Stop Losing Clients After Closing | Annual Review System for Realtors

The Real Estate Agent Playbook

Most Realtors disappear after the closing. But the truth? That’s when the real opportunity begins.

In this episode, Jeremy Kane breaks down the Annual Review Strategy — a repeatable system that transforms homeowners into investors. By sitting down with your clients once a year to review equity, financing, insurance, improvements, and wealth goals, you don’t just earn repeat business… you build lifelong investor relationships.

📌 What you’ll learn in this episode:

✔️The 6-step Annual Review system every Realtor should use

✔️How repetition conditions clients to think like investors

✔️Why protecting assets and planning updates builds trust

✔️How to evolve Annual Reviews into Portfolio Reviews for investors

✔️The payoff: loyal clients, repeat deals, referrals, and wealth partnerships

If you’re ready to move from being just an agent to being a true wealth advisor, this strategy is your blueprint.

👇 Ready to start building investors instead of chasing leads?

Book your Game Plan Call here → https://bit.ly/3Neh4hu

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Jeremy Kane is a licensed Realtor® in Littleton, Colorado with EXP Realty and a member of the Wolf Pack Organization. The opinions shared on this show represent the opinions and values of Jeremy Kane and do not necessarily represent the opinions and values of EXP Realty or the Wolf Pack Organization. The opinions and ideas shared in this podcast do no guarantee or promise any results of success to the listener.