122: Year End Review and Goal Setting
Hustle Humbly Podcast
Alissa Jenkins & Katy Caldwell
4.9 • 914 Ratings
🗓️ 6 December 2021
⏱️ 56 minutes
🧾️ Download transcript
Summary
The end of the year is the perfect time to pause, reflect, and plan ahead. In this episode, we walk through the importance of a year end review and goal setting for Realtors so you can move into the new year with clarity and intention.
Before setting big goals, it's important to review your numbers and understand what actually happened in your business. Looking at your data helps you make informed decisions instead of guessing about what worked.
We talk through the practical steps agents can take to evaluate their business performance and create meaningful goals for the year ahead.
Here's what we cover in this episode:
- Why year end review and goal setting for Realtors is essential
- How to review your annual business numbers
- Tracking buyers, sellers, commissions, and lead sources
- Evaluating where your business actually came from
- How to review your time and schedule from the past year
- Identifying activities that are no longer serving your business
- Reviewing your marketing budget and expenses
- Why action-based goals work better than result-only goals
- Setting realistic goals for marketing, outreach, and client care
- Cleaning up your database and business systems
- Refreshing your marketing materials and online presence
- Setting personal goals alongside business goals
A thoughtful year end review and goal setting for Realtors can help you build a business that supports both your professional growth and personal life. Taking the time to reflect now will set the foundation for a more intentional and successful year ahead.
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Music:
Straight A's by Connor Price → https://connorprice.shop/
The Good Life by Summer Kennedy → https://soundcloud.com/summerkennedy/the-good-life
Be The One by Matrika → https://uppbeat.io/t/matrika/be-the-one
Transcript
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| 0:50.8 | Really makes you think. How? Where? Where was this? |
| 0:56.1 | Hi, y'all. |
| 0:57.0 | Welcome to Hustle Humbly. |
| 0:58.1 | It's Alyssa and Katie and we are two top-producing realtors in the Baton Rouge market. |
| 1:02.1 | We work for two different companies where we should be competitors, but we have chosen community over competition. |
| 1:07.1 | The goal of our podcast is to encourage you to find your own way in business. |
| 1:10.8 | So stop comparing yourself and start embracing your strengths. |
| 1:14.7 | Hi, Alyssa. |
| 1:15.7 | Hey, Katie. |
| 1:16.3 | How's it going? |
| 1:17.5 | I'm excited to talk about the end of the year. |
| 1:20.5 | What? |
| 1:21.6 | We today have come with our hot teas because you're finding a little cough. |
| 1:26.8 | I am. |
... |
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