2026 Business Planning Summit
October 30, 2025
Success starts with a plan. That’s why we hosted an exclusive end-of-year business planning event —so you never enter a new year unprepared. Thank you to everyone that was able to join us on October 28th for the 2026 Business Planning Summit! We appreciate your attendance and participation. If you were unable to join us, the recorded version of yesterday’s event will also be available on the learning academy shortly!
Hopefully, you will take these lessons into the end of the year and focus on the tools and resources available to you. By using your strengths and prioritizing being the best agent for your clients, 2026 will be your best year yet!
During the event we heard from your leadership team at Platinum Realty (Shelby Austin, Rob Hill & Veronica Shaw) , United Real Estate President Rick Haase, VP of Brokerage Development Chastity Davenport, and a Keynote from David Knox. All speakers provided great insight into the WHY and the HOW of business planning. All of the information provided to you in the session and in the resources listed below can help you help yourself in your next year. We look forward to seeing all of the ways you have implemented these tools and how your business grows!
Follow-Up Items & Resources
- Your username is your email address (personal, not @movewithplatinum), and if you have not logged in before, your password was provided in your ‘Getting Started’ email
- If you have logged in before, you can reset your password yourself if you have forgotten it.
- If you have not logged in before and are having issues, use the chat box in the bottom left side of the login screen.
- Find the workbook and calculator tools HERE
- Find all of the how-to videos for agent tools in the Learning Academy HERE
- The video of this course will be available in the Learning Academy shortly, and we will email you as soon as it is up.
- Username is your email address (personal, not @movewithplatinum), password is everything in your email before the @ sign.
- If you run into trouble, let us know at admin@movewithplatinum.com or give us a call!
- Once you are in David Knox, there is a section called ‘Action Plans’.
- You can enroll yourself in the action plan and chart your progress along the way.
- Printable PDFs are also included as collateral along with his videos and action plans.
Upcoming Live Events to Help You Support Your 2026 (and beyond) Plan
There are a lot of pre-recorded sessions in the learning academy, but sometimes a live class is just what you need! Here are November live courses available to you!
Thursday Nov 6th – Home Warranty 101 @ 11am
Tuesday November 11 – Broker Insights w/ Shelby Austin @ 10am
Tuesday November 11 – Bullseye Live Tools Training (with Bullseye Expert) @ 2pm
Tuesday November 18th – Investing 101 @ 11am
Wednesday November 19th – MarketPlace 360 @ 2pm
Plus a HUGE Congratulations to our Prize Winners!
Sally Mehaffy, Wendy Eulinger, Irene Kariuki, Joshua Dovner, Chris Hans , Kathy McCarty, and Georgeana Mudd
*Reminder to Join us for a Holiday Event in December to win a prize of your own!
Support, ideas, comradery. The Platinum Professional Network is made up of Platinum agents in your area just like you. Agents who thrive as entrepreneurs, but also know there is strength in numbers. So, share your strikes and gutters while throwing strikes and gutters. Or, soak up other agent’s tips at one of our happy hours. Regardless of the event, you’re bound to make connections and leave with new ideas to your help grow your business.
For families caring for a child with a serious illness, life is turned upside down. Long hospital stays and uncertainty become the new normal. This is especially true for the families caring for critically ill children when even basic necessities like meals can become burdensome. Feeding Families was started with the goal of providing lunch daily to these families, so they can focus on the most important job of all – caring for their sick children.