For Associations, Brokerages, Conference Planners and Industry Organizations


Leadership Development Training

NAR Designations/Certifications/Electives & Continuing Education

Keynotes & Presentations

Strategic Planning

Other Training & Consulting


Timely & Hot Topic Workshop!

PARADIGM SHIFT: Understanding Critical Legal Challenges, Navigating Buyer Representation and Compensation & The Buyer Representation Agreement (4 hours)
This comprehensive 3-part workshop addresses critical external issues and legal challenges affecting compensation in the real estate industry. It explores recent updates and changes that may reshape the real estate landscape. Participants will gain insights into preparing for a paradigm shift and effectively engaging with buyers through a strategic Buyer Counseling Session, fostering trust, and building strong working relationships.
Module 1: Understanding the Landscape
– Get informed about External Legal Issues: DOJ & Class Action Lawsuits
– Delve into the Compensation-related issues
– Navigate Code of Ethics and MLS Updates
– Prepare for Potential Changes in the world of Real Estate
Module 2: Enhancing Buyer Relationships and The Counseling Session
– Master the Buyer Counseling Session
– Articulate Your Value Proposition
– Address Compensation Discussions Effectively
– Secure Buyer Representation Agreements
– Set Clear Expectations and Mutual Goals
Module 3: Buyer Representation Agreement and Ancillary Forms
– In-Depth Review of the California Buyer Representation Agreement
– Understanding the Effective Use of the Agreement
– Highlight the Ancillary Forms

Join us in this workshop to equip yourself with the knowledge and skills needed to thrive in the ever-evolving real estate industry while strengthening your buyer relationships.


    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!
    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
    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 – 2 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.
  • LEAD GENERATION: Marketing Strategies for Success (1.5 – 2 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 – 2 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 – 2 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 – 2 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 – 2 hrs)
    This session will review tips and techniques to improve your negotiation skills to reach win-win outcomes.  We will discuss some strategies and tactics, including verbal cues, body language and more

Leadership Development

  • 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)
  • Becoming a Great Leader
    Inspirational Leadership Presentation/Workshop (1.5 – 3 hrs)
  • Core Values
    Values Driven/ Team Building Leadership Workshop (1.5 – 2 hrs)
    (can be combined with Becoming a Great Leader)
  • The Art of Personality: Knowing Yours and Understanding Theirs
    · Influence/ Team Building Leadership Workshop (1.5 – 2 hrs)
    (can be combined with Becoming a Great Leader)
  • Life By Design: Create Your Life Strategy (Big Rocks, Ideal Weeks, Planning)
    Organizational/ Time Management Leadership Workshop (1.5 – 2 hrs)
    (can be combined with Becoming a Great Leader)
  • Committee Planning and Worksheets
    Organizational/ Tactical/ Team Building Leadership Workshop (1 – 1.5 hrs)
  • Customized Leadership Workshop*
    *Don’t see what you need? Let us know and we can customize for your group.


Designation/Certification 2-day Courses:

Designation/Certification/Electives 1-day Courses:


  • REthink Real Estate: Education, Innovation & Negotiation (1-3 hours)
  • 20/20 Vision of Real Estate, The Future (1-3 hours)
  • Mobile Media 2.0 (Run a mobile real estate business) (1-2 hrs)
  • Helping Clients in Today’s Market (1-2 hrs)
  • Preparing to Win with Buyers & Sellers (1.5-2 hrs)
  • Hi-Tech & High Touch for High Ratings (1-2 hrs)
  • Relationships Matter: From URL to IRL (1-2 hrs)
  • Video Basics (1-2 hrs)
  • REALTOR Safety: By Building Better Business Relationships (1-2 hrs)
  • Safety First: A Professional Priority (1-2 hrs)
  • NAR’s Real Estate Safety Matters, (1hr, 3 hrs)


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.


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

(Ask about Webinar & Zoom Options)

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