You all know that I am very committed to business planning and scheduling. Knowing what you are trying to accomplish and then plotting the course and scheduling the work is a foundational part of what I share with my clients. It is so important that not only you have a plan and a schedule to execute, but being very specific in what you are trying to do and the results you are expecting are critical.
Too many people in our business don’t plan at all, they just prognosticate and then hope it all works out. As I have said before, “Hope is NOT a strategy for success!” Mortgage professionals have a very bad habit of just throwing numbers out there into the universe like, “I’m going to do ten deals a month”, or “I want to close $50M in loans.” But very rarely do they break it down as to HOW it is going to happen. Key questions you need to ask yourself are:
It helps to have names and faces to go with your plan, even if they are just known potential targets or even if they are unknown future targets, having that listed helps keep you moving forward toward your ultimate targets of production and referral partners. Scheduling time to review and adjust will help keep you on track!
If you have questions or comments, please feel free to reach out: [email protected] and HAPPY NEW YEAR!