Growth & Market Position
Where do you want to compete, which clients do you want to serve, and how could AI change your marketing, sales approach, and service proposition?
Bring your leaders and teams together to explore what AI means for growth, agent performance, marketing, pricing strategy, and the people and systems behind your business.
Remote AI training is available for teams nationwide. Bring your colleagues together online for learning shaped around your industry and goals.
“The hands-on exercise pushed us just outside our comfort zones. We had to work together, make decisions, and build something under a deadline. It was energizing, challenging, and the highlight of the afternoon.”
For brokerages already using AI for routine tasks, the bigger question is where it can create lasting business value. Explore how growth, agent performance, pricing, operations, and technology work together—and where a more coordinated approach to AI could strengthen the whole business.
Where do you want to compete, which clients do you want to serve, and how could AI change your marketing, sales approach, and service proposition?
How do market insight, pricing decisions, commission models, and the cost of supporting agents shape sustainable growth? Where could better information improve your judgment?
What do recruiting, onboarding, coaching, and retention need to achieve? How can learning help experienced agents and new team members move forward together?
How well do agents, transaction teams, marketing, and leadership work together? Explore the information, responsibilities, and handoffs that connect the client experience.
How do you assess competing platforms, integration needs, data access, and total cost? Build a clearer view of what to ask before investing in another tool.
Who makes decisions about AI, what needs human review, and how will you know whether an approach is helping? Connect experimentation to business priorities and professional responsibilities.
Develop a common understanding of AI’s capabilities and limits, grounded in your organization’s priorities.
Examine opportunities across functions, including the people, information, systems, and responsibilities each would involve.
Identify what deserves further exploration, what needs to be true to proceed, and how you would assess whether it creates value.
Brokerage owners, managing brokers, team leaders, and the people responsible for operations, marketing, agent development, and technology.
Our format is an afternoon of expert-facilitated learning for 10–12 participants. We shape the learning around your goals, experience, and the decisions you’re facing.

Globally recognized. Experience across industries.
Joe has facilitated learning sessions for a wide variety of industries and serves as a strategic advisor to executives. He brings experience across industries to help teams explore new ideas, build practical skills, and turn learning into decisions they can act on.
“Joe made AI approachable, practical, and fun. We left with a clearer understanding of what’s possible—and more confidence to get started.”
“Joe has a gift for making a complex subject understandable—and fun. His workshop was fast-moving and engaging, with practical examples that connected directly to the work we do every day.”
“Joe made the room feel comfortable asking questions and taking risks. He brought deep technical knowledge without talking over anyone, and kept us feeling included, challenged, and supported throughout the session.”
“Joe’s hands-on approach turned AI agents from an abstract concept into something we could actually build. The time pressure pushed us to stop overthinking and start creating. One of the most valuable sessions of the workshop.”
“The biggest takeaway was understanding the difference between using AI to answer questions and building an agent to support a workflow. Joe made that distinction click, then gave us the opportunity to put it into practice.”
“Joe clearly understood our industry. He connected AI agents to the workflows, client needs, and technology challenges that we deal with every day. That made the session especially relevant.”
“I appreciated that Joe brought both enthusiasm and a thoughtful approach to AI adoption and governance. His session helped connect the possibilities of AI with the practical considerations of using it in a business.”
Tell us where you want to take your organization and who you would bring into the conversation. We’ll discuss the right focus, format, location, and any applicable fees with you.
hello@maha.laNo. We can begin with an introduction or build on your team’s existing experience. The planning conversation helps us choose the right starting point.
Yes. Different responsibilities and perspectives are valuable when exploring how AI fits into the whole business. We’ll help you consider who should be in the room.
We’ll discuss any applicable fees, location, and availability when we understand your group and goals. Submitting an inquiry doesn’t commit you to a booking.
Tell us you’re interested in a shared cohort. We can discuss whether a suitable group is being planned.