Marketing Ideas
Compare approaches to content, communication, and staying connected with the people you serve.
Plan · Marketing · Connections · Growth
The 2027 Growth Lab
A Business & Marketing Planning Workshop for Loan Officers & Real Estate Professionals
Thursday, November 12, 202611:00 AM–1:00 PM · Networking to follow
Got Mortgage SolutionsClaremont, California
Most of us spend our days working in our business. This is an opportunity to spend a little time working on it.
Save My SeatAn in-person conversation about the year ahead.
Register for
The 2027 Growth Lab
Save your seat and join us in Claremont.
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Why attend
A little space to think about the year ahead.
Step away from the day-to-day routine to exchange marketing ideas, build professional relationships, and start preparing your business for 2027.
Business Planning
Make room to think about priorities, goals, and the next steps you want to take in 2027.
Professional Connections
Meet local industry professionals, exchange perspectives, and build meaningful relationships.
What we'll explore
Useful conversations.
Thoughtful next steps.
Bring your questions, share your perspective, and consider what could work for your business.
- Social media and content ideas
- Marketing approaches and useful tools
- AI and automation in your daily work
- Relationship marketing
- 2027 business planning
Illustrative imagery; not actual staff or past event attendees.
The workshop agenda
A little time to plan.
A lot to think about.
Welcome & Networking
Meet other local professionals
What's Working in Marketing
Exchange ideas and useful strategies
2027 Business Planning
Identify priorities and next steps
The Growth Roundtable
Discuss opportunities, challenges, and collaboration
Wrap-Up
Leave with takeaways and action items
Networking to follow after the workshop.
Complete arrival details will be shared once confirmed.
Who is this for?
For professionals who are already thinking about what's next.
Whether you've been in the industry for years or you're still building your business, good ideas and meaningful relationships can come from unexpected conversations.
Loan Officers
Real Estate Agents
Mortgage and Real Estate Brokers
Team Leaders
Other Related Industry Professionals
Featured Speaker
Daniel Alonzo
Daniel Alonzo is a business coach, speaker, and founder of Alonzo Academy, and host of the Wealth on the Beach podcast. His work focuses on leadership, building relationships, and financial freedom, and he has spoken to audiences of up to 50,000.
The 2027 Growth Lab
Walk in with ideas.Leave with a plan.
Join us on November 12 for an opportunity to exchange ideas, connect with local professionals, and start thinking more intentionally about your business in 2027.
Save My Seat
Got Mortgage Solutions · Claremont, California