back to the main site

the roundtable

An intimate roundtable for real estate professionals in Belvedere, California

You've built a good business. Your clients love you, your past buyers still text you on their closing anniversary, and your name comes up at dinner parties. So why does your referral flow still feel unpredictable some months?

Most great agents have the reputation. What they don't always have is a system that turns that reputation into steady, consistent business. Referrals come in waves, and the quiet stretches leave you wondering what you could be doing differently.

This roundtable is where we figure that out together.

Join me and a small group of respected agents for an honest conversation about magnetic branding, effortless referrals, and building a market presence that lasts. You'll hear what's working right now, what the most referred agents do differently, and how to position yourself as the trusted advisor your clients can't stop talking about. I've spent 22+ years watching which agents thrive through every market cycle, and the pattern is clearer than you'd think.

You'll leave with fresh ideas, a sharper sense of how your brand shows up when you're not in the room, and a few new relationships with agents who think the way you do.

We'll be gathering at a private home overlooking the water in Belvedere, which felt like the right setting for a conversation about building something lasting.

If you've been thinking about what the next level of your business looks like, I'd love to have you at the table.

Location will be shared AFTER your RSVP.

‍

Oct 15, 2026
4PM - 7PM
Bay Area

We hope to see you there.
Register below.