How To Build Client Relationships In Real Estate

I've been going to real estate conferences for over a decade. Here's what actually works (and what doesn't): Most people waste thousands of dollars and hundreds of hours because they approach these events completely wrong. With events season coming up, here's what actually works: 1/ The 3-Week Rule: Most people wait until they're at the conference to start networking. That's too late. Your highest ROI outreach window is 3 weeks before the event. Too far out, and people haven’t started thinking about the event yet. But wait too long, and the best prospects are already booked up. Use the sponsor list, speaker roster, and attendee directory to identify your targets. Cold emails mentioning shared attendance convert way better than generic outreach. 2/ Get The Cell Numbers: This sounds obvious, but many people don’t do it. LinkedIn connections are fine. Email exchanges are better. But cell phone numbers? That's where real relationships happen. When someone says, "let's connect at the event," immediately ask: "What's your cell? I'll text you that day." 3/ Control The Location: Many startups are tempted to spend tens of thousands of dollars on an expensive booth on the show floor. But the branded happy hour at the bar across the street? That's where deals actually happen. After-hours events are way more valuable than anything during official programming. People are relaxed. Guards are down. Conversations go deeper. Here's what most vendors get wrong: they think the goal is to pitch at the event. Wrong. The goal is to collect contact info and schedule follow-up calls for the week after. Nobody is making purchasing decisions while they're rushing between sessions and trying to remember if they validated their parking. Here’s what you should do: • Before: Prospect the attendee list 3 weeks out • During: Get cell numbers and schedule post-event calls • After: Follow up within 48 hours while you're still fresh in their mind The conference itself is just the excuse to start the conversation. The real work happens in the weeks before and after. P.S. Our Selling Into Real Estate Owners course is a must for anyone heading to real estate events. It covers this and a lot more, from identifying your customer to building your sales funnel. Link is in the comments.

Public speaking separated me from the competition more than any other skill I developed. And here’s a secret: My nick name in Jr high school was Shy Ross… I’m not naturally good at speaking. Far from it. Because most people are too afraid to even try. I’ve spoken at local events, conferences, Reddit’s B2B summits, and in front of tens of thousands of people. Every single time, I aimed to be the speaker who dropped jaws and left people wanting more. That standard changed everything. Here’s what nobody tells you: Most conference speakers are forgettable. They read slides. They share generic advice. They don’t prepare. And they think they’re the second coming…. If you just show up prepared, tell stories, and deliver actual value, you’re automatically in the top 10%. And here’s the real secret: The majority of events I spoke at to get the reps in were local or within a 10-hour drive… You don’t need to fly around the world to build a speaking career. You need to show up at local meetups, industry events, and regional conferences where the organizers are desperate for good speakers. Start small. Volunteer to speak at a local chamber of commerce. Offer to present at an industry association meeting. Build reps in low-stakes environments. Then when the big opportunities come, you’re ready. Speaking led to $1M+ clients, $1M+ partnerships, and relationships that never would have happened otherwise. It’s business development on steroids. This week: Find one local event in your industry. Reach out to the organizer and offer to speak. Don’t overthink the topic… Just share something you actually know.

I showed up late to a Pavilion dinner and they made me sing ‘Sweet Child O’ Mine’ on the spot—awkward, but it drove $327K in pipeline. Our team is heading to SaaStr & Gartner CSO. Here’s our No-Booth Pipeline Playbook: 1. List First, Luck Later Don’t come in blind. Research every attendee, speaker, and sponsor name. Enrich against your ICP. Run list in ChatGPT: “Give me 1-3 convo points I can build my value around”. Now you’re armed with a list and thoughtful ice‑breakers tied to their business. 2. Lock Slots Pre‑Flight Two weeks out, DM prospects, clients, and people you want to meet—now you have an easy start to warm you up with pre-booked meetings during the event. 3. Just Have Fun Convos People overthink it: “How will I start a chat?”, “Am I bothering them at lunch?”. Get out of your head! Everyone there is looking to connect. Just go and talk to them, compliment their red Nikes, ask for guidance, or just say hi. What’s next? They come ‘inbound’ and ask “so what do you do?”—that’s it. Easy. 4. Go Where the Crowd Goes Don’t lurk at empty barista lines or charging spots. Go where people go. At sessions, talk with the folks sitting next to you—the talks offer great topics to discuss. During breaks, lunch/coffee lines will allow more casual talks. 5. The Real Event = Afterhours VIP dinners, breakfasts, parties, cocktail hours—this is where the magic happens. It’s where people have real connections, are less stressed, and build real trust. My karaoke moment at dinner turned into a long night of networking with our ICP, which continued to late-night parties and post-event follow-ups. People buy from people who share Uber rides, not booth swag. 6. Nail Your Talk Track Don’t wait until day 2 to feel comfortable with your conversations. Write down your qualifying questions, short, casual pitch, and booking process. 7. Book Follow-Ups on the Spot This is where ROI often gets flushed down the toilet. People try to play the volume game, but if you’re just collecting emails—prepare to get ghosted. Have meaningful conversations, make them memorable, and book on the spot! The best event follow-up is no follow-up; We pull our Chili Piper + Take notes over a screenshot of their LI profile + DM on the spot, “Great chat!” + Send Aligned room to stay top of mind, prevent no shows, and capture buying signals. 8. Mind the Little Things - Don’t look at badges (it’s like “are you a DM?”) - Don’t disqualify titles (title ≠ influence) - Don’t wear what won’t last the day (i.e. full wool suit) - Don’t skip breakfast, or sleep (or drink too much) - Don’t forget water (and Tic Tac :) —— A neon booth: $100K. Uber to dinner: $18. There’s more than one way to attend events. What’s your wildest zero-booth win or best tip? Best story earns a karaoke duet at SaaStr 🎤 See you in San Mateo & Vegas.

One of the most important lessons I've learned after 42 years in this business: In real estate, you can close a transaction and still lose trust. A lot of brokers do not understand that. They think the closing is the finish line. They think if the deal gets done, the mission was accomplished. But in this business, especially when you represent sellers in high-stakes situations, the transaction is only one part of the equation. The relationship is the real asset. And relationships are built, or destroyed, based on trust. Over the course of my career, I have personally sold more than 2,402 buildings totaling over $24.2 billion in consideration. People often assume this business is about negotiation, pricing, marketing, or buyer relationships. Those things matter. But the foundation is trust. Sellers are not just hiring you to sell a building. They are trusting you with an outcome that may materially affect their family, business, retirement, investors, or future. And once that trust is broken, it is almost impossible to fully repair. I have seen brokers push deals forward because they wanted a commission, even when it was not the right outcome for the client. I have seen brokers overpromise pricing to win assignments and then spend months conditioning owners downward. I have seen brokers say one thing privately to a client and another thing publicly to the market. And I have seen brokers prioritize “getting the deal done” over protecting the client relationship. Those decisions may sometimes produce a transaction. But they often destroy long-term credibility. One of the advantages of spending four decades in one market is that you get to see how reputations compound. Trust compounds too. In many ways, trust is the most valuable currency in brokerage because once people truly trust you, they continue to come back during the most important moments of their lives and careers. They refer friends. They introduce family members. They call you again when another major decision needs to be made. That trust is earned in small moments. Telling a client something they may not want to hear. Being transparent when the market changes. Delivering difficult news quickly instead of hiding from it. Putting the client’s interests ahead of your own short-term economics. Admitting mistakes. Protecting confidentiality. Doing exactly what you said you were going to do. Sometimes the right advice does not immediately lead to a transaction. Sometimes the best advice is telling a client not to sell. Sometimes the best thing you can do is slow the process down. Sometimes preserving trust creates far more long-term value than forcing a short-term outcome. I believe that if you consistently protect trust, the business takes care of itself. Transactions come and go. Trust stays. The brokers who win are not the ones who squeeze every possible commission out of every situation. They are the ones clients believe will still put them first when nobody is watching.

After working with 1,000s of investors over the last 22 years, here are 5 things that work for building trust as a property advisor. It’s a competitive market. Projects are everywhere. Brokers are everywhere. Buyers are more informed, more connected, and more spoiled for choice than ever before. In a competitive market, the rules change. It’s no longer enough to be the first to pick up the phone. Investors are done looking for brokers. They’re looking for a partner who has their best interest at heart. So how do you win that trust? Here are 5 ways I’ve seen work time and again: 1- Do your homework before the pitch. Don’t push the first property you see. Research your investor’s profile, priorities, and financial strategy so your advice is precise. 2- Advise, don’t sell. Be the broker who says, “Don’t buy this one” if the deal doesn’t suit them. That kind of honesty pays back 10x. 3- Stay top-of-mind with value. Show your clients you listen to them. Remember the small stuff. Build a personal bridge. 4- Invest in relationships offline. Attend networking events, industry panels, and community gatherings to plant seeds that grow into trust. 5- Build a visible personal brand. Consistently share insights, market updates, and smart content on relevant digital platforms. Investors trust people they see as thought leaders. When a client realizes you care more about them more than about closing the fastest deal, that client will never forget you. They’ll come back again. They’ll refer their friends. They’ll trust you for life. What’s the one thing you do to win long-term trust in a competitive market?

Sales tip. You’re a real estate agent. You cold call a homeowner with an expired listing. They pick up. You introduce yourself. They sigh and say: “I’ve had bad experiences with agents in the past.” Now you’re at a fork in the road. If your intent is to book the appointment, you might lean forward and say: “Totally understand. A lot of people feel that way. Let me show you how I’m different. I specialize in tough markets. Got a few minutes Thursday or would Friday be better?” Sounds smooth. But it doesn’t feel safe. Why? Because what you’re really saying is: “I hear your concern… but let’s move past it so I can get what I want.” Even if you’re a good person. Even if your heart’s in the right place. It still feels like a pivot. Now imagine a different path. Same call. Same moment. Different intent. This time, you lean back and say, gently: “Bad experiences?” (With a slight up-tone, like an invitation to share.) That’s it. In therapy, this is called mirroring. It helps people feel understood and safe. It shows you’re attuned—not rushing to fix, just present. No pitch. No proving. No “I’m different.” Just space. And maybe… they open up: “Yeah. One guy overpromised. Another barely communicated. Felt like I was doing all the work.” Now you’re not in a sales conversation. You’re in a human one. From here, something real can unfold: Trust. Connection. Permission to keep going. Because when people feel heard, they’re more open to hearing you.

Years ago, I watched one of the best enterprise salespeople I've ever known lose a million-dollar deal simply because "𝗜 𝗱𝗼𝗻'𝘁 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗯𝗲 𝗽𝘂𝘀𝗵𝘆". This brilliant, capable professional was letting million-dollar opportunities slip away because she was afraid of seeming aggressive. Sound familiar? Here's the reality I've found after analyzing thousands of sales interactions: The average B2B purchase requires 8+ touches before a response, but most salespeople give up after 2-3. 𝗧𝗵𝗲 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻 𝗶𝘀𝗻'𝘁 𝗳𝗲𝘄𝗲𝗿 𝗳𝗼𝗹𝗹𝗼𝘄-𝘂𝗽𝘀—𝗶𝘁'𝘀 𝗯𝗲𝘁𝘁𝗲𝗿 𝗼𝗻𝗲𝘀. Working with clients across industries, I've developed what some have called the "Goldilocks Sequence" – not too aggressive, not too passive, but just right for maximizing response rates without alienating prospects. It starts with how we view follow-ups. Stop thinking of them as "checking in" and start seeing them as opportunities to deliver additional value. For each client, we build what I call a "Follow-Up Content Library" with 5-10 genuinely valuable resources for each buyer persona – a mix of their content and third-party research addressing likely challenges. Having this ready means follow-ups can pull the most relevant resource based on the specific situation. The sequence itself has a rhythm designed to respect the prospect's time while staying on their radar: 𝗗𝗮𝘆 𝟭 is the initial value-focused outreach with a specific insight (never generic "I'd like to connect" language). Around 𝗗𝗮𝘆 𝟯, we send a gentle bump, forwarding the original email with: "I wanted to make sure this reached you. Any thoughts on the [specific insight]?" It's brief and assumes positive intent. By 𝗗𝗮𝘆 𝟱, we shift to an alternative channel like LinkedIn, with a personalized note referencing the insight, but still no meeting request. Around 𝗗𝗮𝘆 𝟴 comes the pure value-add – sharing a relevant resource with no ask attached: "Came across this [article/case study] that addresses the [challenge] we discussed. Thought you might find it valuable regardless of our conversation." 𝗗𝗮𝘆 𝟭𝟮 brings what I call the "pattern interrupt" – a brief email with an unexpected subject line and single-question format that's easy to respond to. Then, around Day 18, we send the "permission to close" message: "I'm sensing this might not be a priority right now. If that's the case, could you let me know if I should check back in the future? Happy to remove you from my follow-up list otherwise." This sequence generated a 34% response rate for an enterprise software client compared to their previous 11% using traditional methods. The key difference? Every touch adds legitimate value rather than just asking for time. And because it's systematic, it removes the emotional weight of deciding when and how to follow up. What's your most effective follow-up technique? I'm always collecting new approaches to share with clients. #SalesFollowUp #OutreachStrategy #PipelineGeneration

The Future of B2B Events in 2025: Why Webinars aren't Enough Anymore. Webinars are still Good in 2025. But., If you are relying only on webinars to drive your B2B strategy in 2025, you're missing the bigger picture. ❌ The Old Playbook: Host a webinar. -Gather MQLs from form fills. -Send follow-up emails. -Push MQLs to sales. -Pitch your product. It's time to evolve: 👉 What's working in 2025: -Today's B2B buyers want more than a one-way conversation. -They crave value, interaction, and a sense of community. A few Examples and my favorites: ✔️ Workshops Over Webinars: 💡 Buyers want to be involved, not just observe. -Interactive workshops let them learn better. -Whether solving real problems in a live session or gaining hands-on experience, workshops create deep, personal engagement. I conduct workshops, which help me learn a great deal while teaching. -I Structured them as a hands-on, problem-solving session around a common pain point my prospect faces. ✔️ Micro-Communities: 📍 Think beyond large, impersonal webinars. -B2B decision-makers get increasingly drawn to smaller, niche groups where they can connect with peers and gain specialized knowledge ✔️ Live Case Studies with Clients: Inviting clients to co-host live case studies where they share their success stories and strategies. -It helps build trust and showcases real-world solutions. -These sessions highlight the tangible outcomes of your product or service. ✔️ Courses and Micro-Learning Sessions: 📚 Today's B2B buyers appreciate short, focused courses that they can immediately apply to their work. -Building an educational track with bite-sized learning around key topics is a win-win for engagement and brand positioning. ✔️Casual In-person Local Events The most underrated B2B growth lever in 2025. We’re seeing a revival of local, low-pressure, high-value meetups. You can organize: -CXO breakfast roundtables -12-person pizza & strategy evenings -Founder-led coffee sessions with 1-2 enterprise prospects -Co-branded "mini ABM events" with a customer as a host The vibe is Informal. Intentional. Invite-only. These formats are perfect for 1:Few and 1:1 ABM strategies. No decks. No sales pitches. Just proximity, context, and honest conversations. Here's an Example: -Use LinkedIn + HubSpot (or your CRM) to map your Tier 1 and Tier 2 accounts by city or region. -Once you’ve got your local clusters, don’t just wait for conferences—host your micro-events quarterly. -Even a 2-hour breakfast session with 5 decision-makers can create a more robust downstream pipeline than 500 passive webinar attendees. . It’s not about the number of attendees. It’s about curating the right conversations with the right people.

Most professionals think loyalty is earned through great work. It is. But the clients who stay, refer, and grow with you over time? They remember something else entirely. The small moments nobody asked for. Here are 9 moves that make clients feel genuinely valued: 1. Remember what matters to them personally. → Keep a note on their interests and life events. → Ask about things outside the scope of the work. 2. Reach out with no agenda. → Send a short note just to check in. → Show up between engagements, not only during them. 3. Share something useful before they ask. → Send a relevant article or flag a trend that affects their work. → Pass along an idea that came to mind when thinking about them. 4. Listen like it's the only thing on your agenda. → Ask one good question and let them talk. → Follow up later on something they mentioned. 5. Make introductions that help them grow. → Connect them to someone who can solve a current challenge. → Follow up to see if the connection was useful. 6. Acknowledge their wins. → Notice a promotion, award, or company milestone. → Send a genuine, specific congratulations with no request attached. 7. Follow through on the small things. → Do exactly what you said you would do, every time. → Never let a commitment quietly disappear. 8. Ask for their opinion. → Invite their perspective on a challenge you're working through. → Ask about something where their experience genuinely adds value. 9. Check in after the work is done. → Reach out weeks after an engagement closes. → Show that your interest in them outlasts the invoice. None of these is complicated. None of them takes much time. But done consistently, they signal something most professionals never quite say out loud: I see you. Not just the work. That's what loyalty is built on. Which of these do you do most naturally? ♻️ Valuable? Repost to help someone in your network. 📌 Follow Mo Bunnell for client-growth strategies that don't feel like selling.

Growing up, I watched my dad run his business in Oman. He didn’t have big budgets or fancy marketing strategies, but he had something far more powerful clients who returned year after year. I once asked him,  “How do you do it?” His response was simple: “Take care of the relationship, and the results will follow.” But I didn’t fully understand what he meant until I started my own journey in business development for a Chennai based company. --- When I launched my first marketing campaign, I focused on numbers:  → clicks, → conversions,  → short-term wins. And it worked, until it didn’t. One day, a client left because they felt undervalued.  That moment shook me. I realized trust isn’t built with one successful transaction it’s earned through consistent care. --- I started paying closer attention to how my dad built relationships:  💗 He never treated clients as “accounts.” He treated them as people. 💗 He remembered milestones, celebrated wins, and showed up consistently. 💗 He solved their problems, even when it didn’t benefit him directly. Over time, I adopted these same principles in my work and I saw the results. Client retention improved,  referrals poured in, and  loyalty became my competitive edge. --- Here’s how you can build client relationships that stand the test of time: 1️⃣ 𝗟𝗶𝘀𝘁𝗲𝗻 𝗔𝗰𝘁𝗶𝘃𝗲𝗹𝘆: Pay attention to what your clients are truly saying—it shows you care. 2️⃣ 𝗗𝗲𝗹𝗶𝘃𝗲𝗿 𝗖𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝘁𝗹𝘆: Even small efforts can create big trust when done consistently. 3️⃣ 𝗔𝗱𝗱 𝗩𝗮𝗹𝘂𝗲, 𝗔𝗹𝘄𝗮𝘆𝘀: Go beyond the transactional. Be the partner who solves, not just the seller who pitches. 4️⃣ 𝗠𝗮𝗸𝗲 𝗜𝘁 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹: Send a thoughtful note, remember a milestone, or celebrate their wins—it’s the little things. 5️⃣ 𝗥𝗲𝘀𝗽𝗲𝗰𝘁 𝘁𝗵𝗲 𝗚𝗼𝗼𝗱𝗯𝘆𝗲: Even when clients leave, part ways with grace. They’ll remember how you treated them. --- My dad didn’t just teach me how to run a business he showed me the power of Relationships. 𝗧𝗵𝗲 𝗹𝗲𝘀𝘀𝗼𝗻 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲: 𝗜𝘁’𝘀 𝗻𝗼𝘁 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝘀𝗮𝗹𝗲; 𝗶𝘁’𝘀 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝗼𝗻 𝘆𝗼𝘂 𝗰𝗿𝗲𝗮𝘁𝗲 𝗮𝗻𝗱 𝗻𝘂𝗿𝘁𝘂𝗿𝗲. What’s the best lesson you’ve learned from your dad?  Let’s share some daddy insights - Let’s all learn from their wisdom💗