Developing a Business Plan that Works



Developing a Business Plan that Works

A business plan has one primary purpose – to be a roadmap. A good business plan will improve success. It doesn’t matter where a broker is in their career, whether just starting out, or a veteran, they can benefit from reviewing their business plans each year to make sure they’re still on track.

Dan Pultr will take attendees through an interactive planning session, and they will leave with a workable plan that will help them achieve their goals in 2020.

After working through a series of questions, brokers will pinpoint three key elements, then:

  1. Set your target market.
  2. Set your objective.
  3. Develop your Key message.
  4. Plan your budget.

Other areas that Dan will review:

  • Identify potential weaknesses
  • Marketing plan
  • Daily to-dos
  • How to put a mortgage broker business plan into action

A strong mortgage broker business plan lets the broker see areas of improvement. Operating any business requires a lot of strength and persistence — a business plan is important for turning a tedious tasks into an exciting business-making process.

In this session, you will learn some surprising and simple preparation techniques that will dramatically bolster your confidence and improve your chances of a successful conversation.

Dan Pultr

Workshop presented by:

Dan Pultr
TMG The Mortgage Group

Date: Sunday, November 17
Time: 10:30 am – 12:15 pm (90 minutes)
Location: 203B

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