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Create Your Business Plan for 2014 Today

November 8, 2013

In absence of clearly defined goals, we become strangely loyal to performing daily acts of trivia.
Author Unknown

Are you happy with your production in 2013? Do you have goals set for 2014? Working without a plan is like driving in a new area without a map. You may get where you want to go, but it might be more difficult and take longer than you would like. Determining your plan for next year doesn’t have to be an enormous task, but it does require you to think honestly about what you want. has simple ideas on how to get started.

1. Evaluate the past year by answering these questions:How many deals did you close? What percent of the closings were buyers vs. listings? Referrals, new or past customers? Which months had the greatest activity and which were slow? What was your best source of leads? What could have gone better?


2. Based on your evaluation, write down what you want to do more of next year, what you want to do less of, and anything that you need to purchase or do to make that happen. Don’t overthink it. Just write down what pops into your mind first. You can always revisit and refine your thoughts.


3. Set monthly or quarterly targets instead of annual goals.  Every month is different, and the market is always changing. By breaking the goal into smaller time periods, you can keep track of true progress more easily and adjust your plan to ensure success, if you need to.


4. Be result-oriented, not activity focused. You can make lots of phone calls, hold more open houses than last year, or write more blog posts than this year, but activity shouldn’t be the key measure of your goal. It should be stated in results. Planning your activity is important, but your business goals should detail what you want to come from the activity: more listings, increased number of referrals or new customers, and closed deals.

Your loan officer can partner with you to help maximize opportunities to close deals. Ask about our loan programs and services that can benefit your clients, and your business.

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