From Agent to Advisor: The Path to a Predictable Pipeline
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From Agent to Advisor: The Path to a Predictable Pipeline is a focused 4-week MAPS Fast Track program designed to elevate real estate professionals from transactional agents into trusted Real Estate Wealth Advisors. Rooted in proven MAPS methodologies and led by Coach Dan Ihara, this program provides the frameworks, language, and advisory-level skills needed to earn the confidence of high-equity seniors, boomers, and multi-generational families.
In today’s evolving market, clients want more than an agent—they want someone who can guide them through life-stage transitions, wealth preservation, tax impact, and long-term real estate planning. This program shows you how to step into that role with clarity and confidence.
Across four power-packed sessions, you’ll learn how to address the unmet needs of aging homeowners, navigate financial conversations with affluent clients, prevent family conflict through real estate planning, and ultimately position yourself as the professional that clients—and their trusted advisors—depend on.
This is not just a skills course. It’s a mindset shift and a business evolution toward a more predictable, relationship-based pipeline built on trust, expertise, and generational impact.
Wednesdays 2:00 PM Central (3:00 PM Eastern, 1:00 AM Mountain, 12:00 AM Pacific)
Frequently Asked Questions
What topics will be covered?
Week 1: The Functional Home
Did you know 90% of seniors’ homes are not age-friendly, which is the #1 cause of senior relocation? Learn how to become a senior relocation specialist and provide solutions to this population.
Week 2: The Financial Perspective- Learn how to build wealth and protect from taxes
Did you know that 50% of baby boomers and their parents have no mortgage balance, creating 30 trillion in equity. Learn to become the advisor they trust by bringing solutions that build and protect their family’s real estate wealth.
Week 3: The Future Plan: Learn how to create a Real Estate Plan for you and your family
Did you know that 70% of families will fight over real estate when their parents pass away? Learn to create a real estate plan to prevent family destruction and create generational wealth with real estate.
Week 4: Become the Real Estate Planner: Put it all together and learn to become your client’s most trusted advisor
Wealthy older adults seek the advice of advisors such as tax consultants, financial advisors, and attorneys. Learn how to transform from a transactional agent into a Real Estate Wealth Advisor and earn the trust of both your client and these industry professionals.
Who is this program for?
This program is for real estate agents who want to elevate their value and transition from transactional salesperson to trusted Real Estate Wealth Advisor. It’s ideal for agents looking to attract higher-quality clients, serve seniors and boomers more effectively, and guide families through major life-stage decisions such as aging in place, downsizing, wealth preservation, and estate planning.
Whether you’re newer or experienced, this program equips you to have smarter financial conversations, collaborate confidently with advisors, and provide solutions that create long-term trust and predictable referrals. By the end of the four weeks, you’ll know how to assess functional homes, support wealth-focused clients, and deliver advisory-level service that sets you apart.
What to expect?
This 4-week For Agent to Advisor Program is designed to elevate real estate agents from transactional salespeople into indispensable Real Estate Wealth Advisors—the trusted professional that affluent clients rely on for long-term planning, portfolio protection, and multi-generational wealth strategies. Led by MAPS Coach Dan Ihara, this program gives you the mindset, models, and advisory-level skills needed to earn a permanent seat at your clients’ “table of trusted experts,” alongside their tax strategists, financial advisors, and estate attorneys.
Built on the foundations of purposeful consulting, wealth planning, and demographic specialization, this course helps agents unlock a predictable pipeline by serving high-equity seniors, boomers, and families navigating complex real estate decisions. Through practical frameworks, high-value conversations, and real case applications, you will learn how to deliver advisory-level value that transforms relationships, deepens trust, and generates consistent referral flow.
Over four focused sessions, you will learn how to:
- Serve High-Equity Senior Clients Through Home Functionality Expertise
- Speak the Financial Language of Wealthy Boomers
- Guide Families Through Real Estate Planning to Prevent Conflict
- Integrate All Skills to Become a Real Estate Planner
Meet Our Coach
Dan Ihara
Fast Track Coach
Born in Hawaii, raised around the country, visited 40/50 states before age 14, global sales development manager for international camera company, promotions/sales manager for Hawaii’s largest car importer/exporter/dealer, Keller Williams: Ihara Team rainmaker, serial entrepreneur (The Complete Solution, Ihara Team, HI Property Management, Construction Management Consulting, Senior Move Managers, De-Clutter Hawaii, Clean Home and Yard...
View Full Bio for Dan Ihara-
Testimonials
"Even though the program focuses on the aging community, the strategies can easily be applied to young professionals to assist them in building wealth for themselves."
Shari D.The strategies can easily be applied to young professionals to assist them in building wealth for themselves." -
Testimonials
"This was a knowledge packed four week class. I watched each video twice and will watch through another time at least. I am passionate about helping seniors. Dan's teaching provided me with the start of an excellent framework to significantly raise the bar on what I offer clients. I am excited to become a Real Estate Planner!!!"
April EdwardsThis was a knowledge packed four week class." -
Testimonials
"Dan is fantastic and provides clear directions with how to serve the senior market! I can’t wait to implement all the knowledge I gained from being in his class."
Tim PhillipsDan is fantastic and provides clear directions with how to serve the senior market!" -
Testimonials
"Securing Listings with the Wealthy Older Adult was a very informative and inspiring learning experience. I recently earned my SRES certification and this coaching program helped provide a blueprint for next steps and actions. I highly recommend this coaching offering."
Brenda Paradis, Keller Williams Metropolitan, The Hvizda Realty GroupI highly recommend this coaching offering." -
Testimonials
"I've learned so much about steps that I can take to be a better service provider for my seniors—beyond just a transactional Realtor®. This is very important to me as well as to my clients and their families. I am intent on taking this further and working to qualify to join the REP community! I'm very much looking forward to it!"
Carole WardI've learned so much about steps that I can take to be a better service provider for my seniors" -
Testimonials
"Excellent course. Dan was clear, and made the information easy to understand. The real world examples that he shares gave clarity around what could have been a tricky topic. I would highly recommend this course to anyone."
Deresia WilliamsI would highly recommend this course to anyone." -
Testimonials
"The four modules allowed me to better understand the problems and needs of the often neglected, wealthy adult population. Through Dan’s experiences and teachings, I now have a very good road map overview of the process and solutions to provide. Lots of thought and details were included in the workbooks. I also appreciate the class recordings. I can relate to Dan’s style of consulting and desire to emulate his level of professionalism. Dan shows up as the trusted advisor, from a heart of compassion and empathy, to help families solve problems and to create, retain, and transfer their generational wealth through real estate. The four sessions definitely ignited the flame in me to continue with the one-year training commitment to become a certified Real Estate Planner. Thank you, Dan!"
Doug ChungThrough Dan’s experiences and teachings, I now have a very good road map overview of the process and solutions to provide." -
Testimonials
"Dan did a great job bringing to light real-life events within the presentation. super professional approach through experience. As they say, "What's down in the well comes up in the bucket." There's a lot of personal experience in that bucket! Thank you for sharing!"
Doug MillerDan did a great job bringing to light real-life events within the presentation. Super professional approach through experience." -
Testimonials
""Dan Ihara has built such an incredible course by sharing his knowledge, success, and strategies. I am incredible excited to become a Real Estate Planner and I know it will be a game changer.""
Holly MitchellI am incredible excited to become a Real Estate Planner and I know it will be a game changer." -
Testimonials
"Dan provided an incredible wealth of information! I am excited and grateful to have finally found a strategy and approach to my business that is aligned with the purpose and passion that I have in life. Being able to bring this much knowledge and value to the people that are in my life and I encounter will allow me to make a lasting impact and difference in their lives."
Jenni NguyenI am excited and grateful to have finally found a strategy and approach to my business" -
Testimonials
"Dan Ihara is a Mastery level coach. He was engaging, yet has a deep understanding of Probate & Trusts which he effortlessly imparted to his attendees. The entire process was logically laid out. Dan gave us great Qs to open the door & secure an appt with a trust/probate attorney, plus he shared valuable knowledge to keep a transaction, which could be fraught with emotion, on an even keel. I have recently achieved certification as a Probate Specialist (through RRC) and Dan's instruction gave many more practical applications."
Marian GregorDan Ihara is a Mastery level coach" -
Testimonials
"The knowledge and experience that the instructor exhibited were exceptional. I could have participated in this class for as long as he was teaching it. I will be taking the class over again when it is offered, or a more in-depth course on this subject matter."
Mary JacksonThe knowledge and experience that the instructor exhibited were exceptional."