2. Formulating The Plan
• While you are formulating your business
plan, you should discuss it with a trusted
advisor, a mentor, or your broker. Ask
your advisor to give you additional
suggestions, insights, and opinions that
will help you craft your plan for success.
3. Entrepreneur
• As an entrepreneur, your ability to plan your
course of action, and your understanding of your
business, will directly affect your success.
• We will look at your business in new ways and
help determine the direction your business will
take.
• A plan is a roadmap, or a guide, to enable you to
achieve your goals and objectives.
• You have entered into an occupation that requires
specialized education, licensure, skill, and
knowledge that enable you to provide a service
that most individuals seek and require in our
complex economy.
4. Evaluation: Why Real Estate?
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•
•
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Procuring freedom
Making a difference
Educating and informing
Providing income
5. What a plan will do for you:
• Your plan must document your vision/mission,
set goals for your business, and develop a clear
picture about products you sell services you
provide.
• Your plan will give structure to perform daily
activities, market properties, find clients, and
generate sales.
• You will know how much you have to work to
build the level of income you seek and have a
clear understanding of what it takes, both of time
and in money, to achieve those objectives.
6. Analysis of my Business
•for the Year 20___
•Let’s take a look at what we’ve
accomplished in the past 12 months so we
can learn from
•the experience and decide what our
objectives are for the next twelve months.