Pre-Plans for my Business in 2014

Real Estate Agent with Tropic Shores Realty - Ich spreche Deutsch!

Pre-Plans for my Business in 2014

For the last few years, I've sat down toward the end of the year and put down in writing what my plans and goals would be for the coming year.  As part of this, I've always looked primarily at financials but just as important is to figure out where the business is going to come from.

Therefore, this year, I decided it would be a good idea to not only take "inventory" of existing listings and ongoing sales contract but also list all the current prospects for either sales or listings coming up.  I'm finding that this is a very good exercise, the list started out short but as names and addresses are being added, it provides a great outline of where the business will be coming from at least in the first few months of the coming year and what to focus on now.  I can already see where this will be a valuable planning tool throughout the entire year.

Silvia Dukes Tropic Shores Realtor in Spring Hill FloridaTax planning is another big part of business planning.  I just attended a CRS tax webinar that gave a great overview of tax changes for 2014 as well as tips for my business.  As a result, I decided that I needed to improve my retirerment planning and met with an investment professional to discuss the different options that may be available for my business.

Since I am incorporated, there are some very attractive retirement planning strategies that will also help me to reduce my taxable income for the year while putting money away for my own "golden years"!  This is one part of the planning process, I am very excited about.

Finally, for next year, I'm planning on further increasing my business from referrals, either outgoing or incoming.  I admit there have been a few outgoing referral opportunities this year when I wasn't that quick to refer a prospect to another agent because I was strapped for time or some other reason.  Nevertheless, this part of my business has become quite successful and I am planning on giving it the attention it needs in order to utilize these opportunities to their fullest.  



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Silvia Dukes PA, Broker Associate

Tropic Shores Realty, 3441 Deltona Blvd, Spring Hill, FL 34606

Phone: 352-584-7441    Email:   Website:


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Eric Crane -- Your Full Service, Discount Fee Realtor®
DPR Realty LLC - Gilbert, AZ
Greater Metro Phoenix Arizona

Hi, Silvia -- good planning and will help to motivate me to work on my own plan.  By the way -- I like your signage.  Do you get drive-by traffic that results in walk-in leads?  Have a great weekend -- Eric

Nov 29, 2013 06:01 AM #1
Li Read
Sea to Sky Premier Properties (Salt Spring) - Salt Spring Island, BC
Caring expertise...knowledge for you!

A great script for success. Silvia.

Nov 29, 2013 06:07 AM #2
Beth Atalay
Cam Realty and Property Management - Clermont, FL
Cam Realty of Clermont FL

Hi Silvia, you have a great plan for your business for the upcoming year, those referrals do add up!

Nov 29, 2013 06:40 AM #3
Silvia Dukes PA, Broker Associate, CRS, CIPS, SRES
Tropic Shores Realty - Ich spreche Deutsch! - Spring Hill, FL
Florida Waterfront and Country Club Living

Eric, our signs are very prominent with the yellow color and yes, our office gets quite a few walk-ins!

Li, thanks!

Beth, they sure do! 

Nov 29, 2013 07:04 AM #4
Hella Mitschke Rothwell
(831) 626-4000 - Honolulu, HI
Hawaii & California Real Estate Broker

Silvia: I started doing referrals this past year, and plan to expand that part of my business in 2014. Why give business away?

Nov 29, 2013 09:28 AM #5
Kathleen Daniels, Probate & Trust Specialist
KD Realty - 408.972.1822 - San Jose, CA
Probate Real Estate

Silvia, When we put our focus on something it tends to get done. That is why lists and planning is so important. It looks like you have a good handle on your 2014 business plans.  I wish you continued happiness and success.


Nov 29, 2013 10:59 PM #6
Patricia Feager, MBA, CRS, GRI,MRP
Selling Homes Changing Lives


You have a solid plan for success and sage advice for others. Thank you for sharing such a great business plan. You deserve success and I feel confident 2014 will be a great year for you.

Nov 30, 2013 10:05 AM #7
Silvia Dukes PA, Broker Associate, CRS, CIPS, SRES
Tropic Shores Realty - Ich spreche Deutsch! - Spring Hill, FL
Florida Waterfront and Country Club Living
Hella, I agree!

Kathleen, thank you. Putting things in writing really makes them happen!

Patricia, thank you!
Dec 01, 2013 09:02 AM #8
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Silvia Dukes PA, Broker Associate, CRS, CIPS, SRES

Florida Waterfront and Country Club Living
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