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Tom Ferry Summit Live Blog

AUGUST 26-28, 2025 | Dallas, TX

● Live Session Updates

Welcome to the Tom Ferry Summit Live Blog by Breakthrough Broker!

Follow along as we post live updates from the sessions and provide additional insights, thoughts, and next steps to take action on what the speakers covered.

The complete slides for all sessions will be added when they become available. Save this page and check back after the conference ends!

 

August 26th, 2025

We are officially underway here at the Tom Ferry Success Summit! This event is going to be packed full of value, and we're excited to have you following along. This content is coming to you in real time, so please excuse any typos!

Let's go!

👉 Download today's slides here

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10:00 AM
Get Ready to Leap Frog your Competition!
Tom Ferry

The room is packed and the crowd is hyped! This is a 2-hour session, so we'll have a ton of info to cover.

10:04 AM: Jason Delatte opened with great advice: "If you do the work and play all-in, it works. It's not about doing everything, it's about doing the right thing and executing."

10:05 AM: Tom came out to a huge standing ovation blasting "Break on Through" by The Doors. A fitting phrase for the conference.

10:07 AM: Tom shared a story of a friend complaining about the market and thinking of selling his investment properties in order to make money to pay for his daughter's wedding. Tom coached him up with strategies for an open house.

10:13 AM: "If it's the market, you're dead. If it's you, you're ok. It's not the market... it's you"

10:16 AM: Cate clarity and conviction! Make decisions (what to cut, what to add. 

10:20 AM: So how's the market? Analysis of 5 decades of market dats: There have been 6 times homes went down. What followed every single time? They went back up. Every single drought has ended in recovery. 

10:22 AM: We're 3 years into the mortgage industry's first ever dual-drought. "The rates take the elevator up and the stairs down". They shoot up fast and come down slow.

10:24 AM: "We have never seen a market like the one we're in now." 

10:25 AM: Homeowners have massive amounts of equity right now. Today's fundamentals are strong. There are 91 million millennials in the US, which means there will be a ton of opportunity in the future as their kids grow and transact. 

10:30 AM: Inventory has topped 1 million for the third consecutive month. In 2017-2019 there were actually thousands of more homes on the market, even though we constantly felt like there weren't enough. Inventory is still low but so is buyer demand. 

10:33 AM: Fannie Mae Home Price Index - general consensus is nearly an 18% increase.

10:42 AM: Fidelity's listing competition analysis for the first 6 months of 2025. 6% of the agents control 60% of the market. 23% of agents control 40%, and 71% of agents didn't sell a single listing. 

10:46 AM: Five insights to remember - 1) Consolidation happens in every industry. 2) Consumer behaviors have changed. So many more buyers these days are finding their agents through some sort of online search, while referrals have come way down. What mattered most when deciding who to work with? Responsiveness, experience/track record, local market expertise, personality and communication style, reputations/reviews.

10:52 AM: "Agent is the job but Advisor is the role." Don't be a salesperson with commission breath. Help them make the best decision for their situation. 

10:55 AM: Marketing is the ultimate competitive advantage. The "Marketing Prospector" is killing it. Those are the agent who holds the open house AND markets it effectively beforehand. Social media agents are also killing it.

If you're not marketing, you're losing right now. 

Your marketing needs to be like lasagna - layered and full of good stuff.

11:00 AM: Buyers will let anyone show them a house... They just want to get in. But when it comes to an agent to sell their home, they choose competence. 

"If we're all gonna eat, someone has to sell."

11:06 AM: Be first, be fast. You have to keep momentum and stay in motion. "The worst time to start paddling is when the wave is already on top of you. You need to start paddling when you first see the wave coming." In every aspect of business and life, you're either gaining momentum or losing momentum. Rates are getting better, the market is about to explode, and if you miss it you'll end up chasing after it. Who ever does the work now wins. 

11:15 AM: If you go into ChatGPT/Perplexity/Grok/etc today and ask it who the best agent is in your area, are you showing up? If not, you're slow and you're behind.

11:20 AM: Switching CRMs doesn't fix you. Switching brokerages doesn't fix you. The only thing that can fix you, is you. In a drought, momentum's biggest threat is you choosing ego over economics. Your ego is lazy and manipulative. "This doesn't work in my area... My clients don't care for (X)... I tried AI once... I need to focus on this current client... I just don't like doing it." All the stories you tell youself are not you. It's just your ego. 

11:27 AM: Your ego loves getting organized. "If I can just get this thing done, then I'll start making my calls." Getting ready is a myth. You start, you suck, you figure it out, you get better."

11:32 AM: Choosing ego over economics is killing you. You're quitting on yourself. Go get the money!

11:36 AM: Stop listening to the lazy ego. Do whatever it takes to help your clients win. Do what it takes for YOU to win. Go get the money so you can take care of the people you care for. 

11:37 AM: What's the weakness stopping you from getting the money? Triple down on that. What would be true if that weakness turned into a strength? The hero's journey starts with an average person who makes the decision to leave fear behind. You need YOU to be the hero.

The first session was filled with great advice and everyone has now transitioned to a growth mindset and ready for the next sessions!

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1:45 PM
Top 10 AI Marketing Automations to Save You Time!

Jason Pantana

We do a lot of content with Jason Pantana here at Breakthrough Broker (check out the AI Marketing Machine webinar) so we know this will be a great session already. 

1:50 PM: Hollywood has been talking about automation with AI for decades in all sorts of movies and shows. The true potential of AI lies in its ability to enhance your creativity and ingenuity. The point of AI isn't to replace you as an agent, it's for it to get you ahead of the competition. "Enhance not eliminate". We are in a paradigm shift and the field has been leveled. Someone can start a business over the weekend with directions from AI and use it instead of hiring admins. 

1:55 PM: Agentic AI - AI Agents (not real estate agents) that take initiative and executes tasks for you without step-by-step instructions. It's overwhelming with so many tools coming out every day that you're supposed to use and it's hard to keep up. Agentic AI is the first solution to actually do things FOR you. 

2:00 PM: Appointment Dossier: Deep research to get history of a property. Ask Perplexity to perform deep research on a property address. Become a knowledge broker for your clients, not just a real estate agent. 

GPT Blog Builder: Ask what the top questions buyers and sellers have in your market. It'll give you the most frequently asked questions, which you can then use as a blog post. You can even ask it to write it for you.

"Ranking #1 on Google means nothing if you're not being included in AI Answers."

2:07 PM: Listing Launch Kit: When days on market goes up, sellers want more marketing. Use AI for emails, blogs, videos, ads in a scalable way to provide more marketing. Upload a listing walkthrough video to ChatGPT and ask it to create a script for a voiceover. Ask it to provide the script in XML format, and copy it. Then head over to ElevenLabs and paste the script. It'll create an AI voiceover for you. You can even create videos with Google Veo.

2:11 PM: Agentic Browsing: Perplexity's Comet browser is a game changer. You can ask it to take over the browser, research websites and get data, and give you whatever info you need. It can connect with your Google Drive so you can save the output, and even email it dorectly to your admin. You can ask it to log in to your Meta Ads account and create an ad campaign on Instagram and Facebook. It can navigate through your MLS and create a CMA for you. 

If you couldn't already tell, AI can do some crazy things. It's like having a smart intern to do things for you, an assistant to do online tasks, a marketer to set up ads/emails/blogs/etc, a designer to create graphics and videos, and so much more. 

It's moving at such a fast pace as companies are racing to out-innovate each other and create the next big thing. 

If you're not already getting into AI or think it's just a fad, you're already way behind.

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2:15 PM
PANEL: From Tech Rookies to AI Rockstars

Derek Caldwell, Katie Day, Beatrix Whipple, Moderator: Jason Pantana

Jason is reviewing each panelist's AI strategies and breaking them down. We won't be doing time stamps anymore since let's be honest, you came here for the content and probably don't care the exact minute something was said!

Katie: Started an Instagram account in January and has over 30k followers. About 60% is video content covering local news and events in the Houston area. She has Google Alerts set up for local info (you can use Perplexity for this too), feeds the info to a custom GPT to get a script, adds the script to ElevenLabs to get a voiceover, and creates the video in HeyGen (or record them herself using a teleprompter with the AI-generated script). Her team posts about 1-3 videos each day, but it only takes an hour or two a week to create the content. 

Derek: On the transactional side, his goal was to leverage agentic AI with N8N (like Zapier on steroids) to brainstorm solutions for common issues they run into with paperwork, lead followup, and CRM deep-dives. His team submits a pending form when a client goes under contract, N8N then automates a transaction workflow no matter what day or time the form is submitted. Handles data entry in inutes that would previously take hours for a single listing. 

Beatrix: They use AI to deliver completely personalized and impactful experiences for their sellers completely above and beyond what other agents are doing. They take MLS data and put it into ChatGPT to analyze list price vs sold price of recent listings so she can have informed price reduction conversations with sellers. This goes back to what was mentioned earlier about being a Knowledge Broker. She uses Plaud voice recording during buyer/listing appointments (with client's permission) so she can focus on having a conversation instead of writing down notes. She can then use Plaud to summarize the conversation, identify what's most important for the buyer/seller based on the conversation, assign action items for what to do next, and provide a great experience. 

Not sure what to do with a particular issue you're facing and don't want to type it out? Use the ChatGPT voice chat and just start talking. It will guide you to the solution!

We constantly hear about real estate agents worrying about AI taking their jobs, but instead of fighting AI and thinking of it as this enemy, figure out how to work WITH it to grow your business. Those are the agents who will survive (and thrive).

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3:20 PM
The Buyer’s Edge: A System That Delivers Jaw-Dropping Results
Kristi Jencks

Imagine you're working with some buyers. They tell you they'll be in touch later tonight, so you go home to eagerly wait by your laptop and phone. But they don't reach out. If you're tired of buyers not calling you back, you need more than hope and hustle. You can't automate relationships but you can systemize the processes that help you build those relationships. 

Kristi's system not only makes you unforgettable, it makes you "unghostable". 

She referenced the role of Advisor that Tom mentioned earlier. This is your Human Strategy that starts with really good questions and starts with actually caring about people. It's stressful to choose an agent and your job is to help them make confident decisions. "My job isn't to open doors, my job is to be your trusted advisor that makes this process easier to understand and easier to act on."

Don't ask, "what's your price point," ask about their visions/goals/desires. 

Address their frustrations and fears. They will end up telling you exactly what they're worried about and how you can work with them best. 

Understand the urgency: Ask what's driving their timeline instead of asking what their timeline is.

Create emotional stickiness: "What does a great real estate experience look like to you?"

She stresses the fact that having a CRM is the heart of your business. It should be the base of everything you do. 

You can automate your buyer experience with a good CRM. Someone clicks a link and fills out a form, automatically gets placed in the CRM which then triggers an automation that delivers great content relevant to what they want. 

Conversations that don't lead to commitment aren't good conversations. 

Kristi developed a Buyer Toolkit Checklist to create a repeatable process, along with an Agent Resume. She said if you take action on nothing else from this session, at least create a resume and send it to your leads. It's insanely effective. 

"Confidence wins the house. Process gets the review."

This was a great session from Kristi. Sometimes we all need to remember that our whole job is to help people. Of course we want to get paid and make money, but you need to have the advisor mindset if you want that to happen.

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3:40 PM
Listings Unleashed: The Sell-Every-Listing System
Lourdes Maestres

The worst thing about an expired listing is watching another agent sell it. Lourdes started the year with over 30 active listings and has already hit 90% of her annual income goal. What did she do to accomplish this?

1) She stopped doing comps and started building "cases" like an attorney does. She gathered evidence and presented her case to the "jury" (her sellers). 

You have to understand the data, set the right expectations, and learn when to say no. 

To build a case, you have to gather data. You then need to effectively present the data.

2) She went all-in on AI and implemented HeyGen and ElevenLabs.

3) Created an "unexpirable listing marketing strategy". - There are three questions: Who is responsible, what are you willing to do, and when are you going to do? DOn't just tell the seller your general marketing plan and expect to wow them. Answer those three questions in your presentation and tailor it for their property. 

She is also big on using these exact marketing letters.

"Do Not Get Fired" - She sends consistent reports that tell the sellers everything she does and what's going on so the sellers don't even have to ask. Showing activity and feedback, open house activity, stats, marketing efforts, and recommendations.

What would your business look like if you never lost another listing and never got fired again?

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4:00 PM
Build a Moat Around Your Business
Tom Ferry

Warren Buffet once said, "I only invest in businesses with an obvious moat around them."

Your brand matters, but it's not as important as your database. This is your most valuable business asset and you need to build a moat to protect it.

Only 1 in 5 homeowners use their same agent again. That's insane.  Why is this? It's hard to build a meaningful relationship that last 6-10+ years.

Everyone is going after your clients, aggressively. Your clients are bombarded with information, but it's not personalized. You market to your past clients as if they're leads. 

Tom says that 5% of your database will transact in the next 12 months (before referrals). Never let your client become another agent's lead. 

Clients need to be so tightly wound into our ecosystem that it's nearly impossible to leave. If your database is a mess, a lack of data makes it impossible to build relationships, let alone stay in touch. At minimum, you want name, address, cell, email, home anniversaries, and birthdays for everyone in your database. The absolute most important thing to get is email. 

What is the Lifetime Value (LTV) of your best client? 

Becoming the "mayor" of a geographic farm is one of the most impactful things you can do for your business.

An occasional newsletter and just sold card is NOT enough. 

Calculate how much money you'll make next year: How many buyer sales have you had in the last 10 years? What's the total approximate value of all those homes today? Assume 5% sell in the next year. How many clients should you have based on the math?

Then, what's the total volume of those transactions? Finally, how much commission income does that result in? 

Is that worthy of a strategy change?

How do we solve this? 

Enrich your database. The more emails you collect, the better your database will be.

You need to identify who is most likely to sell and gain agreement early. 

Execute a long-term education and top-of-mind relationship plan. 

Meet your clients where they are and deliver the value they want. The end of the transaction is the beginning of the relationship.

88% of homeowners want a monthly update on their home value and pricing trends in the neighborhood. Send a market report every month, a value report every quarter, a community report weekly, and a maintenance report quarterly. 

62% want a secure app with a "house dashboard" where they can store everything related to their home and contact their agent whenever they need to contact their agent. 

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DAY 1 RECAP & TOP TAKEAWAYS:

1. Mindset & Momentum

  • "It’s not the market… it’s you.” Tom reminded us that external conditions don’t decide success—our execution does.
  • Ego vs. economics: the stories agents tell themselves (“this won’t work in my area… I tried AI once…”) are just excuses.
  • Success comes from clarity, conviction, and execution. Momentum favors those who start paddling early.

2. Market Insights & Opportunities

  • History proves every downturn recovers—today’s fundamentals (record equity, millennial demand) are strong.
  • Inventory is creeping up, but still low relative to demand.
  • Fannie Mae projects nearly 18% home price increase ahead.
  • Only 6% of agents control 60% of the market. Consolidation is happening fast.

3. The New Role of the Agent

  • “Agent is the job, but Advisor is the role.”
  • Today’s buyers and sellers demand responsiveness, local expertise, communication, and trust.
  • Salesmanship with “commission breath” is dead—knowledge brokering wins.

4. Marketing as the Ultimate Advantage

  • Marketing prospectors (who market before, during, and after open houses) are outperforming everyone else.
  • “If you’re not marketing, you’re losing.”
  • Marketing should be like lasagna—layered and rich.
  • Competence wins listings. Buyers will see anyone’s house; sellers hire skill.

5. AI & Automation in Real Estate

  • We’re in a paradigm shift—AI is leveling the playing field.
  • AI Agents (“agentic AI”) can now complete tasks end-to-end: creating CMAs, launching ads, handling workflows.
  • Practical automations:
  • Appointment Dossiers: research a property deeply before meeting.
  • GPT Blog Builder: mine local FAQs for instant blog content.
  • Listing Launch Kits: scalable ad/email/blog/video marketing.
  • Agentic Browsing: tools like Comet can navigate MLS, Google Drive, and even ads accounts for you.
6. Systems for Buyers & Sellers
  • Buyers: Create an “unghostable” process with toolkits, resumes, and automation—confidence wins homes.
  • Listings: Present your pricing strategy like an attorney presents a case. Provide evidence, set expectations, and prove competence.
  • Use AI + consistent communication (“Do Not Get Fired” reports) to wow sellers and keep them informed.

7. Database & Long-Term Moats

  • Your database is your most valuable asset. “Build a moat around it.”
  • Only 1 in 5 homeowners reuse their same agent. That’s a relationship failure.
  • Enrich your database with names, emails, birthdays, home anniversaries.
  • Deliver consistent value:
  • Weekly community updates
  • Monthly market reports
  • Quarterly maintenance/value reports
  • Clients should feel tightly woven into your ecosystem, making it nearly impossible to leave.

August 27th, 2025

It's day 2 here at the Tom Ferry Success Summit and the schedule is packed full of content. Yesterday was a great start, but today is going to take things up a few notches. Stay tuned to the live blog for updates on all the strategies top agents are using to grow their business in today's market.

👉 Download today's slides here

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9:10 AM
Get Ready Today for Tomorrow's Market
Tom Ferry Interview w/Damian Eales

Tom and Damian are talking about a 3-step market turnaround plan:

1) Be Seen - Take control of your visibility. 

2) Be Trusted - Build a brand that sticks. Nobody will work with you if you can't prove your reputation.

3) Be Chosen - Unlock new segments of growth. 

We need to be talking to more renters today. If your site doesn't have a section dedicated to providing info to renters, you're missing a huge opportunity. They may not be buying NOW, but keeping them engaged with you and your website means they'll think of you when they are ready.

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9:20 AM
The Mindset System to Win in Every Market!
Tom Ferry

It's been a crazy 5(ish) years. Historically low interest rates, a pandemic, and then boom - 8% interest rates in 2023. Our industry has been beat up and thrown through the ringer, and it has taken a toll on our mindset. 

If you're in a rut or feel like you really have no direction/inspiration, how can you get out of it?

Tom is sharing his method of looking into the future to set your intentions. What will your like look like in 10 years if everything went the way you wanted it to go? 

Working without purpose means you're always looking for an outside influence or force to spark momentum. Working with purpose means unlimited momentum. 
 
Create a vision statement. Write it down. It's not going to be perfect right away, but keep writing it. You might end up with a goal you don't know how to get to, and it's going to require a different version of yourself. 
 
How many times have you shifted your identity throughout your life to become the person you are today? You aren't the person you were 10 years ago, and you won't be the same person 10 years from today. Your goals for the future will require a different version of you. 
 
You've changed your identity over the years, but has it ever been by your design? The typical path to change comes from reacting to massive pain and suffering. Make change a choice.
 
Sales is 85% mental and 15% what you do. 
 
"I have the sense I'm built for more, and I'm committed to finding out if that's true." - Chris Williamson
 
Can you think of one thing you believed was true, and then later found out that it wasn't? 
 
The Mindset Process (COM-B Method)
 
1) What do you REALLY want? It's 5 years from today. If you could wave a magic wand, what are 3-5 things that would reflect the achievements you desire? Do NOT include anything about your real estate business. Make it all personal.
 
2) Who are you when you're most authentic? The artist, the operator, the #2, the salesperson, the advisor, the marketer, the project manager, the sales leader, the visionary... When you rip off the mask, which one are you really? Real growth comes from taking off the masks we wear when we attempt to be everything for everyone. Go all-in on your authentic self.
 
3) Will your goals require a different version of you? Yes, of course. What are 3 things you need to cut out? What's no longer working (bad habits)? What if you let go of some old beliefs, experiences, and pain you've been holding on to, believing it's true? What if it become my source of strength and inspiration? 
 
4) Identify 1-3 keystone behaviors that serve as daily "identity markers". In the beginning, make them easy to execute on. 
 
5) What could you add as a symbol or sign that shows you're on the right path? Track your wins as evidence (and celebrate it).
 
6) Strengthen supportive groups around you and distance from the unsupportive ones. You're a direct reflection of the people you surround yourself with.
 
7) Add regular check-ins with structure and accountability that supports the change in both behaviors and the new identity you desire. 
 
Follow up this exercise by revisiting your business plan.
 
What will you commit to in order to change your identity?
 
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10:45 AM 
Listing Marketing Master Class Part One
Jimmy Mackin

Jimmy Mackin is a partner of Breakthrough Broker's, and we have an entire section on our site dedicated to strategies he taught in today's session!

👉 Get the goods here.

You don't need to reinvent the wheel, just use what already works. 

The Perfect Text:

"Hi Joe - I know this is probably the wrong time, but I've been talking to a lot of buyers who are very serious about buying in the next 90 days. Would you be open to the idea of selling if you got a great offer?"

Turn Instagram Fans Into Appointments:

Get attention as a "faceless creator". Don't like being on camera? Remove yourself as the bottleneck. You can create a ton of contetn without ever needing to appear in the video. You'll get views, but not leads. That

Instagram lead magnets. Formula is = This just happened > shock statement > offer

Add a New Lead Pillar:

You can optimize an existing lead pillar or add a new one. Those are the only 2 ways to grow your business.

👉 Go all-in on Expired Listings

Expired listings are one of the most overlooked yet high-potential opportunities in real estate.

Get Listings Through Your Database

Your hottest leads aren't on Zillow, they're in your CRM. 

Emails:

Your typical newsletter email sign-off probably says something like, "if you or someone you know is thinking of buying or selling, feel free to reach out..."

Try this instead: "Before you go, I send this newsletter each Friday to help you stay informed, clear-headed, and ready to act when the opportunity arises. If you're thinking of buying, selling, or just want to check in on your property's current value, text or call me anytime at 123-456-7890. Happy to help"

Write better email subject lines:

  • Urgency: Read this before you sell your home in 2025
  • Curiosity: What do buyer really want right now?
  • Loss Aversion: How to avoid losing $23,000 if you sell your home in 2025

Send this email to homeowners:

Subject:
How much equity have you gained this year?

Body:
I don't send an email like this often.
But I know a lot of my clients - especially recently - want to know how much equity they've gained this year.
And even though it takes me some time to dig into the comps, analyze recent sales, and factor in details that algorithms overlook, my clients always appreciate knowing what their home is actually worth versus an inaccurate online estimate.
Would it be helpful if I prepared one for your home?

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2:05 PM
How to Build your Brand on YouTube
Ken Pozek

Orlando agent Kevin shares how his team shifted from buyer-heavy YouTube leads to winning listings by creating area + neighborhood + listing tour videos.

Treat your business like a media company and position yourself as the mayor of your market to build long-term brand equity.

Just START. You don't need anything more than your phone to record videos. 

“You’ll make significantly more money focusing on your community than making funny content for agents. Become the mayor of your market.”

Key Tactics

  • Listing-Focused Content: Area tour → neighborhood tour → listing tour. Positions himself as a seller’s agent, not just “move-to Orlando guy.”

  • Hook & Retention: First 10 seconds matter; keep viewers with constant re-hooks and B-roll.

  • Longer Videos Win: The longer people watch, the better YouTube pushes content.

  • Repurposing: Lives → podcasts → shorts → blog → newsletter.

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2:35 PM
How to Dominate Your Geo Farm
Stephanie Younger

👉 Get the Farming Guidebook here

Mailing consistently is the key. You won't get results from one-off mailers. 

Volunteer - People want to work with people who help others.

Events & Sponsorships - Don't just focus on buyer/seller seminars and events related to real estate.  

"Farming is a virtuous cycle. Everything you do plants seeds. It takes time for them to grow, but you'll end up with a bountiful harvest"

How to build a Geo Farm on a Budget

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2:50 PM
Win the AI Search Game: The System
Jason Pantana

Are you keeping your clients? 

Email is the best method (although you should have a multi-touch strategy).

Send regular maintenance reports to them and stay in touch. He talked about the Live inHere portal where your clients can keep track of everything related to their home. 

Create a Market Report Email in 30 Seconds w/AI: 

Head over to ChatGPT, Gemini, Grok, or Claude and follow these steps:

1) Pull Your MLS Data
Start by exporting data from your MLS based on the audience/area you’re targeting.

  • Use filters like price range, property type, or ZIP code.
  • Include relevant columns like status (Closed, Expired, Withdrawn), list and close dates, price, and location.
  • Export your results as a CSV or Excel file.

Smaller, focused datasets work best. Example searches might include:

  • “Detached homes between $600K–$900K in [Area] over the past 60 days”
  • “Expired listings over $1.2M in [ZIP] in the past quarter”
  • “Condos with 2+ beds in [Neighborhood] sold year-to-date”

STEP 2: Start with the Intake Prompt
Paste the Intake Prompt into your AI chat. It’ll walk you through a quick setup where you’ll enter:

  • Your name or business name
  • Market location
  • Font and brand colors
  • Your email signature details

The primary goal of the email (e.g., influence potential sellers, attract move-up buyers, educate investors, etc.)

PROMPT (Replace the text between the underscores with your details):

You’re about to generate a custom HTML email newsletter based on real estate market data provided in a spreadsheet.

Before beginning, collect the following inputs from the user:

### INTAKE QUESTIONS

**1. Business or Brand Name**
_Used for branding and footer elements._

**2. Agent or Sender Name**
_For use in the signature and any references throughout the email._

**3. Market Location**
_The geographic area this market update covers (e.g., “Franklin, Tennessee”)._

**4. Preferred Font(s)**
_List one or two fonts to be used in the design._

**5. Preferred Brand Colors**
_Provide color values or descriptions (e.g., “deep navy and soft gray”)._

**6. Email Signature Details**
_Include any additional contact information for the footer: phone number, email, website, license number, etc._

**7. Primary Goal of the Email**
_Describe the core purpose of the email. Who are you trying to influence, and what do you want them to think, feel, or do? (e.g., “Encourage homeowners to consider selling,” “Position myself as the go-to market expert,” etc.)_



After you’ve collected and confirmed this information, acknowledge it. Then, wait for the user to proceed with the next instruction and upload the accompanying spreadsheet.

STEP 3: Upload Your Spreadsheet
After completing the intake step, upload your MLS spreadsheet to the same chat. Now the AI has what it needs: your branding, your audience, and your local data.

STEP 4: Run the Execution Prompt
Paste in the Execution Prompt to submit with the your MLS data.

This will tell the AI to analyze the data, generate a personalized greeting, write a compelling insight based on the goal you specified, and build interactive visualizations. It will then return a clean block of HTML code that you can copy and paste directly into your email marketing platform (like Mailchimp, ActiveCampaign, or similar).

PROMPT:

You’ve collected intake information from the user, including business name, sender name, market location, brand preferences, and the goal of the email. Now, using that information and the attached spreadsheet, create a fully custom HTML email newsletter.

This email will serve as a Real Estate Market Update for the specified market area, based exclusively on the data in the spreadsheet.

Do not alter, fabricate, or infer any information beyond what is provided in the spreadsheet.



### REQUIREMENTS  
*All instructions listed below must be followed.*



**Personalized Greeting**  
– Add a personalized greeting at the top of the email using standard merge tag syntax (e.g., ``). 
– If no name is available, default to a friendly salutation like “Friend” or “Homeowner.” 
– Ensure the name is converted to proper case (e.g., “john” becomes “John”; avoid all caps).

**Data Integrity**  
– Use only the data provided in the spreadsheet. 
– Do not invent, infer, or hallucinate any additional information. 
– You must infer all relevant market characteristics (e.g., property type, price range, sub-location) directly from the spreadsheet data, without introducing anything not present.

**Compelling Market Insight**  
– Analyze the data to identify a single compelling insight aligned with the **primary goal** specified during intake. 
– Write a 3–4 sentence paragraph that clearly communicates this insight to the target audience. 
– Highlight a relevant, specific data point that would influence the intended behavior (e.g., considering a sale). 
– The tone should be persuasive but strictly factual—avoid exaggeration or speculation.

**Offline Functionality**  
– Ensure all infographic content—including charts, graphs, and imagery—renders properly in any modern web browser, even without an internet connection.

**Coding Standards**  
– Write clean, semantic HTML with inline CSS styling only. Use table-based layouts and email-safe CSS properties. Avoid external stylesheets, <style> blocks, and modern CSS features unsupported by email clients like Outlook.
– The final product should be fully functional across major email clients.

**Expert Design**  
– Apply professional design principles to ensure the layout is clean, visually engaging, and easy to read. 
– Use the preferred fonts and brand colors specified during intake. 
– Include clear section headers and concise supporting text to guide the reader through the content.

**Data Visualization**  
– Create interactive charts and graphs that clearly display key trends and performance metrics using only the spreadsheet data. 
– Do not infer or supplement with outside information. 
– Keep the number of visual sections focused and digestible—typically 2 to 4 key visuals is appropriate for a single newsletter. 
– The visualizations should help the intended audience quickly grasp what’s happening in the market and why it matters in the context of the stated goal.



Use the date range in the spreadsheet to generate a relevant and accurate title for the newsletter. 
Ensure the final design reflects the branding and communication goal captured during intake.

STEP 5: Copy, Paste, and Send from Your Email Platform
Once the AI gives you the final HTML, copy the entire block of code and paste it into the HTML editor of your email platform (like Mailchimp, ActiveCampaign, etc.).

Before you send:

  • Carefully review for accuracy—make sure the data, insights, and language reflect what’s actually in your spreadsheet
  • Preview the email to check formatting, visuals, and mobile responsiveness
  • Replace any placeholder merge tags (e.g., ) with the correct format for your platform
  • Confirm that links, buttons, brand colors, contact info, and CTAs are correct
  • Send a test email to yourself
  • Then send to your intended list

You don’t need to know code! Just copy, paste, review, and send with confidence.

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4:00 PM
This Market Requires a New Version of YOU
Tom Ferry

This session expands upon this morning's 9:20 AM session (The Mindset System to Win Every Market) and he's walking the crowd through each step to develop their vision statement and plan. The goal is for every agent to leave here knowing what they're working for and how they'll do it, so they can start shifting their identity to be the person they want to be.

We will post all the slides from this session as soon as they become available to help you create your own!

___________________

DAY 2 RECAP & TOP TAKEAWAYS:

1. Market Strategy & Visibility

  • A 3-step turnaround plan: Be Seen → Be Trusted → Be Chosen.
  • Visibility drives opportunity. Take control of where and how people find you.
  • Build trust through brand consistency, reviews, and proof of reputation.
  • Renters are an untapped segment. Create website sections and nurture campaigns for them now.

2. Mindset & Identity Shifts

  • The past 5 years tested agents—pandemic, rate shocks, and volatility demand resilience.
  • Working with purpose creates unlimited momentum. Working without it leaves you searching externally for motivation.
  • Create a 10-year vision statement—personal, not business. This anchors your drive.
  • Identity evolves; real growth comes when you intentionally design who you’ll become.
  • Sales is 85% mental, 15% execution.
  • To achieve new goals, you must cut old habits, beliefs, and pain—and turn them into strength.
  • Keystone behaviors (daily habits) act as identity markers—small wins prove transformation.
  • Your circle matters: strengthen supportive groups, distance yourself from those who drain you.

3. Listing & Lead Generation Mastery

  • Use the “Perfect Text” to spark conversations with potential sellers.
  • Turn Instagram fans into appointments by creating faceless content—don’t let discomfort stop you from producing.
  • Add a new lead pillar (expireds, database, social). Expireds remain a huge, overlooked opportunity.
  • Your database is your hottest lead source, not Zillow. Mine it aggressively.
  • Elevate your email game:
  • Replace weak sign-offs with compelling, direct CTAs.
  • Use urgency, curiosity, or loss aversion in subject lines.
  • Send “equity gained” emails—clients love personalized home value insights.

4. YouTube & Media Company Thinking

  • Treat your real estate practice like a media company.
  • Focus content on community and listings, not just buyers.
  • Start simple: your phone is enough. Consistency beats production quality early on.
  • Hook fast. The first 10 seconds make or break retention.
  • Repurpose across platforms: long-form → podcast → shorts → blog → newsletter.

5. Farming & Community Building

  • Geo farming is a virtuous cycle—mailers, volunteering, and community events plant seeds that compound over time.
  • Farming on a budget is possible: consistency matters more than flash.
  • People want to work with people who contribute—sponsorships and volunteering build trust faster than another “just sold” card.

August 28th, 2025

The third and final day has arrived, and it's been a whirlwind of great content from some of the industry's leading experts and influencers. 

Follow along below! 

👉 Download today's slides here

___________________

8:30 AM
The $20mil GCI Open House System
Andy Tse

Andy shared his exact framework for using open houses as a predictable, repeatable listing + buyer system that has generated over $20M in GCI.

Treat open houses as listing opportunities, not just buyer catchers.

His system includes:

  • Pre-Open House Marketing – heavy door knocking, geo-targeted invites, and database blasts.
  • The Event – high energy, sign-in systems, scripts to uncover seller leads.
  • Follow-Up – same-day outreach, next-day touches, and long-term nurture sequences.

Mindset: Every open house should produce at least 1 listing appointment.

___________________

10:55 AM
Listing Marketing Master Class Part Two
Jimmy Mackin

Jimmy built on yesterday's sessions and broke down what’s actually working in listing marketing right now, with an emphasis on practical, plug-and-play strategies agents can implement immediately.

Expired Listings = Overlooked Goldmine

Most agents avoid expireds because they seem “burned out,” but that’s exactly why the opportunity exists.

Approach expired owners with value-first communication (equity updates, market strategy, buyer demand).

Scripts matter — don’t sound like every other agent who calls them. Focus on solving their problem (“Your home didn’t sell the first time — here’s why my system gets a different result”).

Consistency is the differentiator. One call won’t cut it. Build a campaign that includes calls, emails, and mailers.

Here are the exact expired marketing resources to use

Your Database is Your Hottest Listing Source

Zillow and portals give you cold leads. Your CRM holds your warmest, highest-converting leads.

Go beyond sending generic newsletters — personalized outreach wins:

“How much equity have you gained this year?”  Great subject line for a one-to-one style email.

Offer equity updates or CMAs as a service, not a sales pitch.

Remind past clients you already know their home better than an algorithm ever will.

Action Step: Run an equity campaign through your CRM. Pick 20–50 contacts weekly and send personalized notes/emails offering a home equity report.

Email Marketing Upgrades That Convert

Stop ending newsletters with “If you or someone you know is thinking of buying or selling, call me.” It’s passive and ignorable.

Instead, use direct, compelling CTAs that tie into real value.

Examples:

“If you’re wondering what your home is worth in today’s shifting market, text me and I’ll run the numbers for you.”

“Read this before you list your home in 2025.” (urgency headline)

Subject Line Frameworks:

Urgency: “Read this before you sell your home in 2025”

Curiosity: “What do buyers really want right now?”

Loss Aversion: “How to avoid losing $23,000 when selling your home”

Use these consistently across your database for higher open rates and direct replies.

Social Content = Lead Magnets, Not Vanity Posts

Don’t post for likes — post for appointments.

Content formula for Instagram (or Reels/shorts):

This just happened (news hook).

Shock statement (attention grab).

Offer (lead magnet or next step).

Example: “This just happened → 12 homes sold in [neighborhood] over asking. Shock → Sellers are getting multiple offers even at today’s rates. Offer → DM me if you want a free neighborhood report before you list.”

For agents who don’t like being on camera → Faceless Creator Method: use voiceover, graphics, and captions. It’s about the information, not your face.

The Equity Report Email (send this today)

Subject: “How much equity have you gained this year?”

Body: I don’t send an email like this often. But I know many of my clients — especially recently — want to know how much equity they’ve gained this year.

And even though it takes me time to dig into the comps, analyze recent sales, and factor in details algorithms overlook, my clients always appreciate knowing their true home value versus an automated estimate.

Would it be helpful if I prepared one for your home?

Why it works: Personalized, high-value, positions you as an expert, not a salesperson.

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11:20 AM
Words that Convert
Matthew Ferry

Matthew broke down how language patterns drive subconscious decisions.
 
95% of purchasing decisions happen in the subconscious (Harvard).
 
Agents lose deals by leaning on logic instead of influence.
 
Shilo.ai research:
  • 36% agents flagged for excessive filler.
  • 34% cite low confidence.
  • 77% fail to set clear next steps.
 
Persuasive Language Patterns:
  • Adverb presuppositions (“Fortunately, you are sitting with an agent who will get you the best possible price”).
  • Awareness presuppositions (“Are you starting to realize…?”).
  • Temporal presuppositions (“Once you submit an offer, I’ll get it accepted so you can sleep easy”).
Don’t ask weak questions like “Do you want to make an offer?” → Instead, lead clients into action with assumptive closes.
 
Bottom line: Language = conversion power.
 
___________________ 

 

2:30 PM
PANEL: How to Get Into Action
Josh Altman

This was a tactical workshop panel on implementation and execution.

Framework Shared: The 4 Disciplines of Execution (4DX)

Wildly Important Goals (WIGs) – Identify the ONE or TWO initiatives that will move your business forward.

Lead Measures – Define the daily/weekly activities that directly impact those goals.

Compelling Scoreboard – Create simple, visual trackers to measure progress.

Cadence of Accountability – Weekly reviews, commitments, and celebrations to sustain momentum.

Panel Highlights:

Jamie McMartin – Focus on consistent systems, not random hustle.

Julie Woods – Showed how to dominate Google Reviews and generate $100k in 100 days with structured outreach + CRM automation.

Tiffany Vasquez – Broke down her upgraded Magic Buyer Letter process to find off-market opportunities and flip “not a match” homes into listings.

Tom Ferry – Reinforced that execution, not ideas, separates those who succeed post-Summit.

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