALTOR Learning.REALTOR — for NAR Online Education Training4RE.com — List of Classroom Courses from NAR and its affiliates CRD.REALTOR — List of all courses offered   Host Information: Monica Neubauer Speaker/Podcaster/REALTOR® Monica@MonicaNeubauer.com MonicaNeubauer.com FranklinTNBlog.com   Monica’s Facebook Page Facebook.com/Monica.Neubauer Instagram Instagram.com/MonicaNeubauerSpeaks   Guest Bio   Ali Whitley Ali Whitley is an active Residential Real Estate Agent and Director of Education at RE/MAX Crossroads. In addition to guiding buyer and seller clients through successful transactions, Ali is passionate about professional development and education. A skilled negotiator and experienced REALTOR® for over 26 years, she shares this expertise and empowers fellow agents as an educator and mentor, and as an instructor of Designations and Certifications. Ali is active in local, state, and national REALTOR® Associations, currently serving as President-Elect of Ohio REALTORS®, NAR Director and Chair of the Emerging Business and Technology Forum. She has been recognized as AABOR REALTOR® of the Year and as a “Woman of Note” by Crain’s Cleveland Business. Ali is committed to excellence, fostering an inclusive environment focused on sharing strategies for growth and success

Everyone is adapting to the technology they need, in their work and life. We want you to have the best tools that will benefit you and your clients. In this episode, Ali Whitley discusses working with our mature clients. The Seniors Real Estate Specialist® Designation (SRES®) is an amazing class that the Center for REALTOR® Development offers. This class discusses things you need to know. We discuss the technicalities of senior living, reverse mortgages, estates, taxes, and more. We also discuss helping our mature clients get established in communities and be connected in the ways that help them best. Thanks for joining us! <a></a><a></a>[2:22] Ali is an educator and loves all things education. She is happy to be the chair of the Emerging Business and Technology Forum for NAR this year. [4:56] A person of the same age could have a very different lifestyle than another person. It depends on your activity and health and your ability to be active. [8:16] Ali talks with clients about their interests. She finds out their activity level and the things they like to do. [9:07] Art museums, libraries, and different types of opportunities in your community may have senior or 50-plus programs. When you get plugged into something, you find more to do. Do pre-work and find links for your clients to find their way. [10:39] If we have things available for someone and we can start to identify it for them, their interests and their ability to meet people is going to “explode,” so they’ll be able to be connected in their communities. [10:59] The Seniors Real Estate Specialist designation covers three generations: Gen X, Boomers, and the Silent Generation. These generations have different characteristics. They are very diverse in technology. [11:59] As real estate professionals, we help clients across any technology abilities, know where they are, and meet them there, encouraging them to use technology in their transactions and their lives. [12:20] Stereotypes are helpful for some conversations but don't ever over-assume things. Ali sees different generations using technology differently. [13:36] Video chats and social media are useful for people to keep that connection and feel that they’re in the know with their community and their family. [15:18] Ali sees older people using video doorbells to keep an eye on who’s coming up on their porch and when they’re getting deliveries and having visitors. They’re using health trackers and video medical appointments. [16:52] When Monica’s parents find something that satisfies a need that they have determined, like their Ring doorbell, they are thrilled to have the technology. But they still don’t want “all of that technology.” [20:15] We need to talk with our clients and learn their communication preferences. [20:40] Our young clients don’t want to talk on the phone but our older clients want to talk on the phone and see us in person. This is a relationship-building business. We need to build the relationship in a way that the client is comfortable. [26:19] There are all sorts of opportunities to use technology to make connections but face-to-face or voice-to-voice are important for people to feel connected. [26:39] Ali is the chair of the Emerging Business and Technology Forum that works with the REACH program. The REACH program comes out of Second Century Ventures, the strategic investment arm of the National Association of REALTORS®. [28:08] NAR chooses both REACH commercial and residential companies for technology that may be utilized in homes or businesses. Ali recommends some digital technology clients can use.  [32:40] Ali suggests looking at the REACH program and Second Century Ventures to see all the REACH programs and classes. [34:58] The Seniors Real Estate Specialist is one of many excellent offerings and you can find out more at Learning.REALTOR. Tweetables: “A person of the same age could be in a very different lifestyle than another person. It really depends on your activity level, your health level; how you really feel about yourself, and your ability to have activity.” — Ali Whitley “Maybe someone had a real interest in something particular and their job took them in a different direction. Now, as they’re retiring, they can start to take those classes that they thought that they would enjoy.” — Ali Whitley “As REALTORS®, we need to help clients across any technology abilities and we need to know where they are and meet them there and see if we can help to encourage new technology within their transactions.” — Ali Whitley “They can see your smiling face on the video or they get to meet you in person and they get a feel for who you are, and then later, if … you’re sending a text, or you’re sending something through email, now they can put your face to it.” — Ali Whitley Guest Links: Ali Whitley, REALTOR® ABR, CIPS, CRS, GRI, SRES, SRS, AHWD, e-PRO, PSA, RENE, RSPS, SFR, C2EX Endorsed RE/MAX Crossroads <a href="https://www.aliwhitley.com/" rel="nofollow" target="_blank">Aliwhitley.com</a> <a href="https://www.prisid.io/" rel="nofollow" target="_blank">Prisid.io</a> <a href="https://www.nar.realtor/technology/reach" rel="nofollow" target="_blank">REACH</a> <a href="https://www.scv.vc/" rel="nofollow" target="_blank">Second Century Ventures</a> REACH Program Companies <a href="https://www.nar.realtor/newsroom/second-century-ventures-announces-14-companies-for-2023-reach-scale-up-program" rel="nofollow" target="_blank"> nar.realtor/newsroom/second-century-ventures-announces-14-companies-for-2023-reach-scale-up-program</a> NAR Resource Links<a href="https://www.nar.realtor/education/designations-and-certifications/seniors-real-estate-specialist-sres" rel="nofollow" target="_blank">Seniors Real Estate Specialist® (SRES®)</a> <a href="https://narnxt.realtor/" rel="nofollow" target="_blank">NAR NXT, The REALTOR® Experience</a> Additional Links: Microcourses found at <a href="https://learning.realtor/diweb/start" rel="nofollow" target="_blank">Learning.REALTOR</a>. Use the coupon code PODCAST to obtain 15% off the price of any microcourse! <a href="mailto:crd@nar.realtor">CRD@NAR.REALTOR</a> <a href="http://www.crdpodcast.com/" rel="nofollow" target="_blank">Crdpodcast.REALTOR</a> <a href="http://www.learning.realtor/" rel="nofollow" target="_blank">Learning.REALTOR</a> — for NAR Online Education <a href="http://www.training4re.com/" rel="nofollow" target="_blank">Training4RE.com</a> — List of Classroom Courses from NAR and its affiliates <a href="http://www.crd.realtor/" rel="nofollow" target="_blank">CRD.REALTOR</a> — List of all courses offered Host Information: Monica Neubauer Speaker/Podcaster/REALTOR® <a href="mailto:Monica@MonicaNeubauer.com">Monica@MonicaNeubauer.com</a> <a href="http://funtentionalliving.com/" rel="nofollow" target="_blank">MonicaNeubauer.com</a> <a href="http://franklintnblog.com/" rel="nofollow" target="_blank">FranklinTNBlog.com</a> Monica’s Facebook Page <a href="https://www.facebook.com/monica.neubauer" rel="nofollow" target="_blank">Facebook.com/Monica.Neubauer</a> Instagram <a href="https://www.instagram.com/monicaneubauerspeaks/" rel="nofollow" target="_blank">Instagram.com/MonicaNeubauerSpeaks</a> Guest Bio Ali Whitley Ali Whitley is an active Residential Real Estate Agent and Director of Education at RE/MAX Crossroads. In addition to guiding buyer and seller clients through successful transactions, Ali is passionate about professional development and education. A skilled negotiator and experienced REALTOR® for over 26 years, she shares this expertise and empowers fellow agents as an educator and mentor, and as an instructor of Designations and Certifications. Ali is active in local, state, and national REALTOR® Associations, currently serving as President-Elect of Ohio REALTORS®, NAR Director and Chair of the Emerging Business and Technology Forum. She has been recognized as AABOR REALTOR® of the Year and as a “Woman of Note” by Crain’s Cleveland Business. Ali is committed to excellence, fostering an inclusive environment focused on sharing strategies for growth and success

087: Tools and Tech for Working with Mature Clients with Ali Whitley

Take your real estate business on a journey with the CIPS Designation! As a Certified International Property Specialist, you'll be able to level up your business and interact with clients from all over the world. To learn more about the Harold L. Klarreich Scholarship, email Therese Covell at tcovell@akronclevelandrealtors.com or CLICK HERE to fill out the online application. 

Take your real estate business on a journey with the CIPS Designation! As a Certified International Property Specialist, you'll be able to level up your business and interact with clients from all over the world. To learn more about the Harold L. Klarreich Scholarship, email Therese Covell at tcovell@akronclevelandrealtors.com or <a href="https://kmossacar.wufoo.com/forms/zfxi32m1ddklsm/" rel="nofollow" target="_blank">CLICK HERE</a> to fill out the online application.

Season 3 BONUS Episode - CIPS Designation with Seth Task & Ali Whitley

As many of us started to incorporate technology into our real estate business to make things easier and more automated, something else started to drop by the wayside: relationships. Throw the pandemic into the mix, where it was highly discouraged to be face-to-face with our customers, and we are now faced with a big need in the market for personable and friendly real estate agents that can connect with clients on a deep level. Ali Whitley is here to help shed some light on how you can improve your relationships without doing a complete rehaul of how your business operates. It’s not as complicated as you might think!   [3:45] Why is it so important to have a consultation with your client before you walk them through different houses? [6:50] If you don’t take the time to get to know your clients, their why’s and motivations, then what are you really doing? [7:20] It’s easy to just get into the habit of sending a text, but that doesn’t lead to connection. [15:25] A good real estate agent is the source for a lot of their clients. To become a source, you must be seen as trustworthy. [15:55] When does it make sense to talk about money? Monica offers a handy script. [19:50] If you’re going to be meeting with buyers or sellers, you really want to set up several meetings. [21:10] How does Ali set the expectation with her clients when she does a contract consultation? [29:35] Understanding the buyer/seller's expectations and making sure that they’re reflective of what the market is willing to pay. [37:00] A lot of clients today are educated. They are doing their own research, but sometimes that research is missing a few pieces. This is a great opportunity for a REALTOR® to step in. [40:00] Communicating your value as a real estate agent [42:35] Don’t be afraid to shine and show your value through storytelling! Ali shares how. [47:45] At the end of the day, it’s about empowering your client to make the best decision for them. Real estate agents add immense value by walking clients through a very stressful and emotionally overwhelming process.   Tweetables:   “If a computer can do it, then the computer will do it before long. We need to focus on what the human element is.” — Monica   “We need to know if we’re able to help them. If their expectations are not accurate for what the market is willing to bear, then we need to address that up front.” — Ali   “If the agent doesn’t know their value, how can they present that to anybody else?” — Ali   Guest Links:   Ali Whitley AliWhitley.com LinkedIn   Additional Links:   Crdpodcast.com   Onlinelearning.realtor for NAR Online Education Training4RE.com — List of Classroom Courses from NAR and its affiliates   crd@nar.realtor   Host Information: Monica Neubauer Speaker/Podcaster/REALTOR® Monica@MonicaNeubauer.com MonicaNeubauer.com FranklinTNBlog.com   Monica’s Facebook Page Facebook.com/Monica.Neubauer Instagram Instagram.com/MonicaNeubauerSpeaks   Additional Bio:   Ali Whitley is a Residential Real Estate Agent and Director of Education at RE/MAX Crossroads in Akron, Ohio. In addition to serving buyer and seller clients, Ali is passionate about professional development and education. She enjoys sharing her love of knowledge with fellow agents as an educator and mentor and as an instructor of REBAC and REBI Designations and Certifications. A REALTOR® for 24 years, Ali has been active in local, state, and national associations, having served as an NAR Director and member of the Commitment to Excellence committee, a longtime Director and current Treasurer-Elect at Ohio REALTORS® and President of her local association in 2012. She was honored as Akron Area Board of REALTORS® REALTOR® of the Year and as a past “Woman of Note” by Crain’s Cleveland Business.

As many of us started to incorporate technology into our real estate business to make things easier and more automated, something else started to drop by the wayside: relationships. Throw the pandemic into the mix, where it was highly discouraged to be face-to-face with our customers, and we are now faced with a big need in the market for personable and friendly real estate agents that can connect with clients on a deep level. Ali Whitley is here to help shed some light on how you can improve your relationships without doing a complete rehaul of how your business operates. It’s not as complicated as you might think! [3:45] Why is it so important to have a consultation with your client before you walk them through different houses? [6:50] If you don’t take the time to get to know your clients, their why’s and motivations, then what are you really doing? [7:20] It’s easy to just get into the habit of sending a text, but that doesn’t lead to connection. [15:25] A good real estate agent is the source for a lot of their clients. To become a source, you must be seen as trustworthy. [15:55] When does it make sense to talk about money? Monica offers a handy script. [19:50] If you’re going to be meeting with buyers or sellers, you really want to set up several meetings. [21:10] How does Ali set the expectation with her clients when she does a contract consultation? [29:35] Understanding the buyer/seller's expectations and making sure that they’re reflective of what the market is willing to pay. [37:00] A lot of clients today are educated. They are doing their own research, but sometimes that research is missing a few pieces. This is a great opportunity for a REALTOR® to step in. [40:00] Communicating your value as a real estate agent [42:35] Don’t be afraid to shine and show your value through storytelling! Ali shares how. [47:45] At the end of the day, it’s about empowering your client to make the best decision for them. Real estate agents add immense value by walking clients through a very stressful and emotionally overwhelming process. Tweetables: “If a computer can do it, then the computer will do it before long. We need to focus on what the human element is.” — Monica “We need to know if we’re able to help them. If their expectations are not accurate for what the market is willing to bear, then we need to address that up front.” — Ali “If the agent doesn’t know their value, how can they present that to anybody else?” — Ali Guest Links: Ali Whitley <a href="http://www.aliwhitley.com/" rel="nofollow" target="_blank">AliWhitley.com</a> <a href="https://www.linkedin.com/in/aliwhitley" rel="nofollow" target="_blank">LinkedIn</a> Additional Links: <a href="http://www.crdpodcast.com/" rel="nofollow" target="_blank">Crdpodcast.com</a> <a href="http://www.onlinelearning.realtor/" rel="nofollow" target="_blank">Onlinelearning.realtor</a> for NAR Online Education <a href="http://www.training4re.com/" rel="nofollow" target="_blank">Training4RE.com</a> — List of Classroom Courses from NAR and its affiliates crd@nar.realtor Host Information: Monica Neubauer Speaker/Podcaster/REALTOR® <a href="mailto:Monica@MonicaNeubauer.com">Monica@MonicaNeubauer.com</a> <a href="http://funtentionalliving.com/" rel="nofollow" target="_blank">MonicaNeubauer.com</a> <a href="http://franklintnblog.com/" rel="nofollow" target="_blank">FranklinTNBlog.com</a> Monica’s Facebook Page <a href="https://www.facebook.com/monica.neubauer" rel="nofollow" target="_blank">Facebook.com/Monica.Neubauer</a> Instagram <a href="https://www.instagram.com/monicaneubauerspeaks/" rel="nofollow" target="_blank">Instagram.com/MonicaNeubauerSpeaks</a> Additional Bio: Ali Whitley is a Residential Real Estate Agent and Director of Education at RE/MAX Crossroads in Akron, Ohio. In addition to serving buyer and seller clients, Ali is passionate about professional development and education. She enjoys sharing her love of knowledge with fellow agents as an educator and mentor and as an instructor of REBAC and REBI Designations and Certifications. A REALTOR® for 24 years, Ali has been active in local, state, and national associations, having served as an NAR Director and member of the Commitment to Excellence committee, a longtime Director and current Treasurer-Elect at Ohio REALTORS® and President of her local association in 2012. She was honored as Akron Area Board of REALTORS® REALTOR® of the Year and as a past “Woman of Note” by Crain’s Cleveland Business.

065: Agent Consultation and Client Expectations with Ali Whitley

Learn all about designations, certifications and other professional development courses with NAR instructor, Ali Whitley and ACAR Professional Development Director, Therese Covell.

Learn all about designations, certifications and other professional development courses with NAR instructor, Ali Whitley and ACAR Professional Development Director, Therese Covell.