Move to the Next Level

Real Estate Agent with Keller Williams Realty


You have dreams, goals and know you are ready to make a positive move.  Need to take that next step and move up a level in your business as you feel stagnate, stuck, even bored?  Imagination and reality can indeed compliment each other in our business.  First you need to form your vision and then turn that picture to real results. 

Action Steps to Your Next Level

•  If you do not know where you are in your business in regards to production, run the numbers for last year and first quarter 2009. 

•  Run your financials for 2008 and also year to date for 2009.  If you do not have an ability to do this in a few key strokes you need to seriously consider Quicken or Quick Books.  You cannot be successful unless you know where your expenses are being allocated. 

•  Review your production and expenses.  Ask yourself ... where I want to be and need to be.  Are my expenses in line and is smart use of funds?

•  Review your first quarter of 2008 to first quarter 2009 ... is it improved, in line, below the mark?

•  Where is your business coming from?  Referrals, mailouts, open houses, etc.?  If you do not know this stat then commit to tracking from this point forward.  This one stat can be instrumental to wise spending of effort and funds.  You absolutely need to know this part of your business!

•  Where do you want to be in the business ... your next level?  Write it down.  Write it visible so you will see at a glance in your office.  Write on top of your action plan, your calendar on a day for each week.  Write it in your mind.

•  Research who, in the business, is at the level now that you want to go to.  Contact them for a time to visit.  Find out what it is that they are doing in the business that is successful.   Be sure to ask them what works for them and what did not.  Incorporate the good points in your business.

•  Design a plan from this point forward of how to get to your new level and how to achieve it.

•  Attend classes or read posts, articles in professional publications to gain additional ideas.

•  Accountability - make sure you are following your plan.  Be sure to check your results on a weekly base so you don't drift off target and can correct.

•   If you truly want to move to the next level .. teach a class.  To move to excellence you need to master what you do.  By teaching, you become the master of the material. 

The final and most important step ... believe in your dream, work hard for your vision, and take the steps to make it come true!


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Show All Comments
Keith Elliott Jr
KEIRE Realty Group - Manassas, VA
Principal Broker/Owner

Hi Connie,

All helpful tips. Thanks for the information!


Apr 19, 2009 04:41 PM #22
John Cannata
214-728-0449 - Frisco, TX
Texas Home Mortgage - Purchase or Refinance

Definitely worth the Featured STAR.  Thank you for sharing these thoughts.  Its important to be 'forward thinking' in your career.

Apr 19, 2009 05:26 PM #23
Toula Rosebrock
Diane Turton, Realtors, Forked River, NJ - Lacey Township, NJ
Broker/Sales Associate, Realtor, Lacey Township,


Hi Connie:

It's nice to see that your posts are getting noticed & featured.  Congrats!

You are so right...

Good step by step outlined here.  Have a great week!

Apr 19, 2009 11:19 PM #24
Yvette Gardner
Keller Williams Realty, Spartanburg, SC - Spartanburg, SC

Connie, Great post and a great roadmap to a successful future.  Thanks for sharing!

Apr 20, 2009 12:22 AM #25
Bruce & Mary Smith
Savannah Lakes Homes - McCormick, SC
REALTORS, Savannah Lakes Village McCormick SC

Hi Connie!  Those are great tips.  Thanks for your blog!


Apr 20, 2009 12:24 AM #26
Cherimie Crane
Cherimie Crane & Associates - Beaufort, SC


All I can say is ...when is your book coming out?? You have such a remarkable way of teaching through words.

Thanks for sharing.

Apr 20, 2009 01:12 AM #27
Paul McFadden
Paratex - Seattle, WA
Pest Control, Seattle, WA.

Connie: Thanks for the post! I appreciate it. We all need to hold ourselves accountable. If we do that, our business should be just fine. Take care.

Apr 20, 2009 02:00 AM #28
Kristin Johnston - REALTOR®
RE/MAX Realty Center - Waukesha, WI
Giving Back With Each Home Sold!

Connie, you are so smart!  I love the organized appearance of all of your posts...You are a real asset to AR!

Apr 20, 2009 02:25 AM #29
Brad Andersohn
Executive Director of Education at eXp Realty - Fairfield, CA
ActiveBrad - 707.646.1876

Connie - great advice, you rock!!  Believe in your Dreams, they are yours to achieve.

Apr 20, 2009 02:37 AM #30

Wonderful post. Thank you so much for your time and expertise.

Apr 20, 2009 02:53 AM #31
Kelsey Barklow
Hurd Realty - Johnson City, TN

Such a nice, positive and inspirational post for Monday morning. Thanks.

Apr 20, 2009 03:14 AM #32
Carrie Sampron
Home Smart Realty Group - Highlands Ranch, CO
ABR SFR & Kathy Sampron (303) 931-3629 Highlands R

Connie:  Thanks for the great post.  We all need some Monday morning inspiration!


Apr 20, 2009 04:05 AM #33
Emily Lowe
The Lipman Group | Sotheby's International Realty - Nashville, TN
Nashville TN Realtor

Great ideas on how to stay organized and focused!!! Thanks!  and congrats on the Feature!

Apr 20, 2009 05:26 AM #34
Gabrielle Kamahele Rhind
KGC Properties LLC, Tucson Property Management & Real Estate - Tucson, AZ

GOOD AFTERNOON CONNIE!  Congratulations yet again another awesome feature!  Dream, believe and plan - it's a great combination for success!  -- Gabrielle

Apr 20, 2009 05:58 AM #35
Sheldon Neal
Bergen County, NJ - RE/MAX Real Estate Limited - Maywood, NJ
That British Agent Bergen County NJ

lol.... fabulous post !!! ...I only 'lol' because you know how I feel about your posts, and I am smiling at yet another outstanding post.

I love the action steps, and things like analyzing where your business comes from is so underutilized.

Great stuff Connie


Apr 20, 2009 06:26 AM #36
Bettina Settles
Greenwood, IN
Your Indiana Connection

Connie, thank you for sharing. Great action steps and a nice road map to start out from.


Apr 20, 2009 11:05 AM #37
James J. Weber
Keller Williams Pocono - Milford, PA

Connie - A great outline for staying on track to acheive your goals

Apr 20, 2009 11:15 AM #38
Sandy McAlpine
Search Lake Norman Homes For Sale - Lake Norman NC

Connie, great tips. I have been trying to "move to the next level" myself this year with working extra hard on what gets me the best leads. I have spent less money but lots more time. Now I need to balance work and life.

Apr 22, 2009 12:55 AM #39
Not a real person
San Diego, CA

I never could do Quicken, Quickbooks, or Money. I just didn't like the way any of them were set up, and they weren't customizable enough for my anal-retentive ways of doing things. Consequently, I'm an Excel person. I'm set up spreadsheets with all sorts of complicated formulas and graphs to tell me at the stroke of the F9 key exactly where I am in my life.

Apr 28, 2009 09:55 PM #40
Jim Frimmer
HomeSmart Realty West - San Diego, CA
Realtor & CDPE, Mission Valley specialist

And always remember that it's never too late to start a new week, a new month, a new quarter, a new year, or even a new life. Why wait just because of a calendar system that someone invented hundreds of years ago. Get started now!

May 01, 2009 04:33 AM #41
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Connie Goodrich

CRS ABR (McKinney Realtor)Texas
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