Planning and Goals

Don't just dream about a successful real estate business! Discover strategies, action plans and the how-to of getting from where you are now to where you want your business to be.

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7 Mindful Tips for Finding More Time In Your Day

How awareness of how you spend your day can increase your efficiency and give you more time to do the things you really want.

A Is For Automation

As our world of ever-expanding technology creates further demands on our time (even though it's supposed to free up more time for us - that's a laugh!), it becomes more and more clear to me how important automation is to a real estate agent.

Accountability Why You Need It And Why It Works

Discover the power of accountability and the impact that it has on peoples' lives.

Analyze Your Quality of Life

In order to create a plan that will enhance your quality of life you must first decide what is REALLY important to you. Most people's priorities have nothing to do with what they want (or their values) but rather what they just must do or need to do to simply catch up with all the events that are going on in their hectic lives.

Are You A Business or Just Another Real Estate Agent

Many real estate agents fail to act on one essential truth - they are a business.

Big Vision Big Results Goal Setter

If you are having trouble articulating your goals or determining how you should structure your business, this document may be just what you need to determine what you need to do daily, weekly, monthly, or annually in your business for lead generation, follow-up, or quality of life.

Big-Picture Planning for Big-Time Results

It's been proven that people who set goals have a better chance at success because they have a plan, something to keep track of, and something to work forward to. Follow along with Denise as she discusses the importance of setting goals and how to achieve those goals.

Business Planning for Real Estate Agents

Denise covers the importance of business plans, action plans and the impact that a good business plan can have on your business.

Business Planning for Real Estate Agents

Join Denise Lones for a comprehensive look at the building blocks for a business plan, we'll be covering marketing, follow-up, education, business rules and time-off.

Business Planning Guide

The Business Planning Guide is designed to help you think about where your business has been and identify what is missing from it. With this in mind you will be better able to determine your business needs, which you can then break down into actionable steps - an action plan! When complete, you'll have rules to guide you, actions to take your business forward, and a clearer business vision.

Celebrating Your Wins Worksheet

When you are in planning mode, it is easy to focus on the things that didn’t work in the last year or what you want to do better in the year ahead. However, it is important to stop and take stock of everything you did accomplish in the last year which will encourage you to continue to make strong progress. This template will help you review your Big Successes, Big Wins, Small Wins, and Obstacles Overcome.

Club Call - April 2014 - The Power of No

Our topic is The Power of No: Developing Rules in Your Business. Many agents have a difficult time setting boundaries and saying, "No." Wouldn't you like to gracefully be able to say no to commission cutting, no to sellers wanting to list their overpriced listing, or no to covering floor duty on a shift that never sees traffic? Would you like to learn a formula that allows you to say "no" while still leaving everyone feeling good? Once you learn this formula, you wouldn't believe how easy it is to set boundaries!

Club Call - December 2016 - Predictions for 2017

What a year we've had and what a year we have ahead of us. Once again Denise Lones offers her research, facts and insights on the topic of what will happen in 2017. How will home prices and inventory change? What will the hot topics in real estate be? What should we as an industry keep an eye out for with a new presidential administration inbound? How are buying habits changing? Prepare your business for the new year, arm yourself with expert knowledge.

Club Call - February 2015 - Rules In Your Business

We are going to be addressing five rules that you must have in your business in order to be successful and how to communicate those rules when needed. Denise has some great stories about why rules are so important, from demanding clients to distance you're willing to travel to taking time off. Listen in and figure out where you are lacking rules in your business today.

Club Call - January 2014 - Resolutions

We kick-off our 2014 with an amazing call, New Year Resolutions for the Top of Your List. Every business should look back periodically and consider what worked and what didn't. It's time to create new rules to guide your business in 2014 and we have some great strategies for you to consider. Denise has ten areas of your business that you should take a look at, complete with excellent examples of exactly how to make that happen: from creating new business rules and editing negative influences away to dealing with challenging buyers and sellers.

Club Call - January 2016 - Forecasting Your Year

By now you've looked over and listened to Denise's predictions for the coming year. In this call we will be covering: how to communicate predictions to your clients so that you can be their real estate expert.

Club Call - July 2012 - Planning Vacations

In our July call Denise approaches the importance of taking time off. How not taking time off has a negative impact on your business, on your family and friends, and on your health - whereas actually taking time off helps all of these things. As real estate agents, we know that you feel the pressure to be on-call 24 hours a day, 7 days a week. This makes scheduling time away from work all the more important. Listen on for strategies on how to make this actually happen so that you can take control of your quality-of-life.

Club Call - March 2018 - Rules and Systems

Rules and systems can make your business and personal life so much better. We are going to talk about the basic systems that everyone should have in their real estate business, how to stay on track, and the rules that you must have to create balance.

Club Call - May 2019 - Retirement and Creating a Legacy Relationship

Whether you are considering retiring in a few years or have been approached by an agent thinking of retiring, what are the next steps? This is a question that comes up time and time again. Learn how you can set up a relationship with an agent who can succeed you, an agreement that is fair and profitable for both sides.

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