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SOUTHERN  CALIFORNIA’S  PUBLICATION  FOR  THE  REAL  ESTATE  PROFESSIONAL
EXECUTIVEAGENTTM
MAGAZINE
Whitney Fields
INSIDE FEATURES:
PAUL CORONADO
Summit Realty Group
BILL HOBBS
Prudential California Realty
KATHY KOPPIE
Keller Williams Realty
JULIA MAIO
Kinecta Federal Credit Union
Karen Morton
PWR is the only REALTOR® association offering any of these valuable member
benefits. See why PWR is the Association of Choice at the CAR Expo.
Pacific West Association of REALTORS®
www.pwr.net
On October 2-4 at the C.A.R. EXPO at the Anaheim Convention Center,
stop by the PWR Booth #535 and demo our NEW website enhancements!
PWReports
Power up your listing presentation,
property marketing, & prospecting
efforts with these simple to use
PWReports. Just print & go!
The Road to Success
Starts With...
ADVERTISERS’ INDEX
AmeriFirst Financial, Inc...................11
i Photography Studio................34 & 35
Kinecta Federal Credit Union...........36
Mason - McDuffie Mortgage.............21
Prominent Escorw..............................31
PWAOR................................2
Realty ONE Group.............................20
Talk of the Town.......................18 & 19
Photography: i Photography Studio
Graphic Designer: Rob Paino
Editorial Manager: Garon Arrias
Writers: Lalaena Gonzalez–Figueroa,
Shannon Hartsoe
© Copyright 2012
Executive Agent Magazine. All rights
reserved. Reproduction in whole or in part
without written permission is prohibited.
Although every precaution is taken to
ensure accuracy of published materials,
Executive Agent Magazine cannot be held
responsible for opinions expressed or facts
supplied by its authors.
EXECUTIVEAGENT Magazine
contents
Fred Arrias
Executive Publisher
PO Box 73384
San Clemente, CA 92673
Ph: (949) 366-3349
Fax: (949) 266-8757
info@executiveagentmag.com
www.ExecutiveAgentMag.com
OCTOBER, 2012 VOL. 2 NO. 10
Cover Story
EXECUTIVEAGENT Magazine 3
Karen Morton & Whitney Fields
Executive Agents of the Month
5
Paul Coronado
Summit Realty Group
12
13
24
Bill Hobbs
Prudential California Realty
32
Julia Maio
Kinecta Federal Credit Union
Editorials
22 - Tony Alessandra:
Improving Your Intellectual
Image
26 - John Boe:
The Power Of Choice
28 - Bill Brooks:
Customer Impact: The Winner’s
Edge
14 - Jim Rohn:
The Time To Act
16 - Zig Ziglar:
Laughter
Kathy Koppie
Keller Williams Realty
Nominate a fellow REALTOR® to be profiled in one of our feature stories: on the cover as Executive Agent
of the month, or as a special feature story. All candidates must be nominated by a real estate professional
or affiliate. The selection process includes a questionnaire, personal interview, reference check and final
approval by the Advisory Council. Candidates are evaluated based upon professionalism, length of service
and uniqueness of story, as well as industry and community involvement.
MAIL, Fax or E-mail:
A
2929 Calle Frontera
San Clemente, CA 92673
Phone (949) 366-3349
Fax (949) 266-8757
info@executiveagentmag.com
Nomination form
I nominate:
NAME:______________________________
COMPANY:__________________________
ADDRESS:___________________________
____________________________________
CITY/STATE/ZIP:_____________________
____________________________________
PHONE:_____________________________
E-MAIL:_____________________________
REASON:____________________________
_____________________________________
_____________________________________
_____________________________________
Submitted by:
NAME:______________________________
COMPANY:__________________________
PHONE:_____________________________
E-MAIL:_____________________________
N O M I N A T I O N F O R M
A MAGAZINE
TM
EXECUTIVEAGENTTM
MAGAZINE
Fax or Email to:
Executive Agent Magazine
Fax: 949.266.8757
EXECUTIVEAGENT Magazine
EA
Cover Story
Karen Morton
Whitney Fields
W
ith a client-centric business model and a genuine
passion for their profession, Whitney Fields and
Karen Morton have joined forces to create an
exceptional and unique real estate practice that focuses
on the driving force behind their industry: relationships.
The duo shares an unwavering sense of enthusiasm and
accountability, providing each client with incredible
support and representation throughout the course of a
given transaction and beyond. Whitney and Karen are,
in fact, so committed to meeting the ongoing needs of
their clientele that they have established themselves
exclusively through repeat and referral business. They’ve
made it work through consistency and knowledgeable
representation; Masters Real Estate Group has proven a
valuable advocate for buyers and sellers throughout San
Diego and the surrounding regions.
There’s a distinct synergy between Karen and Whitney,
a deep sense of camaraderie that reveals the mutual
trust and admiration the women share for each other.
Their paths to real estate are unique, but the duo is
on a clear and defined course to ongoing success.
An entrepreneurial background and creative skillset
allowed Whitney to flourish early in her real estate career.
Prior to earning her license, she and her husband owned
and operated a restaurant. When the time was right to make
a change, Whitney determined that she could capitalize
upon her business experience, marketing and design
prowess and people skills as a real estate consultant. Her
interior design background was a launching point for
By Lalaena Gonzalez-Figueroa
Photography by Ian Wiant - Dan Fields Photography
EXECUTIVEAGENT Magazine
Whitney Fields
& Karen Morton
EXECUTIVEAGENT Magazine
successfully preparing and listing homes, and as she real-
ized the value of her creative skills, she went on to become
a certified, professional stager.
Karen’s degree in Marketing and extensive work in
advertising provided her with a competitive edge when she
launched her real estate career. After establishing herself in
a variety of media formats, she sought a new challenge that
would allow her to continue to utilize her abilities while
maximizing her outgoing personality and communication
skills. Karen proved an ideal fit for real estate and quickly
discovered the joy of a profession that allowed her to make
a difference in the lives of others.
So how did the self-described “Southern California Girl”
and “Southern Belle” forge a solid partnership steeped in
professionalism and knowledge? It started, interestingly
enough, with a love of surfing. At peace on their boards,
in the water, Whitney and Karen built a rapport with one
another, learning that their commonalities extended to core
beliefs including their systems of morals and values. “We
discovered that we shared a similar approach to business,”
states Karen. “Surfing together allowed us to understand
the underlying issues that may contribute – or detract- from
a team’s success, and to realize that we had the makings of
a great partnership.” Today Karen and Whitney aren’t just
business partners; they’re also true friends who still love to
recharge on the water.
With the formation of their team came a new sense
of clarity. Hours of self-examination, of creating and
honing their joint business plan, led Karen and Whitney
to identify their chosen route to success. “We knew we
wanted to achieve specific goals,” recalls Whitney. “And
we determined that we would work best if we maintained
a focus on our strengths.” Both incredibly personable,
Karen and Whitney opted to build upon the relationships
they had so thoughtfully cultivated. It was a gamble;
focusing on growing a business strictly driven through
referral and repeat clientele meant starting with a small but
established database and ensuring that their message was
well-received. They didn’t simply ask for referrals. Says
Whitney, “We reconnected with our network and explained
to them exactly how we would earn business.”
Whitney and Karen consistently offer an unsurpassed level
of service, tailoring their efforts to the needs of each indi-
vidual with whom they work. Their consultative approach
has the duo providing the information their clients need to
make their best decisions, as well as a network of service
and trade professional referrals. “We act as a comprehensive
resource for everything real estate,” notes Karen.
Whitney Fields and Karen Morton
EXECUTIVEAGENT Magazine
When Skip Saunders and his family began to contemplate
a relocation from Los Angeles County to San Diego
County, he researched highly-rated Realtors® within the
region and found Masters Real Estate Group. “Whitney
and Karen met with us multiple times,” he says. “They took
their time with us, first helping us to familiarize ourselves
with the area, and then searching for properties. They
were always ready and willing to answer our questions,
and had a thorough knowledge of the communities we
were interested in, including schools and amenities.” His
family was, adds Saunders, “totally satisfied” with the
experience. “We had the opportunity to work with both
Whitney and Karen, and found them to be invested in our
wants and needs,” he states.
Their buyers appreciate Karen and Whitney’s patience
and meticulousness as they explore their options. With
thorough market knowledge, the two believe in the value
of educating clients. “The more you know, the more
comfortable you are finding a home that meets your
criteria,” observes Whitney. “We encourage our buyers
to take their time, to preview as many properties as
they need to. Their long- and short-term goals drive the
process.” As a team, Karen and Whitney believe they are
better able to meet their clients’ needs while maintaining
their signature personal approach. “One of us is always
available to answer questions and address concerns,”
Whitney explains.
Client Jami Shapiro states that Whitney and Karen
were highly knowledgeable and incredibly patient. Her
perspective is unique: a Realtor® licensed outside of
California, she understands the level of commitment
that the duo displayed. “I never felt pressured, never felt
the need to make a quick decision in order to close the
transaction,” she recalls. Despite her own industry savvy,
Shapiro asserts that she wouldn’t have found her home
without Whitney and Karen. “They had knowledge about
the house before it was on the market,” she explains. “It
was exactly what I wanted!”
As listing agents, the duo provides a solid array of services
including professional staging, comprehensive marketing
and advertising campaigns, and skillful negotiation. Their
attention to detail is impeccable; Karen and Whitney have
created an extended team of specialists whose skillsets
complement their own. Masters Real Estate Group, led by
Karen and Whitney, includes an administrative assistant
and transaction coordinator whose efforts allow the duo to
focus on what they do best: care for their clients.
Setting the Standard of Excellence
In addition to traditional sales, Karen and Whitney have
also become adept at negotiating complex short sales.
“Adaptability is critical to success in real estate,” says
Whitney. “Karen and I are cognizant of this, and have
dedicated the time and energy necessary to ensure that
we’re able to handle the range of transactions that our
clients require.” While the distressed market is ripe with
emotional challenges and business-related obstacles, the
team maintains focus on their clients’ end goals. “This
is where we truly see the opportunity to help others,”
observes Whitney. “Karen and I have helped individuals
through personal and family traumas, the pitfalls of a
struggling economy, and unexpected life changes. We
do whatever we can to assist them in getting through the
process and establishing new, attainable objectives for
themselves. It’s challenging, but incredibly gratifying.”
Professional partnerships often survive because
individuals count on each other to balance out their
strengths and areas for improvement. But Whitney and
Karen describe themselves as uncannily similar. “We get
each other,” says Whitney. “Karen and I communicate
really effectively, and we’re both focused on maintaining
a professional approach to our business and to continuing
to build upon our knowledge and skills.”
Their referral-only business is thriving, thanks to the
unwavering dedication with which Karen and Whitney
operate. Their efforts have earned them consumer and
collegial respect, along with a host of notable awards and
accolades. Masters Real Estate Group has been featured
in San Diego Magazine as “Five Star Real Estate: Best
in Client Satisfaction” every year since 2009, an honor
that they don’t take lightly. “Our market has experienced
a volatile cycle,” Karen states. “Together, Whitney and
I have not only maintained business, we’ve grown it.
We go beyond meeting our clients’ needs. Masters Real
Estate Group is committed to going the extra mile to
provide our clients with an unmatched level of service.”
EXECUTIVEAGENT Magazine

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Executive Agent | Real Estate Masters

  • 1. SOUTHERN  CALIFORNIA’S  PUBLICATION  FOR  THE  REAL  ESTATE  PROFESSIONAL EXECUTIVEAGENTTM MAGAZINE Whitney Fields INSIDE FEATURES: PAUL CORONADO Summit Realty Group BILL HOBBS Prudential California Realty KATHY KOPPIE Keller Williams Realty JULIA MAIO Kinecta Federal Credit Union Karen Morton
  • 2. PWR is the only REALTOR® association offering any of these valuable member benefits. See why PWR is the Association of Choice at the CAR Expo. Pacific West Association of REALTORS® www.pwr.net On October 2-4 at the C.A.R. EXPO at the Anaheim Convention Center, stop by the PWR Booth #535 and demo our NEW website enhancements! PWReports Power up your listing presentation, property marketing, & prospecting efforts with these simple to use PWReports. Just print & go! The Road to Success Starts With...
  • 3. ADVERTISERS’ INDEX AmeriFirst Financial, Inc...................11 i Photography Studio................34 & 35 Kinecta Federal Credit Union...........36 Mason - McDuffie Mortgage.............21 Prominent Escorw..............................31 PWAOR................................2 Realty ONE Group.............................20 Talk of the Town.......................18 & 19 Photography: i Photography Studio Graphic Designer: Rob Paino Editorial Manager: Garon Arrias Writers: Lalaena Gonzalez–Figueroa, Shannon Hartsoe © Copyright 2012 Executive Agent Magazine. All rights reserved. Reproduction in whole or in part without written permission is prohibited. Although every precaution is taken to ensure accuracy of published materials, Executive Agent Magazine cannot be held responsible for opinions expressed or facts supplied by its authors. EXECUTIVEAGENT Magazine contents Fred Arrias Executive Publisher PO Box 73384 San Clemente, CA 92673 Ph: (949) 366-3349 Fax: (949) 266-8757 info@executiveagentmag.com www.ExecutiveAgentMag.com OCTOBER, 2012 VOL. 2 NO. 10 Cover Story EXECUTIVEAGENT Magazine 3 Karen Morton & Whitney Fields Executive Agents of the Month 5 Paul Coronado Summit Realty Group 12 13 24 Bill Hobbs Prudential California Realty 32 Julia Maio Kinecta Federal Credit Union Editorials 22 - Tony Alessandra: Improving Your Intellectual Image 26 - John Boe: The Power Of Choice 28 - Bill Brooks: Customer Impact: The Winner’s Edge 14 - Jim Rohn: The Time To Act 16 - Zig Ziglar: Laughter Kathy Koppie Keller Williams Realty
  • 4. Nominate a fellow REALTOR® to be profiled in one of our feature stories: on the cover as Executive Agent of the month, or as a special feature story. All candidates must be nominated by a real estate professional or affiliate. The selection process includes a questionnaire, personal interview, reference check and final approval by the Advisory Council. Candidates are evaluated based upon professionalism, length of service and uniqueness of story, as well as industry and community involvement. MAIL, Fax or E-mail: A 2929 Calle Frontera San Clemente, CA 92673 Phone (949) 366-3349 Fax (949) 266-8757 info@executiveagentmag.com Nomination form I nominate: NAME:______________________________ COMPANY:__________________________ ADDRESS:___________________________ ____________________________________ CITY/STATE/ZIP:_____________________ ____________________________________ PHONE:_____________________________ E-MAIL:_____________________________ REASON:____________________________ _____________________________________ _____________________________________ _____________________________________ Submitted by: NAME:______________________________ COMPANY:__________________________ PHONE:_____________________________ E-MAIL:_____________________________ N O M I N A T I O N F O R M A MAGAZINE TM EXECUTIVEAGENTTM MAGAZINE Fax or Email to: Executive Agent Magazine Fax: 949.266.8757
  • 6. W ith a client-centric business model and a genuine passion for their profession, Whitney Fields and Karen Morton have joined forces to create an exceptional and unique real estate practice that focuses on the driving force behind their industry: relationships. The duo shares an unwavering sense of enthusiasm and accountability, providing each client with incredible support and representation throughout the course of a given transaction and beyond. Whitney and Karen are, in fact, so committed to meeting the ongoing needs of their clientele that they have established themselves exclusively through repeat and referral business. They’ve made it work through consistency and knowledgeable representation; Masters Real Estate Group has proven a valuable advocate for buyers and sellers throughout San Diego and the surrounding regions. There’s a distinct synergy between Karen and Whitney, a deep sense of camaraderie that reveals the mutual trust and admiration the women share for each other. Their paths to real estate are unique, but the duo is on a clear and defined course to ongoing success. An entrepreneurial background and creative skillset allowed Whitney to flourish early in her real estate career. Prior to earning her license, she and her husband owned and operated a restaurant. When the time was right to make a change, Whitney determined that she could capitalize upon her business experience, marketing and design prowess and people skills as a real estate consultant. Her interior design background was a launching point for By Lalaena Gonzalez-Figueroa Photography by Ian Wiant - Dan Fields Photography EXECUTIVEAGENT Magazine Whitney Fields & Karen Morton
  • 7. EXECUTIVEAGENT Magazine successfully preparing and listing homes, and as she real- ized the value of her creative skills, she went on to become a certified, professional stager. Karen’s degree in Marketing and extensive work in advertising provided her with a competitive edge when she launched her real estate career. After establishing herself in a variety of media formats, she sought a new challenge that would allow her to continue to utilize her abilities while maximizing her outgoing personality and communication skills. Karen proved an ideal fit for real estate and quickly discovered the joy of a profession that allowed her to make a difference in the lives of others. So how did the self-described “Southern California Girl” and “Southern Belle” forge a solid partnership steeped in professionalism and knowledge? It started, interestingly enough, with a love of surfing. At peace on their boards, in the water, Whitney and Karen built a rapport with one another, learning that their commonalities extended to core beliefs including their systems of morals and values. “We discovered that we shared a similar approach to business,” states Karen. “Surfing together allowed us to understand the underlying issues that may contribute – or detract- from a team’s success, and to realize that we had the makings of a great partnership.” Today Karen and Whitney aren’t just business partners; they’re also true friends who still love to recharge on the water. With the formation of their team came a new sense of clarity. Hours of self-examination, of creating and honing their joint business plan, led Karen and Whitney to identify their chosen route to success. “We knew we wanted to achieve specific goals,” recalls Whitney. “And we determined that we would work best if we maintained a focus on our strengths.” Both incredibly personable, Karen and Whitney opted to build upon the relationships they had so thoughtfully cultivated. It was a gamble; focusing on growing a business strictly driven through referral and repeat clientele meant starting with a small but established database and ensuring that their message was well-received. They didn’t simply ask for referrals. Says Whitney, “We reconnected with our network and explained to them exactly how we would earn business.” Whitney and Karen consistently offer an unsurpassed level of service, tailoring their efforts to the needs of each indi- vidual with whom they work. Their consultative approach has the duo providing the information their clients need to make their best decisions, as well as a network of service and trade professional referrals. “We act as a comprehensive resource for everything real estate,” notes Karen. Whitney Fields and Karen Morton
  • 8. EXECUTIVEAGENT Magazine When Skip Saunders and his family began to contemplate a relocation from Los Angeles County to San Diego County, he researched highly-rated Realtors® within the region and found Masters Real Estate Group. “Whitney and Karen met with us multiple times,” he says. “They took their time with us, first helping us to familiarize ourselves with the area, and then searching for properties. They were always ready and willing to answer our questions, and had a thorough knowledge of the communities we were interested in, including schools and amenities.” His family was, adds Saunders, “totally satisfied” with the experience. “We had the opportunity to work with both Whitney and Karen, and found them to be invested in our wants and needs,” he states. Their buyers appreciate Karen and Whitney’s patience and meticulousness as they explore their options. With thorough market knowledge, the two believe in the value of educating clients. “The more you know, the more comfortable you are finding a home that meets your criteria,” observes Whitney. “We encourage our buyers to take their time, to preview as many properties as they need to. Their long- and short-term goals drive the process.” As a team, Karen and Whitney believe they are better able to meet their clients’ needs while maintaining their signature personal approach. “One of us is always available to answer questions and address concerns,” Whitney explains. Client Jami Shapiro states that Whitney and Karen were highly knowledgeable and incredibly patient. Her perspective is unique: a Realtor® licensed outside of California, she understands the level of commitment that the duo displayed. “I never felt pressured, never felt the need to make a quick decision in order to close the transaction,” she recalls. Despite her own industry savvy, Shapiro asserts that she wouldn’t have found her home without Whitney and Karen. “They had knowledge about the house before it was on the market,” she explains. “It was exactly what I wanted!” As listing agents, the duo provides a solid array of services including professional staging, comprehensive marketing and advertising campaigns, and skillful negotiation. Their attention to detail is impeccable; Karen and Whitney have created an extended team of specialists whose skillsets complement their own. Masters Real Estate Group, led by Karen and Whitney, includes an administrative assistant and transaction coordinator whose efforts allow the duo to focus on what they do best: care for their clients. Setting the Standard of Excellence
  • 9. In addition to traditional sales, Karen and Whitney have also become adept at negotiating complex short sales. “Adaptability is critical to success in real estate,” says Whitney. “Karen and I are cognizant of this, and have dedicated the time and energy necessary to ensure that we’re able to handle the range of transactions that our clients require.” While the distressed market is ripe with emotional challenges and business-related obstacles, the team maintains focus on their clients’ end goals. “This is where we truly see the opportunity to help others,” observes Whitney. “Karen and I have helped individuals through personal and family traumas, the pitfalls of a struggling economy, and unexpected life changes. We do whatever we can to assist them in getting through the process and establishing new, attainable objectives for themselves. It’s challenging, but incredibly gratifying.” Professional partnerships often survive because individuals count on each other to balance out their strengths and areas for improvement. But Whitney and Karen describe themselves as uncannily similar. “We get each other,” says Whitney. “Karen and I communicate really effectively, and we’re both focused on maintaining a professional approach to our business and to continuing to build upon our knowledge and skills.” Their referral-only business is thriving, thanks to the unwavering dedication with which Karen and Whitney operate. Their efforts have earned them consumer and collegial respect, along with a host of notable awards and accolades. Masters Real Estate Group has been featured in San Diego Magazine as “Five Star Real Estate: Best in Client Satisfaction” every year since 2009, an honor that they don’t take lightly. “Our market has experienced a volatile cycle,” Karen states. “Together, Whitney and I have not only maintained business, we’ve grown it. We go beyond meeting our clients’ needs. Masters Real Estate Group is committed to going the extra mile to provide our clients with an unmatched level of service.” EXECUTIVEAGENT Magazine