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December 11, 2024 31 mins

In this conversation, Rebecca and Kim delve into the significance of business planning, emphasizing the importance of understanding one's 'why' as a foundational element. They discuss the challenges individuals face in identifying their motivations and the vulnerability that comes with self-reflection. The conversation highlights various tools for self-discovery, such as the CliftonStrengths and Enneagram tests, and stresses the need for ongoing evaluation of business plans. The hosts also touch on the impact of business planning on personal life and relationships, advocating for daily practices that keep individuals aligned with their goals.

Takeaways

  • Business planning is essential for success in real estate.
  • Understanding your 'why' is crucial for motivation.
  • Self-reflection can be challenging but necessary.
  • Tools like CliftonStrengths can aid in self-discovery.
  • Business plans should evolve with your life circumstances.
  • Identifying weaknesses is key to personal growth.
  • Daily practices help maintain focus on goals.
  • Vulnerability is part of the process of self-discovery.
  • Your motivations can change over time.
  • Writing down goals can reinforce commitment.

"It's so much more than just the numbers."

"You have to know your why."

"It's important to recognize your weaknesses."

"Your why is going to evolve over time."

"Write it down every day."

"Business planning is not just about numbers."

Let’s Keep the Conversation Going
We’re all about building rooms where agents can grow, collaborate, and thrive.

Rebecca brings 33+ years of real estate experience into RebeccaGreen.co
where she coaches agents on the four pillars of success: Health + Wellness, Operations + Systems, Community + Collaboration, Marketing + Branding. Inside the CEO Agent Community, you’ll find coaching, courses, done-for-you marketing tools, media days, implementation sessions, and the strategies that help agents scale smarter—not busier. You can also connect with her local Oregon + Washington team at SellingPortlandRealEstate.com
.

Kim is the founder of Hey Clever Collective —a community designed to help agents build businesses they actually love. She’s all about collaboration, creativity, and showing agents how to tap into their unique strengths.

Together, we’re creating conversations, sharing strategies, and opening doors for agents who want more—more balance, more profitability, and more community. Come hang out with us, learn with us, and let’s build something bigger than a business… let’s build a life you love.

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