Stagg Fiduciary × Cameron White — Introductory Meeting
May 6, 2026 · Sales / Relationship-Building · Stagg Fiduciary Services, Utah
Sales Call
Trial Run Agreed
Present
CW
Cameron White
Principal Broker, Cameron White Homes
JU
Julie
Asst. Director, Stagg Fiduciary
JF
Jed Fisher
Sr. Case Manager, Stagg Fiduciary
J
Josh
Director / Sponsor, Stagg Fiduciary
✓ Decisions Made
1
Trial run with 2 Sugar House properties, both appointed Monday
One vacant, one with occupants planning to leave — both need cleanup coordination
2
Cameron is additive to Glade, not a replacement
Glade is overloaded; Cameron complements on overflow and new assignments
3
10% markup on all coordinated third-party services
Existing Stagg model — Cameron's coordination time is compensated via markup on invoices
4
Communication will be two-way, candid, and structured around a shared workflow system
Cameron proposed client portals / dashboards; Stagg open to regular cadence calls
5
Out-of-area (St. George) handled via Cameron's referral network
Stagg has ~4 past sales in St. George; Cameron's network covers remote coordination
→ Action Items
Send Cameron details on the two Sugar House properties
Cameron to send digital contact info + team details to Stagg
Propose and schedule recurring check-in cadence (Zoom/Teams) with case managers
Demo client portal & property dashboard system to Stagg team
Map Stagg's property workflow lanes so Cameron can build a matching process
Introduce Glade and Scarlet / clarify lane ownership across agents
? Open Questions
?
What is the right communication channel and cadence between Cameron's team and Stagg case managers?
Email, shared portal, or structured Zoom cadence — not yet decided
?
How are remote St. George properties managed day-to-day and who coordinates on the ground?
Stagg has an employee there ~once a month; coverage gaps are a concern
?
What work will Cameron explicitly not take on — scope/exclusions need to be defined
Jed raised this directly; Cameron's answer was process-oriented but scope wasn't hardlined
?
Does Glade know Scarlet? How does Stagg want the two agents to coordinate (or not)?
Raised but unresolved; potential for overlap or confusion
?
Billing structure for non-standard services beyond the 10% markup — e.g., deep project management hours
10% is established for coordination; no rate set for Cameron's own time on complex projects
?
Volume forecast: Stagg estimates 12–15 sell-side transactions/year — is that the right planning number?
Plus ongoing property management volume; actual number could be higher given pipeline mentioned
⬡ Agent Landscape
Cameron White
Principal broker since ~2005. Past brokerage: Influence Realty (50 agents, $100M+/yr). Strong investor/builder/flip network. Systems-driven, data-backed approach. Team: Lisa (buyer's agent), TC (wife), office manager.
New — Trialing
Glade
Long-tenured Stagg agent. Solo operator. Very capable but overloaded — taking everything, including projects that dilute his focus on high-value work. Cameron is intended to relieve pressure, not replace.
Active — Overloaded
Marjine
Original Stagg agent from founding era. Highly detailed, deeply embedded in the business. Now facing health/mobility limitations. Beloved but winding down. Still handles 1–2 properties.
Transitioning Out
St. George Agent (unnamed)
Used for ~2 of 4 past St. George transactions. Identified as "Bob or Richards." No formal arrangement. Cameron's referral network can supplement or replace.
Ad-hoc
❝ Key Quotes
"Don't just throw me a problem. Throw me a solved problem. Let me know how you plan to deal with it — and you can mark those gas invoices up 10% the whole time because I don't have to worry about it."
Josh — defining what Stagg wants from a real estate agent
"If you create a system, you only create it once. If you have to recreate it, you did it wrong the first time."
Cameron White — on operational philosophy
"We're billing these trusts hourly. If my expertise is not real estate but I'm trying to solve all these real estate problems, I'm going to take longer and build more to the trust than if we just push it off."
Jed Fisher — on why outsourcing to the right expert matters
"We will find something you haven't seen. We just have weird stuff."
Stagg team — on the non-standard nature of fiduciary real estate
"You can't fix what you can't see — I have to have visibility. And the workflow should happen, and you should have reliability on that workflow."
Cameron White — on the systems/dashboards he brings
"Having a couple of different options so that we know both have some options for availability and some options for personality is really, really important."
Josh — on why Stagg runs a multi-agent model
2
Trial Properties
12–15
Est. Annual Transactions
10%
Coordination Markup
7 yrs
Julie's Tenure at Stagg
2001
Stagg Founded
$100M+
Cameron's Peak Annual Volume
Trial run agreed — Sugar House properties, Monday appointment
Outcome