Tom Ferry Success Summit 2026

Full session notes — Anaheim, California · August 3–5, 2026

In early August 2026, thousands of agents from across the country and more than a dozen other nations gathered in Anaheim for the annual Tom Ferry Success Summit — three days of coaching, sales training, and business-strategy programming from Tom Ferry and a lineup of guest speakers, coaches, brokerage executives, and top-producing agents. What follows is a detailed, session-by-session record of what was actually said on stage across all three days: real names, real numbers, real frameworks, and real stories, organized day by day and topic by topic.

Day One — August 3, 2026

Tom Ferry Summit — Real Estate Market, AI, and Agent Mindset (Day 1, 2026-08-03)

Setting the Scene: 5,000 Agents, 13 Countries, One Room

The opening keynote of the Tom Ferry Summit kicked off with the conference emcee hyping a room of roughly 5,000 in-person attendees plus another 2,000 watching virtually, representing every U.S. state except North Dakota (Tom Ferry later joked he’d buy that state’s one lonely agent free coaching just to get them to show up). The emcee ran through a list of 13 countries represented in the room — Australia, Israel, Canada, Luxembourg, Mexico, Costa Rica, Germany, Ireland, Yemen, the UK, South Africa, New Zealand, the Netherlands, and Pakistan — before handing the stage to Tom Ferry on a chanted “Tom! Gary!” crowd call-and-response.

Tom opened by asking the room’s literal permission to speak candidly for three days, framing the ask around a simple premise: everyone in the room wants to elevate their brand, wants to be the trusted name in their market, and getting there requires “a different version” of themselves — more maniacal, more focused, more graceful, more empathetic, depending on what’s missing. He noted the split in the room between agents five years or less into their careers, who never knew a 2.25% mortgage rate and only know “eight and seven and six point seven,” and agents twenty-plus years in who remember the world before it changed.

The Case for Two to Three More Hard Years

Tom’s central market framing was blunt: “the market we’re in will be this market for the next two to three years.” He told the room to stop treating lawsuits, industry consolidation, and political news as anything but distraction — calling the constant churn of headlines “an addiction to trauma” that does nothing but waste time and energy. He pointed out that every major industry lawsuit and merger is ultimately a fight over the same asset: the listing, and the client relationship behind it — the thing most agents “hit enter” on and then walk away from instead of maximizing.

He balanced the hard framing with real bright spots he’s personally watching: a 65-year-old, third-career woman agent building a business from scratch on Instagram videos and open houses; teenage agents — one specifically, Dominic (age 17) — building fast without any family real estate background; and teams finally recognizing that their own CRM database of past clients, not purchased leads, is their most valuable asset. He also singled out Eliot, a 25- or 26-year-old agent doing roughly 400 transactions a year in only his sixth year in the business, whom Tom advised simply to keep doing Instagram videos and tell people to text his number.

The 40 Percent Trap

Tom built the mindset section of his talk around a text-message odyssey the night before the summit: unable to settle on his opening message at the Surfrider Sand in Laguna Beach, he tried reaching David Goggins (no answer — Goggins is 51 and active-duty military), then his coach Julie (asleep on the East Coast), before finally reaching performance coach Tim Grover, who called him back immediately and talked him through it.

From that story he pulled the summit’s first big teaching: David Goggins’ repeated message to Tom’s audiences that “every one of you stops at forty percent… every single one of us has sixty percent more in us.” Tom layered a second, independently-arrived-at version of the same idea from Dr. Gio Valiante (spelled out on stage as G-I-O, V-A-L-I-A-N-T-E), author of the 25-year-old book Fearless Golf and a guest booked for Tom’s November retreat in Naples. Valiante’s phrase, which Tom had the room write down word for word:

“Humans underperform their abilities because they’re trapped inside the forty percent.” — the “mechanism of suppression”

Tom connected this to Goggins’ own term for the same phenomenon, “your range of function” — the idea that in every domain of life (a listing appointment, a relationship, a workout) people have an internal ceiling, and the moment they approach the edge of it they get uncomfortable, uncertain, or insecure, and pull back. He illustrated it with a personal story about his wife, who does “boy push-ups” (no knees) and pushed her normal stopping point of 20 to 25 mid-set, reasoning that “even a bad twenty-five is better than stopping at twenty.”

The Alter Ego

Building on the 40/60 framework, Tom introduced Todd Herman’s book The Alter Ego, which he described as a study of how high performers (not just top producers) tap into an identity distinct from their day-to-day self. He ran through three examples from the book and beyond: a shy singer from a Houston church choir who became “Sasha Fierce” (Beyoncé, though he let the room guess); Kobe Bryant, who after a public scandal turned hostile crowds into fuel by becoming “the Black Mamba,” a persona that could “score 60 on anybody” while blocking out the noise; and David Jones, a mid-1960s singer who changed his name to David Bowie after learning another David Jones already existed in The Monkees, then reinvented himself again as Ziggy Stardust when his early fame collapsed, becoming “the most commercially successful musical act at the time.”

From there Tom pushed the room to name their own version:

“Who is the version of me that’s fearless on the field of play? Who is the version of me that can show up at the highest price point, totally outside of my comfort zone, and slay the appointment?”

He shared that his own alter ego, dating back to the early days of his career, was simply called “Level Ten” — no glamorous stage name, just an internal standard he competed against rather than against other people. He closed this section by asking the entire room to commit, for the next 72 hours, to express themselves without regard for anyone else’s opinion.

Agentic AI: Why the Real Threat Isn’t the Robot, It’s the Agent Next to You

Tom pivoted to what he called the fourth consecutive year he’s addressed AI at the summit, framing where the technology stands with a baseball metaphor from a recent conversation with industry peers: asked what inning AI is in, the answer was “they haven’t thrown out the first pitch and nobody’s sung the national anthem yet” — meaning the transformation ahead will exceed the electric grid, the railroad, or the Wright brothers’ first flight in scale.

He grounded the AI-search threat in a specific research citation: a company called Fly Dragon, run by an associate named Timmy, studied 192 U.S. metro markets between January and March and found that 91% of agents were invisible in AI search results when consumers asked which agent was best for a given neighborhood. Tom described running this exercise live at events for six months, asking attendees who the best agent was for their own community and watching them react with disbelief that the AI-surfaced name “doesn’t sell any houses” compared to themselves.

He cited two live examples of agents already winning in AI search: Lydia Gable, an agent in Indiana with an average sale price of roughly $1.5 million, who told Tom on a recent call that her business had grown from 79 deals last year to roughly 65 already pending this year, driven by inbound calls from people who found her through ChatGPT and Perplexity; and Kurt Kessel, whose company has apparently made itself the only result that surfaces for certain searches in his space, as well as a blogger named Sandra Pike who Tom found dominating every search result for new-construction content while researching a client’s market.

The term “agentic” was defined explicitly for the room: an AI that works 24/7 managing repeatable tasks at pennies on the dollar instead of paying a human for the same work. Tom cited the NAR-style breakdown of the roughly 179 discrete activities involved in listing, selling, and closing a home, of which:

  • Approximately 115 activities are repetitive and redundant, and can be handled by agentic AI
  • Approximately 64 activities genuinely require a human being

He described one live example his own company built: an agentic tool that connects to an agent’s MLS, pulls expired listings matching the agent’s chosen parameters (geography, price floor, etc.), skip-traces contact information, and sends outreach automatically — all without the agent lifting a finger.

Tom directly rebutted the “AI is going to replace agents” narrative using the recent news story of a Florida homeowner who used ChatGPT to sell his house without an agent: the man still paid a 3% commission to the buyer’s agent and used an attorney to manage the transaction, making it “basically an AI FSBO” rather than proof agents are obsolete. He backed this up with the observation that FSBO transactions are down 70% over the last four years, tying it to a broader principle:

“As access to information increases, the need for professional services actually goes up.”

He compared this directly to WebMD, recounting a story about a friend named Dennis who helped merge an early health-information company with WebMD under Ross Perot’s Healtheon: rather than reducing doctor visits, WebMD (“Doctor Google”) drove them up, because more self-diagnosis information created more anxiety and more questions, not fewer. Tom’s stated predictions: AI will not displace agents, but agents already using agentic AI will pull ahead of those who aren’t, and he predicted that within three to five years, roughly half the room could be selling five to ten times their current volume while working less. He also warned that consumers checking a phone AI assistant should be aware roughly 95% of users aren’t paying subscribers to tools like Claude, Grok, or ChatGPT — meaning the free-tier results agents see may not reflect the paid-tier data other users get.

David Childers: Defining Reality in the Housing Market

Tom handed the stage to David Childers for a data-driven segment Childers framed around a line from the 1980s book Leadership Is an Art by Max Depree: “the first responsibility of a leader is to define reality.” Childers structured his talk in three parts: the first half of 2026, the second half of the year ahead, and the long-term picture.

On the first half of the year: existing-home sales have run near 4 million per year for four consecutive years, which Childers said will go down as the four slowest years in real estate history when adjusted for population, down from a 2007 peak of just over 7 million. He cited a Redfin-style study finding that over 6% of sellers pulled their homes off the market in the first half of 2026 — as high a rate as during COVID. He broke down the three reasons sellers gave for pulling listings:

  • Growing inventory — more competing homes to choose from
  • Rising days on market
  • Unrealistic price expectations — a survey found 83% of sellers believed they’d get their asking price or more

On pricing decay, Childers cited figures on how price reductions correlate with time on market: homes sitting 30–60 days see roughly a 7% price drop, 60-plus days roughly 9%, 91 days roughly 10%, and beyond 120 days roughly 14%.

Looking at the second half of the year, Childers said 70% of markets nationally now favor buyers or are trending that direction, up from 52% a year ago and nearly double the pre-pandemic 2019 figure. On rates, he placed the realistic range at 6.25%–6.5% over the next year (with rates sitting at 6.8% the morning of his talk), calling talk of a return to 2–3% rates unrealistic. On appreciation, he cited the Home Price Expectation Survey projecting 2–3% annual appreciation over the next several years, against a historical average of 3.8%, noting that 2020–2021 was the anomalous, “unhealthy” outlier period.

Childers also cited a widely circulated projection that the median U.S. home price will hit $1 million around 2050, when the millennial generation reaches traditional retirement age — a stat he related to his own three kids, ages 24, 22, and 19. On foreclosures, he confirmed they are rising — the highest first-half total in six years — but cautioned against alarm, noting the comparison point (2021) included a foreclosure moratorium, making the percentage increase look artificially dramatic. He also flagged housing affordability as a defining issue of the next presidential election cycle, noting every politician who won a seat in the last cycle referenced it.

Childers closed with three numbers he asked the room to write down as the long-term picture: $48 trillion — the total value of U.S. residential real estate; $34 trillion — the equity held within that value; and $13 trillion — total mortgage debt, the highest ever recorded, but still a small fraction relative to equity. His conclusion: “we live in the strongest housing market of our lifetime,” fundamentally different from 2008, when debt outweighed equity in the market.

Closing: A New Referral Model and the A-Rod Story

Before breaking for lunch, Tom told the story of a company (referred to on stage as launched by “John,” two days before the summit, on August 1st) built on Kelly Blue Book’s hundred-year-old trusted brand, positioned as an alternative to lead-referral services that charge 40% referral fees. Tom described being pitched a whiteboard version of the model at a meeting in Dallas facilitated by an investor friend who owns an NBA franchise (the Clippers), and cited beta numbers showing large teams paying roughly $28,000 for calls on 15 listings, versus $140,000 they would have paid in traditional referral fees.

He closed the mindset arc with a story about Alex Rodriguez calling Pete Rose during a batting slump. Rose’s advice — don’t overhaul your swing, “look for the smallest adjustment you can make” (stepping in on the pitcher, crowding the plate, stepping back) — became Tom’s closing metaphor for the entire session: the goal isn’t to change who you are, but to find the small adjustment that unlocks the next level of performance. He sent the room to lunch with a countdown — 94 minutes — and a reminder, repeated as a call-and-response: “It’s not your last meal.”


Real Estate Coaching, Marketing, and AI Integration

This afternoon session ran roughly seventy-five minutes and unfolded in three connected parts: a moderated panel of four Tom Ferry coaching clients sharing how coaching reshaped their businesses, a short segment in which the session host handed out a QR code for a bundle of standard operating procedures and checklists, and a roughly forty-five-minute AI marketing presentation delivered by Jason Pantana of AI Marketing Academy. Pantana closed the hour with the live launch of a new “done for you” AI marketing automation platform.

The Client Coaching Panel: From Solo Grind to Systemized Teams

The panel moderator opened by pressing each coaching client on what specifically changed once they brought in a coach. Shelly described a familiar trap: “I was working so much. And I thought that if something was going to get done right, I should do it myself. That was actually not true.” Working with her coach on building leverage, she added a second virtual assistant, shifted transaction management to him, and elevated her admin into a “director of sales” role who now fields every text message and email from clients throughout the day. That handoff, she admitted, was hard — “I had to learn to be okay with okay.” The payoff was concrete: her team increased transaction capacity without sacrificing the client experience, and she started YouTube property tours that grew from 48 subscribers to just under 1,000 in six weeks, a jump she credited almost entirely to changing video thumbnails rather than producing more content. She now runs an accountability group tied to Coach Aaron’s Listing Velocity class and describes the philosophy simply as “consistency over perfection.” Describing how she introduces her admin to clients in the field, Shelly said, “I tend to say to my clients in a kind of funny way, I say, ‘You know, I fly the plane; she serves the drinks and sells the tickets.'”

Demi’s story centered on isolation. As a solo agent, she said, “This is a lonely industry and it’s a hard market… I wanted someone to make sure that I was going the right direction.” She described her coach as a GPS system: “having someone be my GPS system saying, ‘You need to take a left,’ and I am like, ‘But I really want to go right.’ Um, I needed to go left. And my business has completely changed.” YouTube was the clearest example of that push — she was terrified it needed to look polished and “buttoned up like LinkedIn,” until she decided to just be herself: her first video was her sitting with her cat on a chair explaining why she chose real estate. Since starting consistently the previous March, she says she has closed over $6.6 million and has $17.6 million pending directly attributable to YouTube, at a cost of roughly four hours a week (her husband now edits). She also described a client-appreciation system she runs seasonally — planning gifts like personalized back-to-school kits with crayons and small treats that take about two months of lead time to prep and execute, plus a gift back from the teacher — which she credits with turning past clients into close friends and steady referral sources.

Zach’s arc started from zero. “Before coaching, I was twenty-one and social media was a really weird thing… I had zero social media. I had zero stories. I wasn’t posting at all.” His coach built him a game plan, and within two to three years he was posting stories daily, publishing two to three reels a week across YouTube and TikTok, and mixing business content with personal life “because people want to see both sides of it.” He still does the “boring” fundamentals — mailers, cold calls, door knocking — alongside the content, arguing that boring things done consistently eventually pay off. After a stretch of high personal momentum led to starting a team, his next goal is $100 million in personal production, which he plans to chase by learning directly from top producers: “I love being the dumbest person in every single room. I go into like these people in the front… doing one hundred two hundred million dollars a year. I’ll just go up to them and say, ‘like what’s working?'”

Debbie described a mindset shift more than a tactical one. “All you think about is the numbers… How much money can I make? How many sales can I do?” changed into “how many lives can I impact through this.” She said the shift let content creation become natural instead of a performance, joking about an “alter ego” name she goes by and insisting on being herself on camera rather than staying buttoned up.

Asked how to prioritize everything being taught at the three-day summit, one panelist relayed a rule her coach drills into all of her clients: pick only two things that genuinely resonate, then execute on them consistently until the numbers move, rather than chasing every shiny new idea. She also pointed out that some of the best information at summit doesn’t come from the stage at all — “sometimes the conversations in the hallway are where you learn the most.”

The panel closed with one-line advice each panelist wanted the room to leave with:

“I would say get a coach. You know, don’t delay shortcutting your growth by trying to figure it out on your own. Invest in yourself as an agent and coaching is worth every penny.” — Shelly
“I would say it’s good to be different. Stand out from the rest. This industry has a lot of very similar people who are copying each other.” — Zach
“Be authentic as possible… Don’t care about what you look like, don’t care about how you sound. Guess what? That’s exactly who they’re getting. So, please be yourself because you’ll impact more lives that way.” — Debbie

The 45-SOP Checklist Bundle

Following the panel, the session host distributed a QR code for a package built by two of the coaching organization’s staff, described on stage as “Coach Christie and her amazing husband Coach Merrill”: fifteen systems, forty-eight SOPs, and checklists covering “everything you need in your business,” tied together by what the host called “one AI engine to drive it all.” The framing tied directly back to the “agentic AI” theme from the morning keynote — the argument being that an agentic AI tool handles redundant, repetitive tasks “at the cost of pennies versus dollars,” letting agents either sell more houses in the same time or sell the same number of houses in less time.

Jason Pantana’s AI Marketing Academy: The Four Power Moves

Jason Pantana introduced himself directly to the room — “I’m Jason Pantana” — as head of AI Marketing Academy (AIM), which he described as real estate’s most tactical AI training platform with more than 3,000 members and hundreds of hours of training built over the past eighteen months. His framing for the entire talk was simple: AI marketing comes down to inputs and outputs — the agent is the input, and the job is to crank up the volume of output. He organized his forty-five minutes around four “power moves.”

Power Move 1: Answer Blogs

Pantana opened with a statistic he said came out the previous year: roughly 80 percent of Americans now use AI to ask questions about housing, whether through ChatGPT, Google’s AI mode, or Perplexity. Quoting Al Ries’s The 22 Immutable Laws of Marketing — “People don’t buy the best product; they buy the product they are most certain is the best” — he argued that certainty now comes from AI answers, making AI citations the new referral. He gave three reasons blogging is essential right now: AI cites blogs most often for “evaluative” questions like “who should I hire” or “when should I sell”; AI-citation clicks convert 23 times better than ordinary organic search clicks, because anyone clicking through already got the AI’s answer and is bottom-of-funnel; and roughly two-thirds of all AI citations come from content published in the past twelve months, meaning older blog archives lose relevance over time. He pointed to member results as proof: Ray Allen has written over a hundred blogs and attributes about a third of his deals — roughly twenty sales — to AI search traffic through his blog, at no cost per lead. He also named Sandra Pike (whose last seven listing appointments all traced back to her blog), Lydia Gable, Levi Rogers, new agent Cody Posey (who he said is now winning listings against more established competitors because “AI citations are a self-fulfilling prophecy”), Felicia Lewis, and Judy Michelle as further examples spanning solo agents, luxury agents, teams, and new agents alike.

He then laid out six ingredients every blog needs to win AI citations:

  • A summary answer at the top of the post, since AI “is lazy” and wants the executive summary first
  • Semantic, FAQ-style questions that match how people actually phrase prompts
  • Structured content — tables, lists, and steps — that AI can easily extract
  • Internal linking between related blog topics to build topical authority
  • Hyperlocal specificity rather than broad, generic topics like “How to Sell Your House”
  • “Entity authority” — writing in first person and naming yourself as the knowledge broker for that answer

Power Move 2: Heat Sheets

Pantana traced this tool to his own experience selling his house: it was overpriced, generating views and saves on Zillow but no showings, which made him wonder where the buyer’s agents were who should have been reverse-prospecting their own databases. The resulting AI agent, a “heat sheet,” takes a price range and area as inputs, then produces three outputs: it pulls live Zillow data on the past ninety days to benchmark how “hot” that price point is (views, price cuts, days on market, what’s sold); it scans the agent’s CRM database for matching prospective buyers; and it drafts tailored outreach scripts, in email and text form, for each matched prospect. He offered the tool free to everyone in the room via his slides, while cautioning that it isn’t fully automated — “you got a hand by the wheel and a foot by the brake” — the agent still has to do the outreach.

Power Move 3: Hyperlocal Market Report Emails

Addressing the constant “how’s the market” question agents field one-on-one, Pantana described an agent built on Claude that he called the “Hyperlocal Market Report Campaigns Co Work Agent.” It ingests MLS sales data plus a prompt and produces a fully branded market-update email — matched to the agent’s own colors, fonts, and voice — broken out by zip code or neighborhood rather than one generic citywide update. The output is copy-pasted directly into a mail platform like Mailchimp, Active Campaign, HubSpot, Constant Contact, or Follow Up Boss, letting an agent generate one tailored update per area they service instead of a single broad newsletter.

Power Move 4: AI Avatar Home-Tour Videos

Pantana closed with a video demonstration built entirely from listing photos: an image-to-video model he referred to as “Kling AI” reimagines still MLS photos into walkthrough footage, a Claude-written script is generated to match what’s on screen at each moment, and a HeyGen avatar clone of the agent — built from just fifteen seconds of recorded footage — narrates over the top. He showed a real example built for coaching member Trey Serrano and told the room the entire walkthrough was AI-generated, with “no videographer in that house.” He was explicit about the ethical line: it is not okay to take another agent’s listing photos and build a marketing video promoting that listing without their consent.

Pantana closed by announcing the live launch of a “done for you” AI Marketing Automation platform: agents log in, connect their own website, and the system scours it to build a personalized “brand system” — voice, colors, fonts, keywords, target audience — that then automates blog creation, heat sheets, hyperlocal email campaigns, and avatar home-tour videos on a schedule. The rollout is capped at 300 sign-ups and was offered first to Tom Ferry coaching members via a QR-code Google form, with Pantana promising an “absurd discount” for early adopters.


Tom Ferry on Real Estate Breakthroughs, Sales Mastery, and YouTube Strategy — Day 1, August 3, 2026

This session closed out the first day of the Tom Ferry Success Summit, running through a sales-mastery Q&A, a forty-appointment bet with a young agent named Andrew, a three-part YouTube client-acquisition block featuring a coach named Aaron and two guest presenters, and Tom Ferry’s own closing lecture on a five-component mastery framework that fed directly into a vision-workbook exercise for the room’s roughly 5,000 attendees.

Discovery-Led Selling and the AI Call-Screening Problem

Tom Ferry opened by citing a statistic he attributed to the National Association of Realtors: almost 85% of people who enter the real estate industry come in with no sales skills whatsoever — a line he says he has long extended with his own addition, “and most maintained it.” His own approach, he told the room, is built on staying in control of a conversation by uncovering a client’s needs and pain points before ever presenting a solution.

“And sometimes the solution is do nothing.”

An agent in the audience raised a problem that’s become common: AI-driven call screening is making people less willing to answer cold calls, even though he was already hitting his call volume as part of an “hours of power” challenge. Tom’s answer was blunt math rather than a new trick — if the contact rate drops, the volume has to rise to compensate.

“If I make a hundred and only talk to five, then I got to make the two hundred and talk to ten, it just is what it is. The game is the game.”

Beyond raw volume, his prescription was diversification: more texts, more emails, more video messages, lawful door-knocking in open (not gate-guarded) neighborhoods, doubling down on open houses, and YouTube home tours. He also flagged expired-listing prospecting in the Santa Barbara and Montecito markets as a complementary tactic a coach named Jimmy Mack would cover the next day.

The Forty-Appointment Bet — Andrew

Tom then called an agent named Andrew up to the microphone to settle a personal wager: Andrew had committed to booking 40 appointments before this Summit, with $4,000 riding on it. “I think you owe me four thousand dollars,” Andrew said on stage, and Tom confirmed it, noting he’d already paid $1,000 toward the bet. The results backing up the bet were real — Andrew’s production went from 4 homes sold for $2 million last year to 11 transactions totaling $8 million by the time of this event.

Andrew’s standout lead-generation move was renting out an entire movie theater to screen Toy Story 5 for free, specifically inviting single mothers and their kids who, in his words, “couldn’t really afford to take their kids to the movies.” The stunt generated “dozens and dozens” of contacts and appointments. Tom used the moment to coach Andrew further live on stage: make more calls, knock on doors where legally permitted, hit open houses hard, and consider expired listings — then had Andrew exchange numbers with the earlier questioner so the two young agents could support each other.

YouTube as a Client-Acquisition Engine — Aaron’s Three Stories

Before handing the stage to the author of the book Crazy Stupid YouTube, identified on stage as Aaron, Tom had the room turn to a neighbor and declare a “hard yes” to dominating what he said is the 73% of people searching YouTube looking for an agent. Aaron built his talk around three personal stories, each ending in a lesson.

The first story was about leaving home at fifteen to live with his brother in Northern California, breaking down on his motorcycle in the rain on the Grapevine, and having to fix it himself with borrowed tools — the lesson being that “nobody’s coming to save you” if you’re waiting for the perfect moment to start creating content. The second, far heavier story traced his rise running a 25-agent real estate team and a mortgage company called DirectLender.com (roughly 280 offices, about 3,000 employees) that sponsored an Indy 500 winner, followed by the 2008 crash wiping it all out within 90 days — cars and boats repossessed, retirement accounts seized, his wife served 17 lawsuits in a single day, and his father’s death in the middle of it. His attorney’s unlikely prescription was to help start an orphanage in Nepal. Aaron and his wife Deb ended up running that orphanage and six medical camps there, treating up to 2,000 people a day; a handmade sign reading “Welcome Debbie, now will you please be our mom” was, in Aaron’s telling, the most powerful piece of content he’s ever seen because it moved one specific person to action.

The third story tracked his path into full-time content: coaching for Tom Ferry from 45 countries (including doing calls from a water tower in Africa to get cell signal), building a travel-channel brand called Planet Post to roughly 800,000 combined followers, and then finally committing to video — growing a van-life channel to about 138,000 subscribers and a coaching channel to about 107,000. As proof the formula still works cold, he described starting a new “Living in Cabo” channel six weeks before this event on roughly a $500 budget, reaching 12,000 subscribers, generating 28 buyer’s-guide downloads, and producing one $1.8 million listing referral in an 8%-commission market. Aaron also explained that YouTube’s algorithm now runs on what he called “semantic listening”: since January 13 of this year, YouTube has used Gemini to transcribe everything a creator says and match it against titles, descriptions, and keywords to what prospective clients are actually searching — with property tours and practical questions like “what happens if my home inspection is bad” outperforming vanity-metric content.

His four rules, delivered as a takeaway checklist:

  • Press record before you’re ready — waiting for readiness means never starting.
  • Quantity beats quality — “more channels have died from inconsistency than anything I’ve ever seen.”
  • Never miss a week — 10 to 15 consistent videos will revive a channel that looks dead; don’t start a new one.
  • Say the words your clients are searching for — semantic listening rewards it.

He closed the segment by having the entire room stand, phones out, cameras facing themselves, to record a ten-second clip stating who they are and who they serve — a live, shared first piece of content for everyone in the room.

The Women-Creators Panel — Leah Courage, Rachel Smith, and Gia Silva

Aaron then brought out three panelists, each describing a personal low point that preceded her YouTube breakthrough. Leah Courage said her channel was “birthed in a breakdown”: at Summit 2024, she and her husband John couldn’t afford to attend and watched the livestream from home while she was dealing with a pregnancy loss and the collapse of a real estate team. Tom’s “charging the storm” talk from that stage — the idea that buffalo run toward an oncoming storm because it’s the fastest way through it — was the trigger. Since then, her channel grew from 17,000 subscribers at the start of this year to 85,000; she has logged 700 YouTube-sourced leads over the past year and a half, and her client care manager, hired in April, has since sent out 130 referrals to other agents in the Tom Ferry community.

Rachel Smith said her worst YouTube day was the day she started — mid-divorce, doing it only because her coach required it. She grew from 15,000 subscribers in April 2025 to her goal of 100,000 by January 3, 2026, and has since passed 250,000. She shoots unedited, roughly 18-minute videos (including one where she was still fumbling with the front door key on camera) and posts them while driving away from the listing. She credited going all-in only after landing a lead worth several million dollars, admitting to Aaron on his podcast that for years she simply didn’t believe his results were real.

Gia Silva had an unused channel since 2017 and committed only after this year’s Elite retreat, while simultaneously managing her father’s cancer diagnosis and, three days after Mother’s Day 2025, an emergency detached-retina surgery that took her off her feet. In five months she went from 16 subscribers to roughly 7,500. She credited one specific line in a video about downsizing with converting a client named Marcia, an 80-year-old woman whose sister had forwarded the video:

“Helping somebody downsize is like taking a box that has the tape that says ‘fragile’ — handling with care.”

All three agreed on the same underlying point: coaching gave them “permission and accountability” more than new information, and consistency mattered far more than production polish or waiting to feel ready.

Patrick O’Connor — AI Authority-Building and Facebook Funnels

The final YouTube-block speaker, agent Patrick O’Connor of Columbia, South Carolina, framed his talk around three lead sources that reshaped his business: YouTube, AI-driven recommendations, and Facebook marketing — crediting them with helping “over 155 families” and pushing his team to 2.5 times the transaction volume of the second-place team in his MLS. After attending this year’s Elite retreat in January and hearing Aaron speak, he went from around 1,000 subscribers to more than 100,000, producing over 100 buyer and seller conversations and 26 closed transactions in 190 days. His content formula is Lake Murray home tours and luxury walkthroughs, 10 to 18 minutes long, lightly edited (he leaves in mistakes, including one where he tripped over a chair), optimized afterward with Claude, VidIQ, ChatGPT, and TubeBuddy. He posts three to four long-form videos and two shorts weekly and spends $20 to $25 per video to promote it. Leads route to a landing page called “From YouTube to Your Next Home,” which he said captures interaction from 75% of visitors. A 30-day June trip to Asia also produced a travel channel that hit more than 71,000 subscribers — now outperforming his home-tour channel.

He then laid out a five-step framework for becoming what he called “the authority on AI,” crediting it with 32 clients, mostly listings, generated in 2026:

  • Write a bio optimized for AEO, SEO, and GEO — ask AI to help draft it.
  • Keep that bio consistent across every platform.
  • Create blog content optimized the same way.
  • Post everything — blogs, new listings, sold case studies, YouTube content — to your Google Business Profile updates.
  • Create social media content that speaks to AI.

On Facebook specifically, he uses AI to generate hooks for new listings (deliberately withholding the address), routes clicks through Bitly links to owned property pages with lead-capture pop-ups, and publishes “situation, strategy, result” case studies for sold properties, each boosted with roughly $20 to $25 in ad spend. He said Facebook alone has produced more than $2 million in tracked gross commission income since 2018, including 22 sellers and 4 buyers — 27% of his prior year’s business — from that specific hook-and-pop-up funnel.

Tom Ferry’s Five-Component Mastery Framework

Tom returned to close the day, first noting that NAR’s widely circulated figure of roughly 800,000 agents doing zero transactions was, in his words, inaccurate; his own data source shows about 5% of agents controlling roughly 40% of transactions, and the top 14% controlling about 70%. From there he laid out what he called the five things that, put together, make the difference for his coaching clients:

  • Pick a line. Illustrated with a story about riding along the Autobahn near Lake Zurich in a friend’s Porsche at close to 200 miles per hour, where the friend’s advice was: “Pick the line, and you follow the line… If you go right, you die; stay on the line, you live.” Tom paired this with a study referenced from an earlier Seth Godin appearance at the Summit, in which blindfolded subjects placed in a forest, a desert, and an open field — each with no fixed reference point — all walked in circles without realizing it (the forest group looped within roughly a 66-foot radius). Tom told the room 95% of people are walking in circles and only 5% have picked a genuine line.
  • Turn on the alter ego. Pointing back to the three YouTube panelists, he described this as consciously building a more confident, camera-ready persona.
  • Get the right motivation. He named two levers — avoiding enough pain that change becomes unavoidable, or pursuing a vision compelling enough to work for — and mentioned changing one’s underlying beliefs as a third, harder lever, without developing it much further.
  • Systems. Named but explicitly not taught in this session — “we’re going to go deeper on that tomorrow.”
  • Environment. The people and setting one surrounds oneself with, tied to what he called the three most important decisions of a life: who you marry, your profession, and where you live.

The Vision-Workbook Exercise: Picking Your Line

Tom then walked the entire room through a written exercise, directing attendees to a blank page (page 56) in their workbooks.

“What are the top ten experiences you want to have in your life in the next twelve to thirty-six months, twelve to even sixty months?”

He prompted the room with examples — an effortless, fully paid family vacation, a significant gift to a church or synagogue, or simply buying something purely for pleasure — and told attendees to steal ideas from their neighbors if they got stuck. As his own illustration of vision-led action, he described writing down a goal roughly eight years earlier to have his father speak at his own Summit, a goal he said later came true, and buying land in Jackson Hole, Wyoming, during the pandemic specifically to someday throw future grandchildren in the air over the water there.

After the list of ten, Tom asked the room to identify the “through line” connecting the experiences — travel, family, love, adventure, achievement, or abundance — and then, on the two prior workbook pages (54 and 55), to write down “the line” itself: a single, clear direction. Before assigning this as homework due the next morning at 8:30, Tom called a friend named Angela on stage to illustrate the point. About four and a half years earlier, Angela had gone through a viral negative incident in her market that she said was not malicious but was perceived that way, sending her into a period of fear about whether her business could recover. Tom described her response as picking a new line: owning the situation, moving forward, and separately committing to competitive bodybuilding in her forties, alongside a resurgence in her business. Tom closed the day by sending the room to the evening reception, telling attendees to network and be back early the next morning.

Day Two — August 4, 2026

Real Estate Success Summit – AI OS, Wealth Strategy & Productivity Immersion (Day 2, August 4, 2026)

The second full day of the Tom Ferry Success Summit in Anaheim opened with a gut-punch personal story from a mortgage banker before pivoting into a run of dense, tactical programming: an AI “operating system” framework from Derek Holcomb, an audience-energizing session from Tom Ferry on wasted time and a new six-month coaching immersion, and a closing case-study panel featuring a Fort Lauderdale agent doing nine figures in production. In between, the recording also captured an extended, unscripted 110-minute stretch of real conversation on the floor — booth pitches, a debate over AI search rankings, and a detailed breakdown of one attendee’s own automated content operation.

The Wealth Advisor Framework: An Unnamed Mortgage Banker’s Debt-Consolidation Pitch

The session opened cold with a presenter who never gave his name to the room. He took the audience back to Thanksgiving 1993: he was sixteen, his mother was pulling the turkey out of a microwave oven because the family didn’t have a working stove, and he was living in a hotel room “about the size of this stage” with his parents and two brothers after his father had just filed bankruptcy for the third time. That was also, unknown to him at the time, the last Thanksgiving his family would ever have together. He described moving roughly ten times with his father, entering the mortgage business at nineteen, building a successful career, and then losing everything in 2009 — the same year he lost his mother and brother, had a father in intensive care, and had a newborn daughter. He recalled sitting in his driveway watching the last car being taken away, commuting to a rented call-center cubicle on a beach cruiser bicycle, making 100 to 150 calls a day, until a homeless man stole even that. His conclusion: “we get our money habits, literally the foundation of our money habits, by the time we’re seven years old.”

From that story he built his core pitch: agents should stop thinking of themselves as salespeople and start operating as wealth advisors. He cited that the average homeowner’s net worth is $430,130 versus $10,000 for a renter — a 43:1 ratio — and argued that 53% of homeowners are locked into a mortgage under 4% while 94% of homeowners aren’t actually living in the home they want. His five-step framework for a client conversation:

  • Inventory the client’s debt — find every credit card, auto loan, and hidden liability (“we find all kinds of extra cars, credit cards, girlfriends”).
  • Leverage/appraise the home’s real, current value — not what the client assumes it’s worth.
  • Pay down or pay off that debt using the home’s equity.
  • Define the next “dream home” — smaller, bigger, by the beach, wherever fits their next chapter.
  • Run the real numbers side by side so the client can see it in black and white.

He walked the room through a worked example: a $650,000 home bought around 2019–2020 with a $520,000 loan, now carrying a balance near $460,000 and worth $871,000 after 5% average annual appreciation. Layered on top was $104,000 of what he called “life debt” — credit cards at 23% ($435/month), auto loans at 9% ($604/month), plus HELOCs, student loans, and personal loans — totaling $4,212 a month across 48 separate payments, almost all non-tax-deductible. Selling that home nets roughly $307,000 in equity, which he called nearly fourteen times the client’s entire life debt. Rolling that into a $950,000 dream home with a $643,000 mortgage at 6.5% wipes out all $104,000 of non-mortgage debt and drops the total monthly outlay to $4,064 — about $148 a month less than before, but now with zero life debt and $3,915 a month in new average appreciation working in the client’s favor.

“You are not just selling a house; you are their wealth advisor.”

He closed the math with a simple ROI argument — the client bought at $650K and sold at $871K on 20% down, a roughly 200% return that no stock purchase could match — and translated the whole pitch into weekly business math: one debt-consolidation conversation a week at a 50% conversion rate works out to 26 deals a year, or about $546,000 in commissions (more in California). He handed out a QR code tied to a lender tool agents could run live at a listing appointment or kitchen table, encouraging agents to run their own numbers first so they could be vulnerable with clients: “Here is my life rate. Here is my life hit. I didn’t know either.”

Derek Holcomb: Building an AI Operating System

Jason, who introduced himself as having launched an AI marketing automation platform the day before at the summit and running the AI Marketing Academy, brought up Derek Holcomb — described as running “a fantastic real estate team in northern Kentucky” and serving as lead builder on that new automations platform. Derek’s own team: 15 agents, roughly 2,600 transactions over 20 years, about $300 million in volume, based in Northern Kentucky and Cincinnati, Ohio.

Derek framed the core problem as agents being “the glue” holding together a fragmented tech stack — when he asked the room to raise hands for five or more subscriptions/apps/platforms running their business, nearly everyone did, and hands stayed up at eight to ten. He cited Peter Steinberger, who Derek said runs agentic development for OpenAI/ChatGPT and built a platform called Open Call before being brought into OpenAI, as saying 80% of all apps people currently use are going to disappear because people will simply build their own solutions with AI. Derek’s answer is what he calls an AI Operating System: instead of eliminating any of an agent’s existing tools, AI becomes the center that connects everything together, so the agent stops being the manual bridge between disconnected apps.

He then walked through real, named examples other summit attendees had already built:

  • Tallbo OS — Derek’s own team’s build: a transaction-coordination hub with DocuSign and SkySlope wired together (they don’t natively talk to each other), plus an agent “hub” surfacing team news, birthdays, courses, and charitable-giving info.
  • Caffeine — built by Scott Reynolds and Kayla Montgomery of “the Riddle Team” for team leaderboards and AI-analyzed prospecting call transcripts, giving agents live feedback on how each call actually went.
  • An unnamed OS for Pinnacle Home Group, built by Thomas Koller — an intranet-style hub for brand guidelines and agent resources, aimed at agent attraction.
  • Lawson OS — built by David and his son Drew of The Lawson Group in Park City, which runs buy-versus-invest wealth scenarios live during buyer consultations.
  • MOAS (“More Agency Operating System”) — built by a brokerage owner named Gannon, which has AI review every contract an agent submits for compliance issues before it reaches the transaction coordinator.

Derek directed the room to aimarketingacademy.com/os, where an intake form generates a personalized build prompt to load into an LLM (he specifically recommended Claude). He described the Academy’s two tracks: a free-for-life “rookie” tier for building inside existing tools, and a “rockstar” tier for agents who want to host and build their own platform from scratch, matching the more ambitious examples above.

Tom Ferry: The Vicious Cycle and the Case for Immersion

Tom Ferry followed with an audience-participation stretch built around a “health goal, wealth goal, relationship goal” exercise, pushing attendees to write down a ten-year and twenty-year vision. He then pivoted to what he called the “I’m poor, I’m rich” vicious cycle and asked the room, table by table, how many hours per week they waste. Answers ranged widely — one attendee named Christian said ten to twenty, another named Lee said the same — until he called on an agent named Shannon, who said she wastes two hours a day and has sold 275 homes this year; he also called on another agent who said she works 28 hours a week personally and sells 50 homes a year. Ferry cited his own survey data: the room-wide average was 11.5 hours wasted per week, and his ask was for agents to redirect just seven of those hours into productive work.

He built to this point with an extended analogy about learning a language: dabbling with an app like Duolingo doesn’t work, but immersion does — move to Italy, live outside the tourist zone, and within three to six months you’re fluent. He revealed that his coaching team had run a beta test immersing a small group of clients into a curriculum for 90 days, and while many took off in their business, the team concluded 90 days was too short and six months was the right immersion window.

The Authority Stack: A Six-Month Coaching Immersion

Building on that immersion logic, Ferry announced a new add-on program for existing coaching clients called the Authority Stack, running roughly from August 19 through the February 10 “Elite” retreat in Las Vegas — six months, layered on top of clients’ existing weekly coaching. He outlined it as a month-by-month curriculum:

  • September — Coach Emily, focused entirely on listing leads: what to text, what email to send, what video to shoot, all aimed at reactivating past clients and sphere contacts.
  • October — Derek Holcomb continues the AI OS conversation, moving clients from simply “downloading Claude” to actually building and connecting tools.
  • November — Aaron leads a push on YouTube home tours, citing that 73% of consumers use YouTube in their home search. Andrew’s “control selling” buyer-presentation and listing-presentation trainings were also referenced as recorded modules that become permanent staff resources.

Ferry said he was opening 170 non-coaching-client spots to join, framing the pitch bluntly:

“There is a difference between dabbling and immersion, yes or no?”
“Myself and my team have built the largest coaching company in all of real estate. We’ve been named number one for thirteen years in a row… I have one hundred eighty five coaches. I am going to find the right coach for you. The question is will you be coachable?”

On the Floor: Booth Pitches and an Unscripted AI-Marketing Debate

During the roughly 25-minute break Ferry announced, the recorder picked up sponsor-style booth pitches — one from the Optimized Five booth, offering a free assessment of agents’ online brand profiles and AI search visibility, and another from Jasmine, founder of an ISA and lead follow-up company called Scaleable, who described supporting “over 90 agents across the country in different brokerages” from booth 216 and pitched a free 30-minute ISA operations session run alongside a partner called Red X Gator.

The most substantive stretch of the break was an unscripted, sometimes pointed conversation about AI-driven content marketing among attendees on the floor. One tablemate described building a custom AI-CRM dashboard through Claude by working through a personalized-requirements intake process that produces a PRD (product requirements document), which is then handed back to Claude to build an MVP. There was repeated pushback on unverified “20 deals a month from blogs” claims circulating at the summit, including a specific case where a caller checked an agent’s public sales-record claims against actual public records and found a large gap between the claimed results and the five homes that agent had actually sold that year. The consensus among that group was that one presenter from the prior day’s session had been the most honest voice on this topic, since his blog results, started 18 months earlier, were only just beginning to pay off.

One attendee described his own automated blog operation in detail: built starting Labor Day weekend the previous year, now running more than 1,000 blog posts with a program that automatically revisits and updates older posts every three months, since LLMs weight freshness in their answers. The site, gulfcoastdecoded.com, was built in three days for buyers, sellers, and “explorers” learning about Florida’s west coast, requires no sign-up, and pulls raw MLS data every morning directly from a paid Stellar MLS feed to auto-update single-family and condo metrics for every community it covers. It also includes a 10–12 question quiz that recommends the top three matching cities and a side-by-side community comparison tool. The same conversation touched on running 95,000 Facebook followers as a longtime influencer, discovering a hard cap of 10 automated YouTube uploads per day via the API (only found out “four weeks ago” when volume hit 11), and a fully automated pipeline that has Claude select video titles, write and approve scripts, send them to HeyGen for production, layer in title/name/phone branding via CapCut, then post across nine platforms on a schedule pulled into Airtable based on what’s currently trending on TikTok and YouTube. A partnering agent’s 300–400% year-over-year sales increase was credited partly to this system, with the local market itself described as flat, not booming — “it isn’t because of the market, but it’s all this stuff that we’re doing.”

The same conversation included a sharper exchange with another attendee (from a brokerage referred to as “Caroline’s”) who claimed his firm’s SEO placement would show up “every single time” for searches like “top real estate agent.” The claim was challenged directly, with the counterpoint that personalized/logged-in search results make such tests unreliable, and that results vary heavily depending on the exact keyword combination used.

Coaching Panel: Lourdes’s $100 Million Story

The recording closes as the “How to actually get stuff done” coaching panel begins. A moderator introduced Lourdes of Fort Lauderdale as having done “over a hundred million in production last year” and $65 million so far in the current year. Lourdes opened not with her numbers but with a question for the room: has anyone ever looked at people on stage and asked, “What do they have special that you don’t have?” She described attending her first real estate event in 2009 — a Mike Ferry event, a different and similarly-named coach from Tom Ferry — sitting among 200 people and asking herself that exact question. Her answer was that the people on stage simply had a mentor guiding them. She then revealed she had cashed out her 401(k) to pay for coaching, immediately following it with an explicit caveat to the room:

“Now, I am not asking you to do that. Please do not cash out your four hundred one k and join a coaching.”

Her framing for the rest of the panel: the gap between the agents on stage and everyone else in the audience isn’t raw talent — it’s whether or not they have someone guiding and holding them accountable. The 110-minute recording ends here, at the natural close of the file, as the panel discussion is just getting underway.


Real Estate Elite Performance Framework, Control Selling, Identity-Driven Branding, Systems and Delegation

Day two of the Tom Ferry Summit, held in Anaheim on August 4, 2026 in front of roughly 5,000 agents, ran nearly three and a quarter hours and covered more ground than almost any other session of the three-day event. Tom Ferry opened with a personal framework on why most agents underperform their own ability, then handed the stage to four major speakers and a moderated panel: Matt Farnham on identity-driven referral business, Andrew Audette on a brand-new sales methodology called Control Selling, Chris Bandini on charisma and fear, a three-person agent panel moderated by Jeff Mays, and a closing fireside chat with Shannon Gillette on delegation and personal branding.

Tom Ferry’s Opening: The 40 Percent Trap

Tom Ferry built his opening around a long conversation he’d had with a friend who studies elite performance across sports and business. The friend’s central question to him was simple: what separates the top five golfers, or the top five athletes, or the top five performers in any room, from everyone else with similar training and similar opportunity? His answer was that most people don’t perform anywhere near their actual capability — a phenomenon Tom Ferry labeled “the forty percent trap.” Most people, he said, access roughly forty percent of what they’re capable of, while a smaller group taps into the other sixty percent. The rest of his opening was built as five concrete differences between the two groups, which he presented as a numbered list for the room to write down:

  • Natural talent — an outstanding, innate ability in a specific domain. He used Michael Jordan’s forty-eight-inch vertical and unusually large hands as the sports analogy, then asked the room to identify the one thing in real estate that each of them is just naturally good at.
  • Work ethic — literally outworking everyone else. He told the story of Kobe Bryant, whom he said he spent about two years getting to know in the gym after his older son attended the same school as Kobe’s daughter. Kobe told him most NBA professionals did one workout a day of five hundred shots; when Kobe realized he had more available time, he moved to two workouts a day, then reasoned that if he did that for five, six, seven years he’d be far ahead of everyone else — so he pushed to three workouts a day, arriving in the gym at three or four in the morning even after he’d already won an Academy Award, built wealth, and become a father. Kobe’s own explanation, as Tom Ferry retold it: “I wasn’t the fastest. I didn’t have the best vertical. I didn’t have the biggest hands. I just outworked everyone.”
  • Differentiated perspective — seeing the world through a unique and proprietary lens. His example was Barbara Corcoran (sister of his client Janine), who flipped the way Manhattan real estate was priced from a per-room model to her own model, which became “the Corcoran Report” and made her business “flourish like crazy.”
  • Better process — engineering a consistently excellent, reliable experience regardless of price point or how far outside a normal market a transaction sits. He used the Uber analogy at length: an industry can move a customer from “there is no way I am getting in a car with that stranger” to “here is my Uber account” once the underlying experience becomes precise, engineered, and repeatable every time.
  • Hiring the right team — surrounding yourself with people who compensate for your deficiencies. He pointed to how many attendees raised their hands admitting they “don’t have a team,” and reframed resistance to delegating as being a “control freak” — someone whose need to control everything actually caps their own performance and keeps them stuck in the forty percent.

He closed the opening by asking the room to identify, for themselves specifically, the smallest possible adjustments they could make based on this framework — not radical change, but small adjustments that produce a breakthrough in results — before introducing Matt Farnham.

Matt Farnham: Identity, Value, Trust, Authority, Referrals

Matt Farnham, who runs a small team in Las Vegas and has been a top one percent agent there for twenty-two consecutive years, opened with his own numbers: roughly eighty percent of his consistently seven-figure business comes by way of referral, and his team has averaged $414,000 in GCI each of the last three years specifically from agent-to-agent referrals. He thanked his first coach, Jared Davis, for a “lightbulb moment” eight years earlier in Miami — the idea that referral income should offset a coaching fee — before laying out his real subject: the difference between working hard to create an identity and working from an identity you already have.

His framework runs in a straight line: identity leads to value, value earns trust, trust makes you the authority, and authority produces referrals — never the reverse. He traced his own version of it back to a mentor of Tom Ferry’s who used to ask him five questions, the hardest of which was “what are your God-given talents?” For Matt Farnham, after real reflection with his coach, those talents turned out to be leadership, communication, and encouragement — not selling real estate itself, which he said was never his gift, just the vehicle those gifts happened to show up in. That realization pushed his team toward heavy gifting, “future pacing,” and high-touch communication designed to make clients “feel seen at every step of the process,” which became his first real point of authority: client experience.

From there he described giving value to other agents with zero expectation of return — value-add emails sent consistently to agent friends nationwide, saying yes to podcasts, webinars, and office-meeting speaking slots, coordinating masterminds and dinners, and posting into ecosystem Facebook groups — on the theory (borrowed from Zig Ziglar and Jim Rohn) that income is proportionate to the value you bring the marketplace. He described a simple internal mantra for his team: “the phone rings for new business only,” meaning a client should never have to call and ask what’s next in a transaction because the process already told them.

Once that authority was established, he said, you’ve earned the right to lean into the deeper layers of your identity — for him, golf (a Tustin Ranch outing that started with a few foursomes and, “two days ago,” had grown to nine foursomes of golfers), his “One Life” podcast and marriage retreats for realtor couples run with Aaron and Treasure Davis, and a faith-based community he founded called Rooted, which has run seven live meetups, hundreds of online Bible studies, and monthly masterminds over four years.

“Doing what we love with the people we love for the people we love. Now, that’s a great business.”

He credited that line to a quote he once saw in his own workbook at a past summit, and used it as his “north star.” He also spent real time on the theological framing behind his talk, having researched the Hebrew phrase “fearfully and wonderfully made” on a prayer walk: “You are a deliberate, unique masterpiece created with immense respect, care and awe-inspiring complexity,” arguing that a person’s skills, passions, and faith are not small things AI can replicate. “AI can replicate what you do. It cannot replicate your soul.” His closing framing was that identity is not a zip code or a price point — “your identity is your specialization… that’s your unfair advantage” — and that agents should eliminate the word “or” from their vocabulary, since business and marriage, platform-building and great parenting, physical health and a big bank account, don’t have to be traded against each other.

Andrew Audette: Control Selling and the Nine C’s

Tom Ferry introduced Andrew Audette as his co-author on a forthcoming sales book, calling him “my partner, my book partner.” Andrew Audette runs a real estate team in Baltimore with about twenty-seven agents doing roughly $200 million in sales and five hundred transactions on just three staff, plus a mortgage company doing about $175 million a year in loans and a property management arm. He opened with a running bit about being repeatedly mistaken for Ryan Serhant, then pivoted to his real argument: the single highest-income skill in the business is understanding sales at a mechanical level, and real estate is nearly the only industry — unlike pharmaceutical, telecom, SaaS, insurance, and medical device B2B — that lets people sell without ever formally training them to sell. He cited the familiar statistics that eighty-seven percent of agents don’t make it past their first five years and that many licensees never sell anything at all, and argued the reason is that the industry has never had to “preemptively inoculate” itself against sales resistance, because consumers already want to buy houses — so agents can survive on process knowledge alone without ever becoming good at sales.

He described how the framework came together: a January phone call with Tom Ferry that was supposed to last fifteen minutes and ran two hours, discovering they were both obsessed with the same lineage of sales thinking running from Napoleon Hill through Earl Nightingale, Brian Tracy, Jim Rohn, and Floyd Wickman. He noted, as a piece of Tom Ferry history the room may not have known, that Tom Ferry’s father, Mike Ferry, had worked for Earl Nightingale, and pointed people to Nightingale’s recording “The Strangest Secret” as essential listening. His stated premise is that there hasn’t been a genuinely new sales framework since roughly 1980 (the last being AIDA — attention, interest, decision, action), and that he and Tom Ferry built Control Selling by keeping what still works from nearly a century of sales training, discarding what doesn’t, and adding modern psychology and neuroscience. The book, still being written, has no confirmed release date beyond a general “end of the year” target, and will apparently come with a QR-code waitlist.

His working definition of sales:

“Sales is the art and science of getting somebody intellectually engaged on a future result that’s good for them, and then helping them emotionally commit to take action to achieve that result.”
He argued that in real estate, the agent — not the house — is the actual product, and that the agent’s real job is to “influence the outcome of a transaction” by effectively managing the entire ecosystem around it: buyer, buyer’s agent, seller, seller’s agent, home inspector, loan officer, and title company.

Control Selling itself is structured as three triads of three — nine C’s in total:

  • Foundation triad — Comfort, Care, Connection. Comfort means being comfortable with yourself before you can make anyone else comfortable; Care means making sure the other person actually feels that you care, through things as simple as punctuality, friendliness, and genuine curiosity; Connection is the human bond that can only form once comfort and care are already established. He cited the familiar Mehrabian breakdown — roughly fifty-five percent body language, thirty-eight percent tonality, and only seven percent the actual words — as the reason the industry’s obsession with memorized scripts underperforms.
  • Structure triad — Control, Clarify, Crystallize. Control means establishing, before a meeting even starts, whose agenda the conversation will follow — asking a client what they’d like to cover so that “whoever asks the questions is in control.” Clarify and Crystallize run on what he called the four P’s: Picture (what the client actually wants), Pain (the cost of inaction — what happens if they don’t get it), Price (their budget and financial dependencies), and Process (timeline and who else is involved) — then repeating the client’s own words back to them exactly so they feel understood.
  • Resolution triad — Consult, Close, Confirm. Consult means presenting a specific, dated, step-by-step plan built entirely from what was clarified — never a canned, one-size-fits-all pitch. He credited Mike Ferry with the line, “Closing is the natural progression of a great conversation,” arguing that if the first six C’s are done well, closing barely needs to be forced because the client is “co-building” the plan with you and will defend what they helped build. Confirm is what he called “bam bam” — never leaving any meeting without agreeing on the concrete next step.

He was explicit that this isn’t a script to memorize verbatim but a mechanical structure that can be applied to a first-time buyer, a downsizer, a luxury seller, a recruiting conversation, or a lender relationship alike, closing with: “People who work on this first and get this first go the bank more often. Sales is not about getting your emotional needs met. It’s about going to the bank.”

Chris Bandini: Charisma, Identity, and the Stories Fear Tells

Tom Ferry introduced Chris Bandini — a real estate agent, former public defender, and Everest climber — through his own mentor story about Brian Tracy, framing charisma as a “superpower” the room needed unpacked. Chris Bandini opened by noting that researcher Vanessa Van Edwards defines charisma as the intersection of warmth and competence, but argued it actually starts “long before you open your mouth” — and built his talk around three personal stories.

The first was throwing out his back doing a power clean at a 5 a.m. CrossFit class about seven months earlier, despite having just finished a half marathon while “pretending” he was still twenty-five. A doctor confirmed no damage to his spine, but by the weekend he couldn’t move or chase his kids, and in that stillness he started interrogating a different question than “when will I get better”: “Who am I if I can’t be the person I’ve always been?” His conclusion, after sitting with it: his kids don’t love him because he can run, climb Everest, post on social media, or sell houses — they love him because he’s their dad — and years of “building a resume” when he should have been “building an identity” had confused accomplishment with identity itself.

“Your identity isn’t built by the accomplishments you achieve. Your identity is built by the promises you keep to yourself every single day, and that is charisma.”

The second story was standing at roughly twenty-nine thousand feet at the Hillary Step near the summit of Mount Everest, a little after 2 a.m., when he froze in his tracks at the sight of a dead climber lying directly in the path forward — boots, down suit, and helmet nearly identical to his own. In that thirty-second span that felt like thirty minutes, fear conjured visions of his mother, wife, and sister each telling him “I told you so,” even though none of them had ever actually said that to him. He stepped over the man, careful not to catch him with his crampons, and reached the summit about an hour later. His takeaway:

“Fear is a prediction, not a prophecy… it only tells you one version of it, and maybe just maybe, the life that you are hoping for is waiting for you on the other side of the story.”

The third story was eight months of posting weekly market-update videos to almost no engagement after joining “Keeping Current Matters” content — filmed at his kitchen counter, scripted, memorized, recorded by whoever was around to hold the camera, including his sister Crystal — before he got “a little ambitious” and started batch-filming five days a week, tagging Tom Ferry and Jason Pantana on every post, with still no results beyond his mom, sister, and girlfriend (later his wife) watching. Preparing for this keynote forced him to finally ask why he’d kept going: not because he thought the videos would work, but because making them “scratched an itch” from his time as a public defender, where he loved taking a complicated idea and helping twelve strangers understand it. His conclusion was that “the process had started rewarding me long before the results ever did,” and that joy — not discipline alone — is what sustains multi-year consistency:

“If the only thing you enjoy is winning, you will never last long enough to win.”
He closed his segment by naming the venue directly: “God bless Anaheim. God bless Tom Ferry.”

Agent Panel: Referrals, Consistency, and the Hourly-Rate Math

Jeff Mays moderated a panel on referral-driven business with three agents: Summer Hudson from Indianapolis, Kate Barrett from Redding, California, and Jenny Hensley from Raleigh, North Carolina.

Summer Hudson described her Indianapolis market as balanced and sliding toward a buyer’s market, and said her defining move was to stop trying to be the best agent in her city and instead become “the only Summer Hudson” — building a brand people trust rather than chasing a superlative. She delivered the panel’s most tactical moment, walking the room through hourly-rate math for delegation decisions: take your actual take-home pay from last year and divide it by 2,080 (forty hours a week for fifty-two weeks) to get your real hourly rate. If that number comes out to fifty dollars an hour and you’re afraid to hire a transaction coordinator at eighteen dollars an hour, she argued, you are actively costing your business by doing an eighteen-dollar job yourself instead of expanding. She also described using the “five love languages” inside her CRM notes to personalize client care — cards and calls for people who need words of affirmation, practical help like a house cleaning for people whose language is acts of service.

Kate Barrett builds her brand around being “mayor of my town” — community-highlight videos covering restaurants and local businesses rather than pure listing content — a strategy she said has been the best investment she’s made in her market for six or seven years. She described a turning point roughly six or seven years into coaching when she stopped defining success as a sales number (“if I am successful, I’ll be selling X houses”) and instead doubled down on consistency and a sense of legacy and community generosity as the actual purpose behind the business. She also uses Instagram Story polls every quarter to surface “hand raisers” — asking followers if they’re happy where they live or thinking about a move — then DMs the people who respond.

Jenny Hensley said she stopped taking overpriced listings, framing it as reclaiming capacity: “I could have served three other clients, four other clients… in alignment with my values and with my strategies,” and that being able to say no to a bad-fit seller “is so nice.” She checks a daily spreadsheet or “hot sheet” every morning to prioritize actives, under-contracts, and outreach, and described a coaching call — right after her business had just doubled — where her coach suggested implementing something new and she “literally started bawling crying” from the accumulated weight of juggling it all; hiring someone to take that piece off her plate, she said, “was the greatest money I’ve ever spent.” She also credited a killer listing-presentation template built with a “Claude template” her coach helped her put together. Across the panel, all three described treating their CRM notes as far more than birthdays and anniversaries — Jenny Hensley in particular said she logs details like which child plays violin or who’s up for a promotion, calling it something that “transformed my business” because it keeps clients feeling known rather than just tracked.

Shannon Gillette: Letting Go of Control and Building a Personal Brand

Tom Ferry closed the session with a fireside-chat interview with Shannon Gillette, who leads a team at Real Broker doing roughly $200 million and around three hundred homes this year with eleven agents, and has grown an Instagram following of over 100,000. She described roughly twenty years in real estate, much of it in new home sales working a corporate schedule, “crying on my way to work” and missing her son’s first steps, before making what she called “a really scary decision” in 2014 to become an independent agent — scary specifically because she knew the statistic that eighty-seven percent of agents don’t make it past their first two years, and she had no money and no Instagram following to start from.

She described a 2017 story of running Facebook ads just to make $250 to fix her brakes, looking for a renter, which eventually built into a pattern of noticing that the Instagram accounts she personally enjoyed following were outside real estate — people posting about their actual lives — while real estate agents weren’t doing that. She asked herself “this crazy question: can I do this as a real estate agent?” and started opening her life up publicly, after which people began calling to ask her to list their homes. That approach, layered on top of new-home-sales momentum, built into roughly seventy home sales a year by 2020 — with, by her own account, “no quality of life,” no family dinners, and seven-day work weeks — until she joined a coaching program (Koji) that she said “really changed everything.”

Asked what had the biggest impact on her business since first meeting Tom Ferry, she named three things directly. First, letting go of control: her first call with her coach, describing a schedule of waking at 4 a.m., making her own YouTube thumbnails, and working until midnight with no assistant, prompted her coach to ask whether she’d ever calculated her own hourly rate — a conversation that pushed her to build a team, because, in her words, “it’s not about sales or numbers… if you don’t have a good [quality of life], and you never see your family.” Her coach had promised her she’d never miss her son’s home runs again, after having once sped into a parking lot after a showing just as her son’s ball was clearing the fence.

Second — the hourly-rate lesson itself:

“It doesn’t matter how great you are if nobody knows you exist.”
She admitted she still fights the instinct to do everything herself, telling herself she could enter a listing into the MLS faster than anyone else, before realizing that ten minutes here and ten minutes there add up to hours of her day spent on work a virtual assistant could handle.

Third, consistency and personal branding: she went “all in” on two things — building her personal brand on Instagram (starting from zero and posting what she called “cringy videos that nobody was watching” before reaching over 100,000 followers) and building what she considers the best listing marketing plan in the industry, arguing that by 2026, taking only photos instead of producing video for a listing is “a shortcut” that “should be illegal.” Her recommendation to the room was at least five Instagram Stories a day showing routine and behind-the-scenes content — mornings, workouts, faith practice, team conversations — because, in her words, that’s “planting seeds” that you’re disciplined and dedicated. She noted that not everyone will respond to that authenticity, comparing it to posting about her own two dogs as part of her personal brand: “who you are, and you’re not going to be for everyone, but you’re going to grow so much more because you’re going to attract that tribe.”

She and her team, the Gillette Group, run a client-appreciation event every single month — ranging from renting out an entire water park to something as small as a free Starbucks on Mother’s Day — specifically so the team is in front of past clients every thirty days, and she said it’s rare that a past client doesn’t hire her team again. She described one client whose sister became a real estate agent, and who told Shannon Gillette directly that she couldn’t hire her own sister because “I come to all your events” — a genuinely awkward Thanksgiving, by her telling, but proof the strategy works. She closed by tying personal branding to community service: her team has taken hundreds of kids back-to-school shopping for shoes and done Christmas shopping drives, and her broader closing message was that consistency beats talent — “you don’t have to be the smartest person; you just have to be the most consistent” — along with a direct call to avoid shortcuts on behalf of sellers who are rarely selling “for fun”: roughly thirty percent of her team’s listings, she said, are takeovers from agents who never followed through, and she urged agents who can’t afford quality video themselves to partner with another agent in their office who can fund the marketing rather than cut corners on what is, for the client, one of the most significant transactions of their life.


Real Estate Business Growth and Delegation Strategies — Day Two Panel, Tom Ferry Success Summit (2026-08-04)

This 77-minute block of Day Two combined two panels and a standalone framework talk, all built around a single theme: the gap between selling houses and running a business. It opened with three coaching clients—Jeff, Meredith, and Lourdes—describing their own transitions from solo producer to business owner, moved into a rapid-fire AI-agent talk from a coach identified as Christy, and closed with an 11-week beta-coaching results panel featuring Doug Simmons, Stacey Pearman, Sarah Gibson, and Paul Gage, moderated by Coach Torrey.

Jeff: Auditing the “I Do This” Column

Jeff described a decade-long transformation that started at his very first Summit. “I was a slave to the business,” he said. “It was selling houses. But it wasn’t a business; it was just selling houses. It was wondering what the next deal was going to happen or the next deal after that.” He recalled walking in with his wife, promising not to sign up for anything, and then turning to her on day two—”which is today, day two, right before lunch”—and asking what she thought of it all. Her response: “I am surprised it took you this long.” Ten years later, he is still with Tom Ferry coaching.

The mechanism Jeff credited most was a literal T-account exercise his second coach had him build: a column of everything he was doing that he didn’t need to be doing. The list included social media posts, transaction formatting, taking lockboxes on and off, and losing himself “in Canva for no reason.” His breakthrough line on delegation has become something of a personal mantra:

“I don’t need to be the best Canva producer, I could hire somebody who is even 90% or 80% as good as what I do.”

He admitted the first attempts at delegating stung—”the first time… this is not how I would do it”—but came to see that his way usually wasn’t the best way, “it was just my way.” Jeff also described no longer tracking his business by GCI, volume, or units. Instead he chases being able to drop his kids off at school and pick them up without missing soccer or basketball practice, framing it as “chasing happiness… chasing adventures. I am chasing what are we doing next?” His closing metaphor for people who say they don’t have time to get organized: a car’s windshield is far bigger than its rear-view mirror, so stop looking at what didn’t get done yesterday and focus on what’s in front of you.

Meredith: From Outlook Reminders to a Built Intranet

Meredith was already producing around $40 million when she hit what she called an “invisible ceiling” trying to move from top producer to team builder. Her operating system at the time was Outlook reminders as a workflow tool, Outlook contacts as a makeshift CRM, “a million Excel spreadsheets,” and a stack of manila folders with checklists stapled to the front. She wore 27 active listings “like a badge of honor” until the market shifted and the load became unmanageable—including the moment she forgot to enter an open house into the MLS and sat for three hours wondering where everyone was.

COVID forced the slowdown that led her to finally call the Tom Ferry office. The question her coach kept repeating, and that Meredith resisted answering for a long time, was: “If somebody had to step into your business tomorrow and run it, who would they be?” She said her honest answer was no—not because processes didn’t exist, but because every process depended on her personally to run, and her instinct under pressure was to add more steps rather than simplify. The turning point was realizing how much of her time with her three kids—one in college, one in high school, one in middle school—was slipping away, with COVID stealing milestones like “last prom pictures, last cross game, graduation.”

Her first hire was a marketing-manager/assistant, found by posting to her local Facebook community with a low budget, open to an intern or a recent marketing graduate. That hire produced her very first real SOP: whenever something went sideways, they’d debrief and record it. Her running line to the team now is, “Sounds like we need an SOP for that.” Her advice to anyone without an assistant yet is to start recording themselves narrating repeated tasks—Zoom screen recordings, Minutes AI, CapCut, even Audible—so there’s a transcribed SOP to hand off later. Those SOPs used to live in binders and a shared Google Drive with tiered access; today they live in a built intranet with an admin help-desk section and an agent-facing section. She named her non-negotiable tools as a CRM, Asana (which a colleague, Chris, is replacing with a custom AI-built tool), Slack (“all of our team communication was on text, and I kept thinking I had responded to something and then I hadn’t—Slack cured that”), and ChatGPT and Claude.

Lourdes: The $14M Video, the Gold Mine, and Base Pulse 44

Lourdes described 17 years of resisting coaching before it clicked about six years ago watching top producers and thinking, “I really got to listen if I want to get there.” Her most recent resistance came this year around YouTube. After hearing coach Aaron Cunha talk about home tours, she declared 2026 her year to do YouTube—but told him flatly she didn’t want to do home tours or be on camera, only voiceovers. Weeks later, with a $14 million listing on the market, a Miami influencer with roughly 250,000 subscribers asked to film a video there. She agreed. Twenty-four hours after it posted, a cash buyer from Canada called—someone not even looking in her market—who had seen every corner of the house in the video and wanted to buy it, but asked her to tell him more about the neighborhood, since the video never covered that.

“You got to listen to your coach. Doesn’t matter what they say. They tell you to do home tours and you got to do home tours.”

She now adds neighborhood coverage herself, has built a home studio, hired a YouTube director who has a full-time assistant and editor, and stopped worrying about polish—”who cares, I don’t have to look perfect.” On the operations side, she replaced a sprawl of Google Sheets and folders with a platform her YouTube director set up called Base Pulse 44, which now houses every listing’s activity—calls, texts, open houses, inquiries—in one dashboard, with automated Tuesday seller reports generated through an automation tool she called “Clock.” Her hiring method: when she needed her first assistant, she wrote down everything she hated doing and used that list as the job description.

Her signature system is what she calls the “gold mine”: any lead untouched for six months or more—she estimated roughly 30,000 people total in her database, including $3–5 million sellers she hadn’t called in three or four years—gets funneled into a shared pool any team member can call and convert. The goal by end of quarter is for every lead in the database to be touched, tagged, and priced correctly. On control, she described giving up personally handling every seller lead: “If a lead comes in, whoever is ready to call, that person is going to call, and they may screw up… and that’s okay,” reasoning that refusing to delegate meant sacrificing quality of life entirely.

Christy: The Eliminate, Automate, Delegate Framework

After a satirical video reel listing an agent’s impossible daily task list (open houses, thank-you cards, farming, AI tools, birthday cards, CE classes—”that’s just a Tuesday”), Christy opened with a database metaphor: everyone has two accounts, a database (“think of your database as an ATM—we take money out of it”) and time. She described a woman at a Nashville Edge event crying mid-conversation who said her doctor had warned her something would kill her if it didn’t change—despite having her best year ever with 25 listings and seven closings. Christy said her real promise was to hand back time using only three moves:

  • Eliminate — audits and cleans the database to surface dormant, high-value leads. She cited a $12 million lead sitting untouched for three years, found while auditing “Meredith’s” database (the same Meredith from Part 1), and described a client with 18 spreadsheets consolidated into one source of truth. The output is a weekly “roadblock report” listing roughly 25 people to call because of buying/selling digital body language, complete with a script.
  • Automate — auto-drafts CMA and home-value texts pulled from three valuation sources rather than a single raw Zillow number, plus custom, on-brand equity reviews. She referenced a client, Jackie in Illinois, whose equity reviews went “from hours to minutes.”
  • Delegate — AI-assisted appointment prep, illustrated by a client named Judy at a Riverside-area brokerage who used a “quick-comp agent” to prepare for a buyer meeting. The buyer told her, “No other agent has ever done this,” and the deal closed as a $1.9 million purchase; her teammate Brian used the same approach to win a $1.3 million Zillow buyer.

Christy said her own home-value-conversation habit, run on repeat for years with no overhead, has generated roughly $4 million in career GCI. She totaled the framework’s time savings live on stage at eleven hours a week. She also referenced two audience members by first name—a 70-year-old attendee named Mike (“has like a thousand AI agents”) and a man named Eric whose business is reportedly up 400% in a down market—both cited as proof that AI delegation isn’t a technology problem but a delegation problem. Christy shared she is a mother of eight and a cancer survivor, and framed the payoff not as raw efficiency but as being home for dinner, making her son’s football games, and being present for her first grandson’s birth. Her homework assignment: write down everything done last week, sort it into Delegate, Automate, or Eliminate, and keep only the parts AI genuinely can’t do—comforting a client at the closing table, hearing hesitation in a seller’s voice. She closed by quoting a client, Alexandra in Las Vegas: “Coach, my most reliable team member is Claude.” Coaching clients will build these three agents over the next six months inside a program called Revy.

The 11-Week Beta Panel: Doug, Stacey, Sarah, and Paul

Coach Torrey introduced four veteran agents who had just completed an 11-week beta coaching cohort, noting that 77% of the group had either never had a YouTube channel or hadn’t touched it in two years going in. Doug Simmons (14 years in real estate in Denver, married to an agent of 23 years) named mindset as his biggest shift—learning to be receptive to coaching, reframing himself as “Doug Simmons, the realtor, a business-media professional” rather than someone who dislikes social media. Doug described being a disc jockey for 32 years before real estate, training Claude to help produce five vlogs a week, and moving from the #2 to the #1 ranked local real estate brand in his market—passing his own brokerage—right before the summit.

Stacey Pearman (21 years licensed, Northwest Indiana) said week two—YouTube and SEO with Coach Aaron—was her hardest, calling herself “a little technology-challenged.” Her results: $17,000 in closed GCI in the first eight weeks, projecting an extra $120,000 in GCI for the year off an average sale price around $200,000. Her standout story: people she hadn’t spoken to in 20–30 years DMing her on Facebook after seeing her video tours, asking her to sell their homes.

Sarah Gibson (16 years, Western Kentucky) called the sphere-of-influence scripts the true game-changer, saying they eliminated decision fatigue entirely: “Instead of thinking who am I calling, what am I saying… the whole system was laid out there.” She went through her CRM and was, in her words, “ruthless”—segmenting every contact in a single day. She reported 11 closings in July with one company and advised anyone considering the program to simply trust the proven content rather than question or tweak it.

Paul Gage (investor since 2005, licensed realtor only three years, Springfield, Ohio near Columbus) said his hardest week was week five, on AI, despite already being strong with it—”that got a little crazy for me.” His numbers from the 11-week window alone, not counting earlier in the year: 23 listing appointments, 21 held, 9 closings, 18 active deals, roughly $4 million in volume, and over $100,000 in GCI.

“If you want to make money, open up your CRM, because that’s where your dollars are.” — Sarah Gibson

Closing the panel, Stacey told anyone considering the program to “expect success” and described the phone starting to ring almost immediately after her SEO optimization work. Sarah’s closing advice was that the value of the program is simply removing decision-making: show up, take notes, implement, and do the work, since the content is handed over “on a silver platter.” Coach Torrey summarized the collective advice as show up, do the work, hold yourself accountable, find a partner, and move forward—capping the day’s final session before the event host reminded the room of an 8:00 a.m. start the next morning and teased a guest speaker on “your next ten listings.”

Day Three — August 5, 2026

Belief-Driven Branding, Strategic Execution, and AI Content — Tom Ferry Success Summit, Day 3 (2026-08-05)

The longest single session of the entire three-day Tom Ferry Success Summit ran more than three hours on the main stage and covered five distinct segments: a belief-driven branding framework built around the metaphor of a church, Tom Ferry’s own tactical talk on cutting before adding, a live interview with the President and CEO of Coldwell Banker Realty, a coaching keynote on identity and team-building that ended in the ecosystem’s first-ever peer recognition award, and a session on AI search visibility called “Domain Authority.” A charity segment for two ecosystem-nominated causes ran between the coaching content and the award ceremony.

Belief-Driven Branding: “Build a Church as Your Brand”

The morning opened with an unnamed copywriter-speaker walking agents through a framework for personal branding built entirely on the metaphor of organized religion: if you want people to believe in you the way they believe in a faith, you need the same six components a church has, starting with the “lens” (a distinctive point of view) and the “hymnal.”

A hymnal, she explained, is “the songs that you sing from that reflect how you believe and reinforce it in a way that rhymes and is memorable, so that it sticks in your head.” In practice, that means repeatable brand phrases that fall into three buckets: high-level brand phrases, campaign lines, and product-launch lines. She used Apple as the model — “Think different,” “Here’s to the crazy ones,” “There’s an app for that,” “Shot on iPhone” — arguing these lines function exactly like hymns: repeated so often, in so many contexts, that hearing a fragment completes the thought for you. The raw material for a hymnal, she said, comes from “voice of customer data” — not sales conversations, but genuinely listening to what clients say about why they called you today. She pointed agents toward Reddit as an underused goldmine of unfiltered client language, and described her own process of prompting ChatGPT to search Reddit for real buyer language, surfacing lines like “I’d love a server closet somewhere for all the tech” and “Not just a home office, but a place where I can wave to me when they get home from school.”

“Your competitors don’t say these things — that’s where there is the trick of it. Dial it up to a place where they will not say it.”

Next came the “icon” — a visual shorthand tied to the lens, and explicitly not swag. “Who uses swag? Who gives out hats? Nobody gives a crap about swag,” she said, contrasting it with real icons: an Oura Ring that sparks a conversation with a stranger, Apple’s decision to make AirPods white when every other earbud on the market was black, Stanley mugs. An icon works because it says something about the person holding it, and it should be a specific, functional object tied to your lens — not a generic branded trinket.

The fourth element was the “villain,” which she was emphatic is never a person: “The villain is your prospect’s villain, not yours.” A villain is an outdated institution, a harmful myth, a “so-called best practice that’s absolutely wrong,” or an accepted lie holding a client back. She illustrated this with a real case study from Bob Nesta, credited as co-creator of the “jobs to be done” methodology: a Detroit condo developer couldn’t figure out why empty-nesters said they wanted his condos but weren’t buying. Rather than guessing, Nesta interviewed people who had actually purchased, and the real obstacle turned out to be an unwillingness to part with a specific, sentimental piece of furniture:

“A five hundred thousand dollar condo — a dining table got in their way. They didn’t want to give up their dining table.”

The fix was to eliminate the unwanted guest bedroom in the floor plan, convert it into a dining room, and move storage into a facility across the street — after which the project raised prices and sold out completely.

The fifth element was the “congregation,” which she deliberately distinguished from the word “community”: Slack groups, Facebook groups, and Discord servers “go dead within months,” while a congregation is built through consistent, free, public posting. Her tagline for this was “Instagram eats before you do” — the idea that showing up daily on social media isn’t optional if you want a following that behaves like a following, not a subscriber list. She credited a colleague named Ronnie, who runs an agency called Genesis and gains roughly a thousand organic Instagram followers a day, with the framing: “A follower is someone who’s agreed to be led by you.” She used her own trajectory as proof of speed — she said she’d only been building her personal brand on social media since December, and had gone from 15,000 to 120,000 YouTube subscribers in six months, which is how Tom Ferry’s team discovered her and put her on this stage. She closed the identity thread with the story of Napoleon posting a hand-lettered sign at an undefended, certain-death artillery position calling it “the battery of men without fear” — instantly making it fully staffed, because no soldier could walk past that sign and remain unmanned without compromising his own identity.

The final element was the “pilgrimage” — not a rented conference room, but a recurring gathering people actively look forward to, paired with a ritual that’s deliberately made a little harder to access. She cited San Diego Comic-Con and the Sturgis Motorcycle Rally as examples of identity-affirming pilgrimages, and referenced a study on carrots: participants told to stand, turn around, and sit down before receiving a carrot rated it as tasting measurably better — and were willing to pay twice as much for it — than participants who were simply handed one. Her closing framework, stated as a full list:

  • Lens — a distinctive point of view
  • Hymnal — repeatable phrases in three buckets: brand, campaign, and launch lines
  • Icon — a visual symbol tied to the lens, never generic swag
  • Villain — an outdated belief or myth, never a person
  • Congregation — built through free, consistent, public posting, not a “community”
  • Pilgrimage — a recurring gathering with a ritual made slightly harder to access

She closed with a line that set up the rest of the day’s AI-content theme: “The winners in the AI era are not just going to be those who create the most content. It is the trust economy that we are in. They will be the people others believe in absolutely the most.”

Tom Ferry’s “Cut Before You Add”: The Mechanism of Suppression

Tom Ferry took the stage next, opening with two stories about staying to the very end of a conference: at a different event, he heard the co-founder of Uber’s origin story from a stage — including that Gary Vaynerchuk, invited into the friends-and-family funding round for a $50,000 check, passed on the deal, which he later called a “four hundred million dollar mistake.” The final speaker that same day was Palmer Luckey, who at nineteen built Oculus and, according to Tom’s telling, turned down an early acquisition offer from Meta before a deal closed roughly eighteen months later; Luckey was later fired from Meta over a political donation and, in Tom’s words, channeled the anger into building his next company. The point of both stories was that the best material at any conference often comes at the very end, from people willing to sit with an idea until it’s fully cooked.

From there, Tom introduced his central diagnosis for the room: most agents are capped near 40% of their true potential, trapped in what he called “the mechanism of suppression.” He credited the phrase to his own coach, Shannon, recounting a coaching call where he complained about having roughly 120 companies in his portfolio, a marriage, a puppy, a 99-year-old mother-in-law living with him, two sons, and two weeks a month on the road — and told her, “I think I am stuck in this mechanism of suppression. I think I need to start cutting some things out.” Her response, which she later tweeted without attribution:

“You know Tom, the majority of people are really not willing to do what it takes. And that is your advantage.”

He then walked the room through three tactical levers, telling agents they only need to commit to at least two of the three:

  • Eliminate. Write down three things you know you need to stop doing in your business. He illustrated this with Shauna Covington, a Laguna Beach client of nearly eighteen years, who had capped herself at six active listings because she insisted on personally showing every property to every buyer on her high-end oceanfront listings. The moment she changed her script — “in my experience, it’s the second and third showing that seems to make the difference” — she stopped doing first showings herself and grew from six active listings to fifteen, and her annual production went from roughly twelve home sales a year to thirty. He extended the metaphor to closets: “If I were to go and remove twenty five percent of your wardrobe tomorrow, how fast before it’s refilled?” — arguing that businesses, like closets, silently refill with busywork unless something is deliberately pruned first.
  • Project management. Everything has to be captured visually, in one place, rather than scattered across yellow notepads, sticky notes, and phone apps. He credited this discipline to his mentor Mike Vance, who was personally recruited by Walt Disney after a talk, became Disney’s first business-card title holder “in charge of ideas and people development,” was the first Dean of Disney University, and helped build the geodesic dome at EPCOT with Buckminster Fuller. Vance later mentored a young investor named Mike Markula, who put in an early quarter-million-dollar investment (taking stock instead of a fee) in “two dudes making computers” obsessed with Disney — Apple. Tom’s practical takeaway was a “Do / Doing / Done” board: every idea goes up visually in one place, a handful become active “medium-sized projects,” and each person should leave the summit with exactly one transformational commitment — not a dozen good intentions that quietly die on a notepad.
  • Systems over memory. Checklists beat willpower and memory. He used a bit about Forrest Gump as a metaphor for the power of simply following a system without overthinking it, joking that if Forrest Gump were a real estate agent following a checklist, “he would sell eleven hundred and ninety-two homes a year,” because he wouldn’t second-guess a single step.

He then named the five recurring meetings he says have to be permanently installed on every agent’s calendar to keep the business running:

  • Weekly Dashboard Review — the “heartbeat” numbers: listings, escrows, what’s closing
  • 30/60/90-Day Planning — forward-looking seasonal and marketing planning
  • Weekly Pipeline Review — because, in his words, “most of you don’t have a lead problem; we have a lead follow-up issue”
  • Weekly Skill Building — practicing scripts and objection-handling off-client, since “the cardinal sin is practicing on clients”
  • A recurring Feedback/Coaching Conversation to stay accountable

He closed the segment with the story of Alexander the Great and the Gordian Knot: a king of Gordium had built an impossibly tangled knot and decreed that whoever could untie it would win all of Asia; after generations of failed attempts, Alexander simply drew his sword and cut through it. Tom’s framing: “Every person in this room has a Gordian knot. Every single one of you, it’s something you need to cut.” He shared his own — a belief that he’d always live in his father’s shadow — and gave the room a real, live 20-minute break with an explicit instruction to act on whatever they needed to cut immediately, whether that meant a phone call, a text to a coach, or literally burning a piece of paper.

Kamini of Coldwell Banker Realty: Time, Identity, and Leading Through Chaos

Tom then brought out Kamini, President and CEO of Coldwell Banker Realty, for a live interview. She opened by stating plainly that she is the first woman and the first person of color to hold that role in the company’s 120-year history, adding, “I have to know for damn sure that I earned it. And it is paved with one thing, and that is really freaking hard work.” Before joining real estate, she was the CMO of a fashion-technology company before being personally recruited into Compass.

Asked how she manages a demanding executive role with two young children, she described accepting the CEO job and having a baby within the same window, initially turning the job down out of fear before reconsidering. She took twelve weeks of maternity leave, stayed fully present with her newborn, and still used the forced urgency of impending motherhood to reorganize the entire leadership team — flattening the hierarchy, removing layers, and promoting field-connected leaders — in six months instead of the year originally planned. On discipline with time, her advice was blunt: be honest with yourself about where your day actually goes, check your phone’s own screen-time data, and understand that “it’s okay to waste a little bit of time” as long as you’re conscious of the choice. She described her own evening ritual of becoming “a potato” after her daughters are asleep — no laptop, sometimes not even the TV on — as a deliberate, guilt-free recharge.

She attributed a leadership framework to a mentor referred to only as “Robert”: that a leader has to become “a totally different version” of themselves roughly every 18 months, because “everything I was doing 18 months ago, if I’m still doing it today, I haven’t grown and the company will stall.” Tom connected this to a story about Michael Jordan playing through the so-called “flu game” — actually food poisoning — arguing that people are capable of dramatically more than they believe, if they stay focused on the work instead of the scoreboard.

Asked to make a prediction about the industry, Kamini pushed back hard on AI-replacement narratives: “Anyone who’s telling you that you’re going to be disintermediated by AI is bullshit — they don’t know what they’re talking about.” She predicted that within 18 months, no one will still be saying that, the same way people will stop predicting AI will replace bartenders, and that brokerages will stop bragging about their tech stacks and instead focus on whether agents actually use the tools — citing Coldwell Banker’s “Home” platform and its built-in AI assistant as an example she believes agents genuinely adopt. She closed by noting that 85% of Americans still say buying a home is essential to the American dream, and gave her Instagram handle as @kaminicbr.

Jamie Turner: “Your Identity Is Your Authority”

Tom introduced his “longtime friend” Jamie Turner for a keynote titled “Your Identity Is Your Authority.” She opened with a personal story: her son Ryan made it to the robotics World Championship after a year of building, and she didn’t go, telling him she had to work — which, she admitted, wasn’t actually true. Her daughter Emma, a volleyball player seated in the front row, has had games her mother has missed for the same reason.

Her central argument was that most agents who call themselves “solo agents” already have a team in every functional sense — a buyer’s agent, a listing coordinator, a full-time assistant — but refuse to use the word “team” because they don’t want the identity of managing people. “Until she owns the identity, she’s limiting herself. She can’t build bigger if she doesn’t embrace the words.” She traced her own limiting belief to childhood: her parents ran a print shop out of their basement, and in her house, “self-employed and broke weren’t two separate things. They were the same sentence.” When she entered commission-only real estate, some part of her already expected the story to end the same way.

She credited a specific sequence of “rooms” for changing that story. In 2011, her husband Charles came home from a one-day Tom Ferry event in Seattle “fired up,” and she agreed to $500-a-month coaching they genuinely couldn’t afford at the time — “We don’t have five hundred dollars.” Their first coach was Doug Hanna, whose “ten times the goal” framing initially struck her as insane. In 2016, at an Elite retreat, Darren Hardy’s talk on the compound effect — small, consistent decisions compounding over time — reframed how she thought about patience and results. In 2018, she mentally checked out during a session with Tom’s accountant on “cost segregation,” assuming it didn’t apply to her since she didn’t own a commercial building — until 2022, when she and Charles bought one, and the concept she’d tuned out four years earlier saved them, in her words, “over two hundred and fifty thousand dollars” since. She also described a peer accountability session where the group reviewed each other’s P&Ls line by line out loud, discovering a friend named Jeff had thousands of dollars miscategorized as “office supplies” simply because he didn’t know where else to put it.

Her practical framework for the room, delivered as a direct sequence:

  • Say the word “team” out loud about your own business, even if your team is just an assistant and a lender who always answers the phone — “you can’t lead what you don’t need.”
  • Run a personal time audit: for three days, write down everything you do in 30-minute increments, no excuses, then identify which tasks bring you joy and which don’t. Low-joy, low-dollar tasks become your next hire. She admitted she personally spent about four and a half hours a week scheduling her own buyer showings before delegating it to an assistant.
  • Find someone in the room doing something specific better than you and ask to shadow them. She described calling Lydia Courage for an hour and a half about YouTube strategy after her own channel, started January 1st, wasn’t converting the way she wanted.
  • Draw your target org chart — the one you want in three years, not the one you have now — before writing a single job posting, then delegate by literally crossing names out of boxes. She shared her own chart’s evolution from 2010 (every box either “Charles” or “Jenny”) to 2026, which now includes a box for “AI implementation” that didn’t exist when she first drew it.

She closed with the line that gave the talk its title, delivered directly to the room:

“Your identity is your authority… The story you tell yourself decides how big you are allowed to build.”

Bob McRae’s “Domain Authority”: Building an AI-Ready Website

After a charity segment (below), Tom introduced Bob McRae, a UK-born coach who opened by asking how many agents in the room have websites producing at least ten organic leads a month without paid ads, then fifty, then admitted most hands stayed down. He offered his own numbers as contrast: his Dallas-area website produces roughly 117 organic leads per month on average.

He described himself candidly as “a real goober” and “a geek” who codes websites for fun, citing a resume of 19 years in IT, 24 years in real estate, 43 years teaching technology, a second master’s degree in digital marketing management (his first was in creative writing), personal authorship of more than 465,000 web pages, and ownership of six IDX sites. His central principle was ownership: “You cannot build your moat around a property you do not own” — meaning your website and CRM have to be platforms you actually control, not rented ground.

His main teaching device was a metaphor comparing large language models to old home-stereo formats: ChatGPT is “the record” (what everyone is playing), a mapping app is “the mixtape” for the car, and Claude is “the CD” — “it sounds better, and it writes better.” Perplexity, he said, isn’t itself a large language model but a player of all the formats, since it pulls from ChatGPT, Grok, Gemini, and Claude and returns a synthesized answer.

He introduced “domain authority” as a defined, measurable score of how much trust a website has earned on the internet, illustrating the spread with a metaphor of his aunt mumbling an agent’s name to herself at a bus stop (domain authority of roughly 1) versus Dolly Parton saying the same name into a microphone (domain authority of 100) — noting that most agents’ actual websites sit between 10 and 15. His repeated line: “Domain authority starts with your inventory.” He argued most agent websites function like a clothing store that keeps all its stock in an unmarked back room and asks customers to dig through boxes themselves, rather than putting listings out on the shelves as actual content — literal, individual pages for real inventory and even hyper-specific searches (his example: a Boat-dock-in-Austin page he built speculatively, which led to a $1.5 million referral closing on July 31st even though he says he hasn’t personally shown a home in two years).

His “echo chamber” strategy: use AI to generate quality content about your listings, then deliberately post that same content across your website, your Google Business Profile, LinkedIn, and a handful of other properties, so that when large language models see the same claim corroborated across multiple sources, they treat it as verified and are more likely to surface and recommend you to consumers. He framed platforms — LinkedIn, Google Business Profile, and similar — as “aunts who love you”: tell them everything you’re doing (anonymizing client names and addresses), and they’ll turn it into a blog post, a video script, or a graphic you can then redistribute.

He named three free tools for monitoring the results:

  • Google Search Console — how computers and large language models see your website
  • Google Analytics — how actual people use your website
  • Google Lighthouse — how fast and secure your server performs

He closed with his own production numbers — $6.3 million in referral volume so far this year without a personal showing, licensed across Texas (with four separate sites), Florida, and Delaware — framing a well-built, high-authority website as a sellable business asset in its own right, and pointed attendees to a six-session Domain Authority course he was launching after the summit.

Charity Spotlight and the First Gellin’s and Garrison Award

Between the coaching content and the closing recognition ceremony, Tom’s wife took the stage to introduce this year’s summit t-shirt fundraiser, with proceeds split between two charities nominated from within the coaching community rather than outside causes. The first was founder Jared Davis’s wildlife sanctuary, home to more than 50 rescued, neglected, or endangered animals about an hour southwest of Orlando, run as a nonprofit funded through donations and reservation-based educational tours. The second was a charity founded by longtime coach Lisa Doyle in memory of her son Jesse, supporting families affected by overdose with crisis intervention, treatment financing, and lodging for parents accompanying children into treatment; the accompanying video cited that more than 130,000 parents in the U.S. grieve the loss of a child to overdose every year.

The summit then closed its main-stage content with a new tradition: emcee Matt told the room that, for the first time, the ecosystem would honor a member for embodying selfless peer-to-peer contribution — with future nominations to run year-round through Facebook and coaching groups, judged by a committee of past recipients. Before the announcement, Tom surprised two of his earliest supporters, Carol Garantson and Maxine Gallons, with a personal thank-you gift, crediting them with telling early clients decades ago that “he wasn’t Mike Ferry, he was Tom Ferry” with his own approach. The award itself was named the Gellin’s and Garrison Award, and its first-ever recipient, announced to the room, was Jamie Turner — the same speaker who had just delivered “Your Identity Is Your Authority.” Reflecting on the moment on stage, she referenced first meeting fellow early coaching clients at a 2011 credential conference, framing the award as ecosystem members “passing it on to the next generation.”


Real Estate Agent Strategies — CEO Mindset, VSLs, Expired Listings & AI Tools

The third day of the Tom Ferry Success Summit closed with one continuous, high-energy stage segment that ran from live audience Q&A straight into a CEO-mindset interview with Leo Pareja, then handed off to two tactical talks — a Video Sales Letter framework from an agent named Christian, and an “Expired Era” strategy from Jimmy Mackin — before ending, literally mid-sentence, in a rapid-fire interview with luxury broker Aaron Kerman when the recording hit its length limit.

Tom Ferry’s Live Bets: Accountability in Front of the Room

Tom Ferry opened by pulling agents out of the audience and making them public “bets.” The first was Cassandra, a 26-year-old agent from Houston who described a familiar problem: great rapport at open houses, consistent follow-up, and no responses. Ferry’s diagnosis was that she wasn’t closing — not proposing a next step, a showing, or another listing opportunity. He then bet her $10,000 that she could not get to 50 listing appointments between then and December 15. She took it on the spot.

To illustrate the stakes, Ferry told the story of Mary Angel, a client from a 2017 event who couldn’t afford to fly in and drove instead. He bet her $10,000 that she couldn’t complete 100 listing appointments between July and the end of that year. She hit 107 — he said she got some of the last eleven by telling people in her church, “I made this stupid bet with this guy, can I just come to your house? I’ll bring a bottle of wine.” Before the bet, she had sold only three houses that prior year; after it, she sold sixteen.

The second bet went to Taylor Pace, an agent in The Woodlands (Houston) who had already completed six leases and two closed transactions with a third pending. Ferry riffed first on persistence, invoking his friend Rogers Healy of Dallas, who he said failed the real estate exam eighteen times before passing. He then challenged Pace with the identical structure: $10,000 if she couldn’t reach 50 listing appointments by year-end. When Pace said her top priority was “attract more leads,” Ferry pushed back that leads alone are meaningless without action, arguing appointments — not names and numbers — are “the single most important leading indicator of every sales business on the planet.”

Scarlett: An Identity Problem, Not a Skills Problem

Scarlett, from El Paso, spent twelve years as a hairdresser before her first year in real estate, in which she closed 11 transactions while married, raising a toddler, and pregnant. Ferry’s core diagnosis was that she has an “identity issue” — her existing sphere still knows her as a hairdresser. His prescription was the same advice he says he gave to Gary Vaynerchuk’s sister: build a real estate identity through consistent behind-the-scenes content, repeating a simple narrative (in Scarlett’s case, “year one in real estate, I helped eleven families buy and sell real estate while cutting hair — I’m an entrepreneur”). He cited Shannon Gillette, who he said went all-in on Instagram and poured herself into her community, a strategy that didn’t pay off immediately but eventually grew into roughly 300 transactions a year.

Leo Pareja layered in a personality-based framework: take a DISC profile or Myers-Briggs assessment and get obsessed with how you’re actually wired. He described energy as “a superpower,” contrasting a grinding day of earnings calls that drains him with time on stage that energizes him, and pointed to a colleague, Chris Heller, who runs on pure discipline with no apparent internal fuel — “I would go play in traffic afterwards if I did that every day.” His point: find the prospecting lane that gives you energy rather than the one that just gets recommended to you, because whatever version of you shows up at home reflects that choice.

“Cause I can see it in you, girl. Like if you were selling shares of you, I would buy shares of you. You have it. You have the ‘it’ factor.”

Ferry closed Scarlett’s segment with a personal $5,000 bet made payable to someone from her past she still resents, to be sent to that person if she doesn’t sell 20 houses in the next 12 months — plus a direct challenge to pay off her home, buy her mother a house, and get both of her kids financially set as her stated mission.

Leo Pareja: Net Income Over Transaction Count

Leo Pareja was introduced as CEO of “the largest independent real estate company right now in the world,” having sold roughly 4,000 houses himself before moving into leadership. Nathan Poe, from Mobile/Gulf Shores, Alabama, in his fifth year in business, explained he was chasing a career-total milestone of 100 transactions with about nine more needed to close out the year — while raising a six-year-old, a three-year-old, and a two-year-old, and worried about the toll on his family after his kids cried when he was dropped off at the airport for the summit.

“I think you are tracking the wrong number. I don’t give a shit about transactions, net income… it’s how much net income you are willing to generate for the time you are going to be away from them.”

Pareja described his own governing rule as a father of a nine-year-old and an eleven-year-old: he tracks nights away from his kids, not deals closed. In 2025 that number was 3.3 nights away per month, a boundary he set as part of the deal he made with Glenn Sanford to become CEO — he would not travel like a typical CEO. He noted that in the prior eight weeks he’d seen a thousand agents across five countries while still making it home to put them to bed. Tom Ferry added his own version of the same lesson: his sons, now 27 and 25, have worked for him since childhood — selling tickets and t-shirts at his seminars — because he believes showing children the work behind success, rather than hiding it, changes how they see it later.

Leo Pareja: Force Multipliers, Team Dissolution, and the Real Hourly Rate

Dan Tierman, from Fairbanks, Alaska, asked how to balance building a team against time management. Pareja answered as founder of Remine, a former mega-team leader, and now CEO of a brokerage with 87,000 agents in 29 countries — the first point in his life, he said, where he has “officially ran out of time” to do one-on-ones with everyone. His answer centered on finding your biggest force multiplier: for him, that’s spending 70–80% of his time with current or soon-to-be agents, one-on-one or one-to-many.

On teams specifically, Pareja said he’s on a personal mission to talk team leaders out of winding their teams down and going back to being solo agents:

“We made teams too cool in the last decade… there is a lot of you that have organized gangs and gang affiliations [rather] than running teams.”

He argued most agents could make more money, be home for their kids, and be a better spouse running solo than running an underperforming team, and offered concrete guardrails for anyone still building one:

  • Become the best converter of leads before anything else — improve a cold lead’s conversion from roughly 3% to 6%, and a warm lead’s from roughly 40% to 62%.
  • Hire five to six virtual assistants to absorb the “$10, $15, $20 activity” before ever adding a salesperson.
  • Don’t start a team just to feel included.

When Ferry asked the room what they’d had to stop doing to become the CEO of their own business, Pareja walked through Kiyosaki’s cash flow quadrant and Michael Gerber’s E-Myth — the entrepreneurial leap of “I can do better than this,” followed by the shock of running a P&L — and described his own leadership philosophy as surrounding himself with smart people and getting out of the way. Every 90 days he meets with his top producers and, more importantly, his staff, to “think in the clouds and in the dirt” (90 days out and 18 months out) and co-create solutions rather than hand down orders, so that ideas become “ours,” not his.

Pareja’s homework assignment for anyone unsure where their time goes: track every ten-minute block of a full week, Monday through Sunday, including evenings, the way law students are trained to log billable hours — then feed that log to an LLM and ask what can be outsourced. He also offered a blunter exercise: take your prior year’s 1099 income and divide by 2,080, the Department of Labor’s full-time-hours baseline, to calculate your real hourly rate. “Some of you will smile because you realize you make like eighty dollars an hour. And some of you will realize you make twelve dollars.” He said he repeats this “tough love” every January, comparing that number against what a steady job with nights, weekends, and two weeks of vacation would pay — while still maintaining that going all-in on real estate can produce a multiple of that outside income. “I still think this is one of the greatest entrepreneur opportunities in the United States. But for a lot of you, you probably need to quit. And I’m okay saying that because I actually care about this industry.”

Leo Pareja: A “Recession of Transactions”

Asked what single piece of legacy he’d want to leave the industry, Pareja said the coolest thing agents do is deliver hope. He described a recent earnings call where an analyst asked when the market gets back to “normal,” and pushed back that NAR’s January forecast of 14% year-over-year growth made no sense against the prior six months of data.

“I don’t know what they’re smoking over there, but it sounds incredible.”

His outlook: roughly 4 million home sales a year for the next couple of years, which he called “as bad as 2008” and explicitly a recession of transactions — with 4 million as the 30-year floor and 7 million the peak (last touched in 2021, before that in 2006). His framing for agents: an event is neutral until you decide what it means, and the underlying human drivers of real estate — falling in love, having kids, needing more or less space, death, divorce, promotions — don’t stop in a down cycle. “I am here to be the sherpa as you climb this mountain,” he said, closing with a caution to protect clients from stepping over the edge and to deliver a genuine fiduciary experience.

Christian’s Video Sales Letter Framework

Christian, whose team runs onyxhomes.com, opened by grounding content in its actual purpose: “The goal of content is to make more money,” not views, subscribers, or followers. Since taking content seriously roughly 90 days before the summit, his team had grown YouTube subscribers 10x to 40,000, and over the prior 18 months had generated 960 leads across YouTube, Instagram, TikTok, and their blog, closing more than $500,000 in GCI from that content specifically. In the trailing 30 days alone (as of July 16), the team had brought in 1,100 leads, had 58 deals pending worth $53 million, and had closed over 200 deals for the year.

His core tactic is the Video Sales Letter (VSL): a single best-possible sales pitch, recorded once, placed wherever a prospect needs to hear it — instead of an agent repeating (and getting tired of repeating) the same pitch live every time. He compared it to In-N-Out’s three-item menu: simplicity converts. A good VSL does three things — increases conversion by pre-selling prospects before a live conversation, handles the same five to seven objections every agent hears repeatedly, and shows proof (screenshots of reviews, results, and testimonials) rather than just claims.

The framework he taught:

  • Hook (first 3–10 seconds) — tell the viewer this video is for them and why they should keep watching.
  • The three P’s — Proof (you know how to help), Promise (the outcome they’ll achieve), and Plan (how you’ll get them there).
  • FAQs — pre-handle the objections you already know are coming.
  • Call to action — a crystal-clear next step, whether that’s booking a call, prepping for tomorrow’s listing presentation, or joining a team.

Target length: three to eleven minutes — “longer is not better; better is better.” For beginners, he recommended just using an iPhone and a tool like Bonjoro or Loom, without overthinking production value (his own first version, shot on an iPhone with a $7 Amazon tripod, is something his team still mocks in the office). For advanced users, he described building a home studio setup. He urged placing a VSL on every landing page and at every step of the sales process — buyer consultations, pre-listing presentations, recruiting pages for team leaders wanting to answer “why should I join your team,” and email action plans in place of years-old canned CRM templates.

Jimmy Mackin: The “Expired Era”

Jimmy Mackin’s talk centered on a single target: 10 additional listings over the next 12 months, which he argued can fuel roughly 50 marketable moments per listing and, compounded across a year, around 500 marketing campaigns — quoting his colleague Chris Smith’s line that this is how an agent becomes “five-mile famous.” His starting premise was that the median length of a sphere relationship in the U.S. has doubled over the last 20 years, meaning the same 100-person sphere that once produced roughly 15 transactions a year now produces closer to 5 — the reason many agents hit a growth ceiling relying on sphere alone.

Mackin walked through the market backdrop that created what he calls the expired era: 2014–2019 as a period of modest, boring appreciation; the “fever dream” years of pandemic-era bidding wars; and then what he called the three D’s of 2023–2025 — denial, depression, and desperation. Days on market bottomed around 2021 near pandemic lows before reversing hard; back in 2011, average days on market sat at 97, a figure that had plummeted 82% within ten years before beginning to climb again — and inventory is now surging across 34 of the top 50 metro markets. He tied rising expireds directly to affordability whiplash: the average U.S. mortgage payment was $716 in 1985 and is roughly $2,200 now, and mortgage payments have risen more than 15% in a single stretch only twice in 40 years — both times in the last four years. Sellers, he said, are also simply anchored to memory rather than reality, comparing today’s offers to the best number they ever heard rather than to current conditions.

“Show me a market where days on market are rising and I am going to show you a market that has a lot of expires.”

His prediction: by 2027, roughly 20% of the market will consist of listings that failed to sell at least once, and currently 55–58% of expired listings never return to market at all.

The Research and the Cannonball Campaign

Mackin’s team analyzed 9,338 listings that failed to sell over the trailing 12 months. Their key findings: virtually every agent calls an expired listing on day one, yet only 5% of expired listings relist with another agent within the first three days.

“Time kills loyalty.”

A long-term follow-up strategy of 30 to 180 days, he argued, beats a three-day sprint every time — reinforced by the finding that listings typically expire with about 130 days still left on a six-month contract, meaning the real breakdown in the seller-agent relationship starts around six weeks in, not six months. He also identified the two worst-performing segments for retaining expired sellers as brand-new, inexperienced agents and mega teams, whose failure rate he said is “as bad as an agent who just sold one house” — advising agents to go after expireds where they can actually win the listing (“barnacle on whale”), rather than competing against a top producer with deep client relationships.

His four-step Cannonball Campaign:

  • Build a home profile — homeowner information, tax records, price history, comparable sales, and what’s currently on the market (he gave attendees a prompt to drop straight into Claude to auto-generate one).
  • Create marketing artifacts — mailers, landing pages, and sales letters, avoiding language that signals you’re just another agent (“I’m so sorry your home didn’t sell” reads as insincere; instead, demonstrate you actually understand why it didn’t sell, show the plan, and lean on team or brokerage credibility if you’re a newer solo agent).
  • Distribute — direct mail plus skip-traced email, since most competitors are only calling and knocking; he cited a colleague, Tommy Williams, who got five listing appointments in six weeks from one such campaign.
  • Amplify success — publicly share results, citing agent Nicole Boden’s “Not all homes sell” postcard sent after a closing, quoting Donald Miller’s idea of becoming “famous for solving problems.”

Mackin closed by introducing an agentic AI tool built for this exact workflow, called “Bots,” under the Listing Leads brand, offered with a seven-day free trial, with early access for Tom Ferry coaching clients. He read a message from a seller thanking agent Tammy for her research-informed pitch and requesting a 30-minute in-person meeting — noting Tammy’s own text to him afterward: “Jimmy, I was eating bonbons in my office.”

Closing: Aaron Kerman, Cut Off Mid-Answer

After a closing riff comparing agents to a bison-charge viral video — sometimes you’re the bison, sometimes you’re the tourist — and a rapid audience share-out of the biggest deals attendees had closed, Ferry brought out his last guest of the day: Aaron Kerman, who runs the Christie’s International Real Estate franchise in Beverly Hills. Kerman said he’s been in the business 28 years, estimated his combined career sales at $25 billion, and said he “became” Aaron Kerman after starting out selling $150,000 houses just like everyone else. Asked how an agent makes the jump into a market with more expensive homes, his first answer was “the first thing is believe in yourself” — and at that exact point, 93.4 minutes in, the Plaud recording physically cuts off, mid-sentence, ending the session’s capture.

Compiled from raw session transcripts recorded at the Tom Ferry Success Summit, Anaheim, CA · August 3–5, 2026.