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August 2015

Powerful Real Estate Business Plans - Florida REALTORS Presentation

Today, I had the privilege of presenting to a great group of real estate professionals attending the Florida REALTORS Annual Conference and Trade Expo / Celebration '15.

Here is the Slide Deck from the session:  Powerful Real Estate Business Plans 

You can download all the customizable Real Estate Business Plan templates from our new website introducing WBNL Coaching

Step 1 – Set Your Goals (Outcomes)

Identify clear, concise, SMART goals and know your WHY for each of them.

Measurable/Meaningful to you 
Attainable/As if Now/All areas of your life 
Timeframe/Toward what you want

  • Write them down for all areas of your life (Personal, Financial, Business/Career, Relationships/Family, Spiritual)
  • Create Action Plans – break the goal down into steps and next actions.  Take action every day!
  • Measure and track your progress – you can’t improve what you don’t measure.
  • Celebrate your successes along the way – make any necessary course corrections.

Why Write Down Your Goals (Outcomes)?

  • To clarify what it is you truly desire.  Writing down your goals forces you to select something specific and decide what you want and when you want to attain it.
  • To motivate and inspire you to take action. Writing your goals down is only the first step.  It is also important to review them regularly which supports you to take the next most important action toward your goal.
  • To help you overcome resistance. Every meaningful intention, dream, or goal encounters resistance. From the moment you set a goal, you will begin to feel it.  Resist the temptation to focus on that resistance and instead focus on what you want to accomplish.
  • To enable you to see—and celebrate—your success and progress.  Written goals are like mile-markers on a highway. They enable you to see how far you have come and how far you need to go. They also provide an opportunity for celebration when you attain them.

Step 2 – Create Your Business Action Plan

FREE: WBNL Coaching Real Estate Business Plan Online Course and Downloads

Conduct an Assessment and Review of the current or previous year. Start by analyzing your previous year’s business – this form will help you gather and calculate key factors for your specific business.  Everything from sources of business to average days on market and listing to sale ratios.  Before you launch into your plan for the coming year, it’s critical to review what worked last year and to know your basic numbers.

Step 3 – Measure and Track Your Results

You can’t improve what you don’t measure.   An excellent tracking system will allow you to make necessary course corrections and adjustments as well as track your overall success. 

SECRET to SUCCESS: Create Your Daily Action Plan and Just Do It!

Once you have your business plan in place, it is critical to review it and make necessary course corrections at least quarterly .  On a monthly basis, make sure to use a performance dashboard or a suitable tracking form to record your actual results and compare them to your plan or goal.

From the business plan you can create your daily, weekly, monthly ACTION PLAN.  This plan will outline the income-producing activities and other tasks you are committed to in order to achieve your  desired outcomes.  Review and stick to your Action Plan DAILY!

A basic mantra or affirmation for your consideration and real estate success could simply be:

“I make one qualified appointment daily!”

FREE: WBNL Coaching Real Estate Business Plan Online Course and Downloads


Visit to learn more about our coaching program and online training membership options. Your FREE, basic membership includes a complete real estate business-planning course and downloads.


Introducing Heart | Mind | Business Coaching & Training Company

Dear friends, associates, past clients and new clients:

Post Update:  Company name change announcement: read The Magic of Being Connected & Aligned

FREE: WBNL Coaching Real Estate Business Plan Online Course and Downloads

My passion has always been to inspire, empower and educate others to discover and achieve their full potential.  I have had the opportunity to do just that throughout my life as a business coach, speaker and trainer in a variety of career positions and affiliations with large companies.

My burning desire – that deep calling that never really goes away - has been to make the transition from the corporate world to running my own successful coaching and training business. I took that plunge in 2009 with O’Brien Consulting Services where I focused on real estate agent and team coaching as well as social media consulting.

Here’s what I discovered.  It’s not fun and empowering to work solo.  I vowed that when the day came that I would launch my own business again, it would be a collaborative effort.  I envisioned a company of heart-centered, like-minded professionals who work together to positively impact the lives of our clients.

Well, that day has arrived. Every experience and every person along my path has prepared me for this next exciting step in my journey and fulfillment of my life’s purpose.  I am truly grateful for those experiences, friendships and opportunities to grow.

I am thrilled to announce that I have made that leap of faith into the world of small business ownership by founding HMB Coaching, LLC.  Heart Mind Business Coaching is a real estate, business, life coaching and training company providing both personal, one-on-one coaching and online, on demand training and virtual coaching. 

HMB Coaching: Align and Connect Your Heart (passion) and Mind (attitude) with Your Business.

It’s all about understanding your passion and attitude then connecting those elements with the path that will lead you to success. 

We designed our programs for real estate professionals, agents who are building a team, brokers, managers and business owners in any industry.

Our coaching interest list is forming now!

Join the list and be among the first to know about the actual launch date for HMB Coaching (currently scheduled for September 2015).  You will also get notified of the limited time, introductory pricing and how to become a charter member of HMB Coaching.

As we continue to build our coaching and training platform, we have created an initial site to tell you more about who we are and what we do.

Get on the list and download the free Real Estate Business Plan and customizable templates to guide you through creating powerful goals and a written business plan to keep you on track to success.

You are filled with unlimited potential.  At HMB Coaching we will partner with you to unlock your heart and mind so that you can focus, stay on track, and truly enjoy your personal and business journey.  There is no doubt that when you love what you do, it isn’t really work; you are more positive and feel more alive.  In the end isn’t it really about that feeling of satisfaction that you have exceeded your wildest expectations? That you have no regrets? That you have more personal time for family and friends?  We think so too – let’s get to work!


Jan O’Brien

Founder, HMB Coaching, LLC