Welcome to the Growing Careers & Companies Podcast with Allison S. Weiss. We have a special episode today that is specifically tailored for brokers, leasing agents, originators, and other business development professionals who are changing jobs. We dive deep into Allison’s transition checklist that helps you be as effective as possible and point you to some great resources if you feel stuck in your transition.

For more resources and news visit: https://www.growingcareersandcompanies.com/

“The first step in making a transition is owning that it is time to go and spending some time thinking about the future.”

This winter is a big season for transition in commercial real estate. If you’re considering transitioning and need support or guidance, then reach out to us. Allison is the founder of CRE Recruiting, a commercial real estate focused national search firm. You can email her at [email protected].

 

Here are a few useful tips to make your transition smoother and more successful.

 

Know your independent contractor agreement or employment agreement, and locate policy manuals or other documents you might have signed as a part of joining your company.

These legal documents govern your relationship with your current company, and can be crucial in your transition. Make sure you understand everything, especially sections that detail “termination”, and if you don’t - seek out expert help in interpreting them.

 

Map out the current deal pipeline.

Make sure you understand the deals that you have in progress. Compare that pipeline to any post-termination obligations that your current company might have.

 

Save your contact list privately if you can.

Make sure that you have your phone set up to save contacts directly to your personal phone or cloud account to avoid losing them when you leave the company. Some contact information might be subject to a technology privacy policy or non-disclosure policy so learn about that beforehand.

 

Plan the marketing of your transition.

Think about how to let people know that you’ve changed firms. Segment your clients into different groups based on how close your relationship is to them, and plan an appropriate approach for notifying each group.

 

Move your license(s) and update your social media with the new company.

Your biographical information should be updated across all platforms from your new company’s website to your social media channels.

Take your personal belongings home from the office ahead of time.

You can leave some of the bigger items in the office as they will be returned to you and would cause unnecessary attention, but you should take home important personal items home with you over time in advance of the transition.

 

These are just a few of the items on our brokerage transition checklist. If you want to learn more about the process or need some in-depth guidance on your transition, then reach out to Allison at [email protected].

 

Regardless of the reason, if it is time to go and you need help and support, we are here for you!

Resources for the show:

 

• Love, Learned, Live Behind Exercise 

• https://www.growingcareersandcompanies.com/

• https://www.crerecruiting.com/ 

• https://www.creatwork.co/

• The Growing Careers and Companies Framework

• Allison’s LinkedIn

 

 

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