Planning Strategies for a Winning Year

BY

Bobbi Pronin

.

December 26, 2024

A group of friends at a new years party

The New Year is here! Savvy real estate professionals are planning for what’s to come and developing strategies to help them hit the ground running. 

Whether that means increasing sales, strengthening client relationships, or expanding your market reach, effective business planning can serve as a roadmap to help establish your goals and track your progress throughout the year.  

Starting with the right mindset is key to effective planning. Ask yourself: 

  • What are your personal and professional goals for 2025?

  • What is your budget, and how will you spend it? 

  • How will you measure your success? 

  • What challenges do you anticipate and how can you prepare for them? 

  • Are your lead generation strategies, technology, and social media skills strong enough to support your objectives? 

Your business plan is a valuable tool to guide you on your path to success. However, the plan is meaningless unless you keep it in front of you and check it often. 

  • Set regular check-ins – Whether weekly, monthly, or quarterly, reviewing your plan will keep you accountable 

  • Make needed adjustments – Are you seeing enough people? Making enough calls? Following up on every lead? Would additional training boost your knowledge and/or confidence? 

  • Share with peers and mentors – Sharing strategies and market insights can add to your playbook and strengthen your goals and accountability. 

  • Celebrate wins – When you achieve a monthly goal or reach a milestone, celebrate with friends and family. But it is not a time to sit back on your laurels. It’s a time to double down on effort. 

No one can know what the year ahead will bring. But setting goals that are realistic and measurable, and adjusting as methods and market change demand, should help you stay ahead of the curve. 

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This material is not intended to be relied upon as a statement of the law, and is not to be construed as legal, tax or investment advice. You are encouraged to consult your legal, tax or investment professional for specific advice. The material is meant for general illustration and/or informational purposes only. Although the information has been gathered from sources believed to be reliable, no representation is made as to its accuracy. Intended for distribution to only one per individual for marketing purposes only on behalf of our company. Not for reproduction. 

About Bobbi Pronin

Bobbi Pronin is an award-winning writer based in Orange County, Calif. A former news editor with more than 30 years of experience in journalism and corporate communications, she has specialized in real estate topics for over a decade.

Bobbi is not an employee of Anywhere Integrated Services or affiliated with its title companies.

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