A successful year in real estate doesn’t happen by chance - it happens by design. In this episode of The Real Estate Ripple, Megan, Joe, Christy, and Lindsey dive into what effective business planning really looks like for business professionals at every stage of their career.

From setting realistic goals and knowing your numbers to breaking big plans into manageable daily actions, the hosts share practical strategies to help you stay focused, consistent, and motivated throughout the year. They also discuss how to use calendars and CRMs without feeling overwhelmed, the importance of accountability, and why your business plan should align with your personal values and lifestyle.

Whether you’re a brand-new agent or a seasoned professional looking to reset and refocus, this episode offers actionable insights you can start using right away.

In this episode, you’ll learn how to:

• Create a business plan that actually gets used

• Break big annual goals into realistic, manageable action steps

• Track progress without perfectionism or burnout

• Use calendars and CRMs in a way that works for you

• Build habits and routines that support consistency and balance

• Stay accountable while giving yourself grace

• Focus on progress over perfection

Topics Covered:

• Business planning for professionals at every stage

• Goal setting and habit building

• Time blocking and calendar strategy

• CRM best practices without overwhelm

• Personal values, mindset, and sustainability

• Accountability, reflection, and celebrating small wins

1. The 12 Week Year: Get More Done in 12 Weeks than Others Do in 12 Months – Brian P. Moran & Michael Lennington Breaking annual goals into focused 12-week execution cycles.

2. The Miracle Morning: The Not-So-Obvious Secret Guaranteed to Transform Your Life (Before 8AM) – Hal Elrod Creating intentional morning routines to set the tone for productivity and mindset.

3. The Gap and The Gain: The High Achievers' Guide to Happiness, Confidence, and Success – Dan Sullivan & Dr. Benjamin Hardy Focusing on progress, growth, and how far you’ve come—rather than what’s still missing. AND

4. The Big A## Calendar -

   The Big Ass Calendar Company | Calendars, Planners, and More

Three Rivers Website: Three Rivers | Association of REALTORS®