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Setting Personal and Professional Goals for Agents: There's a Path for That

Tuesday, May 21, 2019   /   by Anne Rose

Setting Personal and Professional Goals for Agents: There's a Path for That

There’s a Path for That: Meet Teri Moylan, Director of Growth & Operations 

Teri talks about her work as a real estate career coach at KBT:

I love watching people grow, and helping them achieve their goals. One of the key things that I do on a daily basis is help agents set their plan to reach their goals - their business plan - and to visualize what they want to attain in their real estate career.

I’m excited to be in my current role as Director of Growth and Operations with KBT Realty Group, because every day, I get to do what I enjoy most: coaching individual agents as they figure out what their perfect life is, and helping them achieve work-life balance with their own goals in mind.

To get up and running as a real estate agent, creating a business plan that can lead to success is an integral part of goal setting and work flow planning. Every agent must take the steps to achieve that plan.

My personal experience in real estate fuels my approach to coaching real estate agents. I have a unique perspective. I have been an independent agent. I’ve run a small team. I’ve been a Keller Williams Market Center administrator, which included operations, financing, and developing value tools for hundreds of agents in the entire Keller Williams office. I was a producing agent for ten years, much of that time with Keller Williams. I was on the West Coast, in Reno Nevada. I grew my real estate business by first adding an admin to help with office tasks, and then expanding into a small team.
I had success because I used the tools that I suggest to other agents: goal setting and business planning.
When I moved back to North Carolina, I took a brief hiatus, but I always knew that I would return to real estate, with an emphasis on coaching and team development. And I did: I rejoined Keller path for that.jpgWilliams in Wilmington.

Now I’ve transitioned to the team at KBT Realty Group. Most of what I do now is very simply what Keller Williams has taught me to do over the years. Following those same models can help every agent produce and achieve their better life.

In the coming weeks, I will sharing some insight into the tools and models that I think can lead to agent success. I’ll talk about real estate agent development, and give you some of my planning and goal-setting tips.


Teri Moylan is Director of Growth and Operations for KBT Realty Group, affiliated with Keller Williams. in Wilmington and southeastern coastal North Carolina. She is devoted to coaching real estate agents in individual goal setting, business plan development, and implementation.

Connect with Teri on LinkedIn, and by email at teri@kbtrealty.com.

You can watch Teri’s coaching videos on the "There's a Path for That" YouTube playlist.

  real estate agent, real estate broker, real estate careers, there's a path for that

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