Business Planning Clinic with Tim Beverlin - Norristown

There has never been a time in history that is as important to have a business plan as it is today! Again this year, we are creating an environment that will allow you to interact, collaborate and continue to work with your fellow agents as you set goals and create a plan to hit those goals!

Attendees will use the four key business models to set up their business for 2026:

Economic Model

Lead Generation Model

Budget Model

Organizational Model

Attendees can expect to:

Align your thinking with that of a Millionaire Real Estate Agent. Compare your numbers with the numbers of the millionaires - and discover how to improve your performance. Create your one-year, three-year, five-year, and someday goals - and identify the milestones that will support them. Develop a detailed one-year business plan to guide your lead generation, money management, and organizational development.

Apply the focus to convert your goals to reality.

Refund Policy:

We value our agents and leaders and strive to provide exceptional service for all our events. We understand that circumstances may sometimes necessitate the need for a refund or ticket transfer. To maintain fairness and clarity, we have established the following refund policy:

1. Refund Eligibility - Refunds will only be issued if a request is made at least one week (7 days) before the scheduled event date.

2. Refund Process - To request a refund, please contact our customer support team via [email protected] and provide the necessary details, including your order number and reason for the refund.

3. Refund Approval - All refund requests that meet the one-week deadline will be reviewed by our team. Refunds will be approved if they comply with our policy.

4. Refund Method - Approved refunds will be processed within 2 business days using the original payment method.

5. Ticket Transfer and Credits - If a refund is requested after the one-week deadline, we offer two alternative options:

a. Ticket Transfer - You may transfer your event ticket to another individual. Please inform us of the new ticket holder's details to update our records.

b. Credit for Future Events - Instead of a refund, you can opt to receive a credit that can be applied towards a future event organized by our Region. This credit will be valid for 12 months from the date of the original event.

6. Exceptions - In exceptional cases, such as event cancellations or significant changes in event details, we reserve the right to issue refunds beyond the one-week deadline.

7. For all refund requests, questions, or concerns, please contact our customer support team at [email protected].

We are committed to providing a fair and transparent refund policy to ensure a positive experience for all our valued agents. We appreciate your understanding and cooperation regarding our refund process.

Host or Publisher Keller Williams Greater PA Region (PA, NJ, DE)