Secrets to Staying Organized

Welcome to Broker Playbook! In today's edition, we hear from top CRE brokers answering one key question:

Plus:

• Too many CRE brokers are three years into the profession and look like this…

• He's can’t imagine working past 60. But here’s the thing… He also can’t imagine telling his wife that retirement means no more vacations and living on a tight budget. What’s the plan?

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💸 LEASED SPACE

Today's newsletter is brought to you by Moisand Fitzgerald Tamayo.

Moisand Fitzgerald Tamayo provides CFO services to high-performing CRE Brokers across the country. For over 15 years, we've specialized in serving commercial real estate brokers, helping them navigate the unique complexities of their financial lives.

What started with our own tenant reps seeking financial guidance has evolved into a comprehensive service specifically designed for CRE brokers. As both financial advisors and CPAs, we bring the perfect combination of expertise to assist brokers in optimizing their independent contractor status and 1099 income.

Our tailored approach goes beyond traditional financial services by integrating proactive tax planning, business financial strategy, and wealth management. We act as your personal CFO, streamlining processes and ensuring you stay focused on growing your business while we handle the details.

⚓ ANCHOR TENANT

Daily Habits of Top CRE Brokers: Organization Secrets Revealed

In this industry, the difference between good and great often comes down to one thing: how you organize your day. We've spoken with several successful CRE brokers about their daily habits that keep them on top of their game.

Zach Bean, Cushman & Wakefield (7 years in business)

Zach focuses on responsiveness as his key differentiator. "The thing I try to focus most of my time on is just being responsive and getting back to people within 24 hours," he says. This simple habit has helped him build trust with clients and stand out in a competitive market.

TC Cosby, Greysteel (6 years in business)

TC emphasizes the importance of planning ahead. "The night before is kind of where it all starts," he explains. He analyzes his schedule in advance, ensuring he has blocks for deep work alongside client meetings. This approach gives him clarity and sets the tone for productive days.

The Takeaway: Responsiveness and Planning Ahead

What's clear from Zach and TC is that having an intentional system is essential for success.

Whether it's Zach's focus on responsive communication or TC's strategic planning approach, what matters is developing a deliberate strategy that works for your unique style.

Action Step: This week, try implementing one of these organizational habits. Either commit to responding to all messages within 24 hours or spend 10 minutes each evening planning your next day's schedule—then track the impact on your productivity and client relationships.

🤓 From the Back Office

Every week, Jake & Mike break down the financial moves that help brokers keep more of what they earn.

Here's what hit hardest this week:

📈✅ MARKET CHECK

Thank you for reading until the end, we appreciate you!