Independent Brokers: Let's Tackle Real-World Pain Points Together

The challenges you face are real—and you're not alone.

Agent turnover. Compliance headaches. Rising costs. Keeping up with tech.

Competing with franchises while carving your own path.

It’s a lot. But the good news? Solutions are in reach!

Be An Exhibitor

This isn’t just another real estate event.

It’s a high-impact, one-day hybrid experience created exclusively for independent and boutique brokerage leaders who are tired of surface-level advice and ready for real strategies that work.

🚨 Why Now?

Because the future of your brokerage depends on the decisions you make today.

This summit was created to help you:

Conquer agent recruiting

& retention

in a competitive market

Protect your business legally & financially

from common blind spots

Modernize your tech and marketing

to stay ahead

Lead with

confidence

in a fast-changing industry

Collaborate with fellow brokers

who understand your reality

Unlock new revenue streams

you didn’t know existed

Who This Is For:

Independent or boutique brokerage owners

For those running a lean, nimble brokerage who want to scale their success without losing their unique edge.

Managing brokers looking for leadership growth

Perfect for brokers ready to sharpen their leadership skills and inspire their teams to peak performance.

Team leaders or real estate entrepreneurs with big visions

Designed for forward-thinkers who want to turn bold ideas into measurable results in today’s competitive market.

Anyone considering becoming a broker

For aspiring brokers who want clear launch steps, real-world playbooks, and confidence with legal, financial, and operational essentials.

Ready to get started?

What You’ll Get:

Actionable Takeaways + Real Conversations + Industry Access

🎁 Bonuses & Perks

In-Person Guests (Dallas):

• Complimentary lunch + snacks (while supplies last)

• Swag bag loaded with real estate tools & goodies

• Raffle entry for high-value prizes (tech, premium tools, gear)

• First 50 guests get entered into our Top Prize Drawing

Virtual Guests:

• Live access to every main session

• Digital swag delivered straight to your inbox

• Access to online sponsor booths & virtual resources

• Virtual-only prize drawing

✨ Why Attend?

Because you’re done winging it.

Because you’re building something worth protecting and growing.

Because you’re ready for your next level—and you don’t want to do it alone.

Look Who's Speaking

Meet the Industry Leaders Ready to Inspire, Challenge, and Equip You for Success

Jenny Carlson

GRI, Realtor®, RENE, SFR President of

StreamLine Agents and StreamLine Marketing Pro

Jenny Carlson is a veteran operator who has sat in nearly every seat of a brokerage—agent, manager, compliance lead, coach, and consultant—bringing more than two decades of practical, in-the-trenches experience to every stage she leads. She founded StreamLine Agents, Inc. in 2004, a transaction coordination firm known for high-volume accuracy and expert execution. Before that, she served as a business consultant, and earlier gained cross-disciplinary perspective in insurance and title—a foundation that still fuels her risk-aware, contract-strong approach.

A licensed REALTOR, Jenny has served as a brokerage compliance officer, business manager, and designated supervisor, and she frequently acts as a contract coach and brokerage setup consultant for firms that want clean operations, happier agents, and fewer surprises. Most recently, she launched StreamLine Marketing Pro, a CRM and marketing company built specifically for real estate professionals—simplifying lead flow, follow-up, and brand presence without the tech overwhelm.

Jenny is also the author of Embrace the Journey: Balance Purpose and Progress — A Journey of Goals, Growth, and Grace, a practical deep dive on turning goals into grounded action (with room for real life and real grace). Her purpose is simple: elevate the industry, empower brokers and agents, and deliver “All Things Real Estate” support at accessible rates with uncompromising professionalism and expertise.

Mystery Keynote Speaker

Broker Industry Leader

We’re bringing in a battle-tested industry leader who has helped independent brokerages navigate shifting markets, margin pressure, recruiting/retention, compliance risk, and tech overload. Expect unfiltered stories, clear metrics, and step-by-step frameworks you can put to work on Monday—no fluff, just practical playbooks that move the needle.

SEAN A. CLEMMENSEN

President & General Counsel | Tiago Title, LLC

Attorney At Law | Licensed Escrow Officer

Sean is the Co-Owner, along with Ryan and Jonathan, of Tiago Title, where he serves as President and General Counsel. As a Texas and Colorado licensed attorney, Sean is also the Managing Partner of SCJW, PLLC, a law firm specializing in real estate, corporate, and transactional matters. Sean represents real estate agents and brokers, developers, private investors, entrepreneurs, and private financial institutions in both residential and commercial transactions. His experience includes drafting, reviewing, and negotiating commercial and residential real estate documents, including purchase and sale contracts, loan documents, closing and conveyance documents, lease agreements, and corporate operating agreements. He also has extensive experience examining and performing due diligence on property title issues, as well as advising on general corporate matters, including the formation of corporations, limited liability companies, and partnerships, and the drafting of partnership, operating, and shareholder agreements. Many clients choose to work with Sean because of his integrity, experience, and expertise.

LILLIAN PARIS

Account Executive

at Goosehead Insurance

She is an independent insurance broker specializing in home and auto coverage with access to 50+ carriers—giving clients true choice, smarter pricing, and policies tailored to how they live. What distinguishes her isn’t just finding the right policy; it’s making sure clients actually understand their coverage so they feel confident and protected.

Relationship-driven at her core, she treats referral partners like team members. For real estate brokers, that means a calm, dependable ally who helps keep transactions smooth: proactive communication, lender-friendly documentation when it’s needed, and clear guidance that reduces last-minute surprises. After closing, she continues to look out for clients with ongoing education and proactive remarketing at renewal—supporting the broker’s reputation, repeat business, and referrals.

Her background in business management—where she helped lead a Sport Clips location to become the #1 store in Downtown—shaped her focus on customer experience, strong team culture, and consistent growth. She brings that same operational discipline to insurance: responsive service, thoughtful education, and partnerships built on trust and value. Insurance is her profession; relationships are her priority.

BROKER ROUNDTABLE

Intelligence In Action

The Broker Roundtable is our featured “speaker”: a facilitated, peer-to-peer session where independent brokers turn real pain points into practical playbooks. Expect candid discussion and rapid-fire idea sharing on the issues that move the needle—profitability, recruiting and retention, compliance risk, marketing that actually converts, tech stack choices, training and accountability, and elevating client experience. Guided by a moderator, participants surface what’s working, pressure-test solutions, and leave with clear next steps—prioritized actions, resources to explore, and commitments they can execute in the next 30/60/90 days. No pitches, no fluff—just the collective wisdom of operators who are in the trenches, driving growth and stability in today’s market.