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Business Planning Workshop

January 25, 2019 @ 9:00 am

Why Planning is Important

Presenter: Joel Morgan, Branch Manager
Event Organizer: Victoria GarciaTalent Aquisition & Strategic Partnerships Director

Gain a better understanding of how to create and implement a successful business plan.

Workshop Highlights

  • Why planning is important
  • Benefits of SWOT (Strengths, Weaknesses, Opportunities, and Threats)
  • Environment review
  • The KISS analogy
  • Leverage “Power of 3” strategies with 3 actions that can be accomplished in 3 months
  • Realtor Smart Intention worksheet provided

PRESENTER:

Joel Morgan NMLS: 220222
Branch Manager/Presenter
Direct 503-924-4628
joel.morgan@optionsrm.com

Details

Date:
January 25, 2019
Time:
9:00 am

Venue

Residential Realty NW
9400 SW Beaverton Hillsdale Hwy., Ste 130
Beaverton, OR 97005 United States
+ Google Map

Organizer

Victoria Garcia
Phone:
(503) 924-9253
Email:
victoria.garcia@optionsrm.com
  • © 2022 Options Financial Residential Mortgage is a division of American Pacific Mortgage Corporation. All information contained herein is for informational purposes only and, while every effort has been made to ensure accuracy, no guarantee is expressed or implied. Any programs shown do not demonstrate all options or pricing structures. Rates, terms, programs and underwriting policies subject to change without notice. This is not an offer to extend credit or a commitment to lend. All loans subject to underwriting approval. Some products may not be available in all states and restrictions apply. Equal Housing Opportunity.


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    NMLS 829593 / 1850 Licensed in OR, WA, CA, ID, TN, TX, AZ | Licensed by the Dept of Financial Protection and Innovation under the CRMLA. Licensed under the Oregon Consumer Finance Act. AZBK 0906702

    © Copyright 2022 - Options Financial Residential Mortgage

  • Beaverton Office:
    NMLS 829593
    8625 SW Cascade Ave., Ste. 270
    Beaverton, Oregon 97008
    503.643.5220
    Licenced in OR, WA, CA, ID, TN,
    TX, AZ, CO


    Bend (serving bend and surrounding areas):
    NMLS 2120421
    21356 NE Eagles Way
    Bend OR 97701
    541.602.0865
    Licenced in OR, WA, AZ

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