Every business person should periodically review their goals, their successes and areas for improvement. On
June 30th I wrote a blog about those items that we should all review Half down, half to go!
Here is the list of items I suggested we review:
So, let's pull out that business plan and review the progress:
- Are sales on track? I am happy to report my closed loans are up almost 10% from my goals.
- Is your marketing working? My marketing efforts have been working very well for me.
- Are you controlling your expenses? I am slightly over budget, but expect the returns from those investments later in the year.
- Have you completed your continuing education requirements? I have enrolled in my course and should have it completed by the end of August.
- Have you attended any business building seminars? Yes! I have another 2 day session in September.
- Have you expanded the number of your referral partners? Absolutely yes! More on this later.
- Have you tracked the number of referrals you have sent out? I track this on a monthly basis.
- Are you reading enough business books? I generally am reading more than one at a time.
- Are you staying on top of new technology? One area for improvement. Thanks to my Active Rain friends, they keep me current.
Another 6 months to go before the end of the year. I am on track to meet my goals. How are you doing on your business plan?

Comments (13)Subscribe to CommentsComment