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Wealth coaching for real estate agents

Most coaching teaches you to sell more. This is about what happens to the money after you sell it. Brett Tanner spent more than 20 years in real estate learning both sides, and he owns what he built.

Updated

20+ yearsin real estate
$2B+in real estate sold
2 resortsowned outright
Directorof KW Wealth
The problem

Big commissions. Not much you own.

Most agents judge a good year by what they closed. Brett judges it by what you own when the year is over.

A commission is income, and it stops the month you stop selling. Wealth is the stuff that keeps paying you when you take that month off. Property, a business that runs without you, investments that grow.

Plenty of agents earn $300K or more and still feel broke. The money comes in, the tax bill lands, the lifestyle grows to match, and very little of it turns into assets. Brett covered this on the podcast because he hears it from top producers every week.

Brett's order
  1. 1

    Income

    You need the engine. Steady production and a business that makes real money.

  2. 2

    Ownership

    Turn that income into things you own: property, businesses, investments that pay you.

  3. 3

    Freedom

    The point where what you own pays your life, whether you show up or not.

Two kinds of coaching

Production coaching and wealth coaching answer different questions.

Production coachingWealth coaching with Brett
The questionHow do I close more deals?What do I do with the money I make?
What it tracksListings, closings, GCINet worth, passive income, return on equity
Typical topicsScripts, lead generation, time blocking, hiring a teamTaxes, entity setup, rentals versus commercial property, 1031 exchanges, spending, a written wealth plan
Best forAgents still building steady productionAgents and team leaders who already produce and want to own more

Most agents need both, at different times. Brett ran production and built teams for years before he moved his focus to ownership, so he teaches the second part from the seat you are sitting in.

What you work on

The money questions agents actually have.

Each one is a full episode of the Be Wealthy Podcast, so you can hear how Brett thinks before you ever book a call.

01

Keep more of what you earn

The write-offs agents miss, and what wealthy people do differently with taxes.

Episode 25Tax Strategies of the Wealthy: What the Wealthy Do Differently
02

Protect it

Why a single-member LLC usually won't protect you the way you think, and the four documents every family needs, with estate attorney Marc Dearth.

Episode 37Real Estate Agents: Your LLC Isn't Protecting You Like You Think
03

Spend on purpose

Where wealthy agents actually put their money, and where they refuse to spend it.

Episode 41How Wealthy Agents Actually Spend Their Money
04

Buy the right assets

Rentals, commercial property and the math that tells you which to keep. Brett owned 130 houses and traded most of them up.

Episode 56Why I'm Selling My Rental Properties (I Owned 130)
05

Defer the tax when you trade up

The kinds of 1031 exchanges most agents have never heard of, and when to use each one.

Episode 21How Real Estate Pros Legally Avoid Taxes with Types of 1031 Exchanges
06

Run it like an owner

Most agents own a job. Here is how to build a business that still makes money when you are not in it.

Episode 50Realtors Don't Own a Business. They Own a Job.
07

Put retirement money to work

How a self-directed IRA can fund real estate deals, from a guest who raised more than $650 million in private lending.

Episode 36He Raised $650M With Self-Directed IRAs: Here's The Playbook
Fit

Who this is for.

Brett coaches agents who already make the money. The work is turning it into something that lasts.

A good fit

  • You have had a few strong years in a row and want something to show for them
  • You lead a team and every deal still runs through you
  • You own a few rentals and you are not sure they are working
  • You want a written plan for net worth and passive income, with someone holding you to it

Probably not yet

  • You are still building steady production. Start with the free Get Free in 5 plan and the podcast.
  • You want a lead-generation system or scripts
  • You want someone to manage your money for you
Ways to work with Brett

Start where it makes sense.

Every step is built on the same plan. Most people start free and move up when they are ready.

Free
Podcast and tools

Learn the plan

Weekly episodes, the Reality Check and the Get Free in 5 workbook.

See free tools →
$997
One day, in person

The Workshop

A day with Brett on your own numbers. You leave with a 5-year plan.

See dates →
$12K
Per year, KW agents

KW Wealth Mastermind

The mastermind built for Keller Williams agents.

See the mastermind →
$15K
Per year

Be Wealthy Mastermind

Three in-person events a year with a vetted room of operators and investors.

See the mastermind →
$36K
Per year, remote

CEO coaching with Brett

One on one with Brett, on your business and your portfolio, by phone and Zoom.

See CEO coaching →
The room

Who is already doing this.

Nearly half
of the room sits above $5M net worth
1 in 2
earn $100K+ a year in passive income
6 in 10
run businesses earning $500K+ a year

From a survey of 36 mastermind members, October 2025. Results not typical. These are experienced operators, and your outcome depends on your own work and market.

Brett Tanner

Brett Tanner sold over two billion dollars of real estate and built teams that ran without him. Then he did the harder part and turned that income into things he owns. Today that includes Apple Mountain Resort in Clarkesville, Georgia and Roundhouse Resort in Pinetop, Arizona, both owned outright.

He is the Director of KW Wealth and hosts the Be Wealthy Podcast with Katelyn Mitchell, who runs operations across his businesses.

Questions

What agents ask first.

What is wealth coaching for real estate agents?

Wealth coaching works on what happens to your money after you earn it. For a real estate agent that means taxes, how your business is set up, what you buy with your commissions, and a written plan for the net worth and passive income you want. Brett Tanner's version is built on his own path: income first, then turning that income into things you own, then freedom.

How is wealth coaching different from real estate coaching like Tom Ferry or Buffini?

Production coaches like Tom Ferry and Buffini focus on helping agents get more listings and closings. Wealth coaching starts where that ends. It covers what you keep, what you own, and how your income turns into assets that pay you when you stop selling. Many agents use both at different stages of their career.

How much does wealth coaching with Brett Tanner cost?

A one-day workshop is $997. The Be Wealthy Mastermind is $15,000 a year, and Keller Williams agents can join the KW Wealth Mastermind for $12,000 a year. One-on-one CEO coaching with Brett is $36,000 a year. Operations coaching with Katelyn Mitchell is $18,000 for a 12-month program. The podcast and the tools on the site are free.

Do I need to be with Keller Williams to work with Brett?

No. Brett is the Director of KW Wealth, which runs a mastermind made for Keller Williams agents. The Be Wealthy Mastermind, the workshops and one-on-one coaching are open to agents at any brokerage, and to investors and business owners too.

Is wealth coaching remote or in person?

One-on-one coaching is remote, by phone and Zoom, so it works from anywhere in the country. The mastermind events and the one-day workshops are in person.

When should a real estate agent start investing their commissions?

Brett's order is income first, because you need the engine. Once your production is steady, start turning a set share of each commission into things you own, and track every property by its return on equity. If you are still working toward steady production, start with the free Get Free in 5 plan and the podcast.

Your next move

Turn your commissions into something you own.

Tell us where you are and what you want to build. We will point you to the right step, or tell you honestly if now is not the time.