Mid‐Year Money Check: Are You On Track?

Good afternoon Super Stars! The latest headlines say U.S. listings now top 700 billion dollars in total value, which means buyers have options and you have opportunity.

Before you sprint toward new leads, hit pause for a mid‑year pit stop. This issue walks through a six‑month financial checkup, shines a light on virtual‑tour tech that turns browsers into serious shoppers, and nudges you to chase bigger goals instead of replaying safe ones.

We are still working through The 12‑Week Year, and today we tackle building a plan you can actually execute between now and Labor Day.

Grab an iced coffee, open your dashboard, and let’s ensure your June numbers mirror the vision you sketched back in January.

— Steve

ACCOUNTANT ANGLE

 Mid‑Year Financial Review

Half the year is gone, but half remains to course‑correct.

Pull year‑to‑date P&L, balance sheet, and cash‑flow statements. Look for three gaps: revenue shortfall, overspend categories, and tax set‑aside deficit.

Revenue behind by 15 percent? Identify deals that slipped and add three fresh lead sources rather than praying for a referral fairy.

Expenses over in marketing? Rank each campaign by cost per lead and cut the bottom performer.

Tax reserve thin? Move 5 percent of every June commission into a dedicated account until numbers balance.

Finish by setting a mid‑year budget: adjust line items up or down based on actuals, not wishful thinking.

Schedule a 30‑minute review each month so July surprises stay small and December feels like victory, not a scramble.

BUSINESS BOOSTER

Virtual Tours & Tech Upgrades

Buyers binge property videos like Netflix, so your listings need more than still shots.

First, shoot a 3D walkthrough using an affordable camera and host it on a platform that integrates with MLS and social.

Next, add an interactive floor‑plan overlay; viewers love measuring rooms from the couch. For out‑of‑state clients, schedule a live virtual showing with two‑device strategy: one phone streams wide angles, the other covers corners and mechanicals. Layer in AI voice‑over captions to boost accessibility and SEO.

Finally, track engagement metrics: views, average watch time, click‑to‑lead ratio. If a ten‑second teaser on Instagram reels pulls more traffic than a minute‑long Facebook video, shift resources.

Technology should amplify your reach, not empty your wallet, so review quarterly and retire tools that fail to produce leads.

COACHES CORNER

Building Courage for Bigger Goals

Comfort zones are like recliners: cozy until you realize they recline through prime prospecting hours.

To stretch, pick a goal that makes your stomach flutter a bit, say doubling your average price point.

Use incremental exposure. Week one, tour high‑end listings purely as research. Week two, role‑play a listing presentation with a colleague. Week three, call one owner in that segment. Anxiety shrinks with each small rep.

Anchor courage with evidence: write down three past wins that once scared you but now feel routine. When nerves spike before a bold call, glance at that list and remember the pattern.

Lastly, enlist accountability. Share your big target with a peer and set a weekly check‑in.

Courage is not the absence of fear. It is fear harnessed into action, one deliberate step at a time.

BOOK OF THE MONTH

“The 12 Week Year” by Brian P. Moran and Michael Lennington

Vision without a plan is motivational wallpaper.

Break your August 31 vision into three top priorities, then list the weekly and daily actions that drive each one.

Priority: add three listings.

Weekly actions: ten prospecting calls, two sphere coffee meetings, twenty door‑knocks.

Daily action: two calls before 9 AM, no excuses.

Plug actions into a simple spreadsheet and score execution every Friday: did you hit 85 percent? If not, diagnose root causes and adjust next week’s tactics, not the goal.

Schedule a five‑minute Monday huddle with yourself to preview the week and a ten‑minute Friday review to grade it. Rinse, repeat, and watch twelve weeks fly by with more done than your previous six months.

☝️ Go ahead and click the image to order the book from Amazon ☝️ 

NEWS YOU CAN USE

“NAR Board of Directors Ratifies Changes to Standard of Practice 10-5 and Professional Standards Policy Statement 29” — National Association of Realtors

Why You Should Read: New professionalism rules can shift how you handle client interactions.

“11 clever ways to use ChatGPT for real estate in 2025 (+ prompts)” — HousingWire

Why You Should Read: AI tools could streamline marketing copy and client replies if used wisely.

“Sellers start holding back as market demand drags” — Real Estate News

Why You Should Read: Scarce listings may require creative sourcing like expireds or FSBO outreach.

TO-DO LIST

Your Next Move — Turn Insights into Action

✅ Run YTD Reports – Identify revenue, expense, and tax gaps, then adjust the June budget.

✅ Film One 3D Tour – Upload and share on social with call‑to‑action swipe link.

✅ Set Fear Target – Pick one goal that scares you slightly and schedule first micro step.

✅ Build 12‑Week Spreadsheet – List weekly actions, set Friday execution score review.

✅ Post on AI Article – Share your take on ChatGPT’s real estate potential to spark engagement.