2022 Goal Setting

The Deal Board

Description: Andy and Jessica welcome you to another episode of The Deal Board Podcast, as part of the New Year’s episode, they are interviewing some of the top performers of Transworld’s network, those who achieved the extraordinary goals they set for themselves in 2021. Also, JT Tatem joins this episode as a recurrent guest to share valuable goal-setting techniques that will help you to conquer your objectives.

Listing of the week: Lauren Altschuler (Minnesota) is selling a paper distribution business doing $10 million in revenue. They have 20 employees locally and work with a variety of industries, including the municipality. SDE: $1.5 million. 10% seller financed. Prequalified for SBA loan. $573,000 downpayment. Call Lauren at [phone] or email [e-mail].

Key takeaways:

[1:22] JT Tatem joins this episode to talk about goal-setting.

[2:20] How to regroup and start 2022 with the strongest energy.

[3:40] Control what you can control.

[5:35] Start a list for everything you want to be, do, or have.

[6:40] What do I have to become before I can do and have the things on the list?

[8:01] Determine your personal core values which are the ones that will bring alignment to the things we are going to do and have.

[10:44] What would you like people to say about you at your funeral?

[16:06] When you start with the “be list” then when you create the goals you have something to test them against.

[18:38] The core of who you are won’t change through the years.

[20:10] Once you have your Do and Have lists, write one sentence for each one as to why.

[25:02] Start the best self journal.

[27:55] Peter Berg talks about his own goal-setting strategy.

[31:48] Peter shares his goals for the past few years.

[37:24] Peter talks about his predictions for 2022.

[39:32] During the first quarter of the year, concentrate your efforts on building a good book of inventory.

[40:40] Peter shares his suggestion about goal setting for 2022.

[42:15] Deal of the week: Pam Vincent (North DFW) New Orleans transportation, trucking company which transports sand and cement. They ended 2021 with strong revenues. The sellers will get a $10,000 monthly check for ten years. Sold for $1.5 million.

[43:56] Top Performer: Linda Broom (DFW Dallas) talks about the achievement of a great goal she set for herself in 2021.

[46:51] Linda shares what motivated her during the year to keep herself focused.

[51:10] Linda gives her suggestions for everyone struggling setting up goals.

[53:10] Linda is upgrading her goal for 2022!

[54:15] Top Performer: Matt Manavi talks about his professional career.

[55:36] Matt has not only achieved his goal but went over it two-and-a-half times.

[56:10] What helped Matt to stay motivated?

[58:49] What should I be doing to succeed? Build significant relationships.

[59:56] There were multiple times Matt thought his goal was out of reach, but persistence got him to stay concentrated on his goal.

[1:02:54] Matt wants to build his office in 2022 to train other agents to sell businesses.

[1:04:52] Thomas Milana (South Florida) reached his goals in 2021.

[1:06:28] Thomas talks about one personal goal he also achieved.

[1:12:12] Thomas shares his goals for 2022.

[1:15:18] Listing of the week: Lauren Altschuler (Minnesota) is selling a paper distribution business doing $10 million in revenue. SDE: $1.5 million. 10% seller-financed. Prequalified for SBA loan. $573,000 downpayment

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