3 Ways To Use The New Year As A Fresh Start For Your Real Estate Business

The New Year offers one of the best spots for a real estate business reset for agents. It’s the feeling of a brand new notebook, new calendar, and new goals!   

Top and new agents alike are eager and enthusiastic with renewed motivation to set and tackle big goals in the year ahead. 

Let’s talk about 3 things you can do as a real estate agent to prepare for the New Year and take advantage of this fresh start!

#1: Review your year

Nothing changes if nothing changes and you can’t identify what worked and what didn’t to make those changes without reflecting on your last year of transactions and marketing efforts! 

Some things you’ll want to review: 

  • Your total transactions
  • Lead sources that actually converted
  • The average days it took for your clients to close
  • Client feedback
  • Your best marketing tactics
  • How your brokerage is helping you grow (and if it’s not – consider making a move – we’re always welcoming new agents to our crew!)
  • …and so much more
 
It’s easy to just look at the numbers – but dive deeper.  Of those total transactions, which ones did you enjoy the most – and how can you find more people like that?  Now, let’s make a plan to focus your marketing in that direction.

At The Local Element, we hold business planning every quarter with our agents, where we reflect and continue to plan throughout the year to make sure agents’ efforts and actions still match up with their goals. Along with that, hosting weekly accountability and training meetings makes sure agents are hitting the small weekly goals to support their sales targets, along with additional industry knowledge and practice!

Interested in joining an in-person training? Check out our locations HERE!

#2: set S.M.A.R.T Goals that are both realistic and reachable

Yeah, you might be hearing this all the time around this time of year, but the key here is to make your goals S.M.A.R.T!

What does that mean? It means the goals you are creating are Specific, Measurable, Achievable, Relevant, and Time-bound. 

What’s one example of a S.M.A.R.T goal?

In 2026, I will select one niche by the end of Q1 and track the percentage of my total clients that come from that niche, with a goal of at least 40% by December of 2026.

At The Local Element, we encourage agents to track their goals regularly throughout the year so that it’s not something they sit down and do one day and forget about it the next!  It’s discussed each week and then reviewed every quarter. 

Some of our agents even write them on their bathroom mirror with whiteboard marker, so they see their goals every morning.  We’re not asking you to go that far – but definitely put them somewhere you are going to see them regularly.

#3: Ask for reviews and referrals from your clients

Start your year off by creating a mailer for your current and past clients that sends well wishes for the New Year, a quick recap of your year with a thank you to the clients that worked with you this year, and link your Google Reviews asking for testimonials as well as referrals by linking a form for them to fill out. 

If you are looking to start fresh with a new brokerage in 2026 that is agent-focused, we’d love to chat.

We are calling 2026 “The Year Of The Agent!”  Our brokerage goal is simple: to encourage, empower, and equip agents to crush their goals and make 2026 their year!

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