Business and Financial Planning

When it comes to business and financial planning, it is crucial to think of agents as CEOs of large corporations, in that agents should focus on their income, their bottom line, their profitability, and overall business health and growth. In this course, we will provide an overview of what an agent needs to focus on when it comes to the financial health of their business, how to formulate a business plan based on their personal and professional goals, measuring their return on dollars they are spending, and the different tools available to agents to help track their expenses. Without proper business and financial planning, an agent cannot have a proper understanding of the health of their business. In fact, without tracking expenses and the profitability of those Rands, an agent may end up spending more Rands than is necessary or productive.