Paul Morris, CEO of Forward Living Real Estate Brokerage, focusses on Lead Generation and Innovates by Using Data Driven AI

“Lead Generation/Client Acquisition is King” states Paul Morris, the author of Wealth Can’t Wait, a New York Times Bestseller.  Mr. Morris is also the CEO of Forward Living a Keller Williams franchisee with more than 3,000 realtors, 8,000 houses sold per year and more than $8 billion in closed volume.

Success is defined by your ability to acquire clients for your business – this is a universal truth in almost every industry.  He states: “being great at your particular trade is critical, I don’t want to diminish that at all.” Customer satisfaction is key to client retention and referrals, but he further states: “nothing, absolutely nothing replaces the value of someone’s ability to acquire clients or generate leads.”

Paul takes that golden rule into his work with realtors every day and into his consulting practice. Paul begins his inquiry by examining the ways in which his realtors and clients successfully generate business right now.  Can they dig deeper into the well that is currently serving them? Can they be more purposeful and efficient at closing clients using current methods?

He believes you should innovate if and only when you hit the point where “more of the same” will not get you to where you want to go.  He stated, as a leader of a very large sales firm, I felt it was my duty to serve my agents, not only to teach best practices of existing methods but also to find new and innovative ways to get clients – especially in a market that has shifted.  If you are not out there networking, by all means, get out there.  But, if you are already doing that purposefully – there are only so many networking events you can attend.  It is time to innovate in our industry. 

So, when Paul was initially introduced to three young men who were pioneering lead generation through data mining and AI, he knew there was something to be worked on. In CatalyzeAI.com founders Sam Kendree and Brian Scott, together with their Chief Revenue officer, Rylan Folts, Paul found smart, hungry, and enterprising young men who had not even scratched the surface of what their new technology could become. Their thesis – nothing causes big change – like the sale of a home – like life catalyst events. People move when they become empty nesters, get married, get divorced, have a death in the family, a new birth, or find a new job. They paired their deep research and data mining with AI to analyze this data to very accurately predict who will sell and when. Paul states that their technology takes old school lead generation – finding needles in haystacks – and creates a laser focus providing solutions for people’s immediate needs rather than waiting until people eventually need to buy or sell a home.

Paul gets huge satisfaction seeing their nascent ideas coming to fruition in an industry he can serve by providing much needed leads to agents willing to go out and help people make one of the biggest financial decisions of their lives – the purchase or sale of their home.