SMART STRATEGIES FOR BUILDING YOUR PROBATE BUSINESS IN 2014 LEON MCKENZIE
Know Where You Have Been
The first step in creating success in 2014 is to take
a hard look at the past year. Understanding where
you have been helps you to see the progress that
you have made and also to think through the
missed opportunities that were available.
This
exercise is not meant to cause you to mire yourself
in negativity, rather it is meant to help you
celebrate what you have already accomplished.
The first step to evaluating 2013 is to pull out any
goals that you had set a year ago for your probate
business. Did you reach those goals? Were there
any that you missed? Think about why some of
opportunities for probate business growth. Some
your goals worked and why some didn’t. If you
of these areas include alternate income streams in
met all of your goals, congratulations!
If there
estate sales, the buying and selling of jewelry,
were some that didn’t get achieved, this year may
artwork and antiques, purchasing a business or
be the year to get them under control.
vacation
home or
even
commercial properties.
getting
involved
in
Looking back at 2013, if
The next step is to think through missed
there were opportunities that were missed, list
opportunities from the past year. One of the most
those and consider whether they might still offer an
common areas of missed opportunity in probate is
option for the upcoming year.
alternate income streams.
investors
simply
While some probate
concentrate
on
residential
Know Where You Are Going
properties, there are many, many more
The hard part of evaluating your vision, progress
and leadership for 2013 is over. Moving forward in
Set aside a regular