90 Day plan to double your settlements

Why does it seem that Top Brokers can crush through twice the amount of work (and deals!) as others, when we have the same 24 hours in a day to utilise? Are they sleeping less? Are they working longer hours? No. I believe Top Brokers are more deliberate in everything they do, every working hour they are producing results and moving one step closer towards their vision and goals.

For me having a BULLETPROOF 90-day plan detailing what I need to achieve every day, week and every month in granular detail helps me accomplish this.

I find it also gives me absolute clarity in the following areas and has helped me bring my business to the next level – I’ve included the areas I focus on when putting together my 90-day plan and also have included the actual 90-day plan I used when I was starting in the industry, and also another Top Broker’s ACTUAL 90-day plan template who is currently writing over $3M per month within his first year.

Download my 90 day plan here, and the 90 day plan for new brokers here.

Key 1: Vision

Where there is no vision, there is no hope – George Washington. You need to have crystal clear expectations of the 90 days ahead, knowing exactly what needs to be done and how it’s going to be completed. This allows you to focus on priority activities listed in the plan, which means you will be focusing on the high value tasks and with no ambiguity you can be sure your time will be better utilised.

Key 2: Goals

Without goals, and plans to reach them, you are like a ship that has set sail with no destination and this is so true in your business and with a 90-day plan to grow your business. It allows you to keep track of long term goals whilst at the same time covering the short term activities required. Allowing you to clearly define and focus on what you want to achieve, and smash out the settlements!

Key 3: Continuous improvement

No different to taking a shower every day, continuous improvement is something that never ceases. This is an integral part of any successful business, and imperative if you want to continue to grow your business. The 90-day plan allows you to identify areas within your business that you are good at, and those that you need to work on. It’s a great way to evaluate your current position and decide where you want to go.

Key 4: Action

One of my favourite quotes, ‘You miss 100% of the shots you don’t take’ – Wayne Gretzki. I believe the 90-day plan is a terrific tool to give direction and clarity, giving the ability for you to review your progress and regularly evaluate how you are going compared with their original plan BUT without ACTION and an undertaking to complete the activities on it daily, it is USELESS! So decide today – are you ready to join the Top 1% of Brokers in our industry??

What do you guy think? Do you use any other tools to help keep you on track? Maybe a 1 page business plan? Share your thoughts below or on our Facebook!

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JaydenVecchio

Our vision is to rally mortgage brokers from across Australia, we want to share our industries best practice to help brokers maximise client value, reduce their working hours and increase their overal...

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2 Comments

    • Todd Gee

      Love the article quite amazing yet practical stuff in here, Although you misspelled Wayne Gretzky which is punishable by death in Canada. I would love to see more.

    • Cassandra

      Is there any chance you would be able to email me your 90 day plan? We are just starting out in our business and it would be great to see this. When I try to download it comes in a strange format that is not excel. Many thanks in advance for your help
      cassandra

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