Brokerage Management

Are you ready for a simplified, effective business planning process to increase your agents’ production, focus, and effectiveness while decreasing the time to make those things happen? Be the coach and mentor you’ve always wanted to be and put the responsibility for performance and monthly follow-through where it belongs ... with your sales force! Learn how you can push your sales force to new production levels and increased profitability. Eliminate the mediocrity production plateau! 1-2 hours

Don’t miss this session filled with creative and effective strategies for managing the Go-To office in your market that's delivered by one of the industry’s most experienced brokers. Come learn how to maximize online and offline techniques that create market buzz; how to apply radical retention strategies based on a strong core culture of cooperation, professionalism, and market knowledge; and hear masterful dialogues that encourage interaction with the agents you’d like to attract to your office. 1.5-3 hours

This Session Received a 100% Rating at the Florida REALTORS® 2023 Conference! Growth through real estate team development can be the BEST thing or the WORST thing that’s ever happened to your company’s culture. Finding win-win solutions to important questions regarding team leader qualifications, company benefits and support, appropriation of commissions and fees, and the hiring and termination process can make all the difference! Closing the barn door AFTER teams start to flourish and issues arise can put relationships with your Top Producers at risk. Create healthy boundaries NOW and create stronger, more profitable relationships for agents, brokers, and owners, alike! Team Training Information; 1.5-3 hours

The speaker was amazing and you should 1000% bring her back. All of the people in the session were raving about her and how deep she was still able to get even though it was only an hour.” Florida REALTORS® Convention Attendee

Keynote Are you applying the leadership principles that allow you to “Connect, Correct, and Collect” and ultimately create a dynamic business, office, or company? Let’s take a close look at how focused leadership builds meaningful relationships, creates healthy boundaries of accountability, and leads to results that make the running of a company or office a profitable experience in every way! Pam's Quotes For Leaders; 1-2 hours

Everything good about teams can be lost without the proper knowledge, guidance, or experience. You must hire right, share core values, manage the performance of your salespeople, and provide tools and training that matter! You’re going to hear a lively discussion about the 5 stages of growing a successful and profitable team, and how you can avoid the predictable pitfalls that Teams can create. Learn from someone with 25+ years of in-the-trenches experience in every aspect of Teams! Team Training Information; 1-4 hours

This Session Received a 98.9% Rating at the Florida REALTORS® 2023 Conference! More than ever, brokers and owners must be sensitive to the changing landscape of the real estate industry. In this fast-paced session, we'll discuss competitive broker strategies regarding the use of space and services, market challenges requiring relevant education and skillsets and industry shifts that are specifically re-defining the protocol and importance of buyer agency … ALL with the ability to impact the bottom-line profitability of your business! Agent Version Also Available; 1-3 hours

She is full of actionable information. Best at this conference.” Florida REALTORS® 2023 Convention Attendee

Keynote  Agents in today's real estate industry revolution are leaving comfort to seek leadership that understands the challenging landscape! Are you that leader? Discover 5 focus areas that must be on your radar screen: being their technology filter; providing an interdependent culture of trust; transparency and social savvy; delivering relevant training that rocks; and offering market-sensitive financial programs. Join us to learn recruiting strategies to bring them in the door and then keep them there! 1 hour

Are you ready for a simplified, effective, breakthrough business planning process to increase your agents’ production, focus, and effectiveness? Are you prepared to address the changes that are occurring in our industry and the ways we interact with the consumer? Be the skillsets coach you’ve always wanted to be and really NEED to be in today’s market, while placing the ultimate responsibility for performance and monthly follow-through where it belongs – with your sales force! As a top national coach, Pam is doing this successfully every day. Learn how you can empower your sales team to new production levels, profitability, and passion and eliminate the plateau of production mediocrity so many agents experience … in ANY market! 1-2 hours

I can’t thank you enough for your presentation yesterday. It was right on track with what we wanted to get the leadership team thinking about. Your energy was phenomenal, and you kept everyone engaged.” Sandy Jones, Berkshire Hathaway HomeServices

Build a more effective and healthy real estate team by implementing accountability processes! In this session, discover common mistakes Team Leaders make that hinder accountability, turning it into a power struggle instead of fostering a healthy team culture. Gain tangible tools, strategies, and resources to inspire the right hires to join and retain existing productive team associates. Cultivate a connection of credibility, trust, and mutual respect through the Art of Accountability! Team Training Information 1-2 hours

Aligning everyone's expectations on a team can be difficult, and establishing a team agreement reflecting a win-win culture is at the foundation of a healthy team. One of the most important purposes of a team agreement is to establish a viable income arrangement between the Team Leader and Team Associate. How much is too much? How much is not enough? Join us for this session and learn the formula for creating a profitable team that encourages collaboration, growth and profit for all! Team Training Information; 1-2 hours

Every 6.4 seconds one new social media user is added to the 3.2 billion users worldwide. Of the 68% of American adults on Facebook, how many are your clients and your agents? Is an uploaded photo of a recent listing copyright protected? Is your ad on Facebook violating the Fair Housing Act? Or is asking a client to post a testimonial to your website an FTC Guidelines' violation? This session is a fun look at best practices when adopting new - or continuing - your social media marketing. 1-3 hours

Stay ahead by joining this session for supervising brokers led by Attorney Trista Curzydlo. Covering topics like fair housing, sexual harassment, service animals, ADA Title 1 and COVID, and online antitrust behaviors, Trista equips you with strategies to mitigate risks. Learn six best practices against social engineering attacks, safeguard client and staff data, implement a Business Continuity Plan, and more. Trista's expertise is matched with a dose of humor, making the session engaging and informative. 4 hours

Keynote or Session · Unlock the future of real estate in just 45 minutes! Find out how integrating automation and AI can revolutionize your brokerage, from lead generation to transaction management, and more. Get actionable insights to boost efficiency, cut costs, and empower your team to focus on what matters most: closing deals and building relationships. 1-3 hrs

Every agent in your office uses AI exactly as they did on day one. No one uses the same prompts, the results don’t sound like your brokerage, and someone still ends up revising what’s generated.

So, you pay for the tool twice: once to the vendor and again for the hours spent in fixing the output. And the marketing that was supposed to move faster? It continues to be the reason a listing sits, and a recruiting conversation goes cold.

You onboard every agent who joins your office, but nobody onboarded the AI.

This session provides the solution. No homework: You will leave with instructions and a written prompt library that’s ready to drop in and share with your entire office.

Because when the AI knows your brokerage--your voice, your policies, and your advertising rules—everything changes. Your agents get results they can use, you get fewer guideline-violating items published under your name, hours of revision are avoided, and marketing finally moves with the speed you need. 1-2 hours

Struggling to recruit and retain top agents in a competitive industry? Successful recruiting isn’t about chasing, it’s about generating attraction ... So become attractive! Discover the recipe for retention, what modern agents seek in a brokerage, and effective strategies to attract and retain reliable, loyal, and profitable agents. 1-2 hours

Keynote or Session · Video · Today’s real estate market demands a new approach to leadership. In this session, discover three transformational shifts inspired by John Maxwell’s LeaderShift principles—designed to help you adapt faster, strengthen client relationships, and secure long-term growth in an ever-changing landscape. 1 hour - Full day; Ifoma Pierre is an award winning International John Maxwell Certified Speaker, Trainer & Coach.

Video · Artificial Intelligence, or AI, has been around for a long time, but with the emergence of ChatGPT, Google Gemini, Claude, and others, plus so many other tools we already use and love like Office, Docs, RPR. Canva, Adobe, Grammarly, and many more have incorporated AI into their offerings. AI has reached the masses and is transforming every aspect of the real estate industry.

In this session, we will explore what AI is, its history, all of the newest, coolest AI tools, and how they can be used and leveraged to help you:
• Improve business efficiencies and productivity through AI agents, tools, and automations
• Improve and personalize your communications and customer service
• Take your marketing game to another level by becoming a content generation machine
• Boost your SEO, AEO, and GEO game (meaning how to be found in search engines and being recommended and/or sourced in AI searches) ... And More! Broker / Commercial / Property Management Versions Available; 1-4 hours

Artificial Intelligence isn't just a tech trend anymore—it has officially reached the masses and is actively shifting the landscape of how real estate businesses operate. Between heavyweight generative tools like OpenAI’s ChatGPT, Google Gemini, Microsoft Copilot, Claude, RPR, Canva, CRMs, Transaction & Task Management software, and more—AI is now baked into every aspect of the modern real estate workflow.
As a broker, you can either let this wave disrupt your business or leverage it to scale your company.

In this session, industry futurist Craig Grant strips away the confusion so you can lead your team to harness the power of AI to protect your bottom line, supercharge agent production, and keep your brokerage miles ahead of the competition.

What You & Your Leadership Team Will Learn:
• Boost Brokerage Efficiency & Productivity: Streamline back-office operations, automate repetitive administrative tasks, and give your staff hours back in their week.
• Elevate Marketing, Communications & Customer Service: Learn how AI can personalize and enhance your brokerage’s brand identity, help agents write compelling listing copy instantly, and raise the bar for consumer communications.
• Map out the Future Real Estate Ecosystem: Peek around the corner to see how consumers, teams, and industry vendors are using AI, and how it will fundamentally alter your day-to-day operations going forward.
• Stay Strictly Legal & Ethical: Learn how to protect your brokerage from copyright infringement, data privacy breaches, and Code of Ethics violations, ensuring your team plays by the rules.

The Bottom Line
This session isn't just about cool tech tricks; it’s a strategic roadmap for the modern broker. By the end of this class, you and your leadership team will have the clarity needed to stay ahead of the curve and turn the fast-moving world of AI into your brokerage's ultimate competitive advantage! 1-3 hours

Thank you for joining us for BrokerPlus and for the wonderful presentations! The members and staff also enjoyed engaging with you. We heard a lot of great comments about the content and speakers!" Kim Martin, CMP, Marketing & Events Director, Virginia REALTORS®

Cybercrime and fraud are the biggest threats to the real estate industry as well as your personal life and business. With the proliferation of AI Deepfakes, Wire Transfer Fraud, Listing Scams, and many other digital schemes, the real estate industry has become a major target for cybercriminals, hackers, and fraudsters, as real estate professionals are often involved in large transactions, gathering & storing valuable information, and typically don't have the proper training, tools, or resources to know how to properly do so.

In this session, you will learn how to assess what cybersecurity weaknesses you may currently have, how to protect yourself and your clients with very easy-to-implement low-tech solutions, and how to navigate several laws, NAR policies, and more to ensure you and your clients survive this perilous digital world.

This course is designed to elevate awareness, assist students in establishing policies and procedures, and raise the level of care offered to the consumer when we promise to protect and promote a client’s best interests. Alternate Title: Cybersecurity: Get the Hack Out of Here; Broker Specific Version Available; 1-3 hours

It was a wonderful event and we had amazing feedback. Many were surprised at what they did not know. They all asked to have him back.” Meghann Redding, Chief Executive Officer, South Bend Area REALTORS®

Video · Artificial Intelligence, or AI, is powering a new generation of technology tools that allow you to do some amazing things compared to tools of the past. But there are many downsides to this amazing technology, and if they are used improperly, they can cause all kinds of problems for you and your business, including:
· Providing false or misleading information
· Utilizing content that is skewed with bias and even hatred
· Utilizing content that can be viewed by consumers as inappropriate and/or offensive
· Open you up to security flaws and scams
· Violate many federal (Copyright, Trademark, Fair Housing) and state laws
· Violate the Standards of Practice articles 1, 2, 9, 10, 11, 12, 13, & 15 of the National Association of REALTORS® Code of Ethics
· And more

By the end of this session, you will be more intelligent about the good and the bad of this fast-emerging technology to ensure you stay ahead of the curve, improve your life happiness, and boost your business efficiencies and customer service, all while using these tools in an ethical and legally compliant manner! This Session Written to Meet the NAR Ethics Requirement; Broker / Commercial / Property Management Specific Versions Available; 3-4 hours

Everything went smoothly and we got GREAT feedback!! It was such an interesting class with great information. Our members really enjoyed the content, was super informative. All around a great class and he was so easy to work with.” Mallory Marshall, Education Coordinator, Lynchburg Association of REALTORS®

What if you could eliminate a lot of time and costs from your daily activities, and reduce operational costs like printing certificates, course manuals, and more with a few technological tricks and tools? Would you be interested in getting some of your valuable time back to do other things like member outreach and/or growing your business? Then you will love this session as Craig will share some awesome tools to accomplish all of this and more. 1-4 hours

An office policy and procedures manual can be the most dynamic document you have in your broker arsenal. Real estate licensees affiliated with a brokerage look to management for guidance in determining how they will respond to specific real estate situations that may or may not be covered by real estate law. Reduce your vicarious liability for licensee performance and build a firm foundation for your company mission and vision by attending this vital course on building your office policies. 3-4 hours

Our brokers loved Melanie's session, we had over 150 attendees!" Harper Jarrett, Professional Development Director, Georgia REALTORS®

Succession planning is about more than choosing who comes next—it’s about protecting the value, leadership, and long-term future of the business you’ve built. This session gives brokerage leaders a practical framework for defining their goals, developing future leaders, strengthening business value, and evaluating the best transition options.

Attendees will explore how profitability, operational efficiency, leadership depth, and diversification influence brokerage value; how to intentionally prepare the next generation of leaders; and how to assess succession pathways ranging from internal transitions to mergers and acquisitions. Participants will leave with a clear roadmap for building a stronger, more transferable organization—one that can continue to grow, adapt, and thrive through leadership change.

Brokerage Leaders Will
· Evaluate internal succession, merger, acquisition, and other transition options.
· Align succession planning with long-term business and personal goals.
· Understand how and why to train & mentor inhouse leaders
· Identify which factors increase the brokerage's value and transferability.
· Create a flexible, evolving succession plan that adapts to the market and circumstances. 1-3 hours

Keynote · Success isn’t just about doing what’s expected – it’s about seeing opportunities others miss. Identify overlooked opportunities and apply cross-industry insights to elevate performance and leadership effectiveness.
Takeaways:
· How to anticipate needs and deliver exceptional customer experiences
· Strategies for continuous improvement and leadership development
· Lessons from high-performing industries that can be applied to any business 45-90 minutes

Nick brought some great ideas on how to rise above our competition by providing next level service to our clients. Took away a few great nuggets from his presentation!" Georgia REALTORS® Broker Summit Attendee

Nick brings the rare combination of deep operational expertise and razor-sharp market insight. His ability to translate complex industry shifts into actionable strategies is unmatched." Brokerage CEO, Top 50 Real Estate Company

Keynote or Session · Promo Video · In today’s fast-evolving real estate landscape, agents are bombarded with endless tech options promising to revolutionize their business. But which ones truly deliver? This session will help you confidently navigate the cluttered world of real estate technology, uncover the tools that drive real growth, and know exactly when it's the right time to adopt them. Make smarter tech choices that power productivity, boost client experience, and keep you ahead of the curve. 45-90 minutes

Nick Bailey provided me with a whole new perspective of technology and how to approach what I should or shouldn't spend my time and money on. Love it!!!" Michigan REALTORS® Broker Summit Attendee

It’s no secret that getting a real estate license is relatively easy compared to other professions. However, it’s even easier to fail, as 87% of all new licensees will leave the industry in their first three years. Deciding whether you should create a team or go at it alone will have a significant impact on your success. This course will highlight the pros and cons of both options and will help agents discover their best course to achieve the success they want. 1 hour

Get a roadmap to transition from an independent contractor to an expanding business. This session will help you develop a business plan with a clear path for growth through increasing your workforce. You'll learn how to create team standards, a recruiting and hiring strategy for potential talent, and an interviewing model - all with the assistance of AI technology. You'll walk out knowing the systems, tools, processes, and compliance resources to hire, lead, and grow! 2, 4 or 7 hours

A perfect fit for brokers, team leaders, and executives striving to magnetize top-tier real estate professionals, this course empowers you with the necessary tools to transform your recruitment strategies into potent coaching and consulting dialogues. The curriculum provides an in-depth study of referral systems, amplifying connections and technology usage, along with advanced communication techniques. 2-4 hours

Video · Skilled, steady guidance is critical in an unpredictable market. Upgrade your coaching conversations using proven models, NLP (Neuro-Linguistic Programming)techniques and a cadence of agent accountability. Discover the important differences between training and coaching, and how to address the 4 stages of competency with new or experienced agents. We'll role play GROW and FUEL coaching models to fine tune skills for managing through ups, downs and uncertainties. Ideal session for any leader. 2 hours

Are you ready to revolutionize your recruiting strategy by mastering the art of attracting top-producing agents? This isn't just another recruiting workshop—this is about enrolling individuals into a future where their goals, dreams, and success align perfectly with what your brokerage has to offer.
• Understand the Top-Producing Agent Mindset
• Build Unbreakable Rapport Using NLP techniques
• Leverage the 4 Recruiting Laws
• Uncover their BIG WHY
• Transform Perceptions
• Close with Confidence
1-7 hours

Keynote or Session When every question, decision, and problem lands on the leader’s desk, the leader becomes the bottleneck. Drawing on years of experience leading and coaching real estate professionals, Chris Abazis explores how brokerage and team leaders can build capability instead of dependency. This session moves beyond individual coaching techniques to examine the structures, expectations, and leadership habits that help agents take ownership, make better decisions, and grow without
constant intervention. "The most adaptable leaders stopped waiting to feel ready. It's a skill. It's teachable. And it's what separates the organizations that grow through disruption from the ones that get managed by it."

Takeaways
· Identify signs that a leader has become the default problem-solver and organizational bottleneck.
· Differentiate helping agents in the moment from developing long-term independence.
· Establish clearer decision rights, expectations, and accountability practices.
· Create a practical plan to shift one recurring leadership responsibility toward agent ownership. 45-60 mins

Keynote · Video · Storytelling, an ancient art, captivates and inspires and can make you stand out from the crowd when used effectively. It fosters connection, insight, and affinity with consumers, offering a platform for compelling marketing content. Your unique story, from presentation to listings, draws audiences, highlighting your exceptionalism. What's YOUR story? Broker Session & Workshop Available; 1-3 hours

Not a single head — no one was looking at their phones. The session was on storytelling. Embodying her topic, Maura painted a picture with her presentation, so when it ended, it was almost too soon because it left the audience wanting more. Highly recommend is an understatement!” – Michele Bailey, REALTOR®, CRS, Watersound, FL

Keynote or Session · Video · In the ever-changing brokerage landscape, it's become increasingly important to consistently PROVE and IMPROVE your value in order to recruit and retain agents. Maura will discuss brokerage core values, the agents' WIIFM question, and how to illustrate the realtor affiliation value. You'll explore how the "showing your work" concept both attracts and maintains agents, while providing agents a method to "recruit and retain" Clients For Life for a strong pipeline in a challenging future market. 1-2 hours

THANK YOU for doing such an amazing job at our Broker Connect event. Our members were absolutely thrilled and I have received countless compliments about your presentation. Our entire organization's sincerest gratitude to you.” - Kelsey Panek, Director of Professional Development, REALTOR® Alliance of Greater Cincinnati

Video · The real estate industry is in a state of flux. Some agents are thriving and some are floundering. Your leadership in these changing times makes a difference! We will discuss current problems for Brokers in 2026 with real solutions. Join Monica where you can learn concrete tips for leading independent contractors in a shifting market. When your agents are successful, you are successful. Teaching them to serve clients well and build strong businesses will protect you legally and financially. 2-4 hours

High energy, engaging and on point when it comes to topics to assist Realtors to become professionals.” Paige von Hoffmann, Coldwell Banker Realty

The info about Client Level Services vs Customer Level Services was excellent and provided a great template of how we can sell our services to our clients. Providing more context on how we can use AI was also great.” Cincinnati Broker Summit Attendee

Video · This course looks at running a brokerage business from the ground up. We look at topics like how to manage yourself for maximum return, deciding what to commit to, and how to lead people successfully. We'll address the basic skills and tools brokers need to be successful and train agents well, such as: negotiation, investment analysis, people and time management, contracting, problem solving, motivation, and more. This isn't another escrow funds management course. This session focuses on training and managing successful, loyal agents who will help you build a brokerage you can be proud of. 16 hours

Keynote Ashton shares his story of proudly starting in the family business only to go 6 months without a sale. Benefit from the hard lessons learned that gave Ashton the tools and mindset to grow his business from nothing to a team doing over 400 sides a year. 45-60 minutes