In this week’s episode of Messy in the Middle, Ed Billings, and Jefi Moultrie talk about the elements of a great business plan and why you need one. They discuss the importance of client referrals, setting transaction goals, and making calls to clients throughout the year. Ed and Jefi share strategic initiatives that have helped them grow their business and equipped them to develop critical skills. 

QUOTES

• “Having a business plan is important. Keep it simple. Keep it activity based. Focus on the action plan that drives your goals. Focus on the particular skills you want to improve and the networks you want to build.” - Ed Billings [07:00]

• “One small step in the right direction is still a step. You don’t have to build Rome in a day. Do this one step at a time. If you have an idea for your business plan, start with the next thirty days. Keep it smaller and you can attain more.” - Jefi Moultrie [10:40]

TIMESTAMPS

• [00:20] Intro
• [02:57] Creating a great business plan
• [05:13] Tracking your calls
• [07:50] Strategic initiatives 
• [11:46] Start small
• [16:30] Business plan timing
• [18:11] Outro

RESOURCES

• The Five Dysfunctions of a Team
• The Peak Experience
• The U.S. Housing Market Has Peaked
• Why Rising Mortgage Rates Push Buyers off the Fence
• The One Thing Every Homeowner Needs To Know About a Recession

CONTACT

Messy in the Middle: messyinthemiddlepodcast.com

Ed Billings: edbillings.com

Jefi Moultrie: jefisrealestate.com