Financial Planning for Your Offices

Good morning…..

The purpose of financial planning for your offices is so that you have a measurement of progress towards building an environment where people can feel daily that Quality Experience of progression, safety and predictability.

This environment cannot live or even germinate in stagnation and inertia . Numbers only measure progress towards the goal, the goal is always the momentum of progress, not perfection. It’s about finding and staying in the “sweet spot”.

You have reached that spot when:

1. You are achieving consistent sustainable growth
2. Your office culture expresses a consistent Quality Experience
3. Your agents are generally earning at levels that meet or exceed their goals or needs
4. Your offices financial performance meets or exceeds it’s budget requirements