Summary

June was a month of reflection on Take Flight, a mid-year audit of what the first two quarters delivered and where the cracks are hiding. Episode 331 closes that arc and turns toward the second half of the year. Jim opens on the farmer's logic that runs underneath everything he teaches. You plant in the spring and harvest in the fall, which means the work you do right now lands six to nine months out, not on next month's paycheck. Real estate is not a business of selling properties. It is a business of building relationships and compounding them over a long career.

Borrowing the structure of Brian Moran's The 12 Week Year, Jim frames this moment as Week 13, the point where you celebrate the wins, count the near misses as learning, and plan the quarter ahead. He is candid that Q3 is a trap. You are tired, the year has been long, and the pull to pump the brakes is real. His answer is not to grind harder. It is to be intentional and surgical, taking one project per week and knocking it out, whether that is a couple of hours, thirty minutes, or a single phone call you have been avoiding.

The quarter's teaching focus is Pillar 3 of Take Flight, CRM and Relationship Management. Jim makes the case that this is where all real success comes from. Your income is the number of people you serve times the level at which you serve them, and you cannot afford to lose people from your network because they are so hard to replace. 85%-90% of most advisors' business comes from their network, which is why offline marketing, reputation and relationships, outperforms any digital tactic over time. Across Q3 he will get detailed on building a Top 100, setting cadences for platinum, gold, silver, and fringe contacts, and retaining the network while expanding it.

Jim closes with the question he puts to every client. Are you interested in being great, or are you committed to it. He points listeners back to the June episodes, 327 through 330, and to episode 254, Think Like a Farmer, as the groundwork for the season ahead. The challenge is simple and singular. This week, name the projects that need to get done in Q3 and commit to running them one at a time. Do the heavy lifting now so your network is in real shape heading into Q4 and Q1.

Chapters

00:00 Introduction to Take Flight Weekly
02:54 Reflecting on Q1 and Q2 Results
05:48 Preparing for Q3: The Trap Quarter
09:06 The Importance of CRM and Relationship Management
11:49 Commitment to Success and Building Your Network


Ask Jim Miller - Email List - mailto:Jim@askjimmiller.com

Instagram: @askjimmiller

Summary

June is the month to stop and look. A six-month audit is the most valuable two hours an ELP can spend right now. Step out of the business, look at it from the outside, and answer three questions.

What does winning look like?
What plays work every time you run them?
What is broken that I can fix in Q3 and Q4?


This episode is the answer to the second question, the 7 plays I would run over and over to stabilize a business and most often add real production over the next twelve months. The weekly planning session. The next 10. 1=3.. The pipeline at 150% to 200% of goal. The post-closing process. The three rocks of marketing. And boundaries. Each one maps to a pillar of Take Flight, because this is not a list of tips. It is the framework boiled down in one podcast episode to what actually moves a business.

Different advisors sit in different places. The purpose is the same. Build the business so it fits into your life. Filter out the noise. What I give you in this episode are the signals. You just have to run the plays.

Chapters

00:00 Introduction and Purpose of the Audit
04:54 Seven Plays for Business Success
15:56 Conclusion and Call to Action

Resources

Jim Miller's Website - https://askjimmiller.com
Instagram - @askjimmiller

Summary

Jim Miller shares a strategic approach to business reflection and planning for Q3 and Q4, emphasizing the importance of defining what success looks like, focusing on basics, and addressing cracks in your business. This episode provides actionable questions and tips to optimize your business performance.

In the episode, Jim walks through why Q3 is the heavy lifting quarter and Q4 belongs to your people.

If you do one thing this week, book the meeting with yourself before July.

Listen to Episode 329 here.

Chapters

00:00 Reflecting on the First Half of the Year
02:46 Setting Goals for Q3 and Q4
06:10 Defining Success and Basics
09:01 Identifying Areas for Improvement
11:53 Utilizing Tools for Better Engagement