2027 Business Planning Clinic

Your real estate license is the beginning. Now it’s time to build the business behind it.

Join Business Planning Clinic, a hands-on workshop designed to help agents turn their goals into a plan they can follow.

Whether you’re just getting started or need more direction, this clinic will help you connect the life you want with the activities your business needs.

During the clinic, you’ll work on:

• Mindset and your Big Why: Connect your personal goals to the reason you’re building a real estate business.
• Your business numbers: Work backward from your income goal to identify the closings, appointments, and weekly activities needed.
• Lead generation: Build your database and create a lead generation calendar.
• Follow-up: Organize your pipeline so you know who needs your attention and what to do next.
• Planning for profit: Explore how to organize business income, expenses, owner compensation, and tax reserves.
• Implementation: Identify your next steps and the habits that will help you follow through.

Who should attend?

Newly licensed agents, early-career agents who want a stronger business foundation and agents in production that need a clear path,.

What to bring

Bring your calendar, a notebook or laptop, and your income and business goals. If you’re unsure of your goals, come ready to work through them.