The market got harder. It did not stop. These two-page worksheets come from my Creating Your Future session for broker-owners and agents. Each one turns the session into a plan for your next 15 business days, and you can start it this week.
Free worksheet: Creating Your Future
Two pages to plan your next 15 business days. Pick your version.
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Download the PDFWhat’s in the broker and recruiter worksheet
- The 8 D’s scorecard. Score your brokerage with your leaders on the eight forces in The 8 D’s of Agent Movement. Money is one of eight.
- Start. Stop. More. Less. Ninety seconds on what you’ll begin and what you’ll quit.
- Assess. Protect. Pursue. A 15-day plan that keeps your best people before you chase new ones, then measures monthly.
What’s in the agent and affiliate worksheet
- The 9 D’s of life events. Pick three life moments that move clients and write down two people you know living each one. These build on David Knox’s life-event D’s.
- Start. Stop. More. Less. The same 90-second reset.
- Reach out. Partner. Prospect. Six conversations a week for 15 business days.
How to use it
Print it, block 20 minutes, and fill in page 2 before Friday. Then work the plan one week at a time. Leaders: score the 8 D’s with your managers in the same meeting, not separately, so you see where you disagree.
Want help applying this in your brokerage? Book a 30-minute conversation with Mark at calendly.com/mjsession.