Compass Conversations host Jared Klein sits down with Ruth Reffkin, Compass agent in New York and President and Co-Founder of Compass Plus, for a conversation on senior transitions, client care, CRM discipline, Three-Phase Marketing, referrals, resilience, and building a business around service.

Key Takeaways

1. Lead With Service

Ruth shares that every client conversation should begin with the client’s needs. Her focus is on being a trusted advisor, explaining options clearly, and helping people make decisions with confidence.

1. Work the CRM

Ruth reminds agents that a CRM does not work by itself. Agents need to clean it, organize it, update it, and use it to stay in touch with clients, prospects, and referral partners.

1. Use Three-Phase Marketing

Ruth explains how Private Exclusi ...