Most agents think they’re running a business, but without a P&L, CRM compliance, or real financial visibility, they’re running pure chaos. This post breaks down the difference between guessing and actually operating like an entrepreneur — and why your numbers, your systems, and your source of truth decide everything. If you’re done playing real estate and ready to run a real business, this is your wake-up call.
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Let’s have a grown-up conversation.
Yesterday I ran a private training with our clients, and we didn’t talk about sales.
We didn’t talk about marketing.
We talked about the one thing most agents avoid like the plague:
Profit and Loss.
Now, stay with me because this is everything.
Most agents are out here pretending they run a business...
But they’ve got no P&L.
No CRM that tracks real financial outcomes.
No system to show where the money’s coming from or going.
That’s not business.
That’s chaos.
Here’s the brutal truth: If you don’t know where your money is going, you don’t own a business, the business owns you. You're an employee...
And if you're not reviewing your numbers weekly, not monthly, weekly...
You’re not making decisions. You're making guesses.
Let me show you what real operators do differently:
Every high-performing business needs one.
No Source of Truth = No dashboards
No dashboards = No data
No data = No decisions
So what is the source of truth for a real estate business?
Two things:
If those aren’t dialed in, everything else is noise.
You need a bookkeeper.
You need an accountant.
If you don't know how to set these things up you need a consultant like us.
You need to know if you should be taxed as an S Corp, C Corp, or if you're throwing away 30% of your income because no one told you better.
This is the shift that separates employees from entrepreneurs.
Employees guess.
Entrepreneurs know.
They know their numbers.
They know what to invest in.
They know how to keep the money they earn.
And they build systems — not just Instagram stories.
Which brings me to the second piece:
If you’ve got a team, or you’re a high producer, listen close:
Your CRM isn't just a glorified Rolodex.
It’s your data machine.
No CRM compliance = no data
No data = no scaling
Most teams want 100+ deals a year, but they’re operating like it’s 2012.
No tracking.
No accountability.
Just a spreadsheet and a prayer.
We’re fixing that.
We’re working with team leads and high-performing agents across North America to help them:
We call it the 90-Day Operations Challenge.
It’s not for everyone.
But if you're done playing real estate and ready to run a real business...
Click HERE to learn more
And you’ll get the details before we close enrollment.
The decisions you make this month will determine how your next year plays out.
Time to choose: employee or entrepreneur?
Cody May & Vikram Deol
:: Founders of Sheridan St.
:: Founders of The TRIS Method
:: Claim Your Free Top Agent Power Pack
:: Uncover Gaps w/ TRIS Hidden Money Compass Score
:: Access The TRIS Training Vault
:: Schedule A Game Plan Session w/ Our Team
What could be better than a knowledgeable, lively group of people who have a passion for what they do and are good at it, too? We have put together an extraordinary team of innovative, committed members who put client success first.
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