I’m gonna be blunt…

If you’re not doing the seven things I discuss in this blog, you are losing ground to the competition.

Because recently I’ve been talking to lots of top-producing agents, team leaders and CEOs, and they’re all gearing up to capitalize on the gigantic opportunities this year is likely to bring.

But here’s the good news – it’s not too late to catch up.

So I assembled this list of seven activities you should be doing now to make this year your best year ever!

Ready? Let’s go!


Activity No. 1: Business Planning & Budgeting

We’ll start with one that should be a no-brainer

Here in early November, we’re in the heart of business planning and budgeting season.

It’s essential that you put your plan in place now because this business takes time to get to that end result… The things you’re doing today are more likely to impact your bottom line in Q1 than they are before the end of the year.

So if you haven’t started creating your business plan yet – or if you’re just not sure the plan you created will lead to the results you desire – I have good news. You should definitely join me for my BluePrint virtual event next week, where we’ll spend a lot of time working on your business plan (and a whole lot more).


Activity No. 2: Get Clear on Lead Acquisition

It’s always a good idea to know where your business is going to come from.

The next big question on the minds right now is how do we generate leads that DON’T have a referral fee attached to them?

After all, why give away 25-42% of those hard-earned commission checks when you don’t have to?

So now is the time to figure out how you’ll generate business AND how you’ll improve your conversion. What’s working now that you can double down on next year? What didn’t work and you should leave behind? What new avenues will you explore?

To help you decide, I’ll give you the top 10 listing sources used by our coaching members that I revealed last month at Success Summit:

  1. Database
  2. Geographic farming
  3. Direct from watching videos/content
  4. Google My Business page
  5. Open Houses
  6. Expireds
  7. Google Local Services ads
  8. Direct from reading reviews on Zillow or Google
  9. Circle dialing around recent sales
  10. Yikes campaign/Just Sold cards


Activity No. 3: Communicate Your Vision

I’ve been a huge proponent of teams for many years now, so no apologies to those who insist on flying solo. If that’s you, you can probably skip to the next one. Or you can recognize how much more you could accomplish if you delegate tasks and start focusing on your HaBu (highest and best use of your time).

The end of the year is a perfect time to take a step back and make sure you have a compelling vision for where your business, team, or organization is headed.

In today’s market, people can make money anywhere. What they really want is to be part of something bigger, and that’s where your vision comes in.

Is your vision crystal clear? Are you “living” it with your actions? Would your team members agree with your answer to that last question? Do you convey your vision publicly so agents at other companies know who you are and what they’re missing?

Recruiting the right talent doesn’t have to be the chore it might seem to be. When you get your vision and culture dialed in and communicate it clearly, you’re going to attract like-minded people your way. The time is now to make it happen.