Latest / The Real Estate Agent Playbook / Skyrocket Your Success: Modern Business Planning Like NEVER Before!

Transcript

Skyrocket Your Success: Modern Business Planning Like NEVER Before! · The Real Estate Agent Playbook

• 0:00
  All right, guys, the time has come.
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  And as you know, over the last couple of weeks, I have been a little bit critical
• 0:05
  of the business planning for 2024, but I'm going to talk to you about some next
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  level business planning strategies and some things that have helped me, that
• 0:12
  I've learned recently and what I'm doing in my business to absolutely crush 2024.
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  Regardless of what the market does.
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  So stay tuned.
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  What's up guys.
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  Jeremy Kane, real estate agent playbook.
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  This is my passion.
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  I've been all about goal setting.
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  I'm a 12 week year guy, but I've always had annual reviews.
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  I always put something out on this channel for goal setting, you
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  know, annually and kind of refer back to it throughout the year.
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  So if you like what you hear, Definitely subscribe to the channel if
• 0:43
  you're a new agent, a seasoned agent.
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  I strive to put out content, bring other agents on that are killing
• 0:48
  it to help you build your business.
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  So let's get into my strategy and this year I am actually tearing
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  it down to the studs, right?
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  We are literally redefining our core values.
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  Making sure that everything is in alignment.
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  And a lot of this comes because I have two businesses.
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  Now I have real estate production.
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  I have agent attraction.
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  I have an organization that's growing that I absolutely love pouring into and helping
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  agents succeed and meet their goals.
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  And then I have production that I'm absolutely still doing.
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  I'm still an icon agent, hope to be a third, a three time icon
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  agent here in the coming months.
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  At exp and and that's just what I do.
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  So I have two separate businesses And I need to really dial it in but the
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  real change for me came when I started.
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  Okay Looking at how I want to be.
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  How do I want to live this life, right?
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  I've recently had some kind of people on my periphery people i've known from
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  my past and Literally three people that were kind of on the outside, you
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  know, currently, but had really close relationships with in the past passed
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  away and in the meaning to life and all of that stuff started to creep in almost
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  at a perfect time for this, you know, business planning goal setting season,
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  not to say that people passing away at any happens ever at a perfect time, but
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  it made me realize it was almost like a sign to me that said, Hey, I appreciate
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  that you're crushing it and you're successful and you're on magazines you
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  get trophies, whatever But it's time to really focus in on what matters and so,
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  you know outside of my core values I really bought into the core four, right?
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  i'm sure you've seen it.
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  It's you know, I I do the the four b's body, balance business
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  and Being which is mindset.
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  There's you know, 4Ms and 4Fs and all of that stuff, but that's what I want
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  to do And so I'm really breaking it down and I'm gonna set four goals that are
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  obtainable in each of these core four and hopefully strive to get closer and closer
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  to them on a task by task, day by day, week by week, month by month, quarter by
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  quarter, and eventually an annual basis.
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  And so, that's really what I'm breaking it down.
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  Now, I'm just gonna, you know, relate this episode to the business side of it.
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  Essentially, what I'm going to do is ask myself these same questions
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  and go through these same processes in order to get to where I need to
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  get to, for all four parts of that.
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  Relating to my new core values, which, the core values that are up
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  on the wall that are up for, final review in a couple days here.
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  Gratitude, competence, time, self discipline, perseverance,
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  excellence, and loyalty.
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  And so, we'll see if those, you know, make it through.
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  through, but as you can see, I'm really tearing it down.
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  Everything that I, you know, do every decision I make those core values, my
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  final core values that I decide on are going to be at the forefront and I break
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  it down and break my goals down and break my missions down into these core
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  fours, body, being balanced and business.
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  And so that's kind of the basis of it.
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  And so, first and foremost, we're going to scroll just to business now.
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  I want you to ask yourself these questions.
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  And if we're asking ourselves these questions, we can kind of start.
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  And, and a lot of times we say, oh, 2023 was terrible, right?
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  It's, it's time for 2023, you know, hate speech to come out.
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  And everyone's like, oh, I'm glad it's over, whatever.
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  As if, you know, the clock turning from 1159 on December
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  31st to 12am on January 1st.
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  Completely, you know, resets.
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  Granted, if you need that, that's great.
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  If that's your mindset, that's okay.
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  But ultimately, we're in a pretty serious continuum here that,
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  that the calendar only guides us.
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  It doesn't define us.
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  And so, we're gonna ask ourselves these questions based on 2023.
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  Right?
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  What areas were you successful in in 2023?
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  So, what are we doing well?
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  Right.
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  Did we have a good production year?
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  Did we have, you know, a couple, past clients, refer me business?
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  Did we, you know, get that education level or get that certification?
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  Or did we purchase, you know, the social agent academy and, and really dial in a
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  YouTube strategy or whatever that may be?
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  What did we do well in our business?
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  Solely focused on our business in 2023.
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  List everything out.
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  Right?
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  And then I want to talk about what areas were we not successful.
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  Right?
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  For instance, like I tried to launch a GenWealth REI where we were going
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  to really drive referral business to, you know, smaller towns where
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  real estate was more affordable.
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  That's still gonna come but what I did there was I created a funnel and created
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  an idea But didn't really create follow up strategies didn't really have you
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  know, all my ducks in a row So it didn't launch like I thought it would and
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  where I would be now So what were the reasons that that didn't work out was it?
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  Well, you didn't delegate enough You didn't you know do XYZ really dive into
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  what was not successful and notice Right?
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  After we have that, let's go to what areas are now relevant in
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  your business that weren't prior.
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  Right?
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  Are you looking to expand into some other, other piece?
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  Could you, do you have a little bit of extra funds to create a gifting program?
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  Do you have, you know, some funds set aside to ha launch that client event?
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  Because you have enough people to invite now or, you know, whatever thing.
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  So what wasn't relevant but is now relevant?
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  As we turn the page into 2024, and then I want you to kind of pull
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  yourself back and say, okay, what specific behaviors can I not do, right?
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  So it's not, you know, I want to do this, I want to do that.
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  How do you not reach your goals?
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  What is standing in your way from you reaching your goals, right?
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  And this is a general list because we're in step one, but stuff like if I'm not
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  consistent, I won't reach my goals.
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  If I'm not learning every day, I'm not going to reach my goals.
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  If I'm not networking with, you know, industry professionals because I,
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  I get, you know, imposter syndrome, you know, whatever that may be.
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  And so list all the things that you're not.
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  And then I just want you to cross out the word not.
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  So I literally have not be consistent, not learn from people
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  that have done what I want to do.
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  Not get out of my comfort zone and record a video.
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  Not measure my analytics and my conversion rate, not, you know,
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  dig into my CRM and understand.
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  And so literally cross out the word not, and now you know what you have
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  to do in order to achieve all of these goals within your business.
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  And so that, that leads us to step two.
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  I want you to start brainstorming your goals, easily obtainable goals
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  that you would have to meet that leave you the exact same lifestyle, right?
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  To make the same amount of money you did last year, write down these goals.
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  Okay, so you're going to list out, you know, as many as you can.
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  We're eventually going to narrow them down to four.
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  I would brainstorm.
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  So when I brainstorm, I just go write as much as I can.
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  And then I chop and change and combine and, and do all the things.
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  And hopefully we can get to four goals that are measurable.
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  You can do the smart goal thing.
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  You can do whatever you want to do, but break it down into four
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  measurable goals that you have.
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  And once you have that, I want you to take those goals that remember,
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  we're just saying to make the same amount and have the same lifestyle.
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  And I want you to change those goals.
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  Now I want you to make them seem a bit unattainable.
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  Something that's kind of pie in the sky, something that maybe it's one and a
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  half times the amount you wrote down, or something that, like, if you obtained,
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  you know, a certain number of closings, or if you created one client for me, Funnel.
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  And now you created to what that would do for your income and for your business.
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  And so take those, you know, one and a half or two times those goals to make
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  them seem a little bit unattainable.
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  And those are actually going to be our goals.
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  And those are going to be our metrics.
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  And you say, well, you know, now we're setting unattainable
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  goals and all of that.
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  The problem is most people stop here.
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  Right?
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  So if you're most people just like and subscribe and get out of here, but if
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  you want to actually crush your goals and you're still listening to me and
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  you didn't just do what I told you to do, definitely go on to next one, right?
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  And what we have to do is we have these big pie in the sky
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  goals now, cause we've set them.
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  Right?
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  We've talked a little bit about the foundation, where
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  we're at, our starting point.
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  Now we have these big goals.
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  Now, what we're going to do is really dive into the path to get there.
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  And this is the most important part and the hardest part.
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  Because people, and the whole basis of the 12 week year, great book,
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  if you haven't read it, read it.
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  I still set annual goals as I'm telling you right now.
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  But, the 12 week year really gave me the idea and the mindset to really
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  make a path to get to those, you know, kind of unobtainable goals.
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  So now, for step 3, we're gonna create a path to success, right?
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  So, for instance, if my goal was to close 5 transactions from
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  direct, native YouTube leads.
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  And I had never recorded a video.
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  My steps might include, right?
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  First, I'm gonna study YouTube and the algorithm and how to, you know,
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  post on YouTube and how to use the platform and all of those things.
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  Social Agent Academy, that is offered for absolutely free if you join my group.
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  Also available for purchase would be my first step if I was doing this.
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  And so I'm going to say, I'm going to, you know, go through the social agent
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  academy and I dial that in, right?
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  And then I'm just going to start practicing some video, right?
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  And I'm, I always tell people just go live.
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  That's how I practice video.
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  That's how I got good at video.
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  That's how I got there.
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  Most people don't do that because they're scared, but we're going
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  to practice getting on camera.
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  We're going to send it to our, you know, wife, to our, you know, business
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  partner, to whoever, and make sure they look at it and, you know, go from there.
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  Give you any feedback you might have and just understand that
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  you're going to suck at it, right?
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  So maybe that's step one.
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  Step two might be, okay, we're going to actually start posting videos.
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  Okay.
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  And we're going to do it consistently.
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  We're going to do two videos a week because I think that's what
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  it's going to take to close five transactions because clearly education
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  and practice is not going to get you out on YouTube and get you clients.
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  So now we start need to post and we need to get consistent.
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  Maybe we need to, you know, drive traffic and all of that.
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  And then step three, maybe is I'm going to have a follow up system, right?
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  Maybe in step two, you're, you're posting and whatever.
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  You kind of have that reactionary follow up system, which is fine, right?
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  You're not going to get a ton of leads at one time.
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  So maybe you're, you know, practicing chop and changing by,
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  by step three, we're going to have a dialed in follow up system.
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  We're going to make sure we're reviewing our analytics.
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  We're going to get better on video.
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  So we're going to look and watch our own videos.
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  And then step four is to, you know, have a system and process be completely
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  consistent and be producing videos and turning clients, each and every, you know,
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  month or quarter or whatever that may be.
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  And hopefully within that process, you're finding a way.
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  To get to, you know, five clients and, and real estate's a little bit
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  funny because once we get the client, there is a time, you know, to close.
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  And so, hopefully within, you know, between step two and three, you start
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  to see some, you know, subtle, you know, attention and engagement and all of that.
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  But if not, you need to, you know, check your analytics and change the way
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  you're presenting information and so on.
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  So that's, that's kind of that.
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  Well, now we have a four step process.
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  And we have four quarters in the year so we can step back and say
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  okay These are my goals and at this time now we have these goals, right?
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  We have quarter one goal, which was I think educate myself on,
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  you know YouTube and the platform and practice getting on video.
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  So now i'm going to say, okay Well, what's the process to get, get it done?
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  What are some, maybe some goals and my, my sponsor and, and,
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  mentor and business partner, Louie talks about dominoes, right?
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  So what domino has to fall in order to get to the next step, right?
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  Well, we need to at least have the education and understand
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  that the YouTube platform.
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  So that's probably domino one.
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  Let's get through that, right?
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  Well, there's, you know, probably 50 videos.
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  So maybe that's, you know, you know, whatever week one, this, we're doing
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  this and doing this and getting through that in 10 days, we're going to be
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  through the social agent academy.
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  We're gonna start practicing, right?
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  We're going to start trying to form titles and descriptions and
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  videos and all of that stuff.
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  And we're practicing and maybe even in the practice, we're creating content
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  that we will actually post when we, you know, kind of launch into this.
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  So.
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  We're getting to that and we take those dominoes.
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  It's this, then this, then this, and then we create our, our daily list, right?
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  A checklist.
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  I subscribed to the power five with Andy Priscilla.
• 13:48
  If you need that, check him out.
• 13:49
  Just Google Andy Priscilla's power five or when the day, and you
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  can go into it, but I essentially have five needle moving tasks.
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  Remember, we have four sections and four goals for each.
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  So in those tasks, those five tasks a day, maybe one of them is going to
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  be, you know, based on this YouTube or video content kind of goal or whatever.
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  And one's going to be, you know, about your, your body and your
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  balance and your being all of those things should be covered within those
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  power five, but we have to have the.
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  Goals annually broken down in a quarter.
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  Then maybe we create a step process, a workflow that's going to get us there.
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  And then we have our daily tasks that move it.
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  And we're constantly reviewing this.
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  We're looking at it.
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  We're seeing our progress and we're going from there.
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  So as you can see here, it's more than just that big pie in the sky goal.
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  It's building an entire strategy in between.
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  And that path is absolutely something that you need to focus on.
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  Now, here's my, my gift to you.
• 14:48
  There's a realtor game plan call below.
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  If you are this dialed in and you're ready to set your goals and you want a little
• 14:55
  assistance, please book a call with me.
• 14:57
  I would be happy to assist you.
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  I don't care what brokerage you're at.
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  I don't care any of that.
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  I would be happy to connect with you and kind of coach you
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  through, maybe give you a little.
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  Accountability as we set goals, because I want you to have the
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  absolutely best 2024 or whatever year you're watching this, right?
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  That link will still always be there.
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  So let's absolutely crush the next year and get going.
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  And there's no rule that says if you're a brand new agent, that
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  you can't set goals on June 15th.
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  So understand that as well.
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  We just talked a lot about goal setting in December.
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  so that's why my light's green and we're celebrating Christmas.
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  But other than that, hope this helped.
• 15:31
  Please like, comment, subscribe.
• 15:32
  I look forward to having a chat with you in a Realtor game plan call.
• 15:36
  If you're interested in partnering or anything else, there's
• 15:38
  also a link below for that.
• 15:40
  And more information, about surrounding yourself with
• 15:43
  absolutely next level people.
• 15:45
  Because that's really what it's all about, with the Core 4 and moving forward.
• 15:49
  So, I hope this helps.
• 15:50
  We'll talk to you soon.