Real Estate Goal Setting: How to Set Goals and Actually Hit Them

About this training

Most agents set goals in January and forget them by March. In this training, Jon Storey lays out a goal-setting system for real estate professionals that starts with the life you want and works backward into daily activity you can track.

Jon explains why personal goals come first, and how writing one goal per sheet and tracking it daily, weekly, monthly and yearly keeps it in front of you. He walks through a simple people exercise, a morning routine that gets your most important tasks done early, and setting goals on one-, two-, four- and six-year horizons. On the business side, Jon shows how to break down each month and quarter by volume, number of deals, average price and lead source, and how to tell which leads you are actually tracking. He also covers saying no to others so you can say yes to yourself, listing your excuses and assumptions so you can deal with them, and a column for how you will have fun along the way.

What you’ll learn

1. Write your personal goals first, then build business goals that support them.
2. Put one goal per sheet and track it daily, weekly, monthly and yearly.
3. Build a morning routine that gets your most important tasks done early.
4. Set goals on one-, two-, four- and six-year horizons.
5. Break down each month and quarter by volume, deals, average price and lead source.
6. List your excuses and assumptions so you can deal with them.
7. Say no to others so you can say yes to yourself, and plan how you will have fun.