Your Action Plan from the coach’s chair

IDENTIFY: Discover Your Unique Value

Personal Inventory Exercise: Write down your:

  • Professional background and unique experiences

  • Personal passions and interests

  • Special knowledge areas (financial planning, real estate investing, etc.)

  • Client success stories that energize you

Create Your Authentic Brand Statement:

  • "I help [specific client type] achieve [specific outcome] through [your unique approach]"

  • Example: "I help first-time homebuyers navigate complex markets by leveraging my background in financial education"

Align Your Marketing Materials:

  • Update your social profiles to reflect your authentic value

  • Ensure your headshot represents the real you (no outdated photos!)

  • Create content that showcases your unique perspective

Remember: Like Sean Herrero (the "Adventure Lender"), Nicole Reuth (wealth-building expert), and Denise Donoghue ("The Mortgage Nerd"), your authenticity is your competitive advantage.

DIVERSIFY: Expand Your Opportunity Channels

Database Mining:

  • Review your phone contacts (aim for 10-15 daily)

  • Send simple reconnection texts to people you haven't spoken with recently

  • Look for non-obvious opportunities (debt consolidation for clients with 2.78% mortgages but high credit card debt)

Referral Partner Expansion:

  • Identify 3 new CPAs, financial advisors, or insurance agents to connect with monthly

  • Create a value proposition specifically for these professionals

  • Schedule coffee meetings with a clear agenda of how you can help each other

Focus on Active Producers:

  • Use tools like Model Match to identify which Realtors are actually closing deals

  • Remember: 74% of Realtors did zero transactions last year - focus on the 26% who are active

  • Create special value packages for top producers in your market

AMPLIFY: Get Loud and Visible

Commit to Consistent Content Creation:

  • Start with just ONE video per week (non-negotiable!)

  • Document common questions you receive and create content addressing them

  • Use the "10/10 Method": Engage with 10 real estate agents on social media daily

Focus on Education, Not Promotion:

  • Share market insights that help clients make better decisions

  • Create content that makes you valuable even when rates aren't ideal

  • Position yourself as an advisor, not just a transaction processor

Leverage Technology Efficiently:

  • Set a 60-minute timer for focused, dollar-productive activities

  • Block distractions during your most productive hours

  • "Eat the biggest frog first" - tackle your most challenging task before anything else

BONUS: Overcoming Distraction and Building Focus

For those who struggle with focus (which is many of us in sales!):

  • Use a simple timer for dedicated work blocks

  • Recognize when you're seeking dopamine hits from task-switching

  • Reframe your thinking: "If I get this ONE thing done today and nothing else, will the day be successful?"

  • Track your meaningful conversations (aim for 30 daily like one of Bill's clients who doubled his business)