Behind The Beards

If You Don't Plan, You Plan to Fail: How We Actually Plan Our Year


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"If you don't plan, you plan to fail." That's where Nate and Josh start this conversation about how they actually plan their real estate year — and it's not the vision-board version.

Nate and Josh get into why real planning starts in October, not January, and why the agents who have consistent years aren't doing 20 different things. They're doing the two or three that fit their personality, every single day.

They cover:

  • Why your planning should start in Q4, before the new year
  • How to figure out where your business actually came from last year
  • Setting daily activity goals instead of vague transaction targets
  • Why Josh leaned into door knocking and face-to-face, and let cold calling go
  • The $300K referral that snowballed into a $2.5M sale and a chain of new clients
  • How a random contractor visit turned into a buyer lead
  • Why the connection often matters more than the transaction

Plus a Realtor Rapid Fire on the four-minute agent lunch, and a Starbucks grilled cheese tip you didn't ask for.

Two different California markets. Same discipline.

Behind the Beards is real conversations about real estate from two experienced California agents — honest takes, practical lessons, and what actually happens behind the scenes.

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Behind the Beards is hosted by Nate Steffen and Josh Gaylis, two veteran real estate agents talking honestly about the industry — not the polished version.

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Behind The BeardsBy Nate Steffen