In this episode, Becky and I dig into why traditional business planning feels so performative, so disconnected, and frankly, so useless. You know the drill: fill out the PDF, set some goals you’ll never hit, and watch it disappear into a drawer until next year’s awkward check-in.

But Becky’s doing something completely different at Shorewest’s Lake Country office, and it’s working. She’s built an Identity-Based framework around three simple concepts—Grow, Excel, and Transform—and she’s having real, recorded, follow-up conversations with her agents. No BS. No performative goals (things you say you’ll do, but don’t). Just clarity, support, and accountability.

We talk about why values need to be at the center of your business planning (not just words on a wall), why brokers need to move from performative to developmental leadership, and how getting quiet and clear on your core is the only way to navigate the chaos of consolidation, AI, and industry upheaval.

If you’ve ever felt like business planning was a waste of time, this episode is for you.

Book Link: The Compass Within - Robert Glazer

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