For top-performing agents and brokers, July 1st often marks a high point in the calendar year. But once those major renewals are behind you, the pace can slow down. That doesn’t mean your growth should. The smartest professionals in the business use this time to invest in their future wins. At Foresight, we’ve put together smart broker productivity tips to help you recharge, refocus, and stay ahead in the second half of the year.
Polish Your Professional Presence
In 2025, your online presence is as crucial as your in-person pitch. Start with a refreshed, modern headshot, professional yet approachable. Many brokers are working remotely or hybrid now, and a current photo helps maintain trust and familiarity.
- Book a photographer or use platforms offering virtual headshot sessions.
- Share examples with your photographer that reflect your brand — confident, experienced, and approachable.
- Talk to your marketing team to ensure it aligns with your firm’s visual identity.
Bonus: Make sure your LinkedIn profile is up to date. It’s a vital space where clients, colleagues, and prospects validate your credibility. If you’re not present or active, you’re missing out on valuable visibility.
Make CE Work for Your Broker Productivity
Continuing education doesn’t have to be a box you check under pressure. Get ahead of requirements by selecting courses that align with your interests or long-term goals.
- Explore state-approved CE courses now, while your calendar has room.
- Look for options that are on-demand or in-person, depending on how you learn best.
- Pro tip: Choose courses that expand your expertise in emerging markets or tech tools.
Staying current boosts your value and gives you new conversation starters with clients.
Audit and Refresh Your CRM
Data is gold but only if it’s clean and current. Use this slower season to comb through your contact lists:
- Search email bounce backs and update or remove invalid addresses.
- Reach out to companies with outdated contacts and get reconnected.
- Flag accounts that may be ready for renewal, reengagement, or upselling.
You might rediscover dormant opportunities or uncover untapped decision-makers.
Mentor and Multiply Your Impact
Leadership isn’t just about personal wins, it’s about lifting others up. If your office has interns, new hires, or junior teammates, now’s the time to invest in them.
- Offer shadowing opportunities on sales calls or client meetings.
- Delegate small projects that expose them to the business.
- Share your favorite strategies, lessons learned, or industry reads.
This builds stronger teams, encourages retention, and helps you grow your leadership profile.
Final Thought: Broker Productivity Tips for Q3 and Beyond
You may not tackle every tip right away, but starting with just one of these actions will pay dividends. Make a habit of revisiting your professional development each year after July 1 top boost your broker productivity.
Request an appointment with Foresight and let’s partner together for your success!
