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Roy Kelley
Retired - Gaithersburg, MD

For many, the primary focus is on weekly and monthly production objectives that will enable us to reach the annual income goal. Don't make it too complicated. 

For example, if you want to make $250,000 or more in the new year, you have to work on that every day.

Dec 30, 2014 10:55 PM
Ron and Alexandra Seigel
Napa Consultants - Carpinteria, CA
Luxury Real Estate Branding, Marketing & Strategy

For us a business plan s a movable feast.  It is tweaked often to adjust as the circumstances change or go a different way.  The bare bones are the same, and like Roy Kelley said, if you want to make $6 figure income or better, you have to be dliligent every day.  A

Dec 31, 2014 07:30 AM
John Meussner
Mortgages in AZ, CA, CO, DE, FL, GA, IN, MD, MN, MT, NC, NJ, NV, OK, OR, PA, SC, SD, TN, TX, UT, VA, WI - Fair Oaks, CA
#MortgageMadeEasy Fair Oaks, CA 484-680-4852

I have goals for the year but don't do a full year's business plan - too much can change.  I do quarterly planning so I can actively make changes throughout the year and adjust based on the market, program availability, new technology, rate changes, etc.

Dec 31, 2014 06:09 AM
Chris Webb
Nova Home Loans - Tucson, AZ
Tucson's Social Media Expert

We help agents with their business plans regularly. The key is to create key performance indicators (KPI's) for daily actions.  Then use this for your planning tool. For example if you make 5 calls per week to past clients you should expect 1 referral per month.  We have agents print their reports and being them in. 

Dec 31, 2014 01:45 AM
Tony and Suzanne Marriott, Associate Brokers
Serving the Greater Phoenix and Scottsdale Metropolitan Area - Scottsdale, AZ
Haven Express @ Keller Williams Arizona Realty

Dipti nailed this one!


Jul 01, 2018 08:01 AM
Dipti Thakkar
LAER Realty Partners - Andover, MA
On a team with Praful Thakkar


May 13, 2018 10:38 PM
Ajay Pandya
e-Merge Real Estate Unlimited - Columbus, OH
Realtor Ajay Pandya

I always have it for each year!

Jan 04, 2018 06:22 PM
Gabe Sanders
Real Estate of Florida specializing in Martin County Residential Homes, Condos and Land Sales - Stuart, FL
Stuart Florida Real Estate

It worked well for me.

Oct 03, 2017 05:37 AM
Bob Crane
Woodland Management Service / Woodland Real Estate, KW Diversified - Stevens Point, WI
Forestland Experts! 715-204-9671

An essential every year!

Sep 24, 2017 11:54 PM
Praful Thakkar
LAER Realty Partners - Andover, MA
Andover, MA: Andover Luxury Homes For Sale

Tabitha, my coach makes me write the plan for 12-weeks...

Aug 04, 2017 11:27 PM
RVA HomePRO Michael Hottman
RVA HomePRO Realtor with Keller Williams serving Hanover, Henrico, Chesterfiled and Richmond, Virginia - Glen Allen, VA
Helping you achieve goals in life & real estate

I still need to put together my business plan and plan on reviewing it 2-3 times during the year to track my progress.

Jan 01, 2015 01:05 PM