Relationships First: The Sergi Approach to Real Estate with Sophie Sergi

In this episode, Sophie Sergi shares how she went from getting her real estate license during college to gradually becoming an equal presence alongside her father, longtime realtor Steve Sergi. Rather than rushing to build her own book of business, Sophie spent her early career learning by observing her dad, absorbing everything from his client conversations to his relationship first approach, and she discusses both the advantages and challenges of turning a father-daughter relationship into a business partnership. Now, as clients increasingly recognize and call Sophie independently, the pair are intentionally preparing for a gradual generational transition while maintaining the reputation Steve Sergi has built over more than 30 years. Sophie also dives into why their business prioritizes long-term relationships, client events, referrals and community over transactional marketing, and why she believes technology and AI can support real estate without replacing the human connection at its core.