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Coaching Skills

Do I Need an Assistant? 

In this video, we discuss the role an
assistant plays in your senior real estate specialty.

Frankly, I can’t imagine being an active real estate agent without an assistant – specialist or not! It would be like a physician trying to run his or her entire practice alone. There are way too many moving parts for any one person to manage it all. 

Now, that said, if you are only handling one transaction at a time and that is all you ever plan to do, you may be able to get away with it. But even then, what happens if you want to take a vacation, you find yourself sick or needing a medical procedure, have a car accident, or just simply want a day off? 

Who will answer the phone and manage customer service requests? 

As it relates to serving seniors specifically, having an assistant is what will keep you from burning out, needing marriage counseling, or worse, falling over dead of a heart attack. A talented assistant is a person who can handle the things you aren’t good at and do it in a way that makes you look good. 

A talented assistant can also keep the shop open when you have a crisis or too many balls in the air.  In fact, a talented assistant will take such good care of clients that clients actually need to talk to you less, freeing up more time for you to focus on either growing the business or recharging your batteries. 

Too many agents think of assistants as paper pushers. An executive assistant (EA) is not the same as a transaction coordinator or simply “admin. support.” A really good EA can be a good transaction coordinator, but a talented transaction coordinator may not be a good EA. 

If you are going to grow your business by truly serving your clients at the highest level, whether they are seniors or not, you will eventually need an assistant. The best thing you can do for yourself if you are new to the business is begin putting money into a reserve account earmarked for adding team members. Once you have 90 days worth of salary in place, you are ready to hire. 

If you serve the mature market and would like coaching support on adding team members to your existing real estate practice, give us a call!


Certified Senior Housing Professionals™ (CSHP’s) are specialists who
understand the distinct late-life transition needs, wants, and goals of mature home buyers and sellers.
CSHP’s possess unique skills and knowledge positioning them as preferred real estate professionals for mature clients.