TOP AGENT ROUNDTABLE CLUB
Elevate your knowledge, elevate our industry.
The Preferred Settlement Services & Infanti Law Firm team have carefully curated this series
for producing agents to nourish and be nourished. Join the club!
Get access to higher level business education from local professionals in the field and be a part of a facilitated discussion among your colleagues.
Join the Club!
Membership is free!
High Level Experts
We find the experts. All you have to do is show up and get ready to learn and contribute.
Intriguing Discussion
After a short lesson from our expert, enjoy roundtable discussion amongst your piers of other performing agents and brokers.
New Connections
If you are producing, you are busy. Too busy to be forming relationships with other leaders in the field. Meet them here!
"We truly believe that your success is our success. This is why we spend a tremendous amount of energy finding new ways to be your best partner in business."
~ Michael Infanti, Founder & CEO of Preferred Settlement Services and Infanti Law Firm
Who we are, what we are looking for, and how it works:
Who We Are:
Preferred Settlement is a full-service title insurance and settlement services agency serving the entire State of Florida. We believe that our technology makes us different, and can make the closing process better, faster, safer and of course, more secure.
Our staff have more than 50 years of combined real estate experience, and can assist you with everything from contract to closing. Founded by an experienced real estate attorney, Preferred Settlement is committed to simplifying the closing process, and providing the highest level of customer service and satisfaction.
What we are looking for and how it works:
Performing agents in the Sarasota/Manatee area who would like to keep growing both professionally and personally amongst like-minded peers. If real estate is your full-time profession and you are either a broker or regularly performing agent, we invite you to apply. If you meet our criteria, you will be added to our Roundtable group and will be invited to specific sessions based on your interests.
PERSONAL & BUSINESS GROWTH
Personal Finance
Creating a Legacy
Growing from Solo Agent to Team Leader
Managing Daily Activity & Stress
Real Estate Investing
ENHANCING YOUR CLIENT EXPERIENCE
Understand the sophisticated mind of high net worth clients
Gain new contacts, tools and knowledge
Estate Planning
Local Market Trends
Marketing & Client Education
What Others Say
I truly enjoyed the roundtable discussion about financial planning. I thought it was informative and peeled back the layers of misconceptions about what we typically hear from the media. Having a transparent expert was extremely valuable to our learning experience. I walked away with useful knowledge to improve the trajectory of my financial future. I'm looking forward to the next meeting.
Salvatore Morabito
/ President & CEO, LENDirect Mortgage
Just for the relationship forming, it's great! 'Your network is your net worth in real estate.' Not only did I meet quality agents, I also added the speakers information to my phone and will definitely be using him as a resource for myself and my clients.
Ashley LeRoy
/ Realtor, Veteran's Realty
The round table sessions add genuine knowledge. At my last round table I gained invaluable insight into trust options, 1031 alternative planning and general advice assisting high net worth clients with their home buying. The quality of speakers that Preferred Settlement bring to the table is, in my opinion, an opportunity to stand out as a realtor.
Niall Phelan
/ Realtor, LPT Realty
Join our Roundtable Club Today!
For regularly performing agents who are ready to level up with their peers.
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