Welcome to 2025! 🛫 In Episode #262 of Monday Morning Pep Talk, we’re setting the tone for what can be your strongest and most productive year yet. Whether you’re looking to refine your business plan, elevate your mindset, or maximize your productivity, this episode is packed with actionable strategies to help you hit the ground running.

Here’s what you’ll learn in this week’s Pep Talk:

📊 Switch to a Rolling 12-Month Production Approach:
Why it’s time to stop resetting your goals every January and focus on your last 12 months for a more accurate, empowering view of your growth.

💡 Recommit to Your Business Plan:
Dive back into your 2025 Business Planning Guide and refine it with fresh ideas. Growth is all about adapting and realigning with your vision.

🔑 Make Consistency Your Superpower:
Discover how showing up daily with discipline and intention can solve 80% of the challenges you faced in 2024.

📈 Double Down on What Works:
Reflect on your 2024 transactions and identify the lead sources driving the most success. Commit to amplifying these efforts in 2025 to save time, energy, and resources.

💼 Master CRM and SOPs:
Why your systems and processes are the engines of your business—and how they ensure exceptional client experiences that generate referrals and build your reputation.

🌟 Adopt a Daily Mindset Practice:
Learn how to elevate your energy and operate from a place of positivity with meditation, journaling, gratitude, and affirmations. Your mindset is your most powerful tool for success.

✍️ Leave a Bad Habit in 2024:
Replace it with one new habit that aligns with your goals. Small changes create big momentum in your business and life.

This episode isn’t about reinventing the wheel—it’s about returning to the fundamentals that work. Success is built on mastering the basics, showing up consistently, and leveraging simple math: serve more people, provide greater value, and watch your income grow.

🎧 Listen in as I share tips, ideas, and insights to kickstart your year with clarity, confidence, and focus.

👉 Ready to make 2025 your strongest year yet? Subscribe for weekly insights, share this episode with your network, and start building the life and business you deserve. Together, let’s take flight!


✨ It's 2025. Now What? | Start the Year Strong💡 | Monday Morning Pep Talk # 262

Welcome to Monday Morning Pep Talk! In Episode 268, I’m covering a simple but powerful principle that separates top advisors from the rest:

📌 Delivering the right message to the right person at the right time.

Your CRM isn’t just a database—it’s a tool that, when used correctly, builds trust, drives engagement, and increases referrals. But too often, advisors send generic messages, missing opportunities or even damaging their brand.

This episode breaks down how to structure your CRM so that every outreach is intentional, personal, and impactful.

📌 What You’ll Learn in This Episode:
✔️ Why segmenting your CRM into five key lists makes all the difference
✔️ How to refine messaging with strategic tags and filters
✔️ The secret to using notes effectively to deepen relationships
✔️ How a well-maintained CRM leads to better conversion rates and stronger trust

🚀 Step 1: Segment Your Database for Precision
Before sending another email or making another call, organize your contacts into five key lists to ensure your outreach is intentional:

✅ Top 100 Clients – Your most valuable past clients and VIPs
✅ Top 100 Referral Partners – People who consistently send business your way
✅ Warm List – Future clients likely to buy or sell within the next 12 months
✅ Hot List – Clients preparing to transact within the next 30, 60, or 90 days
✅ Local Collaborative Brokers – Trusted brokers you work with on pricing, inventory, and deals

This segmentation ensures you’re always speaking to the right audience.

🔎 Step 2: Use Tags for Hyper-Specific Messaging
Once you have your five lists, take it a step further with CRM tags. Tags allow you to personalize outreach based on:

🏡 Neighborhood & Price Point – Send market data or property alerts tailored to their interests
🎟 Events & Open Houses – Target clients with invitations based on past engagement
🎄 Holiday Gifting & Cards – Easily pull a list for thoughtful, seasonal follow-ups
📚 Shared Interests – Whether they’re sports fans, dog lovers, or wine enthusiasts, tagging personal details allows for authentic connections

Using smart segmentation + tagging means no more random emails—just strategic, value-driven communication.

📲 Step 3: Take Notes & Track Conversations
If you’re not logging details after every client conversation, you’re losing business.

Taking notes on goals, preferences, and life updates allows you to:

✔️ Personalize your follow-ups
✔️ Anticipate client needs before they even ask
✔️ Build stronger relationships that lead to long-term referrals

The best advisors don’t just remember names—they remember the details that matter.

📊 Why This Matters: Your CRM is an Asset, Not a Task
🔹 68% of real estate business comes from repeat and referral clients.
🔹 A well-maintained CRM increases conversion rates, builds trust, and drives long-term growth.
🔹 Advisors who master strategic follow-up don’t chase business—it comes to them.

This isn’t about collecting data—it’s about using it to strengthen your business.

📌 Final Thought: Start NOW
Your CRM should be more than a list of names—it should be the foundation of a high-performance, relationship-driven business.

Refine your database.
Be intentional with your outreach.
Commit to tracking every meaningful conversation.

Over time, you’ll see stronger relationships, higher engagement, and a business that runs on trust and authenticity.

👉 Subscribe & turn on notifications so you never miss a Monday Morning Pep Talk!

📩 Get More Coaching & Resources
📬 Join My Weekly Email List: www.askjimmiller.com
📧 Email Me: Jim@askjimmiller.com
📲 Follow Me on Instagram: www.instagram.com/askjimmiller
🔗 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago
🎧 Listen on Apple Podcasts: podcasts.apple.com/us/podcast/ask-jim-miller/id1490481207
🎵 Stream on Spotify: open.spotify.com/show/639ZlTcWjTNW9Cdq8QkwQJ


Right Person, Right Message, Right Time | Monday Morning Pep Talk #268

In a competitive market, success isn’t just about selling—it’s about leveraging technology to enhance efficiency, build relationships, and close deals faster.

🔑 In this episode, I’m sharing how I use technology to streamline communication, manage transactions, and engage with my database—so you can work smarter, not harder.

📲 Here’s what you’ll learn:

1️⃣ Mastering "Send Later" for Text, Email & Instagram DMs
Timing is everything. A well-placed message can be the difference between winning or losing a client.

💡 Why This Matters:
✅ Schedule follow-ups for peak engagement
✅ Avoid late-night messages while maintaining workflow
✅ Stay consistent without being tied to your phone

🔹 How to Use It:
📩 iMessage: Tap the plus icon → Select Send Later
📧 Email: Hold send → Choose Schedule Send
📥 Instagram DMs: Hold send → Select Send Later

This strategy keeps your outreach intentional and proactive.

2️⃣ The Notes App: A Simple Yet Powerful Productivity Tool
Smart advisors use apps like Apple Notes, Evernote, or Notion to store repeatable messages.

📝 Why It Works:
✅ Saves time—quickly copy, paste, and personalize
✅ Ensures consistency across platforms
✅ Reduces mental fatigue—your best messaging is ready to go

🔹 Pro Tip:
Create a “Frequently Used Messages” folder for:
✔️ Client Check-ins
✔️ Lead Follow-ups
✔️ Thank You Notes
✔️ Market Updates

Pairing templates with scheduled sending keeps your communication personal and professional.

3️⃣ AI Assistants Like ChatGPT: Your Personal Writing Coach
If you’re not using AI, you’re falling behind. AI helps advisors draft, edit, and optimize messaging in seconds.

🤖 How AI Boosts Efficiency:
✅ Refines emails, texts, and scripts for clarity
✅ Generates client-friendly explanations for market insights
✅ Saves hours—AI gets you 85-90% of the way there instantly

🔹 How I Use It:
✍️ Refining client emails
📢 Drafting social media posts
📊 Summarizing market trends

AI won’t replace your voice—it’ll enhance it.

4️⃣ Scheduling Follow-ups Like a Pro
Forgetting to follow up = lost deals.

🔹 The Fix:
🔁 Use reminders & scheduled messages to follow up before clients expect it
📅 Keep a rolling follow-up calendar for warm leads and past clients
📝 Automate check-ins using "Send Later" to stay top of mind

By combining scheduled messaging, templates, and AI-powered writing, you can run a high-touch business without sacrificing your time.

5️⃣ Small Adjustments = Massive Gains
Success isn’t just effort—it’s strategy. High-performing advisors leverage systems to amplify results.

🔹 Ask Yourself:
✅ Where am I losing valuable time?
✅ Am I open to adopting digital strategies?
✅ Which of these 5 tips can I start using immediately?

The difference between good and great is execution. Take control of your time, maximize client engagement, and stay ahead of the competition.

📩 Get More Coaching & Resources

📬 Join My Weekly Email List: www.askjimmiller.com
📲 Follow Me on Instagram: www.instagram.com/askjimmiller
🔗 Connect on LinkedIn: www.linkedin.com/in/jimmillerchicago

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Mastering Digital Efficiency: 5 Tech Hacks for Real Estate Advisors | Monday Morning Pep Talk #270 🚀

Jim Miller is a success mentor and life coach who guides top real estate brokers from around the country while managing 2.3B+ in sales production as Designated Managing Broker with Jameson Sotheby’s International Realty in Chicago, Illinois.  He is also recognized as a top real estate coach to top Sotheby's International Realty brokers in 35 luxury markets.

New tracks tagged #CRMStrategy