It shares key strategies for transforming finances and achieving clear goals by 2025, with a holistic approach that encompasses spiritual and emotional aspects.
By Pedro Ardón
El Inmobiliario
SANTO DOMINGO– Jahaira Roble, a prominent financial advisor and expert in banking products and mortgage loans, shared essential strategies during the First Real Estate Goals Marathon, an event whose objective was to help real estate agents improve their financial outlook and set clearer and more achievable goals for 2025.
With over 22 years of experience in the sector, the business administration graduate offered a session filled with practical and spiritual insights. During her presentation, she emphasized the need to begin the year with a renewed mindset and a vision focused on achieving personal and professional goals. Under the inspiring motto "Open Skies for 2025," Roble not only presented financial tools but also a holistic approach that addressed emotional and spiritual aspects of economic decision-making.
The event began with a reflection on the current state of the attendees' personal finances. Jahaira Roble used the metaphor of a "key," explaining how the wrong or damaged key can block financial progress. This exercise allowed participants to identify internal blocks stemming from past failures or a lack of purpose—factors that often limit economic advancement.
As the day progressed, he presented seven key strategies for transforming variable income into more predictable results. The first of these was the need to develop a consistent prospecting system. According to Roble, ensuring a continuous flow of clients through the constant search for prospects is crucial. To achieve this, he highlighted the power of social media and specialized platforms, recommending that value be offered in every interaction to create a lasting relationship.
Jahaira Roble during her presentation.
Another key piece of advice from the financial consultant was the importance of cultivating long-term relationships with clients. She emphasized that changes in people's financial situations can open up new opportunities, and a strong relationship can lead to referrals and future sales, even if the client isn't ready to buy at that moment.
The consultant also shared her vision on how to allocate income effectively. She explained that it's essential to prioritize basic needs, such as food and housing, and then allocate resources for savings, investment, and property advertising. Roble emphasized that advertising budgets are often overlooked, which limits the reach of real estate agents.
One of the key takeaways of the day was the importance of creating a robust emergency fund to address unforeseen events without resorting to debt. According to the financial expert, given the volatility of variable income in the real estate sector, it is crucial that agents be more intentional about saving and maintaining this fund, ideally with enough resources to cover at least three months of fixed expenses.
Regarding expense control, Roble advised recording and evaluating every expense. “Having a budget without a detailed record of expenses is useless,” said the expert consultant, recommending the use of digital applications that facilitate tracking income and expenses, thus allowing for effective budget adjustments.
Furthermore, the financial advisor urged attendees to plan their financial goals and seek additional sources of income to achieve economic stability. In her experience, diversifying income streams helps accelerate the process of reaching goals and allows for greater financial flexibility.
The final key point presented by Jahaira was the need to evaluate and adjust your budget every month. According to the personal finance expert, everyone's circumstances and goals can change, so it's necessary to regularly review budgets and make the necessary adjustments to stay on track for success.
At the end of the conference, Roble emphasized the importance of having an eternal purpose to guide financial decisions. “Money is a tool that should be used with integrity and for the greater good,” she said, inviting attendees to use their resources to honor God and make a positive impact on the lives of others.
In conclusion, Jahaira Roble invited the participants to act with faith, to be a light in their communities, and to implement the strategies not only to improve their finances, but also to generate a significant change in the lives of those around them.
With a holistic approach that promotes both emotional and financial well-being, this event left attendees motivated and equipped with tools to face 2025 with clarity, confidence and direction, preparing them for a year of success and growth.
