Consult the Coach - Winter 2016

Dear Coach:

I am going on a vacation and want to enjoy myself without worrying about the active transactions I am leaving behind. In the past, I have attempted to manage these while on vacation, however my partner gets annoyed with me when I am working on a deal from an internet cafe in Cabo San Lucas. I also feel like I am cheating myself of a well-deserved vacation since I am thinking of my business instead of being present for my partner and myself. What do you suggest?

— Signed, Need to Let Go

Dear Need to Let Go:

It sounds like you would like to create a “guilt free” vacation. This is a great goal and you deserve to fully enjoy yourself. Life’s too short to spend money and time on a great vacation and be worried and distracted.

Here are some basic guidelines that will help you enjoy yourself:

Plan your vacation during slow business months

  • December and January are these months for most brokers

Hand your business off to a trusted associate

  • TRUST your associate to make good decisions and take appropriate actions. If you can’t do this, then select someone else.
  • Work out a mutually beneficial financial arrangement. Either a percentage of commission or an hourly fee. Or, better yet, agree to reciprocate when they go on vacation.
  • Provide all the info needed for your active transactions before you leave.
  • On your outgoing voice message, ask people to contact your trusted associate during the dates you are away.
  • Provide your trusted associate with your phone or email so if an emergency arises, you can be contacted. Clarify and agree on what an emergency situation looks like.
  • Ask them NOT to copy you on business correspondence while you are on vacation.

Notify your clients in advance

  • Notify your clients by e-mail, at least two weeks before leaving.
  • Copy your trusted associate (who is filling in for you) so they can send a note back to your clients assuring them that they will take great care of them. Include your trusted associate’s contact information.

While on vacation

  • Don’t constantly check your email and voice messages.
  • Have fun, be present, and relax!

Use can use these guidelines as a checklist the next time you plan a vacation.



About the Coach:

Stuart Kaufman

Stuart Kaufman, MS, MBA, is a Real Estate Columnist, Life and Business Coach who motivates, coaches, trains, and inspires real estate brokers to be focused and accountable for greater success. Stuart provides a Jump Start coaching session that helps brokers get unstuck and move forward. To contact the Coach, send an e‑mail to or call (206) 725‑1584. © Copyright 2016, Metamorphosis Coaching. All Rights Reserved.

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