Making a brokerage move can feel overwhelming, but change leads to growth! 🌱 If you’re considering a switch, follow this step-by-step guide to ensure a smooth transition—without losing momentum, clients, or confidence. With the right plan, you can level up your career while maintaining strong relationships and a thriving business. Still have questions – want to talk through options?
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1️⃣ Get Clear on Your Goals
Before making a move, take time to reflect:
✅ Does your current brokerage align with your long-term vision?
✅ List the pros and cons of staying vs. switching.
✅ Define your income, branding, and lifestyle goals—will a change help you achieve them?
2️⃣ Explore New Brokerages
Your next move should align with your growth. To find the right fit:
✅ Meet in person when possible to build genuine connections.
✅ If needed, opt for Zoom or phone calls for flexibility.
✅ Use email and text only as a last resort—real conversations build relationships!
3️⃣ Talk to Other Agents
You need insider insights before making a decision.
✅ Connect with agents at your prospective brokerage—what’s their experience?
✅ Ask about training, support, and leadership—is there real value beyond the name?
✅ Meet with onboarding teams to ensure a smooth transition.
4️⃣ Have “The Talk” With Your Current Brokerage
✅ If possible, meet in person to share your decision.
✅ Keep the conversation professional, honest, and positive.
✅ Express gratitude—relationships matter in this industry!
5️⃣ Protect Your Business—Keep Relationships Strong
✅ Be upfront about why you’re making the move.
✅ Keep doors open for future referrals or collaborations.
✅ Work out the logistics:
- Do your listings stay or go with you?
- What happens with referrals from your old database?
- Ensure your CRM, contacts, and branding assets transfer to you.
6️⃣ Time for the Official Paperwork
✅ Send written notice to your current brokerage.
✅ Sign your new contract with your next brokerage.
✅ Update your state licensing, MLS, and membership details.
✅ Transfer lockbox access, online profiles, and business listings.
7️⃣ Refresh Your Brand & Marketing
✅ Return any brokerage-owned materials like lockboxes.
✅ Order new for-sale signs, swag, and marketing materials with your updated branding.
✅ Make sure your website, lead gen pages, and online profiles reflect the change.
8️⃣ New Headshots = Fresh Start!
✅ Book a professional photoshoot to match your new brand.
✅ Dress with confidence—your brand image matters!
✅ Use updated photos across social media, business cards, and marketing.
9️⃣ Update Your Contact Info
✅ Create a new email signature with your updated brokerage and links.
✅ Order new business cards—make them stand out!
🔟 Announce Your Move with Confidence!
✅ Post on social media—make it exciting! 🎉
✅ Share your journey and why this move benefits your clients.
✅ Update your social profiles, website, and lead-gen platforms.
✅ Email your database with a short, engaging announcement—clients should hear the news from YOU first!
💡 Ready to Make the Move? Let’s Talk!
Switching brokerages is a huge opportunity for growth, and you don’t have to do it alone! Good News Coaching is here to guide you through the transition so you can keep your clients, strengthen your brand, and build a business you love. 🚀 We’ve helped lots of agents think through their options, the timing and make great moves and we’d love to help you too.
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