Think Like a CEO: Agent Financials

Think Like a CEO: Agent Financials

Is Your Real Estate Business Funding Your Big Life?

You're a real estate agent, but are you running your business like a CEO? Do you know where your money really goes? Or are your finances a mystery? Stop just "getting by" and start building a business that fuels your dreams.

Answer "no" to any of these? This class is for YOU:

Do you have a profit goal and track it religiously?

Are you prepared for tax season every time?

Do you use a budget and understand your P&L?

Do you actually know your monthly cash flow?

Are your business and personal expenses clearly separated?

Walk away with these game-changing skills:

Master the KW financial tools you already have.

Take control of your cash flow.

Finally understand business vs. personal expenses (and how to keep them separate!)

Set up your business for maximum financial protection

Who:

About The Instructor: Courtney Servis

Director of Operations at KW PLATFORM, Albany, NY

Former President KWYP Empire State Chapter

As the Director of Operations & Finance at a top-performing KW franchise, Courtney's passion is helping agents build wealth and achieve their life worth living through their real estate businesses.

Courtney began her wealth building journey in 2016 when she joined Keller Williams. In just two years, she paid off thousands of dollars of debt, purchased an investment property, and accelerated her path to reaching financial freedom.

Today, Courtney coaches agents to take full control of their real estate business finances and to build a money making machine in order to support their life by design.

Event Venue & Nearby Stays

Keller Williams Realty Atlanta Partners, 1960 Satellite Boulevard, Duluth, United States