In Episode 40 of the Wandering But Not Lost Podcast, co-hosts Matt Emerson and Jan O’Brien answer some of the most frequently asked questions about the Business Planning process.  In Reach Your Peak, Matt interviews Lori Namazi, Founder of Namazi Real Estate Resources who dives into why Networking can be more valuable to your bottom line than you might think.  Then the team heads off to Boston in Wandering Zen.



Key Points/Takeaways

WBNL 52 – Business Planning FAQ


Where do I start? It seems so overwhelming – I don’t know where to begin.

Start with reviewing your year so far. Reflect and decide what’s working, what do you need to stop doing, what do you need to start doing?
Next write down your goals for the new year.

I am not an Excel person – your business plan spreadsheet is too complicated.

Our business plan worksheet is easy to use and auto-calculates for you.  But don’t let any anxiety over spreadsheets stop you.  Just write a simple business plan on paper including your priority goals for the year, your target markets and action items to make it happen.

Top coaching tips for business planning:

Don’t over analyze it! Schedule time this week and begin. Just do it already:)

Schedule blocks of time over the next 30 days to get your goals written and your business plan complete:

  • Review your previous or YTD business
  • Identify your overall income goal
  • Write your goals in all areas of your life
  • Identify the target markets and primary tactics to generate business that you will commit to starting now!
  • Revise, fine-tune any area or system that needs it

Create your success action plan – what you will do daily, weekly, monthly, quarterly and annually to drive business, connect with customers and clients

Check out last week’s Episode for more on Reviewing Your Year and 3 Steps to Business Planning

Get our Business Planning Course and Downloads

Reach Your Peak – Networking with Lori Namazi


Lori Namazi, Wandering But Not Lost Podcast
Lori Namazi
Founder | Namazi Real Estate Resources

From Executive to Entrepreneur, Lori has been a dedicated advocate and leader in the real estate industry for nearly 20 years. She broke through the glass ceiling when she became the first female Corporate Executive at First Team Real Estate, an independently owned and operated firm with over 1,750 agents.

Lori is passionate about reforming the industry’s image and elevating the level of professionalism with which brokerages operate. She launched Namazi Real Estate Resources to fill an obvious gap in the industry: providing resources, solutions, and training to a growing number of licensees who are not aligned with a large brokerage, and who can’t afford to offer these services in-house. Having successfully climbed the ladder in both the real estate and hospitality industries, Lori has the ability to examine the impact of business decisions from all vantage points within an organization. She believes in being a hands-on leader that gives back to the industry by serving on numerous Boards of Directors and engaging with a variety of professional development programs geared toward organizational leadership.

For more info, you can contact Lori directly via any of these options:

Website – Namazi Real Estate Resources

Email –

Phone – (714) 655-7496

Wandering Zen


Wandrering Boston - Setting Your Internal GPS from the Sky Matt Emerson

Boston is one of the best cities to wander.  There is an incredible amount of history, architecture, art, and culture in a relatively small area, so much so, that it can be easy to miss things if you don’t get a general idea of where things are physically located.  There is an easy remedy to that challenge however, just look to the sky and head for the second tallest building in the city – The Prudential Tower.  Just a mere 40 feet shorter than the John Hancock Tower, the Prudential Tower stands proudly at 750 feet and offers up amazing views of the city and beyond.  It is the absolute perfect venue to set your internal GPS before you wander this amazing place.


The Skywalk Observatory has 360-degree views, audio tours, and many exhibits to explore.  Technically, you will be taking a dry run of what awaits you down below, and since you most likely won’t have the time to discover it all in one visit, you’ll be able to see it all from the air and then it’s decision time on where to head off to when the elevator doors open at ground level.

The Prudential Tower is located at 800 Boylston Street, in the heart of the shopping and entertainment district of the city and right on the “T”.  Tickets and elevators are accessed in the enclosed Prudential Arcade that sits at the foot of the tower.

The Skywalk Observatory is open 7 days a week.
Winter Hours are 10:00 a.m. to 8:00 p.m.
Summer Hours are 10:00 a.m. to 10:00 p.m. (last admission at 9:30 p.m.)

Ticket Prices:
Adults $20.00
Seniors (62 and above) $16.00
Children under 12 $14.00
Student (with ID) $16.00
CityPASS $59.00
CityPASS Child (3-11) $47.00

For additional information visit their website – Skywalk Observatory 

Matt Emerson WBNL Boston View From The Prudential Tower

On a clear day, you can see forever!


Top of the Hub

Now that you’ve seen the views and have your itinerary in place, it’s time to celebrate!  Thankfully, you don’t have to go far.  A treat awaits you on the 52nd floor.  The Top of the Hub is New England’s finest spot for a cocktail in the clouds and the food is as delicious as the view.  Reservations are required for dining and the lounge can get quite busy, especially as the sun starts to set but don’t shy away from snagging a seat and taking in the city around you. Although the space is modern, it beckons back to an earlier time.   For more info or the book your reservation visit Top of the Hub

More on Boston

You’ll be well educated about the sites around town after your visit to the Prudential Tower, but just so you don’t miss some of our favorites, follow the links below to some earlier posts we’ve put together of Bean Town:

If you are looking for a great breakfast, do not miss the Paramount Cafe at 44 Charles Street in Beacon Hill!

Skywalk Observatory, Boston

Mentioned in the Episode (Resources & Links)



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