November Sales Meetings: Financial Strategies

Meeting Resources

• November Task Calendar
• Management Agenda
• Agent Agenda
• PowerPoint Presentation (enable editing to make changes and content to access embedded videos)
• Email Templates
• Stacks of Kindness Game

Learning Sprints

Our 15-minute learning sprints are hyper-focused on the skills agents need to succeed in real estate. Present a new lesson each week, or pick and choose the most relevant topic for your team.

Create a Budget Like a Pro

An organized and up-to-date budget plan can help agents master the process of projecting income and expenses. This learning sprint showcases tools that help agents calculate monthly expenses, identify target GCI, calculate needed production, and know the value of their time.

• Personal Monthly Budget (excel)
• Production Goals Calculator (excel)

Exit Strategy: Succession Planning

During this learning sprint, agents learn the benefits of having an exit strategy and explore succession planning as one possible approach.

• Succession Planning Brokerage Best Practices

Business Planning: Visioning

Vision boards provide clear direction and allow agents to visualize their goals. This learning sprint offers step-by-step instructions for creating a vision board that will be a constant reminder of their priorities.

• Vision Board Handout

Monthly Goal Setting

Setting goals regularly is linked to improved performance and success. Each month we guide agents through a quick exercise that helps them set and achieve a personal and professional goal.

• Goal Setting Worksheet

Guest Speakers

• Tips for Using Guest Speakers
• Suggested YouTube Video: https://youtu.be/tbr1GK7Jh3g (14 minutes) The two agents being interviewed consult with agents either looking to retire or grow their company. The focus is on how to transition your business efficiently and effectively.

Spark Your Business

End your meetings on a positive note! Each month we suggest fun pop-bys and other creative ways to Spark Your Business and build brand awareness.

National Donut Day, November 5th (Pop By)

Reach out to your SOI with a small bag of donuts.

Example tag available from Esty seller Front Porch Portraits. Use code SPARK20 for a 20% discount.

Veterans Day (November 11th) Community Service

Donate your time to help honor those who served. Ideas include volunteering with the VFW, dropping off treats for the Veterans Home staff, or helping at the local Veterans Day celebration.

National Computer Security Day, November 30th

Email your SOI and past clients tips for staying safe online. Check out this Blue Voyant blog post for information on the top 5 cybercrimes affecting businesses and individuals in 2022.

Football Season Pop By

Give past clients a gift bag with football-themed goodies such as a small football, snacks, or a tabletop football game.

Example tag available from Esty seller Front Porch Portraits. Use code SPARK20 for a 20% discount.

Workshop

Your monthly workshop dives deeper into ideas and concepts covered during sales meeting learning sprints.  Designed to last an hour or less, these sessions are ideal for lunch hour training at your office.

Agent “Hot Seat” Mastermind

One agent per group is in the “Hot Seat” during this mastermind workshop. After the Hot Seat Agent explains a business challenge they are facing, their group brainstorms solutions. The Hot Seat Agent remains quiet and writes down all suggestions, whether they agree with them or not. The group’s fresh perspectives often provide solutions the agent would not have thought of on their own.

A Look Ahead

December Sales Meetings: Risk Management

In December, we will focus on keeping agents and their clients safe. Topics will include identifying risks, personal safety, cyber security, and open house safety.