Episode 120 - Ultimate CRE Broker Business Plan
Overview Most CRE brokers set vague income goals with no idea how to reverse-engineer the daily activity required to hit them. Rod Santomassimo walks through a complete, math-driven business plan framework — starting with your income goal and working backwards through every conversion ratio until you land on a single, non-negotiable number: how many dials you need to make every week. Everything else flows from there. Key Takeaways Start with your income goal and work backwards — every target is derived from the math Average deal size is the most overlooked lever — bigger deals = fewer needed = better service Know your actual conversion ratios; guessing them is the most common planning mistake Time-compress your pipeline: meetings must happen early enough for deals to close by year-end 2–3 presence meetings per week with influencers is the highest-leverage activity in the plan Every dial is worth ~$260 — a voicemail isn't failure, it's part of the math The complete plan: income goal → deal size + commission + transactions → exclusives → meetings → conversations → dials






