TRAINING & SPEAKING

For Associations, Brokerages, Conference Planners and Industry Organizations


WORKSHOPS

  • BUSINESS PLANNING (3-6 hrs)
    Rock your year in real estate! Develop your detailed business plan through goal setting, lead generation, money management and self/organizational management. Create & Set Measurable benchmarks and learn to be accountable to your daily, weekly and monthly activities to achieve your goals!
  • BUYER COUNSELING SESSION (1.5 – 3 hrs)
    The initial meeting aka Buyer Counseling Session should lay the foundation to truly understand your buyers needs and motivations, build trust and enhance the working relationship.
    We will cover:
    – Best practices to increase buyer loyalty at buyer consultation
    – Learn how to establish value, build rapport and set the tone for your working relationship.
    – Customize your buyer packets and learn the best questions to ask.
    – Set expectations and share mutual goals
  • PARADIGM SHIFT: 1) The legal issues, 2) Buyer/seller representation & compensation issues, and 3)The buyer representation agreement & compensation forms
    Can be adjusted for less modules (2.5-4hrs)
    This comprehensive 3-part workshop, delves into the external and legal challenges impacting compensation in the real estate industry. It covers recent updates and changes that are reshaping the real estate landscape. Participants will gain valuable insights on how to prepare for these shifts and engage effectively with buyers through strategic Buyer Counseling Sessions. The workshop emphasizes the importance of transparent conversations to build trust and strong working relationships with both Buyers and Sellers, preparing both professionals and clients for practice changes in the market.
  • CA BUYER REPRESENTATION AGREEMENTS & ANCILLARY FORMS (1.5 – 3 hrs)
    Deepen your real estate expertise with our comprehensive course on the California Buyer Representation Agreement, where you’ll master its nuances and effective usage. Explore ancillary forms and elevate your buyer representation skills in California’s dynamic real estate market.
  • THE ART OF PERSONALITY: Knowing Yours and Understanding Theirs (1.5 – 3 hrs)
    Unlock the secrets of human behavior – you’ll discover your own behavioral style and gain invaluable insights into understanding others. Explore the art of effective communication and relationship-building.
  • REAL ESTATE NEGOTIATION: Crafting Win-Win Deals (2 – 3 hrs)
    Enhance your negotiation skills with this workshop designed to help you achieve win-win outcomes. We’ll explore key strategies and tactics, including the use of verbal cues and body language, to effectively handle negotiations with buyers and sellers. Learn how to navigate negotiations with sellers regarding the listing agreement, and with buyers on the buyer representation agreement, while successfully bringing parties together to achieve favorable results for your clients and the transaction.
  • LEAD GENERATION: Marketing Strategies for Success (1.5 – 3 hrs)
    This session will review cover digital and traditional marketing methods to increase your leads.  We will cover how to create a marketing plan and launch campaigns to get more referrals and find new leads to increase your business.  
  • WINNING WITH BUYERS: Creating Loyalty, Winning Offers & Boosting Referrals (1.5 – 3 hrs)
    Building better business relationships with buyers requires improved efficiency and effectiveness. This 90-minute session will review best practices to increase buyer loyalty at buyer consultation by establishing value, building rapport and setting the tone. Be prepared to win more offers and get more referrals with proven systems and techniques!
  • TOP 10 Things REALTORS Should Be Doing For Home Sellers (1.5 – 3 hrs)
    This session will review the Top 10 things you should be doing for your Seller-clients.  Let’s get client-centric so that you understand what the Sellers need, expect, and want from the agent they choose; increasing the chances that you win more listings! 
  • LIFE BY DESIGN: Create Your Life Strategy (Big Rocks, Ideal Weeks, Planning) (1.5 – 3 hrs)
    This session will review specific tools and approaches to help you stay on target, reduce procrastination, and get results.  We will cover weekly and daily planning to execute on the most important things, which will allow you to take more control with big rocks, ideal weeks and life harmony.
  • ART OF NEGOTIATION: Tips, Tactics, Techniques and Tools (1.5 – 3 hrs)
    This dynamic workshop is designed to enhance your negotiation skills, helping you achieve win-win outcomes. In this session, we will explore essential strategies and tactics, including verbal cues, body language, and other critical tools, to confidently navigate negotiations. Whether you’re a novice or experienced negotiator, this course will equip you with the skills needed to succeed in any negotiation scenario.
  • CODE OF ETHICS TRAINING (2.5 – 3 hrs)
    This engaging 3-hour workshop provides REALTORS® with an in-depth understanding of the Code of Ethics. Tailored to different specializations, the training covers essential ethical standards, practical case studies, and recent changes in the industry. Participants will explore how the Code applies to various real estate practices, ensuring they uphold the highest professional integrity and navigate ethical dilemmas with confidence.

LEADERSHIP RETREAT
& Leadership Development

Customize your leadership retreat by selecting from the popular options provided, or share your objectives with us so we can tailor a workshop specifically for your team!

  • The Leadership Puzzle (in connection with Dynamic Directions)
    Tactical Leadership Workshop (3- 6 hrs)
  • Parliamentary Procedures with Mock Board Meeting
    Tactical Leadership Workshop (2 – 3 hrs)
  • Exceptional Leadership
    Inspirational Leadership Presentation/Workshop (1 .5 – 3 hrs)
    Understand best practices, and hone your skills and abilities to be an exemplary leader. Extended workshop includes a core values exercise to help you understand how to integrate your values into your leadership style.
  • Core Values
    Values Driven/ Team Building Leadership Workshop (1 – 3 hrs)
    (can be combined with Exceptional Leadership)
  • The Art of Personality: Knowing Yours and Understanding Theirs
    Influence/ Team Building Leadership Workshop (1 – 3 hrs)
  • Life By Design: Create Your Life Strategy (Big Rocks, Ideal Weeks, Planning)
    Organizational/ Time Management Leadership Workshop (1 – 3 hrs)
  • Leading Change
    Organizational/ Tactical/ Influence Leadership Workshop (1 – 1.5 hrs)
  • Committee Planning and Worksheets
    Organizational/ Tactical/ Team Building Leadership Workshop (1 – 3 hrs)
  • Customized Leadership Workshop*
    *Don’t see what you need? Let us know and we can customize for your group.

DESIGNATIONS & CERTIFICATIONS

Designation/Certification 2-day Courses:


Designation/Certification/Electives 1-day Courses:


Certified Real Estate Brokerage Manager (CRB) Designation Courses:


KEYNOTES & PRESENTATIONS

  • Adapt and Thrive (45 min – 1.5 hrs)
    In the midst of a paradigm shift in the real estate landscape, the only constant is change. Tamara will empower you with essential tools and insights to not only adapt but thrive in this evolving environment. Embrace change, sharpen your focus, and unlock your potential to excel in the dynamic market
  • Deal or No Deal: Negotiating in a Shifting Market (45 min – 1.5 hrs)
  • The Future is Now: Today’s Buyer Strategies (45 min – 1.5 hrs)
  • TOP 10 Things REALTORS Should Be Doing For Home Sellers (45 min – 1.5 hrs)
  • LIFE BY DESIGN: Create Your Life Strategy (45 min – 1.5 hrs)
  • Ten Things to Do Online to Get Your Business In Line (30 min – 45 min)
  • Vision and Values (30 – 45 min)
  • Preparing to Win with Buyers & Sellers (45 min – 1.5 hrs)
  • REthink Real Estate: Education, Innovation & Negotiation (45 min – 1.5 hours)
  • Helping Clients in Today’s Market (45 min – 1.5 hrs)
  • Video Basics (45 min – 1.5 hrs)
  • REALTOR Safety: By Building Better Business Relationships (45 min – 1.5 hrs)
  • Safety First: A Professional Priority (45 min – 1.5 hrs)
  • NAR’s Real Estate Safety Matters, (1hr, 3 hrs)

STRATEGIC PLANNING

We are facilitators with no vested interest in the outcome of the work product and we bring volumes of national perspective with us based on our past and current leadership positions on the local, state and national levels.

We are flexible. We believe in working the group to its limits and we want everyone to have fun in creating a work product that they never expected to deliver; one that positions them positively for years to come.

Susan Marshall
2024 President | California Desert Association of REALTORS




OTHER TRAINING & CONSULTING

Don’t see something on the list?  
Let us customize a topic/course for your event or organization.


(Ask about Webinar & Zoom Options)