Business Planning Workbook

Empower Your Agents!  

Download these powerful resources that we suggest brokers present to their agents for annual business planning.  Once again, you can offer these resources via group planning sessions (We’re a big fan of these!), one-on-one meetings, or via your online training / resource center (if applicable).  

Regardless of your approach, we recommend some sort of personal outreach and/or follow-up during the annual planning process, as well as a mid-year check-in to see how things are going. We work with many brokerages each year in the development of strategic annual planning programs. Contact us at to learn more.

Business Planning Workbook

Retain and recruit busy agents with these business planning resources

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