Business Planning & Time Management

As much as you may LOVE real estate, there are probably days you question whether there’s an easier way to make a living. Discover your love for real estate all over again! True business planning is the blueprint for a successful life: it defines the life you WANT to live and then develops a purposeful way to fund it! Through an effective 5-step process, you will clearly define YOUR vision of success and then develop a road map and successful strategies to make it happen! This is your chance to eliminate year after year of unacceptable production and instead enact your best year yet! 2 hours-2 days

This is your year to FOCUS on the best ROI possible in every area of your business! Hear 5 Top Strategies for creating more production and profitability by maximizing the use of your time, money, and efforts. Make this year YOUR year of BREAKTHROUGH! 1-2 hours

Can I save taxes by running my real estate business as a Limited Liability Company (LLC)? What about an S-Corporation? Join us in this session so you can stop relying on internet communities for your tax advice and finally get a definitive answer. Spoiler alert, there is no one size fits all solution, come find out which entity will maximize your tax savings. Takeaways: · Identify the specific tax advantages for each entity type.
· Understand the regulatory requirements and hidden costs of business entities.
· Determine the best entity type for maximum tax savings based on specific real estate business activities.
1-2 hours; may be combined with other sessions

Don't be surprised by your first, or next, big tax bill! As a real estate agent, you are a self-employed business owner whose time and money must be protected. This session will help you understand the tax and accounting requirements of the ‘SMART’ system so you stay organized. You’ll discover time saving tools that automate common accounting tasks. Plus find out how to estimate your tax bill so there are no surprises at tax time.
Takeaways:
· List the 3 taxes the self-employed must pay.
· Identify tools to automate common accounting tasks.
· Understand the what, when and how of calculating and paying estimated tax payments.
Add On Session; 45-60 minutes;

This course, tailored for both novice and seasoned real estate sales professionals, teaches how to craft a strategic plan for running your business effectively. Participants will develop a comprehensive one-year plan, encompassing lead generation, financial management, and organizational growth. Learn to approach your real estate career like a true business and achieve success through informed planning. 3-7 hours

Ever get tired of doing the same thing, day in and day out, and think there might be an easier way? There is - and it starts with implementing systems in your business. Every real estate licensee has 3, and only 3 ways to generate business:
· You can go after cold leads and nurture them
· Use your existing clients to generate more business
· Work your “power list” of the people that know, like and trust you
This session covers the inside secrets of how the Direct Response Marketing masters use all 3 pillars to grow their businesses … and how YOU can learn to do the same without investing a ton of time or money. This can’t-miss session will help you build your business and place you on the fast track to more sales, and consistent income (no more ‘dry spells’). 1 hour

Join expert in all things Google, Alex Camelio as he dives into everything you need to run your entire business through Google without spending lots of money including:
· A deep-dive into Google Workspace
· How to take Gmail, Google Calendars, Google Docs and Gemini AI to the next level with Add-Ons
· Google Tools You might not be maximizing including Keep, Forms, Jamboard, and others
· Reclaim your time and spend it enjoying yourself or adding income to your bottom line and much more.
1-3 hours

Strengthen the core of your real estate business by starting with your clients. Build a healthy and organized business so you can create an excellent experience for clients and establish a base for referral business. Monica will discuss the core pillars of professionalism, income, expenses, and networking, while perfecting the craft of customer service. You will leave with strategies, resources and tools that create wins for you and your clients. 3 hours

The classes were fantastic and all raved about Monica! Many asked when she was coming back!" Jennifer Singleton Wells, Director of Professional Development, Montgomery Area Association of REALTORS®

Video · Ever start the day with grand plans for what you want to accomplish, only to come home disappointed, wondering where the day went? Do your commitments to tasks for others keep you from doing what you promised yourself you would? Self integrity is critical to your confidence, contentment, and sense of accomplishment. In this class, we will take a brutally honest look at where we go wrong at work—from breaching trust with ourselves to lacking accountability and productivity systems. If you want a fresh perspective not just on what you do but on how you can do it more efficiently, this is the class for you. 1-2 hours; Broker/Manager Version Available

Thanks for awesome class today, as always you ROCK!” Kay Osborn, AHWD, Education Director, Ocala/Marion County Association of REALTORS®

Video · This comprehensive, hands-on, two-day program delivers a step-by-step framework for operating a professional real estate business. Participants examine business foundations, workflow systems, communication standards, and transaction fundamentals that support consistency, consumer protection, and risk reduction.
Day 1 focuses on standards, mindset, systems, time management, and communication structure.
Day 2 emphasizes client consultations, negotiation fundamentals, transaction management, and delivering a consistent client experience from first contact through closing. Designed for Flexibility! Available evenings, weekends, 1, 2, 3, 4, or 5 hour sessions; 2 Days Worth of Programming

Agent Accelerator 1: Foundation Learn the standards, systems, and communication habits that separate professionals from part-time operators.

Agent Accelerator 2: Execution Master the full client journey—from first contact to closing—while maintaining control, clarity, and consistency.

Agent Accelerator 3: Buyer + Seller Mastery Build confidence working with buyers, sellers, renters, and investors through structured consultations and market clarity.

Agent Accelerator 4: Deal Control Learn how to manage contracts, timelines, and negotiations so you remain calm, professional, and effective when deals get complex.

Agent Accelerator 5: Scale Create a business that compounds through partnerships, financial discipline, and post-closing systems that generate repeat and referral clients.

Keynote, Presentation or Workshop · This session offers a practical, step-by-step approach to succession planning for brokerage leaders — from defining long-term strategic goals and identifying future leaders, to understanding business valuation and evaluating transition pathways. Attendees will leave with a clear roadmap to build a sustainable, transferable business that continues to grow and evolve through leadership change.
Participants learn how to:
• Define long-term strategic intent and align it with both business and personal goals.
• Develop the next generation of leaders through intentional mentorship, accountability, and training.
• Understand the drivers of brokerage value, including profitability, efficiency, and diversification
• Explore succession pathways—from internal leadership transfers to external mergers and acquisitions.
• Create adaptable plans that evolve as market conditions and organizational priorities shift.
You’ll walk away with clarity on how to begin, where to focus, and how to strengthen both your company’s value and leadership bench to secure its future. 30-60 minutes

Lisa came exceptionally well-prepared. Her depth of knowledge was evident, and she offered clear, actionable points that truly resonated. The questions she posed challenged us to think deeply about the critical considerations every owner should reflect on. Overall, it was one of the most engaging and impactful presentations I’ve attended in years—thought-provoking, practical, and expertly delivered." - Jonathan Krause, Broker/Owner of Gambino Realtors®

The core of T3 Sixty’s consulting practice is our modular approach, which includes foundational, growth and scaling steps. Learn this playbook from the team who mastered and developed it, so you can — with or without us — create a business plan rooted in reality and poised to deliver measurable growth, deeper accountability and higher levels of success. 45-90 minutes

In a business where distractions are constant and the pace never slows, mastering your time isn’t a luxury—it’s a necessity. This powerful session introduces proven time-blocking strategies to help agents work with intention, not reaction. Grounded in the principles of The 4 Disciplines of Execution, you’ll learn how to identify your most important goals, act on what moves the needle, and build habits of accountability. Walk away with a clear plan to take control of your schedule, stay focused on income-producing activities, and create consistent momentum in your business. 1 hour

Most agents don’t fail because they lack ambition—they fail because their goals aren’t connected to their purpose or daily actions. In this high-impact session, you'll learn how to set meaningful, motivating goals using insights from Start with Why and The 10X Rule. You’ll also explore how to stay focused and follow through, even in the chaos of everyday business. With practical tools to align your vision with your actions, this class helps you move from intention to execution—on your own terms. Note: This session is available as a stand alone session or as part of the larger session, The Profitable Agent; 1 hour

Video · Ready to stop guessing and start growing? The Profitable Agent is a power-packed 3-hour session designed to help real estate professionals take control of their money and their business strategy. You’ll learn how to build a solid financial foundation, create a smart business plan, and set yourself up for long-term, sustainable success. If you’re serious about turning commissions into real profit, this is the class that gets you there. 3 hours

It’s no secret that getting a real estate license is relatively easy compared to other professions. However, it’s even easier to fail, as 87% of all new licensees will leave the industry in their first three years. Deciding whether you should create a team or go at it alone will have a significant impact on your success. This course will highlight the pros and cons of both options and will help agents discover their best course to achieve the success they want. 1 hour

Video · This Session Received a 98.3% Rating at the Florida REALTORS® 2023 Conference! It’s time to ditch the chaos and take control of your business and your mindset. In this fast-paced, high-impact session, you will learn how to set meaningful goals, implement effective time-blocking strategies, and prioritize mental wellness for a more sustainable business. You'll leave with real-world tools to get organized, stay energized, and create a business that fuels your life—not drain it. If you're ready to work smarter and feel better doing it, this class is for you. 3 hours

Bobbi was one of the best presenters I have ever heard! Her class, ‘Goals, Time Blocking and Self Care,’ should be required for every new agent … her experience and the recommendations she offered were priceless for anyone in the business and particularly for new agents.”
– Bozeman, Montana Attendee

Video · Success in real estate requires more than just hard work—it demands intentional planning and personal well-being. The Balanced Agent Series is a dynamic 6-hour workshop designed to help real estate professionals align their business strategies with personal sustainability. This comprehensive session combines goal setting, time management, mental wellness, financial planning, and business development to equip you with the tools needed for lasting success.

By the end of this empowering session, you'll have a clear action plan to achieve financial success, manage your time efficiently, set and hit meaningful goals, and prioritize your mental health. It's time to find balance in your real estate career and set yourself up for lasting success. 6 hours
*Also available as a separate 3 hour session.

In today's fast-paced real estate market, success isn't just about closing deals—it's about creating a sustainable, balanced business and life. The Balanced Agent is designed to equip real estate professionals with the tools and strategies needed to thrive both professionally and personally.

This session will dive deep into four essential pillars for long-term success:
· Financial Mastery Learn how to manage and grow your income, create a realistic budget, and make smart financial decisions that support your business goals and personal well-being.
· Goal Setting Set actionable, measurable goals aligned with your vision for success.
· Time Blocking Master the art of time management with proven techniques like time blocking and prioritization to stay productive, organized, and focused—without burning out.
· Mental Well-Being We'll focus on strategies for managing stress, maintaining a positive mindset, and fostering mental resilience while staying happy and healthy.

By the end of this class, you'll have a clear action plan to achieve financial success, manage your time efficiently, set and hit meaningful goals, and prioritize your mental health. It's time to find balance in your real estate career and set yourself up for lasting success. 2 - 4 hours

Success in real estate isn’t just about closing deals—it’s about having a smart plan for your time, your money, and your mindset. This focused 4-hour class gives agents the essential tools to set clear goals, manage their schedule with intention, build financial awareness, and prioritize mental wellness. You'll leave with a practical, personalized blueprint for staying balanced, productive, and profitable in today’s fast-paced market. 4 hours

I received immediate positive feedback about the class from many attendees. Her ability to connect with the agents in the room is unique, and her story is powerful. She provided a perspective I needed to hear and tangible ways to create a work/life balance. I highly recommend The Smart Agent Blueprint class and Bobbi Howe.” Beth Skluzacek, Association Executive, Central Iowa Board of REALTORS®