2026 REALTOR SUCCESS SUMMIT
Where Colorado's Top Agents Plan for the Year Ahead
Transform Your Real Estate Business in Just 3 Hours
Two Convenient Locations
Northern Colorado
Wednesday, September 10, 2025
9:00 AM - 12:00 PM
4750 Signal Tree, Timnath, CO 80547
Denver
Thursday, September 11, 2025
9:00 AM - 12:00 PM
8055 East Tufts Avenue, Suite 210, Denver, CO 80237
Our Northern Colorado event is being co-sponsored by
ENT Credit Union!

Our Denver event is being co-sponsored by Synergy One Lending

What You'll Master in 2025
Featured Speakers

Sam Biller
Top Coach – Mike Ferry Organization
Join Sam for a 45-minute keynote packed with actionable insights from one of the industry's most respected coaches. You'll learn:
- Sales Fundamentals That Work: Be a salesperson who happens to sell houses
- Conversation Mastery: More conversations = more success (it's hard to fail when you talk to people daily)
- Smart List Building: Advanced strategies for segmenting your audience effectively
- Price Reduction Strategies: Master listing conversations with proven qualifying questions
- Goal Setting & Calendar Alignment: Focus on the 3 revenue-generating activities that matter most
- Time Management: Effective time-blocking techniques for maximum productivity
Kelly Yale
Mortgage & Real Estate Marketing + Automation Strategist
Keynote: "Fast, Affordable Ways to Scale in 2026"
Discover the smartest automation tools and systems to grow your business regardless of your budget or team size:
- Content Strategies That Convert: Create compelling content that drives action
- Audience Segmentation: Target the right people with the right message
- Value Proposition Development: Clarify what makes you unique
- Niche Marketing: Find and dominate your ideal market segment
- Budget-Friendly Growth Systems: Scale without breaking the bank

BONUS PANEL!
Colorado's Top Producers
Real Advice from Real Agents
4-5 of Colorado's most respected agents share what's working right now. No theory, no fluff—just proven tools, tactics, and strategies you can implement immediately.
Plus: Rob Lindley presents on Compliant Revenue Streams for Agents—explore new income opportunities that align with industry regulations.
Complete Event Schedule
9:00 AM
Welcome & Introduction (Rob Lindley, 10 minutes)
9:10 AM
Keynote Presentation (Sam Biller, 45 minutes)
Sales mastery and conversation strategies that close more deals
9:55 AM
Keynote Presentation (Kelly Yale, 45 minutes)
Fast, affordable scaling strategies for 2026
10:40 AM
Special Session (Rob Lindley, 15 minutes)
Compliant Revenue Streams for Agents
10:55 AM
Top Producer Panel (45 minutes)
Colorado's best agents share what's working now
10:40 AM
Interactive Q&A (15 minutes)
Get your questions answered by all speakers
10:40 AM
Networking & Wrap-up
Why Attend?
Personalized &
Powerful
Enjoy limited seating for maximum impact—this intimate setting ensures personalized attention and the chance to network with Colorado’s top-performing agents.
Real Strategies, Real Results
No fluff. Every session delivers actionable content you can implement immediately to grow your business.
Learn from
the Best
Hear directly from industry-leading coaches and practitioners who are actively thriving in today’s market.
Convenient &
High Value
Choose from two locations and get three hours of premium training and networking, all at a fraction of the typical cost.
Denver Panelists

Ben Willson
Fathom Realty Colorado LLC
Ben Willson is a Realtor who ditched 20 years of marketing, sales, and growth consulting to bring a fresh, no-BS style to real estate. Known for mixing strategy with sarcasm, he’s turned house tours, postcards, and market updates into something people actually want to watch (and laugh at). His mission is simple: make real estate less stiff, more human, and just entertaining enough that clients remember him when it’s time to move.

Sheryll White
EXIT Realty DTC, Cherry Creek, Pikes Peak
Sheryll White has been selling real estate since 1997, turning a hobby into a passion for guiding clients through smooth and rewarding moves. Along the way, she built three EXIT Realty offices in Colorado with more than 150 agents, all driven by the same client-first approach. Her brokerages have earned national recognition for production, expertise, and community impact, but Sheryll measures success by the relationships she builds and the people she supports. Her mission is simple: bring experience, energy, and genuine care to every transaction, making real estate less stressful and more rewarding from start to finish.

Will Story
LPT Realty
Will Story has been helping people buy and sell homes since 2013, guiding more than a thousand clients with education, patience, and straight talk. Known for keeping things clear and stress-free, he makes sure clients always know what’s coming next and connects them with trusted pros—whether that’s a lender, painter, or plumber. Having lived in Florida, Massachusetts, and now Colorado, Will brings a broad perspective and a personal touch to every deal. His mission is simple: empower people to make confident choices, keep the process smooth, and build lasting relationships that go far beyond the closing table.

Joe Massey
Branch Manager
Joe Massey has been a mortgage lender since 2002, helping thousands of clients finance homes and investments with clarity and ease. A graduate of the Colorado School of Mines, he built his career blending financial expertise with a people-first approach, earning recognition as a top 1% originator nationwide year after year. Today, Joe is Branch Manager at Synergy One Lending, where he leads teams in Denver and San Antonio while partnering with top real estate firms to deliver smart lending solutions. His mission is simple: take the stress out of mortgages, give clients the best options, and make financing feel less intimidating every time.
NoCo Panelists

Paul Bartmann
Director of Sales at Baessler Homes
Paul has nearly two decades in new home sales, including five years as Director of Sales at Baessler Homes. He’s known for blending market savvy with a team-first leadership style that helps agents and clients navigate a changing real estate landscape. His focus is simple: build relationships, share knowledge, and make the process of buying a new home feel less overwhelming and more exciting.

Jacob Greenhood
Mortgage Loan Officer at Ent Credit Union
Jacob is a Mortgage Loan Officer with 19 years at Ent Credit Union and over 5,000 loans processed. A Colorado native, he’s built his career on making lending approachable—offering creative solutions and a member-first mindset that helps clients turn financial goals into reality. Known for his easygoing style and problem-solving skills, Jacob makes the mortgage process less stressful and more personal, so borrowers feel supported every step of the way.

Emily Heinz
Managing Broker, Owner, and Co-Founder of Downtown Real Estate Brokers
Emily is a lifelong Larimer County local, Managing Broker, and Co-Founder of Downtown Real Estate Brokers. With a background in community development and nearly two decades in real estate, she’s built a career around sustainable growth and empowering women in business. Since launching her own firm in 2013, Emily has become known for championing old town neighborhoods, supporting local economies, and delivering results that consistently place her among the Top 1% of agents nationwide.

David Powell
The Group Loveland
A Northern Colorado resident for nearly five decades, David has built a successful real estate career since 1997, guiding everyone from first-time buyers to luxury home clients with expertise and care. Together with his wife, Lisa, he brings deep community roots, market knowledge, and a personalized approach that makes the home buying and selling experience seamless and rewarding.
Reserve Your Seat Now!
Space Is Extremely Limited!
Don't miss this opportunity to plan your most successful year yet. Colorado's top agents are already registered—will you join them?
