Most investors treat marketing like a vending machine — put money in, get deals out. When it doesn't work, they blame the channel.

Greg Berney has been running a wholesale and rental business in Greensboro, NC for six years, closing 60+ contracts last year, and he'll tell you straight: your marketing probably isn't the problem. Your sales process is.

Greg has been a Bateman Collective client for nearly five years. What's made him stand out isn't deal volume — it's that he's built a business that actually serves his life, not the other way around. He coaches, he develops his team members into real estate investors themselves, and he still leaves at 2pm for his kids' lacrosse games.

In this episode, Brandon and Greg get into what that actually takes — and it's less about systems than most people expect.

What's covered:

• Why most investors have a sales problem, not a marketing problem

• How consistency in one channel beats channel-hopping every time

• The difference between gross revenue growth and profitable growth

• How Greg doubled assignment revenue by fixing his dispo process

• Why detaching from outcomes makes you a better business operator

• What "building a business out of fear" costs you long-term

Timestamps:

0:35 — Greg's background: corporate burnout, discovering wholesaling

7:45 — Infrastructure: dispo team, coaching, bookkeeping

10:27 — Marketing advice: stop blaming the channel, fix your sales process

13:25 — Lifestyle business: why Greg chose this path

30:00 — Acceptance vs. resistance: real example of a deal falling apart

39:15 — Building from fear vs. building from creation

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors think transaction coordination is just admin work.
Hire someone, push paperwork, move on.

That assumption is costing you deals — and you don’t even know it.

Not the deals you track.
The ones that quietly fall apart before they ever hit your numbers.

David Olds has seen both sides — as an investor and as the founder of Easy RI Closings, handling transactions at scale. He knows exactly where deals break… and why most investors never catch it.

In this episode:

• Why transaction coordination is actually a revenue driver (not overhead)
• The hidden deal fallout that never shows up in your KPIs
• Why most investors prioritize acquisitions and dispo — and pay for it later
• What actually breaks between contract and close
• When in-house TC makes sense (and when it kills efficiency)
• Lessons from scaling a service business vs. a deal business

If you’re doing volume and still treating TC like a checkbox, there’s a good chance you’re leaking deals right now.

0:00 — Intro (The revenue leak most investors never see)
2:16 — David’s Background (From investor to running closings at scale)
5:03 — Why TC Is Actually a Revenue Center (Not just “admin work”)
5:43 — The P&L Analogy (Why lost deals never show up in your numbers)
11:27 — Why Investors Don’t Delegate TC First (And why it costs them)
15:25 — Knowing vs. Doing (Why execution breaks even when you know better)
17:47 — Learning to See Problems Differently (What experienced operators notice)
20:17 — Investor → Service Business Owner (What changes when you switch sides)
24:38 — Hustling vs. Building a Team (Why most people stay stuck)
27:12 — Would David Do It Differently? (Hard lessons from hindsight)
32:33 — Easy RI Closings (Where to connect with David)

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.

Most investors don’t have a revenue problem. They have a cash discipline problem. More deals just hide it. Until they don’t.

In this episode, Brandon sits down with David Richter, founder of Simple CFO and author of Profit First for Real Estate Investing. David’s team helps investors keep more of what they make after living through doing 25 deals a month and still losing money.

This conversation breaks down why profitability isn’t a result. It is a constraint you build the business around. And how most operators get it backwards.

What we cover:
• Why “profit” on paper doesn’t mean cash in your bank
• The core idea behind Profit First and when it actually works
• Why most investors stay stuck living deal to deal
• How to build reserves without overcomplicating your finances
• What to do when revenue drops and decisions get tight
• The simplest way to start even if you hate numbers

Timestamps:
00:00 Why most investors feel broke even with deals closing
02:10 David’s background and losing money at scale
06:30 What Profit First actually means
12:15 Why profit does not equal cash in your bank account
18:40 When financial systems actually matter
25:05 Scaling problems for 1M to 10M operators
32:20 The danger of growing without financial discipline
40:10 What happens when revenue drops
47:30 How to think about reserves and opportunity
55:00 Common mistakes when implementing Profit First
01:01:20 The simplest way to start today
01:05:10 Final thoughts and where to find David

Thanks for listening to Collective Clicks!

We're always looking to improve the pod: drop us some feedback here.

If you're looking to finally unlock PPC as your best marketing channel, you can start with a free strategy consultation here.