Year End Review and Goal Setting for Realtors

In this episode of the Hustle Humbly podcast, Katy and Alissa dive into the power of year end review and goal setting. Before you start setting intentions for 2022 (or any year), it’s crucial to evaluate what worked, what didn’t, and where your business came from. This episode walks through how to assess your time, budget, and marketing efforts so your goals are fact-based and actionable.

Start With a Review of Your Numbers

Your first step in goal setting should be reviewing the current year. How many buyers and sellers did you work with? Where did your leads come from? Did you close more deals in certain quarters? Knowing your stats gives you the clarity needed to set meaningful, attainable goals. Katy keeps an Excel spreadsheet tracking every lead, transaction, commission, and source. Alissa breaks it down visually with an annual business chart. You can’t plan forward if you don’t look backward.

Evaluate Your Time and Budget

How did you use your time this year? Were you overbooked or spending too much energy on the wrong activities? Alissa reminds listeners to declutter their schedules by removing commitments that no longer serve them. Reevaluate how your time aligns with your business goals. Budgeting also plays a key role—cut expenses that aren’t generating results, and reinvest in the strategies that are working.

Goal Setting Should Focus on Actions, Not Just Results

Set goals that are action-based. Instead of saying, “I want 20 sales,” consider goals like “I’ll write 5 handwritten notes a week,” or “I’ll post to social media 3 times per week.” Results come from consistent actions. Katy shares how her goals often include time off, income split (buyer vs. seller), and personal balance. Alissa suggests you ask yourself, “If I hired me, would I fire me?” and then adjust your business accordingly.

Time to Clean House and Prepare for a Fresh Start

The new year is a great time to rebrand, update your bio, change your photos, or clean up your database. Do you need new signs or marketing materials? Are you still using outdated paperwork? Refresh your resume, website, email signature, and any printed materials. Now is also the time to organize your tax paperwork, receipts, and make sure you’re set up with a separate business account—especially if you’re still mixing personal and business finances.

Make Personal Goals Too

It’s not just about business goals. Katy and Alissa both emphasize how important it is to create personal goals—whether it’s fitness, family, or faith. Setting goals in all areas of your life will lead to better balance and sustainability. Consider physical goals, screen time boundaries, or making time for your kids or hobbies.

Let January Be Your Reset Button

Don’t feel pressured to have everything figured out by January 1st. Use the entire month to work through your year end review and goal setting. Commit to business rules that will support your success. If you want one day off a week or to avoid working with certain types of clients, decide now and stick to it. Remember, your business should support your life—not take it over.

Cheers to a Productive, Purpose-Driven New Year

The episode wraps up with listener shoutouts and a reminder to celebrate your wins and losses from the year. Every transaction, good or bad, helps you grow. So take the time to reflect, set your course, and give yourself grace as you move forward. Year end review and goal setting isn’t about perfection—it’s about intention.

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