EPISODE · May 22, 2026 · 21 MIN
If You Don't Plan, You Plan to Fail: How We Actually Plan Our Year
from Behind The Beards · host Nate Steffen
"If you don't plan, you plan to fail." That's where Nate and Josh start this conversation about how they actually plan their real estate year — and it's not the vision-board version.Nate and Josh get into why real planning starts in October, not January, and why the agents who have consistent years aren't doing 20 different things. They're doing the two or three that fit their personality, every single day.They cover:Why your planning should start in Q4, before the new yearHow to figure out where your business actually came from last yearSetting daily activity goals instead of vague transaction targetsWhy Josh leaned into door knocking and face-to-face, and let cold calling goThe $300K referral that snowballed into a $2.5M sale and a chain of new clientsHow a random contractor visit turned into a buyer leadWhy the connection often matters more than the transactionPlus a Realtor Rapid Fire on the four-minute agent lunch, and a Starbucks grilled cheese tip you didn't ask for.Two different California markets. Same discipline.Behind the Beards is real conversations about real estate from two experienced California agents — honest takes, practical lessons, and what actually happens behind the scenes.Subscribe and leave a review if this was useful. Got a question or a real estate confession of your own? Send it our way — you might hear it on a future episode.
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"If you don't plan, you plan to fail." That's where Nate and Josh start this conversation about how they actually plan their real estate year — and it's not the vision-board version. Nate and Josh get into why real planning starts in October, not January, and why the agents who have consistent years aren't doing 20 different things. They're doing the two or three that fit their personality, every single day. They cover: Why your planning should start in Q4, before the new yearHow to figure ou...
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If You Don't Plan, You Plan to Fail: How We Actually Plan Our Year
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