Written By: Pat Earnhardt, Director of Marketing, The Mortgage Rewards Team of Hearthstone Mortgage, NC. Pat also coaches loan originators and real estate agents—including low-cost and no-cost marketing ideas to increase their business. Visit her website at MoveYourBucket.Weebly.com.
Before you know where you are going, you’ve got to know where you’ve been!
It won’t do you any good to create a business plan for 2010 and try to figure out how you are going to increase your income—unless you know where you are in your business RIGHT NOW—and seriously THINK about what has happened in your business during the past year.
It’s easy—and yet it’s also hard in some ways! Practical planning for next year can be hard-- especially if you don’t know some of “this year’s” answers! It’s critical that you find the answers or you’ll be like a sailboat without wind!
Here’s my handy form with 13 questions that I have used for years—and not only for myself—but I use this when meeting with my real estate agents—because each question sheds light on where you are and where you need to go. Some of the questions make you look at issues that you have been avoiding but NEED to address for your future success. It works best when you and/or your agent complete it beforehand and then meet to compare notes. In fact, you can use this year after year to track your progress, too.
Subscribers can download 2 forms. Oh, and it’s an awesome way for owners and managers to counsel your LOs, too!
- Pre-Business Planning Guide For Loan Originators
- Pre-Business Planning Guide For Real Estate Agents
Just a couple of words of warning when completing this guide…
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