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Tom Ferry Summit 2026 · Day 2 · Anaheim, August 4

Day 1 found the sun. Day 2 is the machine.

Nine sessions on the behaviours, scripts and systems that actually move the number — plus a listing framework, a hidden-inventory play worth rebuilding for Canada, and a session that describes the stack you're already running.

9 sessions Source: Tom Ferry Summit 2026 Day 2 Slides.pdf Prepared 17 Aug 2026
Part I — What was said

The nine sessions

Content as delivered, followed by what it changes for a solo agent in Halton.

01
Tom Ferry with Dr. Gio Valiante

Choose your line

A reprise of Day 1's frame, sharpened into two questions: "What's the difference between a golfer outside the top 5 and the top 5?" and "What's the difference between a top producer and a High Performer?" Same underlying truth — the 40% trap — and the same five ways to tap into the unused 60%: natural talent, work ethic, differentiated perspective, better process, the right team.

"What would have to be true for me to spend more time where I win?"

Note the shift from Day 1. Day 1 asked what small adjustments unlock your 60%. Day 2 asks what would have to be true — which is a systems question, not a willpower question. The SOP & Checklist Library giveaway repeats here.

For you Where you win is the renovation-and-value conversation — nobody else in Oakville can walk a basement and price the upside on the spot. "What would have to be true" means: what has to be built so more of your week is spent in that conversation and less on everything around it. Sessions 08 and 09 answer it.
02
Matt Farnham · Team Farnham, eXp · Las Vegas

Your identity is your authority

Top 1% for 22 consecutive years. Seven-figure business, 80% referral, and $414K a year in agent-referral GCI alone. His framework is four words in sequence:

Identity → Value → Trust → Authority. "Authority isn't where you start. It's where you end up."

The core argument is against industry playbooks and what he calls identity replacement — copying someone else's business because it worked for them.

"Nobody has your story. AI can replicate what you do. It cannot replicate your soul."

  • Identity — Who am I? What am I uniquely great at? What am I most passionate about? Who can I best serve from that place? The Experience Economy isn't a new strategy; it's a vehicle for who you already were.
  • Value — document it, share it, repeat.
  • Trust — "a referral isn't a risk, it's a relief. Prove them right." Lean into the deeper you: interests, faith, alignment.
  • Authority — new business is the overflow. Point yours anywhere.

"The soccer field is your database." "Generalists fade. Specialists win. Your identity is your specialization." And, quoting Diamandis: "automate the routine, humanize the exceptional."

For you This is the session that names what you've been treating as background. You didn't arrive from a sales job — you came from restoration and construction. That isn't a footnote on your bio, it's the whole specialization. "The agent who reads houses like a contractor" is a position no Oakville competitor can take, and it's already true.
03
Andrew Undem with Tom Ferry

Control Selling — the 9 C's

Opens with the industry's blind spot: every other high-value industry — SaaS, B2B, pharmaceutical, telecom, insurance, medical device — trains sales. Real estate trains legal, process and marketing.

  • 82% come into the industry with no sales training.
  • 87% fail after five years.
  • 50% of licensees don't sell anything at all.

"The consumer already wants the product." Quoting Naval: "You're doing sales because you failed at marketing. You're doing marketing because you failed at product." — and then: you are the product.

Sales is "the art and science of getting someone intellectually engaged on a future result that's good for them, and then helping them emotionally commit to achieve that result."

The framework — three triads, nine C's

Triad 1 — The Foundation
Comfort

If you're not comfortable, you can't make anyone else comfortable. Situational. You pick your presence — identity, state, preparation, ritual.

Care

They need to feel that you care. Appearance, punctuality, friendliness, genuine curiosity, active listening.

Connection

Without comfort and care there is no connection. 55/38/7. Match and mirror, pace, energy, labelling. Voss's tactical empathy.

Triad 2 — The Structure
Control

You are either part of your plan or part of someone else's. Gather the agenda, get permission to ask, determine outcomes.

Consult

Better questions get better answers. Picture — what does ideal look like. Pain — what's the current problem. Price — is there budget to solve it. Process — how do they make these decisions.

Crystalize

No grey areas. Repeat it back in their words. Articulate the cost of inaction.

Triad 3 — The Resolution
Confirm

This is where you present. Certainty and conviction. Draw your process on a timeline that addresses every concern they raised.

Clarify

Closing is the natural progression of a great presentation. "Is there anything I didn't go over that you'd like to add?"

Close

The next logical step. Ground rules for communication. What a great relationship looks like.

For you Triad 2 is the part most agents skip and it's the part that wins listings. Picture / Pain / Price / Process is four questions you can run in any kitchen, and "articulate the cost of inaction" is exactly where the Day 1 days-on-market chart belongs — the cost of waiting, in dollars, in their own words.
04
CINC · KnowHow

Targeted lead gen and tailored follow-up

A paid-channel breakdown from a database of over 10 million leads.

Channel economics
ChannelCost per leadSales cycleBest approach
Google
Largest inventory, broadest reach
HigherShortest path to close — active searchers already in decision modeVolume requires AI follow-up plus daily prospecting
Facebook / Meta
Best long-term ROI
~50% less than searchCloses ~4 months later, ~20% lower conversionAI nurturing essential — long consistent touches, watch for the signals
Bing / Microsoft
Premium audience, less competed
Lower volumeSkews 45–65+, financially established, deliberatePrioritised agent phone outreach — rewards personal touch

The profitability rule

Keep average cost per sale under 25% of GCI. Their worked example: 100 leads at $10 = $1,000, converting at a realistic 1% into one sale worth $10,000 GCI = 10% cost per sale, profitable. Leads at $25–50 strain it. Referral programs run around 40% — above the limit.

Three requirements to grow profitably: own your leads (you can't build on a source where you don't control volume), grow profitably (high volume with no profit is wasted effort), ensure scalability (~50 leads per agent).

Speed to signal — replacing speed to lead

  • Verified leads are 70% of leads but 95% of closings. Ignore unverified; let AI nurture them until they verify.
  • "Agent-ready" leads are 15% of leads but 60% of closings, and are 8× more likely to convert if followed up promptly.
  • The four agent-ready signals: an AI-validated conversation, a showing request, a CMA request, a specific property inquiry.
  • The clock: under 1 hour is where immediacy rules. 1–3 hours, still engaged. 3–6 hours, drifting. Same day, the 8× rule fades. Next day, they've probably engaged another agent.

"Warmest leads become the coldest leads if faced with slow follow-up."

For you You're not running paid at scale, so ignore the channel table for now and take two things. First, the 25%-of-GCI ceiling is the rule that tells you whether any lead source is worth keeping. Second, "speed to signal" is buildable today: a home-valuation request on your site is the single strongest seller signal there is, and right now it lands in an inbox with no alarm attached to it.
05
Krystopher Benyamein · @krysbenyamein

The charisma advantage

"Your identity isn't built by the accomplishments you achieve. It's built by the promises you keep to yourself every day."

  • Fear challenges identity — but fear only tells one version of the story.
  • Fear is a prediction, not a prophecy.
  • Confidence isn't the absence of fear; it's built by kept promises.
  • The process has to reward you before the results ever will.
  • If the only thing you enjoy is winning, you'll never last long enough to win.
  • Those with charisma own their stage.
For you This is the psychological backstop for the weekly video streak and the weekly call. Both feel bad before they work. "The process has to reward you before the results ever will" is the answer to week six, when nothing has happened yet.
06
JJ Mazzo · CrossCountry Mortgage

The low interest rate unlock — getting sellers off the fence

The strongest single play in the deck. The premise:

"Is buying a home today an affordability issue, or has no one shown them the real math?"

  • 53% of homeowners are locked into a mortgage under 4%.
  • 94% are not living in the home they actually want.
  • Locked-in rate + outgrown home = hidden inventory. They're not off the market, they're frozen.

Then the argument that unfreezes them — they guard a cheap mortgage while bleeding on everything else:

The rate they defend vs the rates they pay (US figures)
DebtRateNote
Mortgage, already held4.1%The rate they refuse to give up
Credit cards23.8%Blended life rate of 11.4% — a 7.3-point spread over the mortgage
Auto loan8.5%
HELOC8.25%
Student loans6.4%

Median home equity ~$295,000 against ~$104,000 of average non-mortgage debt — the equity is nearly 14× the life debt. Homeowner median net worth $430,000 vs renter $10,000, a 43:1 gap.

The five moves

  1. Inventory the debt.
  2. Leverage the home equity.
  3. Pay down the debt with equity.
  4. Set up the next chapter.
  5. See it in real life.

His worked example: before, $4,188/month across four payments — a $520K mortgage at 4.1% plus cards, auto and student/HELOC at 8–23.8%, in a home they've outgrown. After, $3,792/month as a single mortgage payment on a $750K dream home, zero life debt. Nearly the same monthly outlay, better house, no high-rate consumer debt.

And the habit: one conversation a week with a past client. At Tom Ferry-reported appointment-to-close rates, 52 conversations a year produce 13 deals at 25%, 26 at 50%, 39 at 75%.

"One reset creates a listing AND a buy-side. You stay the trusted advisor, we handle the numbers."

For you This play is worth rebuilding for Canada, and it is not a copy-paste job — see the flag in Part III. But the structure is exactly right for your database, and it pairs with the renovation angle better than it does for the agent who presented it: for some of your past clients the answer isn't a new house, it's the equity funding the renovation that makes the current one right.
07
Derek Caldwell · The Caldwell Group / Ai Marketing Academy

The AI operating system

"80% of apps will disappear because AI will handle most features users expect." — and that's the best news you've ever heard.

The problem he describes: subscriptions stack, logins multiply, and you end up as the integration layer between them.

  • "You are your business, one app at a time." More tools, more logins, more overhead — versus fewer inputs, not fewer results.
  • "You became the messenger." App → you → app.
  • "Renting doesn't cost you subscriptions. It costs you… you."
  • "Why does none of it know you?" Built for everyone = built for no one.
  • "Have we just gotten used to living in someone else's box?"

His own numbers: 15 agents, 2,600 transactions, $300M volume. "The apps didn't go away. My job inside them did."

The stack he named, for agents building their own: Claude Code, Vercel, Supabase, Replit, Loveable, v0 by Vercel. His framing — "rookie: inside of Claude. Rockstar: on your stack." Five other teams showed theirs: the Reynolds Team, Pinnacle Homes Group, the Lawson Team, More Agency, and his own. Closing line: one screen, one system, yours.

For you You are the case study, not the audience. Claude Code, Vercel, your own Next.js sites — that's his exact stack, and you've been running it for months. The room was being told to start; you're being told to name it. What you don't have yet is the single screen: everything you've built is separate pages and scripts rather than one dashboard. That's the gap.
08
Tom Ferry

A future to live into

The coaching pitch, but with one statistic worth keeping regardless: the average agent wastes 11.5 hours a week, and what the program asks for is 7+ focused hours. "You already have the time. This is about where it goes."

Dabbling versus total immersion. The 2026 offer is the Authority Stack — weekly coaching plus four accelerators running Aug 19 to Feb 10, live Wednesdays and recorded: Emily Terrell on database referral optimisation, Derek Caldwell on AI for client attraction, Aaron Cuha on monetising YouTube home tours, Andrew Undem on the Control Selling method. 170 spots, capped on capacity. The 10X guarantee: $15,588 over 12 months against a guaranteed $155,880 in new commission or your money back.

The stated job of a coach: personalise the growth plan, help manage new and existing workload, keep you on track, start systemising the business, provide the feedback loop and accountability.

For you Whether the program is worth $15,588 is your call and depends on things this document can't see. What's free is the diagnosis: 11.5 wasted hours against 7 needed. The next session is how to find them without buying anything.
09
Kristi Jencks · @kristijencks

Buy back your time

"You have two accounts: your database, and your time."

The statistic that frames it — NAR: 87% of clients say they'd reuse their agent. 20% actually do.

"They're not leaving you. They're forgetting you exist."

Three moves

  1. Eliminate — the full database audit and the weekly roadblock report. Worth ~5 hours a week.
  2. Automate — the 2026 version of the ZMA text: pull names from your list, retrieve three values, create the graphic, draft the text, repeat weekly. Another ~5 hours.
  3. Delegate — "AI isn't a technology problem. It's a delegation skill." ~8 hours.

The Buyback Audit — 15 minutes, Monday morning

  1. List everything you did last week.
  2. Tag every task D delegate, A automate, E eliminate.
  3. Keep only what only you can do.

"Keep the conversations. Buy back everything else."

Her worked mapping: eliminate the database audit, automate the equity review, delegate the appointment prep. Reported result, 11 hours reclaimed each week — with member quotes about cancelling their content service because Claude writes the hyper-local blog, and weekly update reports running untouched.

For you The audit costs fifteen minutes and nothing else, and it's the single highest-return item in the whole day. Do it this Monday, before anything else in Part II.
Part II — The model

What changes in your week

Day 1 produced a goal and a leading number. Day 2's job is to make the number happen without adding hours. Four changes, in the order they should land.

Monday, 15 min The Buyback Audit Session 09
  • List everything you did last week. Everything — including the small things that don't feel like work.
  • Tag each one D, A or E. Be honest about which tasks you keep because you enjoy them rather than because only you can do them.
  • Take the top three A-tagged items into the build queue. You have the stack to automate them; most agents in that room do not.
  • Repeat every Monday. It's a standing fifteen minutes, not a one-off exercise.

Expected: Jencks reports 11 hours a week reclaimed across eliminate/automate/delegate. Even a third of that is the 7 focused hours session 08 says the work requires.

Weekly, ongoing The equity conversation Session 06

One call a week to a past client, running the Canadian version of Mazzo's math. This is the play that converts your database into listings without buying a single lead — read the compliance flag in Part III first.

  • Segment the master contacts sheet: bought 2019–2022, still in the same home, likely outgrown it.
  • Partner with one licensed Ontario mortgage broker who will run real numbers on request and take the call with you. You introduce; they do the math.
  • Run one call per week. One. The whole point of session 06 is that the habit is small enough to survive a busy week.
  • Log every one in the CRM against the leading number from Day 1 — these are conversations, and they count.

Your version of the payoff: Mazzo's table assumes 52 conversations a year converting at 25–75% to close. Take nothing on faith — run it at 10% and it's still five transactions you didn't have, on a database you already own.

Before the next listing appt Rebuild the presentation on the 9 C's Session 03

Most listing presentations are all Triad 3 — the deck, the marketing plan, the close. The wins are in Triad 2.

  • Control — open by setting the agenda out loud and asking permission to ask questions. Thirty seconds, and it changes who's running the meeting.
  • Consult — the four questions, in order. Picture: what does the ideal outcome look like? Pain: what's the problem with staying? Price: what do they need to net? Process: how do they make a decision like this, and who else is in it?
  • Crystalize — repeat it back in their words, then articulate the cost of inaction with the days-on-market chart from Day 1. Not an opinion. Arithmetic.
  • Confirm — only now do you present, and draw the process on a timeline that answers each concern they just gave you.
  • Clarify — "Is there anything I didn't go over that you'd like to add?"

Your unfair advantage sits in the Consult step: when they describe the pain, you can walk the house and price the fix. Nobody else in the running can do that in the same visit.

Build — this month Speed to signal Session 04

A CMA request is one of the four agent-ready signals, and it's the one your site already generates. Right now it arrives as an email like any other.

  • Wire every home-valuation and reno-estimate form submission to an SMS alert on your phone — not just an inbox.
  • Set the standard at under one hour, which is where the 8× conversion lift lives. Under three is acceptable. Next-day is a lost lead.
  • Draft the first-response text now, so replying takes fifteen seconds instead of fifteen minutes of deciding what to say.
  • Track response time as a metric. It's the only one on this page that costs nothing and compounds immediately.
Part III — Adaptation

What doesn't cross the border

Day 2 is heavier on US-specific mechanics than Day 1 was. Two sessions need real rework before anything reaches a client.

The Mazzo play — rebuild, don't translate

The structure is sound and the conversation is right. The mechanics are American. Before this play goes anywhere near a past client:

  • The lock-in doesn't work the same way. There is no 30-year fixed in Canada. Most sub-2% pandemic mortgages were on five-year terms and have already renewed or renew through 2026 — so the Canadian version of "frozen" is often the opposite: payment shock at renewal, which is a different and equally strong reason to move.
  • Mortgage interest is not deductible here. Mazzo's slides carry a US tax caveat; in Canada the answer is simply no. Never imply otherwise.
  • Refinance limits differ. Ontario refinances cap at 80% loan-to-value and the stress test applies. The "equity is 14× the life debt" arithmetic needs redoing against real Halton equity and real Canadian consumer-debt rates.
  • You cannot give the advice. This is a mortgage broker's conversation. Your role is the introduction and the real-estate side — the script below is written to keep it there.

Rebuild the numbers from Bank of Canada, Equifax Canada consumer-debt data and TRREB equity figures, then have the broker check them before the deck exists.

"You locked in a good rate when you bought — and you should keep that in mind. But the credit cards, the car, the line of credit? Those are running at rates the mortgage never touches. I'm not the right person to run those numbers, but I work with a broker who will, and who can tell you whether the equity you've built could clear that debt and still move you into the house you actually want. Want me to connect you? No cost, no commitment — just the real math." Adapted from Mazzo's script for Ontario — advice stays with the broker

The CINC numbers

The channel economics, cost-per-lead figures and conversion benchmarks come from a US lead database and a US commission structure — their example runs 2.5% on a $400K sale for $10,000 GCI. The two things that do transfer are structural and worth keeping: the 25%-of-GCI cost-per-sale ceiling as the test for any lead source, and the speed-to-signal clock, which is human behaviour rather than market data.

Part IV — The build queue

Day 2's additions to the stack

Session 07 said build your own operating system. You already are. These are what Day 2 adds to what was already queued from Day 1 — ordered by the ratio of value to effort.

New builds from Day 2
BuildFromWhy it earns its place
Hand-raise SMS alert 04 Form submission → text to your phone in seconds. The 8× conversion lift lives inside the first hour, and this is an afternoon of work.
Equity-review segment 06 A query over the master contacts sheet: bought 2019–2022, no transaction since, in a home they've likely outgrown. Produces the weekly call list automatically.
The one screen 07 Caldwell's actual point. Your scoreboard, the call list, the hand-raise queue, content status and response times on one dashboard instead of five files.
Weekly value text, automated 09 Jencks's ZMA sequence: pull the name, retrieve three values, generate the graphic, draft the text. You have the CMA pipeline — this is assembling parts you own.
Buyback log 09 Where Monday's D/A/E tags go, so the automate queue is a list rather than a memory.
Links and handles from Day 2

Day 2 has no embedded URLs — everything was QR-gated or spoken. What's printed on slides: mazzogroupmarketing.com and support@mazzogroup.com (JJ Mazzo, NMLS 186548, CrossCountry Mortgage), plus the debt-consolidation worksheet behind a QR. Handles: @MattFarnham, @krysbenyamein, @jjmazzo_, @dcaldwell, @kristijencks, @elosasso. Tools named by Caldwell: Claude Code, Vercel, Supabase, Replit, Loveable, v0 by Vercel. CINC's material is branded "KnowHow." The Authority Stack accelerator runs Aug 19 – Feb 10, live Wednesdays.