Our Top 12 Tips on How to Be a Successful Real Estate Agent

Success in real estate is built on a foundation of trust, market knowledge, strong branding, and solid relationships.
This article explores:
  •  Strategies for understanding the market and communicating with clients
  •  Effective ways to manage your time, grow your network, and get referrals
  • Techniques  for negotiating and closing deals with confidence.
Written by: Deirdre Paige
Deirdre Paige

Deirdre Paige

Content Writer

Deirdre Paige is a content writer at Wise Pelican with nearly a decade of experience, specializing in data-driven content and social media campaigns for the real estate industry.

Published: August 4, 2021

1. Build a Solid Personal Brand

Real estate is packed with agents trying to make their mark.

But here’s the secret: a solid personal brand isn’t just a fancy logo or a catchy slogan. It’s the way people feel about you.

Your brand is your reputation, and when you build one that actually reflects who you are, clients won’t just remember you—they’ll trust you.

And in this business, trust is everything.

  • Know what you stand for: Figure out what really matters to you—integrity, client service, or maybe that killer marketing game. That’s what your brand should reflect. Clients need to know why they should pick you.
  • Be consistent and genuine: Clients should recognize the same you, whether it’s on social media or in person. Staying true to yourself strengthens your brand and keeps you connected with clients long after the deal closes.
  • Make your visuals count: Your branding—colors, fonts, the whole vibe—should feel like you. From your website to your business cards, keep it sharp and consistent so clients won’t forget who you are.

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2. Stay Ahead in Market Knowledge

If you want to call yourself a successful real estate agent, you can’t afford to ignore local market trends. Real estate is a game of information, and agents who stay informed are the ones who win. That means digging into neighborhood stats, watching listings like a hawk, and keeping tabs on every little development that could impact pricing. Successful agents don’t just glance at numbers—they dig into them. They figure out what those numbers mean for buyers, sellers, and everything in between.
  • Track key metrics: Focus on the essentials—median prices, inventory levels, and average days on market. These numbers help you explain what’s really happening in the market.
  • Spot patterns in trends: Keep an eye on price shifts and market conditions. Spotting patterns, like whether it’s a buyer’s or seller’s market, helps you guide clients through the noise.
  • Get insights from local experts: Appraisers, inspectors, and other pros can offer perspectives that data alone can’t provide. Their insights round out your market expertise and give you an edge.

3. Practice Effective Communication with Clients

Clients want to know you’ve got their back, but they also need to know what to expect. If you want to be a successful real estate agent, this is where communicating your value comes in. Show them how your expertise translates into results. No vague promises here—be clear and upfront about what you can deliver. Set the right expectations from day one, and you’ll avoid a lot of headaches down the road.
  • Be transparent: Honesty really is the best policy. Clients don’t want fluff; they want facts. Tell them what’s realistic and what’s not. They’ll appreciate you for it in the long run, even if it means managing some tough conversations upfront.
  • Offer solutions: Anyone can point out a problem, but successful agents bring solutions. If a house isn’t moving, show your clients what can be done to spark interest. If buyers are hesitant, guide them through their concerns with clear, actionable steps
  • Set clear boundaries: Make sure your clients know your process right from the start. Timelines, communication styles, and your role in the transaction should all be crystal clear. When nothing’s left up in the air, it makes everything smoother for both you and your client.

4. Continue Growing Your Network

Successful real estate agents know that relationships can make or break a career.

But here’s the thing: networking isn’t just about collecting business cards or shaking hands at an event.

It’s about building genuine connections.

Follow up, stay in touch, and show up for people in meaningful ways.

The agents, lenders, inspectors, and other professionals you meet can be incredible resources down the road. Relationships built on trust are the ones that last, so take care of them.

    5. Use Time Management Strategies

    It’s easy to feel like there aren’t enough hours in the day.

    Between showings, client calls, and paperwork, time can slip through your fingers faster than you realize.

    But being a successful real estate agent means knowing how to prioritize and make time work for you, not against you.

    The trick?

    Prioritize tasks that move the needle for your business and your clients.

    Know what’s urgent, what can wait, and what’s just busy work.

    Oh, and don’t forget: you’ve got a life outside of work.

    Balancing the two might seem impossible some days, but trust me—it’s essential to avoid burnout.

    To be a successful real estate agent, you need great time management.

    Thankfully, there are plenty of tools and tips to help you stay on track and make the most out of each day.

    • Time block your day: Set specific chunks of time for important tasks like prospecting, client meetings, and emails.
    • Use a task management app:  Tools like Trello or Asana keep you organized and help manage all your tasks so you don’t feel overwhelmed by juggling everything at once.
    • Set boundaries and stick to them:  Real estate is demanding, but you don’t need to be available 24/7. Set clear boundaries with clients about your availability, and make sure you take time for yourself.

    The key is not to prioritize what’s on your schedule, but to schedule your priorities.

    Stephen R. Covey

     

    6. Stay Active in Continuing Education and Skill Development

    The real estate world doesn’t stand still, and neither should you.

    Market trends change, new laws pop up, and innovative marketing techniques emerge all the time—there’s always something to learn.

    The agents who keep evolving are the ones who stay at the top of their game.

    • Stay on top of your licensing:  Keeping your license isn’t optional—it’s a must. Knock out those continuing education (CE) courses before deadlines sneak up on you. The earlier you handle it, the less stress you’ll face.
    • Always be learning: Pick up new skills. Whether it’s digital marketing, negotiation tactics, or niche certifications, the more you learn, the more value you bring to your clients.
    • Embrace real estate tech: Real estate tech changes fast. Virtual tours, automated direct mail, CRM software—these tools make your job easier and help you get better results for your clients. Stay updated, or you risk getting left behind.

    7. Build a Referral-Based Business

    A successful real estate agent knows that referrals are pure gold.

    Why?

    Because they come from people who trust you—something you can’t buy.

    To build a referral-based business you must provide value and delight your clients. Buyers and sellers who enjoy a stress free process and professional services will happily refer you to other folks in their network.

    Keep showing up in meaningful ways so that when someone in their circle needs an agent, you’re the one who comes to mind.

    • Stay in touch:  Personalized follow-ups, holiday postcards, or even just checking in on how they’re loving their new home can go a long way.
    • Use social media to stay visible: Social media gives you an easy way to stay on your clients’ radar without being intrusive. Post updates, share success stories, and engage with your clients’ content.

    8. Utilize Traditional and Digital Marketing

    A successful real estate agent knows that marketing is everything. And it’s not just about picking between digital or traditional marketing—it’s about using both effectively.
    You need to be where your clients are, whether that’s online or offline.

    • Digital marketing:  If you’re not online, you’re invisible. Use paid advertising strategically—like running Facebook ads to promote an open house. And don’t forget about SEO! Your website should be optimized for search engines so clients find you when they need you.
    • Traditional marketing: Traditional marketing still has its place, especially when you’re targeting specific neighborhoods or demographics (your farm). Think direct mail campaigns, flyers, and even good old-fashioned signage.

    Strengthen Your Presence with Traditional Marketing

    9. Handling Client Objections with Confidence

    Client objections are part of the game.

    It’s not if they’ll happen—it’s when.

    The key is to handle them confidently and turn concerns into opportunities.

    Clients might worry about everything from pricing to the timing of the market, and it’s your job to reassure them while providing solid facts.

    • Pricing too high or too low:  Some clients think their home is worth more than gold, while others panic about listing too high. Bring the numbers. Show them comps, explain the market, and lay out exactly why your pricing strategy is spot-on for them.
    • Market timing: Everyone’s trying to outsmart the market. Should they wait? Should they rush? Step in with the facts. Show them historical trends and remind them it’s not about perfect timing—it’s about their goals.
    • Concerns about competition: Nervous about too much (or not enough) competition? No problem. Focus on what makes their home or offer shine. Explain how your marketing and negotiation skills will get them noticed, no matter what the market looks like.

    11. Understanding Legal and Financial Aspects of Real Estate

    Knowing the market is important, but understanding the legal side?

    That’s what keeps deals from going sideways.

    Contracts, disclosures, and regulations aren’t just paperwork—they’re the backbone of every transaction.

    Getting these right isn’t optional—it’s how you protect your clients and yourself.

    • Contracts and disclosures:  Paperwork is part of the game, but it’s not just busywork. Contracts matter. Be it a purchase agreement or a listing contract, know your stuff—and make sure your clients do, too. They expect honesty, so give them the full scoop, from defects to zoning quirks.
    • Fair housing laws: Fair housing laws aren’t guidelines—they’re non-negotiable. They protect against discrimination and keep you on the right side of the law. Bonus: clients feel safe knowing you’ve got it covered.
    • Zoning and land use: Zoning laws can crush dreams of turning a house into a boutique hotel. These rules shape what gets built where, and they can make or break property value. Know them so you can steer clients away from potential headaches.
    Real estate isn’t just about properties—it’s about money. The better you understand the financial side, the wiser your decisions will be and the more valuable your advice will be. You can’t afford to ignore this part.
    • Demystifying mortgages and financing:  Mortgages can feel like a jungle of rates and terms. First-time buyers? They might need an FHA loan. Investors? Probably going conventional. Knowing the basics helps you guide clients through the confusion and find the financing that fits.
    • Explaining the closing statement:Closing statements are where it all comes together. They break down every penny—fees, commissions, taxes. Make sure your clients aren’t left guessing. Understand it yourself and explain it clearly, so there are no surprises.
    • Tax talk: Buying or selling? There are always tax rules to consider—capital gains, mortgage interest deductions, the works. Knowing the basics helps you answer your clients’ financial questions and keeps you involved long after the deal closes.

    12. Negotiating and Closing Deals

    Negotiating is where the real fun begins. Successful real estate agents don’t just relay offers back and forth—they strategically negotiate to get the best possible deal for their clients. It’s not about winning every point but about finding the sweet spot where both parties feel good about the outcome.
    • Know when to push and when to ease up: Not every negotiation calls for a hardball approach. Sometimes, stepping back a little can actually work in your favor. Knowing when to push and when to hold back helps you close deals without turning people off.
    • Keep emotions in check:Real estate deals can get emotional—especially for your clients. Your job? Stay cool. Keep a level head, and you’ll guide the negotiation smoothly.
    • Use data to back up your offers:  Numbers don’t lie. Market data, comps, and pricing trends give you an edge up when justifying offers or counteroffers.
    Once the negotiations are over, the focus shifts to closing the deal. This is where a real estate agent’s attention to detail and follow-through make all the difference. The closing table is where your hard work pays off, but getting there requires careful planning and keeping everyone on track.
    • Keep the communication going:  Once the deal is in motion, don’t go dark. Stay connected with the lender, title company, and the other agent.
    • Stay on top of deadlines: Real estate deals come with a stack of deadlines—inspections, appraisals, walkthroughs. Stay organized, use a checklist, and make sure your clients know what’s happening at every step.
    • Prep your clients for closing: No surprises at the closing table—that’s the goal. Walk your clients through the process, review the closing statement, and tackle any last-minute questions.

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    Bottom line

    There’s no single trick to being a successful real estate agent—it’s about pulling all the right moves.

    Build a brand that sticks, stay ahead of the market, manage your time like a pro, and close deals with confidence.

    Keep learning, keep adapting, and always go the extra mile for your clients.

    When you combine these skills, success isn’t just possible—it’s inevitable!

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