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June 24, 2025 18 mins

Can you believe we’re halfway through 2025? Because…same.

Time is flying, and if you’re a real estate agent wondering what even happened to those goals you set in January—this episode is your mid-year reality check (without the shame spiral). Whether you’re thriving, treading water, or straight-up exhausted, this is your chance to pause, reflect, and pivot toward more joy, income, and alignment for the second half of the year.

Lindsay walks you through her signature 4-part Mid-Year Check-In, inspired by The Happy Agent Method, to help real estate agents:

  • Identify where you're on track—and where things need a course correction
  • Reconnect with what actually lights you up in your business
  • Assess if your income and client load are sustainable and profitable
  • Determine if your clients, systems, and energy are supporting your success

This isn’t a glittery, empty pep talk. It’s a real-world reset for real estate agents who want to finish 2025 with intention, not exhaustion.

You’ll walk away with 3 high-impact actions you can take this week to feel more grounded, empowered, and excited about your business again.

What We Cover:

  • The joy check: How to tell if you're building a business you actually like
  • The money moment: What your numbers are saying (without judgment)
  • The client lens: Attracting better people by raising your standards
  • The systems audit: Are you working smart or just staying busy?
  • Your 3-part mini homework to shift things this week

You are the boss. You get to pivot. You get to protect your peace and your profit.  This mid-year moment is yours—and it’s powerful. Let’s finish 2025 strong!

Let's stay connected!

💼 Coaching with Lindsayhappyagent.co/coaching

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🎓 Happy Agent Academyhappyagent.co/academy

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📲 Let's Connect on Instagram or Facebookinstagram.com/happyagentco

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Can you believe that we are almost halfway through
2025?
I cannot.
I don't know where time goes,but it seems to be going faster
and faster the older I get, ormaybe it's just I'm in the kid
time warp, but I feel like timehas a completely different
meaning and it just feels soshort.
So in today's episode, I amexcited to dive into a mid-year

(00:23):
reality check.
Are you on track with thosegoals you set in January or are
you just plain old, tired?
My hope is that by the end ofthis episode, you'll know
exactly where you're thriving,where you may have gone off the
rails and how you can realignthe second half of this year
with more joy, more income andmaybe even less overwhelm.

(00:47):
All right, so let's chat aboutthis a little bit.
Are you on track with yourgoals or are you just tired?
Maybe you're just over it rightnow.
I will say this market can bepretty challenging, especially
mindset-wise.
There's definitely ups anddowns.
Consumer confidence everythingwe're dealing with are big

(01:09):
picture things, so getting intoyour business can sometimes feel
kind of difficult, and that'spretty normal.
We are human.
So maybe you started this yearwith big energy, big goals.
Maybe you even had that cutelittle planner with, like you
know, the inspirational sayingon the front, and you swore you
were going to use it.

(01:30):
But here we are.
It's the end of June and maybethings are looking a little
messier than you planned, ormaybe you're just a little
disappointed.
That doesn't mean that youfailed.
It means that it's time for areset, and I really believe in
this.
I believe you can reset at anytime.

(01:50):
So this isn't just for thebeginning of the year, the end
of the year, the middle of theyear.
This can be at any moment inyour business.
So today, this is your mid-yearmoment.
Do not panic.
We are going to pause and weare going to get intentional.
I do not believe in shamingyourself into action.
We need to be gentle withourselves.

(02:11):
We need to give ourselves grace.
It is about just checking inand figuring out what's actually
working and what's not, andthen making some really
intentional action steps Easy,doable, not overwhelming, and by
the end of this episode, you'regoing to have checked in and
you will have some action itemsto move forward to hopefully

(02:33):
make 2025 a better year thanwhen you started it.
Let's dive in to the meat ofthis episode.
I am going to walk you througha four-point mid-year check-in,
and this should not take longerthan 30 minutes to an hour
maximum.
This is really just to takesome intentional time to reflect

(02:55):
.
So grab your favorite notebookand a pen, maybe a notes app,
whatever you like to do, analogor digital I kind of I'm a both
kind of girl, I'm a hybrid andwe're going to walk through the
four things that I want you tocheck in on during your check in
.
So number one and again we goback to the happy agent method,

(03:17):
which is start with joy.
So number one is joy.
Are you still having fun?
Are you still enjoying yourbusiness?
If everything is feeling heavyand you are dreading the start
to the weekend or your Mondays,or you are feeling like every
client is a slog, it is reallytime to pay attention to those

(03:39):
cues.
I want you to go back to thebeginning of your business, and
most people were so energized,they were so lit up and they
loved showing up to work everysingle day.
So are you still bringing thatI like to call it new agent
energy to your business, or doyou have old, tired agent energy
?
If you have old, tired agentenergy, this key point is for

(04:04):
you.
We need to bring back the funand bring back the joy.
So I want you to ask yourself afew questions and I want you to
really reflect on these.
Number one is what's lightingyou up lately?
Is there anything in yourbusiness that lights you up,
that energizes you?
That really is just fun, andyou do it just for the fun, not

(04:25):
necessarily the money or thereturn on investment.
I know for me, anytime I amcreating marketing materials, I
am so lit up, I love it, and itgoes back to graphic design.
I was a graphic designer inhigh school, I got my
certification, and so that'sjust something I find really fun
.
It's like art for me.
So maybe outsourcing that is asmart business mood for me, but

(04:49):
it takes away some of the joy.
And that's a really key pieceof insight that I learned about
myself, which is, if I'm notcreating on a regular basis, aka
this podcast, I get really sadand it's not joyful.
I'm not enjoying it.
So what's lighting you up?
What do you enjoy in yourbusiness?
On the flip side of that coin,what's draining you?

(05:10):
What's making you resent yourwork?
And figure that out.
Maybe it's a lack of boundaries.
Maybe it's a particular clientor listing that you need to drop
.
It might be that you just aretaking on too much.
Maybe we need to get less offyour plate.
But what's draining you ormaking you hate your work?
This is a really important one.
Maybe it's taking you away fromyour family.

(05:32):
So dive into that and reallyfigure out.
Why am I so unhappy?
Why am I not enjoying thisright now?
And the last question under joyor last reflection is the last
question under joy or lastreflection is when was the last
time you felt so incrediblyproud, so energized or super
excited in your business?
That is a thread that you needto pull because it probably has

(05:55):
some really valuable insightinto brings you joy and what you
enjoy.
I don't think we take enoughtime to reflect as real estate
professionals because ourbusiness is so go, go, go and do
, do, do.
But I really think gettingintentional and taking the time
away to just reflect it is soimportant for your longevity in

(06:18):
this business and building abusiness that is good for your
life and good for your mentalhealth.
And building a business that isgood for your life and good for
your mental health.
If your business isn't makingspace for joy, it is not
sustainable period.
I have seen so many agents burnout because they are not
focused on enjoyment, they arefocused on pure ROI.
And while money which is thenext one is important, it is not

(06:41):
everything.
I really, truly believe youhave to start with joy, all
right.
Diving into number two on ourfour-point mid-year check-in is
money.
So are you where you want to befinancially?
And I know money is the greatscorekeeper and I truly believe

(07:01):
it does not define your worth.
So that's not what this isabout.
But you do deserve to get paidfor the work that you are doing.
So that goal you set in Januarywhich, if you follow my
business planning method, isactually tied to something
meaningful in your life, notjust a random number pulled out
of the sky but are you on trackwith your income goals and how

(07:23):
far off are you, or if you'reexceeding them, that's
incredible too.
So I want you to take a hardlook at what you are doing in
your business.
Are your efforts actuallyturning into income or are you
just staying busy?
So this is where we reallystart to get into return on
investment, return on energy.
The other thing is are youprofitable?

(07:44):
So this isn't just aboutclosing deals and getting
commissions in your bank account, but this is about keeping the
money in your business and yourbank account.
This is about profit.
So are you tracking yourexpenses?
Are you tracking your income?
Do you have a budget?
Are you profitable and are youtracking your profit?

(08:05):
Because that is a really keypiece of your money?
So take a look at your money.
Where are you and what do weneed to do to potentially get
that in a better situation?
This is not about shame, and alot of people have money issues
where they start to go into likethat downward shame spiral when

(08:26):
it comes to money.
So this is just aboutadjustments, not about judgment.
So I want you to just take ahonest, objective, look at your
finances and answer the questionare you where you want to be
financially and where do youwant to go to be financially and
where do you want to go?
Number three on our four pointchecklist is clients.

(08:47):
So are you working with theright people?
I know right now so many agents.
I have lots of coaching clientswho are like I have to take
every deal.
I can't afford to say no.
And here's a really honesttruth is that not all clients
are created equal.
If your clients are ghostingyou or if you have a seller who

(09:12):
doesn't have to sell.
We only make money when homesclose, so you are allowed to cut
clients loose if they are not agood fit or if something is off
.
So I have some reflectionquestions for you around clients
.
Are you attracting keyword,attracting your dream clients,

(09:33):
or are you just saying yes toanyone with a pulse because you
are desperate for money?
This is a yes or no question.
Are you attracting your dreamclients, yes or no?
Also, I think it's worthdigging into the past year or
two.
How are clients finding you?
So there might be a correlationbetween referrals and your

(09:54):
dream clients or the rightpeople that you want to work
with.
Maybe you bought Zillow leadsand you realize every single one
of them is a nightmare, ormaybe you realize every single
one of them is like an easy dealto close.
So look into your clientsources how clients are finding
you and see if there's anycorrelation, see if there's any
information that might behelpful.

(10:15):
And then the last question toreflect on when it comes to your
clients is are you settingexpectations that make the
process easier or harder foreveryone?
I think, especially in timeswhere the market has shifted.
So in most parts of the countrywe're no longer in a hot
seller's market.
Sellers have that expectationof the market is hot.

(10:39):
So are you setting expectationswith your listing clients on
what's actually happening in themarket?
And it sometimes is a micromarket, so are you setting
expectations on what's happeningLike we're going to be on the
market for at least threeweekends If we go under contract
within those three weekends weare so lucky For buyers?
Maybe it's you know you can belooking at homes out a little

(11:02):
bit outside your price rangebecause we have some negotiation
room in most cases.
Or maybe you have a competitivemarket and you're setting those
buyer expectations but you wantto make sure you're setting
expectations accordingly foryour clients because it makes
your job so much easier.
You control the process andyour clients control the

(11:24):
decisions, but you get to decidewho you work with and if it's
not a good fit, you can eithercut them loose or refer them out
.
You do not have to take everysingle client, especially if
they are not a good fit for you.
And the last point on our fourpoint checklist for your
mid-year reality check issystems and energy.

(11:47):
Are you working smart or areyou just working constantly,
because that's not good?
I want you to be honest withyourself Are your systems
helping you breathe, or are youjust getting buried in a never
ending to-do list?
One question is are you stilldoing everything manually?

(12:09):
And this can literally beeverything, and this could be
like a whole.
I actually have a whole otherepisode on this, on your systems
for spring cleaning.
So check that out if you wantto really dive into this.
But if you do things that arerepeatable, you should have a
system for it.
And if you're doing everythingmanually, especially in the age
of AI, you really need to dig inand figure out how can I start

(12:33):
automating, how can I startusing AI to make my job easier?
This also comes down totemplates, automations, a CRM
that makes your life easier.
So do you have technologysystems that are helping you in
your business?
Maybe you purchased a piece oftechnology and you're not using
it.
Maybe it's time to dive in andlearn that technology to really

(12:56):
see if it's something that'sgoing to help you.
And then, lastly, are youworking in a way that supports
your energy or are you drainingevery last ounce of it?
Are you a morning person?
Are you a night person?
Do you like doing your work insprints or do you like doing
limited hours like each andevery day?
So just knowing your workingstyle and what supports your

(13:20):
natural energy.
For women, this can also beyour monthly cycle.
I know that that definitelyimpacts me and my energy levels.
So this is about just beingaware of your systems, but then
it's about being aware of yourenergy levels.
I am an introvert.
I know that I need rechargetime, so just being able to plan

(13:41):
your energy management which isa whole other episode in and of
itself energy management is sokey to working smart and not
just working constantly.
So those are the four points Ireally want you to check in with
yourself.
On Joy, are you still having fun?
Money are you where you want tobe financially Clients, are you

(14:02):
working with the right peopleand systems?
And energy, are you workingsmart or are you just working
constantly?
Here's what I want you to know.
If your answers to thesequestions made you cringe a
little bit, like a teeny, tinybit, you are not broken.
You just need to make someimprovements.
You need to just make a littlebit of progress.

(14:23):
You're not behind.
You don't need to burn it alldown.
You just need to course correct.
And the really amazing thing isyou own your own business and
you are allowed to at any time.
Like I said earlier in theepisode, anytime you are allowed
to course correct, you get topivot, you get to choose when
you get to rest.
You get to finish the yearaligned and in your power.

(14:43):
And I will tell you I have seenso many real estate agents
course correct mid-year wherethey just blow it out in the
last half of the year becausethey got intentional, and that's
what this is all about.
So let's get intentional.
I am giving you three small,high impact moves that you can
make this week.
Number one you need to chooseone priority for the next 30

(15:07):
days.
Not five goals, not a nine tabspreadsheet, not launching a new
CRM.
Just one focus.
Is it client attraction,getting more leads, quality
leads?
Is it cleaning up your backendsystems?
Is it rebuilding your idealschedule?
I want you to choose it.
That one thing, commit to itand then build your schedule

(15:29):
life business around it.
Number two is set one boundary.
It could be as simple as I'mnot answering texts after 7pm,
or I don't take buyers outwithout a pre-approval, or I am
done working weekends, unless Iabsolutely have to.
But your boundaries are goingto protect your joy and they're

(15:51):
also going to protect yoursanity and your energy, which is
crucial to having a successfulreal estate career.
So set one boundary and, lastly, I want you to recommit to one
joyful activity.
So bring back one small thingthat has made you feel like you.
It could be a weekly walk, itcould be diving into a book that

(16:14):
you love, it could bejournaling, it could be music,
it could be just creative,artistic time.
Whatever it is.
Bring one small thing back thatmakes you feel like you,
because it is so easy to getlost in family life, real estate
life, that you forget aboutyourself and what brings you joy

(16:36):
and what makes you you.
So I really want you toremember that.
So those are the three things.
That's your homework.
Choose one priority, work-wise,for the next 30 days.
Set one boundary and recommitto one joyful activity.
I want you to remember that youare the boss.
That is your mantra.
You are the boss.

(16:56):
This business does not run you.
You run this business and youget to design it to feel good.
I want you to remember that youget to design this to feel good
.
This isn't about breaking you.
It's not about having abusiness that is so successful,
but you are miserable.
So you are not too late.
You are not too tired to try.

(17:18):
You just needed this moment tocheck in, breathe and move
forward with intention, becausea happy agent is a successful
one and you are allowed to beboth.
Because a happy agent is asuccessful one and you are
allowed to be both.
If you loved this episode,please forward it to a real
estate agent that needs to hearit, and please don't forget to

(17:39):
follow or subscribe to make surethat you don't miss any future
episodes.
Until next time.
Thanks for being here and stayhappy.
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