Erica Ramus

As we head into 2025’s final stretch, it’s time to start end-of-year planning for 2026. To start the year off strong, here are seven things brokers and managers should do before the new year. Your end-of-year planning checklist I work with a number of indie brokers, and a pattern I see regularly is a backlog when it comes to entering financial numbers. We get so busy coaching agents, helping keep deals together and putting out fires that it’s easy to get behind in balancing the books.

It’s the end of the year, and we are knee-deep in recruitment season. Agents new and seasoned, productive and struggling are typically hammered with recruitment calls and emails in the final quarter of the year. Agents should be aware that other brokerages will be out there offering different pay plans and perks from their current situation. It never hurts to explore other options and know what is out there.

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