Living the San Francisco Dream

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Plan to Work and Work Your Plan - Successful Agents do

We've all heard the saying, "plan to work and work your plan." I have no idea who coined that phrase, but it's a good one.

Being successful in the real estate business takes planning.

First, we need to know the 'why' and then plan the steps to bring that to fruition. Start with a written yearly plan, then break it down into quarters. Review monthly to see how the quarter is going and make adjustments as needed. Every week review what was completed, started or dropped, and set the plan for the next week, adjusting where needed.

I've got that down, and it's now a routine.

What it took me longer to realize is that the above plan wasn't complete when it addressed only the business part of my life. Sure, I was a single mom at the time and the sole support of my daughters. The financial concerns were real and needed to be addressed. But so did the other parts of my life.

To be successful in business one needs to be successful in life. Everyone's idea of success is different, but I learned that for me to be happy and to be able to spread that happiness to those around me I needed to plan my time "off" as well as my time "on."

Sunset at Immigrant Point Overlook, SF

 

 

I needed to plan time for things like:

  • family time (and now spouse time as well )
  • friends and social activity time
  • spiritual time
  • volunteer time
  • exercise/physical fitness time
  • me time (I still find this one at the end of the list, but I'm getting better)

Now, when I'm planning my year, my quarter, my week, my day, I take as much care to plan for the personal side of my life as I do for my business side. And, you know what? I'm a better Realtor® because of that, and a much happier, healthier person.

Make certain to plan for these essential parts of life. It's the only way one can keep going for the long haul, be happy, fulfilled and enjoy life.

And life is certainly meant to be enjoyed.

School group enjoying sunset, SF

(local 8th grade students on a school camping trip enjoying sunset)

 

--- Come for a visit; Stay for a lifetime!

Lottie Kendall, Realtor®

Compass

CA DRE#10215160; 650-465-4547

Lottie@LottieKendall.com

www.LottieKendall.com

Peninsula Living Business Page

www.SFCondosForMe.com

 

 

Comment balloon 18 commentsLottie Kendall • May 10 2014 09:51AM

Comments

Lottie - Great advice to not only plan for your business, but to plan for your personal time as well, otherwise you'll end-up with an unbalanced situation!

Posted by Laura Allen, Lake Tahoe - Truckee Real Estate for Sale TahoeLauraRealEstate.com, Tahoe Real Estate Agent Helping Buyers and Sellers (Coldwell Banker, Tahoe City, CA (530) 414-1260) about 6 years ago

There was a point many years ago when I felt guilty taking time off, Laura. I needed to give myself permission. It worked!

 

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

Lottie~ I feel like we are on the same page today. I'm going to write a post about goal setting! :-)

Posted by Donna Foerster, Metro Denver Real Estate Assistant (HomeSmart Realty Group) about 6 years ago

Good evening, Lottie. You are so right. I am working my plan. However, there are times when I feel my plan is working me - LOL

Posted by TeamCHI - Complete Home Inspections, Inc., Home Inspectons - Nashville, TN area - 615.661.029 (Complete Home Inspections, Inc.) about 6 years ago

Goal setting is always a good topic, Donna. I'll look for it!

Michael, when the plan starts to work us, we know it's time to step back and reassess.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

Interesting and I enjoy the read as I need to set goals and priorities as well as boundaries

Posted by Charles Stallions, 800-309-3414 - Pensacola, Pace or Gulf Breeze, Fl. (Charles Stallions Real Estate Services ) about 6 years ago

Lottie, you do a great job in balancing work and personal life.    I keep my business on track, but personal life is more difficult.

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (House to Home, Inc. - Denver Real Estate - 720-231-6373) about 6 years ago

Hi Charles -- it's a never-ending task, isn't it?

Joan, making time for all the important things outside of business is difficult. Those of us who like to work (and I know you're one) tend to let our personal lives take a back seat. I'm contantly trying to keep in in balance.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

Excellent post Lottie!!  similar to the topic of my post last night, but yours is much better.

Suggested.

Posted by Bob Crane, Forestland Experts! 715-204-9671 (Woodland Management Service / Woodland Real Estate, Keller Williams Fox Cities) about 6 years ago

Thanks, Bob. I haven't read yours yet, but I'm sure I'll learn from it - I usually do!

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

The work life balance is so important for success. What a great entry in the contest. Thanks

Posted by Melissa Zavala, Broker, Escondido Real Estate, San Diego County (Broadpoint Properties) about 6 years ago

Thank you, Melissa. Most of us recognize our strengths and our weaknesses. I'm in this business for the long haul and know what I need to do in order not to burn out and to work effectively for my clients. I look forward to reading many of the entries.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

Planning just keeps you motivated, plain and simple. I believe it was you, Lottie, who mentioned to me recently about creating "white space" in your calendar, which would totally apply here. Still having trouble penciling in time for a run, but I'll get there. ;)

Posted by Suzanne De Vita, Online Associate Editor (RISMedia) about 6 years ago

Yes, Suzanne, 'white space' definitely applies, but also treating the appointments we make with ourselves in the same way we treat business appointments.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

Lottie, you have done an excellent job in allowing personal time and should take note.  

Posted by Joan Cox, Denver Real Estate - Selling One Home at a Time (House to Home, Inc. - Denver Real Estate - 720-231-6373) about 6 years ago

If I don't make time for myself and my family, I'm less able to help my clients.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

Life is meant to be satisfying and you are so right, each of us is different.  BUT we  all need to plan for the non-work time too. 

Posted by 1~Judi Barrett, BS Ed, Integrity Real Estate Services -IDABEL OK (Integrity Real Estate Services 118 SE AVE N, Idabel, OK 74745) about 6 years ago

If I don't plan for personal time, it get lost in our busy days.

Posted by Lottie Kendall, Helping make your real estate dreams a reality (Compass) about 6 years ago

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