About this Event
Elevate your role in real estate beyond transactions in Passing Down Property & Opportunities - Part 1: Transactional Agent to Trusted Wealth Advisor with Lauren Valle. This powerful session is designed to help you shift your mindset and approach from simply closing deals to becoming a long-term advisor your clients trust for building and preserving wealth.
Learn how to have meaningful conversations around generational wealth, property ownership, and long-term investment strategies. Lauren will guide you through how to position yourself as a knowledgeable resource, deepen client relationships, and create opportunities that extend far beyond a single transaction.
This class is perfect for agents who want to grow a sustainable, referral-based business while making a lasting impact on their clients’ financial futures.
LOCATION: Keller Williams Port Orange Office
DATE & TIME: Wednesday, April 8th from 1:30 PM – 2:30 PM
DURATION / FORMAT: 1 Hour / In-Person Only
PRIMARY AUDIENCE: Everyone — New, Intermediate, Advanced, Buyer’s Agents, Listing Agents, and Teams
STYLE OF CLASS: Informative with mindset development and strategic application
Event Venue & Nearby Stays
3510 S Nova Rd suite 112, 3510 South Nova Road, Port Orange, United States
USD 0.00







