1. What is your geographic market and product specialty?
My major geographic market is Florida, with Manatee, Sarasota, and Charlotte Counties being my sub-markets. I have also co-listed with other SVN Advisors on various projects outside of Florida. My specialty is in coordinating and completing complex commercial transactions with multiple players and many moving parts, such as when dealing with a 1031 exchange. I find this type of transaction interesting and challenging at the same time. It is always very rewarding to bring a complicated deal together for my clients. I have a significant amount of experience in dealing with venture capital, project finance, construction, and development.
2. What’s your latest best practice tip that you can share?
My best practice tip for Advisors is to utilize innovative thinking and collaboration. From a client relations perspective, I would recommend finding ways to nourish your relationships through embracing all the tools technology has given us, such as social media as a means for establishing greater relationships with existing clients as well a strong web presence for attracting new clients. If you are not very tech savvy, outsource it. You have to be where your clients are, and the importance of making yourself visible on the web will only increase with time.
3. What’s been the biggest change over on how you run your business in the past decade?
I would have to say technology has had the biggest influence on how I run my business as well as being a great contributor to my success. In fact, technology is changing the way everyone does business and has become a driving factor behind the shifting landscape of the commercial real estate industry as a whole. Technology has caused a major paradigm shift in regard to just about every aspect of our lives.
4. What business book do you like to recommend to your colleagues?
“Feel the Fear and Do It Anyway”, by Susan Jeffers
5. What’s a fun fact that not everyone knows about you?
Not everyone knows that I am a grandmother of two amazing grandchildren in Utah. They are an absolute joy and I frequently travel to see them just about every two months. It may also come as a surprise to most that I recently completed a 120-mile ride from Orlando to Sarasota on a Tandem bike with one of my SVNCAG coworkers, Bruce Dilges. I like challenging myself and trying new things. I always say that I will try just about anything at least once.
*All Sperry Van Ness offices are independently owned and operated.