Enjoying an abundance mindset

When real estate agent Lisa Peterson moved from Florida to the Boston area, she joined Jack Conway almost immediately. “I’ve always been a family owned and operated, locally owned and operated kind of person,” Lisa explains. “I like to keep my money close to my town. And I purposely did not want to be in the rat race of those big-name brokers.”

Coming from a long line of business owners, Lisa appreciated the personal touch and full-cycle support she found at her new agency. It’s a philosophy that she extends to her own clients, as well: “I go through the whole process with them, and I try to always be myself. I try to be curious. I try to be quiet so I can hear, what are their needs, what is their weak spot, what’s their goal. I just take care of them like I would my family.”

With a supportive agency at her back and a sphere full of contacts to work, Lisa was ready to take on the world — if only she could find the time.

“Top of the funnel is my worst nightmare,” Lisa says. “Most of the top of the funnel is dealing with, How is your family? How’s work? What have you guys been doing this winter? What do you have planned for the summer? It’s exhausting. The amount of energy that would take for me to do for the top of my funnel would leave me so depleted I wouldn’t be able to answer emails.”

When she was asked to be a part of the Tradewind pilot, Lisa felt like a weight had been lifted off her shoulders. “Tradewind acts like an assistant, building trust with the person on the other side. They are providing them with ideas. They are giving them an ear. They’re taking their time with them. For some customers, they must be on the phone or in a chat exchange for 20 minutes or more.”

With Tradewind taking care of the legwork, Lisa was able to dig in and have the kind of open-ended conversations that help her understand what a client is looking for and how she can help.

To Lisa, sphere of influence is the heart of the real estate business. “Every single agent in the world has the same advantages, and none of us has the same contacts. We have the business, we have the people, we have the decision makers. They’re all in our phones — all the seeds are in there. But you can’t also do all the weeding and harvesting and fertilizing, because it just drains you too much.”

Thanks to Tradewind, Lisa has a whole new toolset that wasn’t there before. “I see Tradewind is taking the time — nurturing, developing trust, and building confidence. I’m the old man in the sea and they’re the big fishing vessel. They’ve got these giant nets. They can scrape the bottom of the ocean, take out the seaweed, and then just bring me these fish. So you never feel like you’re going to go hungry. I’m never going to go hungry. And that’s for sure.”

That sense of abundance has changed her selling style. “Since Tradewind, I have had a more non-anxious, Zen vibe,” she laughs. “And it’s a lot about the vibe, right? When you’re anxious, you want to push. But when you feel that groundedness, it allows you to sit back and be more patient. I’m always going to be bubbly, and I always want to be helpful. But it’s so much easier to engage people authentically and respectfully and kindly with an abundance mindset. Tradewind gave me that abundance.”