Last run 2026-06-26 · 1 run(s)Expert/Framework: Rick Kazman — ATAM: utility-tree tradeoff analysis.
Rick KazmanSoftware architecture researcher at SEI / Carnegie Mellon University; co-author of 'Software Architecture in Practice'. — ATAM: run a utility-tree tradeoff analysis (sensitivity + tradeoff points) before any major architecture decision
Neal Ford & Rebecca ParsonsThoughtWorks technologists; co-authors of 'Building Evolutionary Architecture'. — Fitness functions: define one measurable, automated fitness function per component to guard architectural characteristics
Michael NygardSoftware architect; author of 'Release It!'. — Stability Patterns: Circuit Breaker + Bulkhead + Timeout as the required blast-radius defense on every integration point
Gregor HohpeEnterprise integration architect; author of 'Enterprise Integration Patterns' and 'The Software Architect Elevator'. — The Architect Elevator: every architecture decision must translate cleanly between technical and business altitudes
Michael WooldridgeProfessor of Computer Science, University of Oxford; leading multi-agent systems theorist. — Formal MAS interaction protocols: specify agent cooperation as verifiable interaction protocols, the backbone of our agent-of-agents model
Chip HuyenML systems engineer; author of 'Designing Machine Learning Systems' and 'AI Engineering'. — Agent evaluation methodology: track tool-failure-rate and planning-error metrics per new agent/tool before it ships
Sam NewmanIndependent consultant; author of 'Building Microservices' and 'Monolith to Microservices'. — Independent deployability: decompose by service boundary so no component creates a distributed monolith
Werner VogelsCTO of Amazon; architect of cloud-scale distributed systems. — Design-for-failure: assume 'everything fails all the time' and build loosely coupled, recoverable services by default
Martin KleppmannDistributed-systems researcher at the University of Cambridge; author of 'Designing Data-Intensive Applications'. — Reliability/scalability/maintainability tradeoff: pick an explicit consistency model for every durable-state (memory/knowledge) store
Roy FieldingCo-author of the HTTP/1.1 spec; defined REST in his 2000 UC Irvine doctoral dissertation. — The REST constraint set: choose interface constraints (statelessness, uniform interface) deliberately to induce desired system properties
Leslie LamportTuring Award laureate; creator of the TLA+ specification language and foundational distributed-systems theorist (logical clocks, Paxos). — TLA+ formal specification: mathematically verify agent-coordination and distributed-state correctness before building
Harrison ChaseCo-founder/CEO of LangChain and LangGraph; a defining 2023–2026 practitioner voice on production agent orchestration. — Agentic orchestration patterns: graph-based, stateful agent workflows with explicit checkpoints, human-in-the-loop, and tool routing
Andrew NgFounder of DeepLearning.AI and Landing AI; Stanford adjunct professor; among the most influential current voices on applied AI. — The four agentic design patterns (reflection, tool use, planning, multi-agent collaboration) as the modern project area for our agent platform
Last run 2026-06-26 · 1 run(s)Grant Wiggins & Jay McTighe (Backward Design): For the entire "Excellent Assistant" learning journey, define a clear, measurable capstone deliverable, such as "
Cathy MooreLearning-design consultant; creator of Action Mapping. — Action Mapping: start from the business goal and design for what the learner must DO, never for topics
Ruth Colvin ClarkInstructional designer; co-author of 'e-Learning and the Science of Instruction'. — Evidence-based media selection: match each medium to the gap type; no gratuitous media
M. David MerrillEmeritus professor of instructional technology, Utah State University. — First Principles of Instruction: require problem-centered activation, demonstration, application, and integration in every module
John KellerEmeritus professor of instructional design, Florida State University. — ARCS: engineer Attention, Relevance, Confidence, Satisfaction into each module's hook, framing, gates, and rewards
Richard MayerProfessor of psychology, UC Santa Barbara; leading multimedia-learning researcher. — Multimedia principles: apply coherence/signaling/contiguity to deliver one integrated visual schema per module
Malcolm KnowlesAdult-education theorist who popularized andragogy in the U.S. — Andragogy: lead every module with the WHY and a problem-centered, autonomy-respecting frame for adult learners
Grant Wiggins & Jay McTigheCo-authors of 'Understanding by Design' (UbD). — Backward Design: design the capstone and its evidence first, then the learning experiences that lead to it
Julie DirksenLearning-design consultant; author of 'Design for How People Learn'. — Gap analysis: classify the gap (knowledge/skill/motivation/habit/environment) before choosing any format
Robert GagnéEducational psychologist; foundational figure of instructional design; author of 'The Conditions of Learning'. — The Nine Events of Instruction: the canonical micro-structure sequence every module follows
Karl KappProfessor of instructional technology at Bloomsburg University; author of 'The Gamification of Learning and Instruction'. — Evidence-based gamification: apply challenge/feedback-loop/level mechanics to drive retention
Ethan MollickWharton professor; author of 'Co-Intelligence'; the leading 2023–2026 voice on practical AI-augmented learning and work. — AI-as-co-creator pedagogy: design content build processes that use LLMs as drafting partners while keeping human judgment as the quality gate
Brian BuffiniFounder of Buffini & Company; Ireland-born real-estate coach and referral-business mentor (named by Joseph). — Working by Referral: run the database with A/B/C client classification and a consistent lead-generation cadence
Craig BallantyneAuthor of 'The Perfect Day Formula' and 'The Perfect Week Formula'; productivity and operating-discipline coach (named by Joseph). — The Perfect Week Formula: structured daily/weekly time-blocking with fixed priority rules for owner-operators
Michael E. GerberAuthor of 'The E-Myth Revisited'. — Work ON, not IN, the business: systematize via documented turnkey SOPs so it runs without the owner
Gino WickmanCreator of EOS (Entrepreneurial Operating System); author of 'Traction'. — EOS: run quarterly Rocks, a weekly scorecard, and the Level 10 meeting cadence
Verne HarnishFounder of Gazelles/Scaling Up; author of 'Scaling Up' and 'Mastering the Rockefeller Habits'. — The One-Page Strategic Plan: align People/Strategy/Execution/Cash on a single page with a priority-and-meeting rhythm
Allan DibEntrepreneur; author of 'The 1-Page Marketing Plan' and 'Lean Marketing'. — The 1-Page Marketing Plan: a 9-box canvas turning marketing into a systematic, owned growth engine
Dan SullivanFounder of Strategic Coach; entrepreneurial mentor for high-performing business owners. — Who Not How: buy capability rather than build it, freeing the owner's Unique Ability
Mike MichalowiczEntrepreneur; author of 'Profit First' and 'Clockwork'. — Profit First: allocate revenue across bank accounts so profit is taken first, by design
Jim CollinsBusiness researcher; author of 'Good to Great', 'Built to Last', and 'Great by Choice'. — The Hedgehog Concept and Flywheel: focus where passion, best-in-world, and economic-engine intersect, and compound momentum
Clayton ChristensenLate Harvard Business School professor; the most influential management theorist on innovation. — Jobs-to-be-Done: define the business around the 'job' clients hire it to do
Organization & Subsystem Design 10 seats
Software subsystem function & org design — department decomposition, team sizing, bounded contexts, DORA metrics, Conway's Law alignment, platform/cognitive-load engineering
Not yet run · due
Matthew Skelton & Manuel PaisCo-authors of 'Team Topologies'; consultants on organizational design for fast flow of change. — Team Topologies: decompose into the 4 team types sized by cognitive load, with 3 defined interaction modes
Eric EvansOriginator of Domain-Driven Design; author of the 'blue book' Domain-Driven Design. — Bounded contexts: use the bounded context with a ubiquitous language as the unit of subsystem decomposition
Vaughn VernonAuthor of 'Implementing Domain-Driven Design' and 'Domain-Driven Design Distilled'. — Context mapping: define the explicit integration pattern between every pair of subsystems
Melvin ConwayComputer scientist who formulated Conway's Law (1968). — The Inverse Conway Maneuver: shape team/communication boundaries to produce the system architecture we want
Amy C. EdmondsonNovartis Professor of Leadership at Harvard Business School; pioneer of psychological safety research. — Psychological safety: make it the measured precondition for every learning-oriented agent team
Nicole ForsgrenLead author of 'Accelerate'; founder of the DORA research program. — The four DORA metrics: deployment frequency, lead time, change-fail rate, MTTR as the org-health scorecard
Frederic LalouxAuthor of 'Reinventing Organizations'; former McKinsey associate principal. — Teal self-management: distribute authority via advice-process rather than rigid hierarchy
Elliott JaquesPsychoanalyst and organizational theorist; originator of Requisite Organization and Stratified Systems Theory. — Time-span of discretion: size the number of accountability layers by the longest task each role owns
W. Edwards DemingStatistician and management theorist; father of the modern quality movement and TQM. — Optimize the whole system: manage common-vs-special-cause variation and run PDSA, never optimize local parts
Donella MeadowsPioneering systems scientist (MIT, Dartmouth); author of 'Thinking in Systems' and lead author of 'The Limits to Growth'. — Leverage Points: intervene at the highest effective level (goals/paradigm), not the easiest parameter
Brian BuffiniFounder of Buffini & Company; creator of the 'Work by Referral' system; Ireland-born real-estate trainer. — Work by Referral: Pop-Bys, personal notes, and Items-of-Value as TPJG's relationship-first lead backbone (Joseph's named backbone)
Tom FerryCEO of Tom Ferry International; ranked #1 real-estate coach by Swanepoel Power 200. — Activity-based accountability: track daily lead-gen activities feeding the Content pipeline cadence
Gary KellerCo-founder of Keller Williams Realty; author of 'The Millionaire Real Estate Agent' and 'The ONE Thing'. — The MREA economic model: run the business on GCI/budget/lead-gen math
Mike FerryFounder of The Mike Ferry Organization; veteran real-estate sales trainer. — Prospecting discipline: daily contact minimums with proven expired/FSBO conversion scripts
Ryan SerhantFounder/CEO of SERHANT.; star of 'Million Dollar Listing New York'; author of 'Sell It Like Serhant'. — Content-as-lead-magnet: personal-brand media as the top-of-funnel for the Premium segment
Barbara CorcoranFounder of The Corcoran Group; 'Shark Tank' investor. — Data-as-content (the 'Corcoran Report'): turn proprietary market data into authority content
Chris Smith & Jimmy MackinCo-founders of Curaytor; Smith authored 'The Conversion Code'. — The Conversion Code: speed-to-lead and social-ad-to-appointment funnels
Jason PantanaTom Ferry coach; marketing and social-media trainer for real-estate professionals. — Short-form video + Google Business Profile: platform-specific distribution playbooks for agents
Glennda BakerAtlanta-based luxury Realtor and top real-estate creator (millions of social followers). — Education-first short-form storytelling: personality-driven local-market content that builds the referral pipeline
David KnoxMinneapolis-based veteran national real-estate sales trainer; author of 'The Seven Deadly Mistakes of Salespeople' and among the most-licensed pricing-presentation video trainers in the industry. — Pricing the home to sell + the seller listing presentation: the seller-side conversation discipline Joseph's referral-and-listing business runs on
Mel RobbinsAuthor of 'The 5 Second Rule' and 'The Let Them Theory'; top-ranked self-improvement podcaster. — The 5 Second Rule: a 5-4-3-2-1 activation count to beat hesitation before prospecting
Brené BrownResearch professor at the University of Houston; author of 'Daring Greatly' and 'Dare to Lead'; one of the most-cited researchers on vulnerability, shame, and courage. — Shame resilience: the research-grounded language of vulnerability and courage for difficult-day content (Houston-rooted, fits Joseph's local-credible voice)
Peter Crone'The Mind Architect'; mindset coach to elite athletes and executives. — Dissolve the limiting 'imagined self': reframe the subconscious story behind fear and imposter syndrome
Nick OrtnerCEO of The Tapping Solution; author of 'The Tapping Solution' (EFT). — EFT tapping: the stress-release and affirmation protocol behind the 10-affirmations content
James ClearAuthor of 'Atomic Habits' (15M+ copies sold). — Identity-based habits: 'become the type of person who…' as the engine for durable CRM/follow-up cadences
Carol S. DweckStanford psychologist; originator of mindset theory; author of 'Mindset'. — Growth mindset: the research base for reframing setbacks and difficult days as learning
David BayerMindset coach and founder of David Bayer Inc.; teaches the 'Powerful Living Experience' and a reframing methodology. — Destructive-vs-constructive thought reframing: the brain-state model feeding Joseph's personal-growth content
Tony RobbinsPeak-performance strategist; author of 'Awaken the Giant Within' and 'Unlimited Power'. — State management: priming and physiology shifts to reach peak state before high-stakes client work
Susan DavidPsychologist at Harvard Medical School; author of 'Emotional Agility'. — Emotional Agility: label and accept difficult emotions, then take values-aligned action (the counterweight to affirmation culture)
Web / UX 11 seats
Component (frontend, pages) — usability, mobile-first design, interaction/visual design, accessibility, design systems, UX metrics. Governs all deployed TPJG pages and the KLJ-obviousness litmus.
Not yet run · due
Jakob NielsenCo-founder of Nielsen Norman Group; the most-cited usability researcher in the field. — The 10 Usability Heuristics: the pre-ship heuristic checklist every page must clear
Don NormanCognitive scientist and former Apple VP who coined 'user experience'; NN/g co-founder. — Affordances and signifiers: align controls to the user's mental model so pages feel obvious
Luke WroblewskiProduct director at Google (formerly Yahoo); author and mobile-design authority. — Mobile First: design the phone layout first for TPJG's phone-heavy audience
Steve KrugUsability consultant and author; the most accessible voice in practical usability. — 'Don't Make Me Think': the self-evidence litmus plus cheap DIY usability testing
Raluca BudiuDirector of Research at Nielsen Norman Group; specialist in quantitative UX and mobile interaction. — Quantitative UX metrics: decide with task-completion rate, time-on-task, and error rate
Aarron WalterFounder of UX practice at MailChimp and former VP of Design Education at InVision. — The UX needs hierarchy: layer delight only on a functional/reliable/usable baseline
Brad FrostWeb designer and front-end consultant who formalized component-based design. — Atomic Design: a reusable atoms/molecules/organisms component library across all TPJG pages
W3C WAI — WCAG 2.2 (Web Content Accessibility Guidelines)The international accessibility standard from the W3C Web Accessibility Initiative (named standard, not a person). — WCAG 2.2 AA conformance: the objective POUR accessibility bar every deployed page must meet
Alan CooperSoftware designer known as the 'father of Visual Basic'; founder of the Cooper interaction-design firm; author of 'About Face' and 'The Inmates Are Running the Asylum'. — Goal-Directed Design: model buyer/seller personas and design flows around their real goals
Kat HolmesDesigner and author of 'Mismatch: How Inclusion Shapes Design'; led inclusive design at Microsoft and Google. — Inclusive Design: 'solve for one, extend to many' to catch exclusion that average-user heuristics miss
Vitaly FriedmanCo-founder/editor-in-chief of Smashing Magazine; a leading current voice running large-scale UX and design-pattern research. — Modern UX pattern research: evidence-based, up-to-date interface patterns (forms, navigation, data tables) for today's TPJG pages
Personal Growth 10 seats
Topic (personal development) — content voice, agent-coaching content, habit formation, negotiation/communication language, state management and resilience. Feeds TPJG content tone and internal agent discipline.
Not yet run · due
Cal NewportGeorgetown computer-science professor; author of 'Deep Work', 'Digital Minimalism', and 'Slow Productivity'. — Deep Work: protect distraction-free focus blocks for prospecting and content creation
Mel RobbinsBestselling author and the most-booked female speaker; host of a top self-improvement podcast. — The 5 Second Rule: a count-down activation trigger to overcome prospecting hesitation
Peter Crone'The Mind Architect'; coach to elite performers on subconscious limiting beliefs. — Dissolve the limiting 'story': reframe the subconscious belief behind fear and money mindset
Jefferson FisherTrial lawyer and viral communication coach; author of 'The Next Conversation'. — Calm-assertive conflict language: scripts for objection handling and difficult client conversations
Tony RobbinsThe world's best-known peak-performance strategist and life/business coach. — The Six Human Needs: diagnose client/agent motivation drivers in coaching content
James ClearAuthor of 'Atomic Habits', the bestselling habits book ever published. — The Four Laws of Behavior Change: design prospecting/CRM/follow-up cadences that stick
Ed MylettPeak-performance coach, entrepreneur, and top business podcaster. — The Power of One More: the 'one more' push plus day-segmentation time management
Carol DweckStanford psychologist whose research underpins modern motivation science. — Growth mindset: the empirical base for reframing lost deals and hard markets as learning
Stephen R. CoveyAuthor of 'The 7 Habits of Highly Effective People', the foundational personal-effectiveness framework. — Circle of Influence: act proactively on what you control, with the end in mind
Angela DuckworthProfessor of psychology at the University of Pennsylvania; MacArthur Fellow; author of 'Grit'. — Grit: passion + perseverance toward long-term goals as the measured base for consistency content
Brand & Positioning 10 seats
Thematic workstream (brand strategy) — brand identity, positioning framework, narrative messaging, differentiation, and the onliness statement. Governs how TPJG and TheDomaine present and differentiate.
Not yet run · due
April DunfordPositioning consultant and author; formerly a tech-startup exec who led positioning for many products. — Obviously Awesome: position via competitive alternatives → unique attributes → value → best-fit category
Marty NeumeierBrand strategist and author; director of CEO branding programs. — The 'onliness' statement: define the one thing TPJG is the only one to do
Seth GodinMarketing author and former Yahoo VP of marketing; one of the most influential modern marketers. — Purple Cow: the remarkability test every brand asset must pass
Donald MillerFounder of StoryBrand and Business Made Simple. — The StoryBrand 7-part framework: customer-as-hero, brand-as-guide for all TPJG copy
Al Ries & Jack TroutThe strategists who originated the discipline of positioning in marketing. — The Law of Category: if you can't be first, create a category to own a word in the prospect's mind
Byron SharpDirector of the Ehrenberg-Bass Institute; the leading evidence-based marketing-science authority. — Mental & physical availability: build distinctive brand assets and reach all category buyers, not a narrow target
Jean-Noël KapfererProfessor and global authority on luxury and prestige brand strategy. — The Brand Identity Prism: the identity framework for TPJG's luxury/high-end positioning
David AakerProfessor emeritus at UC Berkeley; widely regarded as the father of modern brand equity. — Brand architecture: structure and measure the TheDomaine/TPJG portfolio's equity
Bernadette JiwaBrand-story strategist and bestselling author on meaning-driven marketing. — Difference-making story: build brand meaning from the customer's worldview for personal/agent brands
Mark RitsonMarketing professor and columnist (former London Business School / Melbourne Business School); outspoken evidence-based-marketing critic. — The 60/40 brand-vs-activation balance: pressure-test positioning claims against marketing science
Content 10 seats
L3 Component — content production: Content pipeline (macro), Content tracker, blog posts, editorial calendar, SEO/GEO strategy. Cadence quarterly.
Not yet run · due
Ann HandleyChief Content Officer of MarketingProfs; WSJ-bestselling author and the most influential voice in B2B content writing. — 'Everybody Writes': the useful-plus-enjoyable, reader-as-hero quality bar for every piece
Joe PulizziFounder of the Content Marketing Institute; coined 'content marketing' as a category. — Content tilt: a differentiated content mission statement run on an editorial calendar
Brian DeanFounder of Backlinko (acquired by Semrush); data-driven SEO content educator. — The Skyscraper Technique: find proven-ranking content and publish a decisively better version
Robert RoseChief Strategy Advisor, Content Marketing Institute; content-strategy authority. — Content as an ongoing operation: governance and operations model, not campaigns
Andy CrestodinaCo-founder of Orbit Media; runs the annual blogging-statistics survey. — Evidence-based format choices: decide post length/frequency from his blogging-survey data
David OgilvyFounder of Ogilvy & Mather; 'Father of Advertising' and the canonical authority on persuasive copy. — Research-led headline discipline: the long-copy craft where the headline does the heavy lifting
Marie ForleoFounder of B-School; bestselling author and serial multi-format content creator ('Everything is Figureoutable'). — Repurposing/serialization: turn one core idea into a multi-stream content engine
Jay AcunzoFormer Google/HubSpot content lead; founder of Marketing Showrunners; authority on resonant, original content. — 'Break the wheel': move past best-practice sameness to a distinctive editorial point of view
Marcus SheridanAuthor of 'They Ask, You Answer'; transformed a pool company via buyer-question content. — They Ask, You Answer: make buyer questions (cost, problems, comparisons, reviews) the editorial spine
Joe LazauskasCo-author of 'The Storytelling Edge'; former head of content strategy at Contently where he popularized the data-driven 'Story Equation'. — The Story Equation: structure tension and relatability so content holds attention (counterweight to checklist SEO)
USPAP / Appraisal Standards Board (ASB)The Appraisal Foundation's standards board; authors the Uniform Standards of Professional Appraisal Practice (LOCKED by Joseph as authoritative). — USPAP Standards 1–3: the problem→scope→verify→reconcile→report discipline governing every CMA
Appraisal Institute (MAI/SRA designations)The largest professional association of real-estate appraisers; gold-standard MAI/SRA credentials; publishes The Appraisal Journal. — Paired-sales adjustment methodology: extract adjustments from comps, not rules of thumb
Sales Comparison Approach (USPAP SR 1-4)The primary appraisal method/standard for residential valuation (named standard, not a person). — The comp engine: select verified comps (<6 months, same area), apply market-supported adjustments, reconcile by similarity not averaging
Fannie Mae Selling Guide B4-1Fannie Mae's collateral/appraisal policy, including Form 1004/URAR and Collateral Underwriter (CU). — Collateral Underwriter logic: apply CU comp-selection and risk standards for a defensible CMA
Freddie Mac Seller/Servicer Guide Ch.44Freddie Mac's appraisal/collateral guidance, including Loan Collateral Advisor and UAD. — UAD field alignment: map CMA fields to the Uniform Appraisal Dataset
The Appraisal JournalPeer-reviewed valuation research publication of the Appraisal Institute. — Market-supported adjustment extraction: peer-reviewed methods over rule-of-thumb adjustments
George F. DellFounder of Valuemetrics.info; leading authority on statistics and 'evidence-based' valuation (CAMA/regression). — Modern Valuation Science: report adjustments with regression and confidence intervals, not point opinions
Marvin WolvertonPhD appraiser/economist; expert in hedonic/regression valuation and contributor to appraisal-methodology literature. — Hedonic multiple-regression: derive each adjustment from the market via regression
International Association of Assessing Officers (IAAO)Global standards body for mass appraisal and assessment; publishes the Standard on Mass Appraisal and ratio-study standards. — Ratio-study QA: use COD/PRD statistics to check CMA accuracy and uniformity (the Texas-relevant assessment lens for Harris County valuations)
Bill MundyPhD appraiser/economist; founder of Mundy Associates; nationally recognized expert-parent system valuation authority for complex and impaired properties. — Detrimental-conditions valuation: handle stigmatized/contaminated/contested properties where the comp grid breaks down
Jonathan MillerPresident/CEO of Miller Samuel; author of the widely-cited Douglas Elliman market reports and a leading current real-estate appraisal/market-data voice. — Real-time market-data appraisal: ground CMAs in current, transparently-sourced sales trend data rather than stale comps
National Association of REALTORS (NAR)The largest U.S. real-estate trade association; owner of the REALTOR Code of Ethics and party to the Sitzer/Burnett settlement. — Post-settlement buyer-agency/commission rules: written buyer agreements and compensation disclosure
NIST AI Risk Management Framework + EU AI ActU.S. NIST voluntary AI RMF (AI RMF 1.0) and the EU's binding risk-tiered AI regulation (named standards, not persons). — Govern/Map/Measure/Manage: run our AI operations through the NIST RMF lifecycle with risk-tier classification
Texas Real Estate Commission (TREC)The Texas state regulator for real-estate licensure, advertising, and contracts (Joseph's Houston jurisdiction). — TREC advertising rules + promulgated forms: license-display, TREC-form, and Texas-specific contract compliance for our jurisdiction
U.S. Fair Housing Act / HUDFederal anti-discrimination law (Title VIII) and HUD's enforcement guidance, including disparate-impact and advertising rules. — Protected-class compliance: screen all content, targeting, and listings against Fair Housing advertising rules
FTC — Federal Trade CommissionU.S. consumer-protection regulator; sets standards for advertising substantiation, endorsements, and AI/automated-claims. — The Endorsement Guides: substantiate claims and disclose AI use to avoid 'AI washing'
TCPA / FCC robocall-and-text rulesThe Telephone Consumer Protection Act and FCC implementing rules governing calls/texts to consumers. — One-to-one consent + DNC: the consent rule governing any SMS/call follow-up in the CRM
RESPA (Real Estate Settlement Procedures Act)Federal law (CFPB-enforced) governing referral fees and kickbacks in real-estate settlement services. — Section 8 anti-kickback: vet every referral/co-marketing structure and disclose affiliated business arrangements (directly governs Buffini-style referral compensation)
ISO/IEC 42001 (AI Management System) + ISO/IEC 23894International standards: the first certifiable AI management-system standard (42001) and AI risk-management guidance (23894). — ISO 42001 AIMS: operationalize NIST RMF into auditable, documented AI controls
Daniel J. SoloveGW Law professor and the leading U.S. scholar on privacy/data-protection law ('Understanding Privacy'; founder of TeachPrivacy). — FIPPs + privacy-harm taxonomy: the framework for lawful client-PII handling across the CRM
Ryan CaloProfessor of law at the University of Washington; co-founder of the Tech Policy Lab; leading scholar on robotics and AI law. — AI-agency liability lens: anticipate novel legal exposure from AI-assisted practice ahead of settled regulation
Radar / Intelligence 10 seats
Competitive intelligence, threat detection, technology radar, early-warning systems; governs the Tech Radar, threat-detection SOP, and quarterly deep intelligence refresh.
Not yet run · due
ThoughtWorks Tech Radar (Neal Ford, partner)The industry-standard technology radar (4 rings x 4 quadrants) and its open BYOR tooling, stewarded by Neal Ford at ThoughtWorks. — The Adopt/Trial/Assess/Hold ring taxonomy: the structure and quarterly refresh ritual of our Tech Radar
Ben GiladFounder of the Academy of Competitive Intelligence; pioneer of Strategic Early Warning and competitive war-gaming. — Strategic Early Warning + blindspot analysis: surface threats before they materialize
Leonard FuldFounder of Fuld & Company; author of 'The Secret Language of Competitive Intelligence'. — The five-step CI cycle (Plan/Gather/Analyze/Disseminate/Feedback): our CI SOP
SCIP (Strategy & Competitive Intelligence Professionals)The global professional body for competitive intelligence, setting CI standards and an ethics code. — The SCIP ethics code: public-source-only tradecraft that keeps the radar Article VII-compliant
August JacksonVeteran competitive-intelligence practitioner and author/podcaster on operational CI programs. — Battlecards: turn the CI cycle into repeatable, stakeholder-facing deliverables
Richards J. Heuer Jr.Late CIA methodologist; author of 'Psychology of Intelligence Analysis'. — Analysis of Competing Hypotheses (ACH): structured technique to counter cognitive bias in threat analysis
Philip E. TetlockPenn psychologist; creator of the Good Judgment Project and 'Superforecasting'. — Calibrated probabilistic forecasting: score radar signals and threat likelihoods with explicit probabilities
Michael E. PorterHarvard Business School professor; founder of modern competitive strategy. — Five Forces: structure who and what goes on the radar and why it matters
Jan P. HerringFormer CIA National Intelligence Officer who built Motorola's pioneering corporate CI function; 'father of corporate CI'. — Key Intelligence Topics (KITs/KIQs): define decision-relevant requirements that focus the radar
Nate SilverStatistician and founder of FiveThirtyEight; author of 'The Signal and the Noise' and 'On the Edge'. — Base-rate Bayesian updating: separate signal from noise with honest probabilistic calibration
Luxury 10 seats
High-end real estate ($800K+ Premium segment): luxury buyer psychology, brand/media, white-glove service, and the luxury content lens (incl. KWRI Luxury academy ingestion).
Not yet run · due
Ryan SerhantFounder/CEO of SERHANT.; record-setting NYC luxury broker and media personality. — Personal-brand-as-business: content-as-lead-magnet as the luxury visibility engine
Barbara CorcoranFounder of The Corcoran Group; built a NYC luxury brokerage empire from market storytelling. — Data-as-content (the 'Corcoran Report'): market storytelling tuned to luxury buyer psychology
Jade MillsColdwell Banker Global Luxury's #1 agent worldwide; Beverly Hills ultra-luxury specialist (billions sold). — The white-glove playbook: UHNW relationship management and discretion at the $20M+ tier
The Institute for Luxury Home Marketing (Laurie Moore-Moore)The leading luxury-real-estate training body (CLHMS designation), founded by Dallas, Texas-based Laurie Moore-Moore. — The CLHMS standard: luxury pricing, presentation, and buyer-profiling methodology, with a Texas-market origin directly applicable to Houston's $800K+ tier
Jean-Noël KapfererGlobal authority on luxury brand strategy; author of 'The Luxury Strategy'. — The anti-laws of marketing: why luxury inverts mass-market positioning
Aaron KirmanPresident of AKG | Christie's International Real Estate; one of the top luxury agents in the U.S. by volume. — Trophy-property merchandising: architectural high-end media production for the luxury market
Christie's International Real EstateThe auction-house-affiliated global luxury brokerage network and brand standard for fine-property marketing. — Global luxury distribution + curation: auction-house cataloguing aesthetics for trophy assets
Milton PedrazaCEO of the Luxury Institute; researcher on luxury consumer behavior and HNW client experience. — Evidence-based luxury CX benchmarks: emotional-intelligence-driven HNW service standards
Chris CortazzoTop-producing Malibu luxury agent (Compass); among the highest-volume residential agents in the U.S. by sales. — Exclusive-inventory cultivation: discreet sourcing and relationship-led coastal trophy-estate representation
Mauricio UmanskyFounder/CEO of The Agency; built a disruptor luxury brokerage and broker-of-record on landmark LA estates. — Collaborative luxury culture: a lifestyle-brand, boutique-franchise model against the legacy houses
Finance & Investment 11 seats
Financial strategy for the Fynanc microsite and investor content: valuation reference, cash-flow framing, real-estate investment analysis, and portfolio/risk concepts.
Not yet run · due
USPAP / Appraisal Standards BoardThe Uniform Standards of Professional Appraisal Practice — the U.S. legal standard for valuation (LOCKED by Joseph as authoritative). — Sales Comparison Approach: the defensible-valuation discipline anchoring investor-content valuation references
Fynanc (internal)TPJG's in-house capital-amplifier / freedom-portfolio framework and microsite. — The Fynanc cash-flow/capital-amplification model: the native engine integrated into all investor content
Robert KiyosakiAuthor of 'Rich Dad Poor Dad'; popularizer of asset-vs-liability and cash-flow investing. — Assets-vs-liabilities framing: the accessible cash-flow lens for investor education
Frank GallinelliAuthor of 'What Every Real Estate Investor Needs to Know About Cash Flow'; founder of RealData. — The RE metrics suite: IRR, NPV, cap rate, cash-on-cash, DSCR as the property-analysis math spine
Benjamin GrahamFather of value investing; author of 'The Intelligent Investor' and 'Security Analysis'. — Margin of safety: intrinsic value vs price as the backbone of sound investment framing
Harry MarkowitzNobel laureate economist; creator of Modern Portfolio Theory. — The efficient frontier: diversification and risk-adjusted return for portfolio-level framing
Brandon TurnerReal-estate investor and former BiggerPockets host; author of 'The Book on Rental Property Investing'. — The BRRRR method: practical buy-and-hold deal-analysis heuristics for everyday investors
Burton MalkielPrinceton economist; author of 'A Random Walk Down Wall Street'. — Low-cost indexing: market-efficiency realism and behavioral-bias guardrails for honest content
Warren BuffettChairman/CEO of Berkshire Hathaway; the most successful value investor in history and student of Benjamin Graham. — Economic moats + circle of competence: the judgment layer applying value investing to long-term compounding
Nassim Nicholas TalebFormer options trader and risk scholar; author of 'The Black Swan', 'Antifragile', and 'Fooled by Randomness'. — The barbell + ruin-avoidance: convexity and tail-risk discipline that keeps content honest about fat tails and leverage
Morgan HouselPartner at Collaborative Fund; author of 'The Psychology of Money' and 'Same as Ever'; a leading current behavioral-finance writer. — Behavioral wealth-building: frame investor content around savings rate, time horizon, and reasonable-vs-rational decisions over flashy returns
Chatbot / AEO (First-Position) 9 seats
AI visibility — getting TPJG cited first by AI answer engines (ChatGPT, Perplexity, Google AI Overviews, Gemini). Covers GEO/AEO, schema/structured data, E-E-A-T, entity SEO, and the Content-to-Client visibility pipeline.
Not yet run · due
Pranjal AggarwalResearcher (Princeton/CMU) and lead author of the GEO: Generative Engine Optimization paper (KDD 2024) — the first academic framework for AEO. — The GEO method: boost AI-engine citation via cited sources, statistics, quotations, and authoritative structured fluency
Michael KingFounder/CEO of iPullRank; technical-SEO authority who coined 'Relevance Engineering' for the LLM-search era. — Relevance Engineering: chunk-level optimization, embeddings/retrieval thinking, and schema for retrievability
Lily RayVP SEO Strategy & Research at Amsive Digital; one of the most-cited voices on Google algorithm updates and E-E-A-T. — E-E-A-T / YMYL discipline: the trust signals required for real-estate financial content to be cited
Rand FishkinCo-founder of SparkToro (and founder of Moz); originator of the 'zero-click search' framing. — Answer-first / zero-click: optimize content to BE the answer in snippets and AI overviews
Jason BarnardFounder of Kalicube; 'The Brand SERP Guy' and a leading practitioner of entity SEO and Knowledge Graph optimization. — The Kalicube Process: establish TPJG and Joseph as Knowledge-Graph entities via semantic triples
Aleyda SolisInternational SEO consultant (Orainti); creator of the LearningSEO.io resource and a top authority on SEO/AEO workflows. — AI-search-readiness auditing: a repeatable framework to monitor brand presence across answer engines
Schema.org / Google Structured Data GuidelinesThe institutional standard (Schema.org consortium + Google's structured-data documentation) governing machine-readable markup (named standard, since no single person fits). — The schema vocabulary + eligibility rules: RealEstateListing/LocalBusiness/FAQPage/Person markup that makes pages citable
Andrei BroderDistinguished scientist (Google; formerly Yahoo Research and IBM); author of the canonical 'A Taxonomy of Web Search' paper. — Search-intent taxonomy (navigational/informational/transactional): the IR theory explaining why engines pick certain sources
Cyrus ShepardFounder of Zyppy SEO; independent practitioner and former Moz content lead known for large-scale Google-ranking experiments. — Data-driven ranking tests: empirical title-tag and internal-linking experiments over vendor/Google orthodoxy
Sales & Conversion 10 seats
Revenue thematic workstream — listing presentations, buyer/seller consults, negotiation, objection handling, and pipeline discipline. Converts relationships and leads into signed clients and closed transactions.
Not yet run · due
Matthew Dixon & Brent AdamsonAuthors of 'The Challenger Sale' (CEB/Gartner research); proved relationship-builders underperform challengers in complex sales. — Teach–Tailor–Take-control: lead listing presentations with insight and constructive tension on price/process
Chris VossFormer lead FBI international hostage negotiator; founder of The Black Swan Group; author of 'Never Split the Difference'. — Tactical empathy: mirroring, labeling, and calibrated questions in every consult and price negotiation
Jeb BlountFounder of Sales Gravy; author of 'Fanatical Prospecting' and 'Sales EQ'. — The 30-Day Rule + daily activity minimums: pipeline discipline that prevents the prospecting roller coaster (complements Buffini's referral cadence)
David SandlerFounder of Sandler Training; creator of the Sandler Selling System. — The up-front contract + pain funnel: set mutual expectations and surface real motivation in discovery
Neil RackhamResearcher and author of 'SPIN Selling', based on analysis of 35,000+ sales calls — the empirical foundation of consultative selling. — SPIN questioning (Situation/Problem/Implication/Need-payoff): the discovery backbone before any presentation
Robert CialdiniProfessor emeritus (Arizona State); author of 'Influence' and 'Pre-Suasion'; the definitive academic on persuasion psychology. — The seven principles of influence: ethically apply reciprocity, social proof, authority, scarcity, and unity in conversion
Mike WeinbergSales consultant; author of 'New Sales. Simplified.' and 'Sales Management. Simplified.' — The sales 'power statement': a sharp, value-focused pitch driving proactive new-business prospecting
Tom HopkinsLegendary real-estate sales trainer; author of 'How to Master the Art of Selling'. — The assumptive close: real-estate-specific closing language and objection scripts
Zig ZiglarIconic American sales trainer and motivational author ('Secrets of Closing the Sale'). — Value-first selling: 'help enough others get what they want' as the trust-led conversion philosophy aligned with Buffini's relationship-first model
Daniel PinkAuthor of 'To Sell Is Human' and 'Drive'; former chief speechwriter for VP Al Gore. — The ABCs of selling: Attunement, Buoyancy, Clarity, reframing the agent around problem-finding
Data & Knowledge (RAG) 9 seats
Knowledge infrastructure thematic workstream — the Knowledge process (RAG), KB indexing, retrieval quality, GraphRAG, DSPy pipelines, embeddings/reranking, and evaluation of retrieval-augmented generation across the consortium.
Not yet run · due
Omar KhattabResearcher (Databricks/MIT, ex-Stanford); creator of ColBERT and DSPy. — DSPy: compile retrieval+generation pipelines with optimizers ('program, don't prompt') instead of hand-tuned prompts
Microsoft Research GraphRAG (Jonathan Larson, Darren Edge et al.)The Microsoft Research team that authored GraphRAG — a named project/standard combining knowledge graphs with LLM summarization. — GraphRAG: entity/relationship graphs + community summarization for global, corpus-wide questions our flat vector KB can't answer
Patrick LewisResearcher (Cohere, formerly FAIR/UCL); lead author of the original 2020 RAG paper. — The foundational RAG architecture (retriever + generator): the baseline we build on and evaluate against
Douwe KielaCEO/co-founder of Contextual AI; co-author of the original RAG paper and former Hugging Face/FAIR researcher. — RAG 2.0: jointly optimize retriever and generator end-to-end rather than bolting retrieval onto a frozen LLM
Jerry LiuCo-founder/CEO of LlamaIndex; a leading practitioner of production RAG and 'agentic' data frameworks. — Small-to-big / hierarchical retrieval: recursive indexing and query routing for messy real-world corpora
Nils Reimers & Tomas Mikolov (dense-embeddings lineage)Reimers created Sentence-BERT (SBERT) at UKP-Lab/TU Darmstadt and now leads embeddings at Cohere; Mikolov created word2vec — together the lineage of modern dense embeddings (both real, each correctly credited). — SBERT sentence embeddings: semantic vector representation as the retrieval substrate of the KB
Danqi ChenPrinceton CS professor; co-author of Dense Passage Retrieval (DPR) and a leading researcher in open-domain QA and retrieval. — Dense Passage Retrieval: train dual-encoder dense retrievers that beat BM25 for the KB's recall on real queries
Anton TroynikovCo-founder of Chroma; a leading practitioner-voice on production vector databases and retrieval-system engineering. — Vector-store engineering: index design, metadata filtering, and chunking strategy as the operational backbone of the KB
Tri DaoPrinceton CS professor and Chief Scientist at Together AI; creator of FlashAttention and co-creator of the Mamba architecture. — FlashAttention / long-context efficiency: make long-context retrieval-augmented inference fast and memory-feasible at scale
Skill Adoption 10 seats
Tool/skill evaluation methodology — how to vet, trial, and adopt new tools and skills, and assess post-adoption fitness; governs the adoption gate and capability-diffusion sweep before any new capability enters the consortium.
Not yet run · due
Everett RogersLate communication scholar (Ohio State / University of New Mexico); author of 'Diffusion of Innovations', the foundational theory of how innovations spread. — The five adoption attributes: vet each new tool on relative advantage, compatibility, complexity, trialability, and observability before adopting
Geoffrey MooreTechnology-adoption strategist; author of 'Crossing the Chasm' and 'Zone to Win'. — Crossing the Chasm: treat early-stage tools as pre-chasm bets and require a 'whole product' before consortium-wide rollout
Nassim Nicholas TalebFormer options trader and risk scholar; author of 'Antifragile' and 'The Black Swan'. — Optionality + via negativa: adopt tools that are reversible and convex (cheap to try, large upside); subtract fragile dependencies first
Eric RiesEntrepreneur; author of 'The Lean Startup'; popularizer of validated learning and the MVP. — Build-Measure-Learn: trial every new tool as a validated-learning experiment with a defined success metric before committing
Frederick BrooksLate Turing Award laureate (UNC); author of 'The Mythical Man-Month' and 'No Silver Bullet'. — No Silver Bullet: distinguish essential from accidental complexity and reject tools that only promise order-of-magnitude gains they can't deliver
Melissa PerriProduct-management authority; author of 'Escaping the Build Trap'; CEO of Produx Labs. — Outcome-over-output adoption: justify each tool by the user/business outcome it moves, never by the activity of adopting it
Tomasz TunguzVenture capitalist at Theory Ventures (formerly Redpoint); data-driven SaaS analyst and widely-read writer on software adoption economics. — Adoption-metrics discipline: measure activation, retention, and payback on a tool post-adoption, and sunset what doesn't stick
Marty CaganPartner at Silicon Valley Product Group; author of 'Inspired' and 'Empowered'. — The four big risks: assess value, usability, feasibility, and viability before any tool/skill is adopted into the workflow
Simon WardleyResearcher; creator of Wardley Mapping at the Leading Edge Forum. — Wardley Mapping: place a candidate tool on the evolution axis (genesis→commodity) to decide build-vs-buy-vs-adopt timing
ThoughtWorks Technology RadarThe industry-standard adoption framework (4 rings: Adopt/Trial/Assess/Hold) stewarded by ThoughtWorks (named standard, not a person). — The ring discipline: route every new tool through Assess→Trial→Adopt with explicit Hold criteria, never adopt blind
Learning science — module design, mastery, spaced repetition, cognitive load, and durable retention; governs how academy/training content is structured so adult learners comprehend and retain it.
Not yet run · due
Benjamin BloomLate University of Chicago educational psychologist; creator of Bloom's Taxonomy and Mastery Learning; documented the '2 Sigma' tutoring effect. — Mastery learning + taxonomy: require demonstrated mastery at each cognitive level before advancing, and write objectives to the taxonomy
Hermann Ebbinghaus19th-century German psychologist; pioneer of memory research who discovered the forgetting curve and the spacing effect. — The forgetting curve + spacing effect: schedule spaced review to counter predictable decay rather than massed cramming
John SwellerEmeritus professor (UNSW Sydney); originator of Cognitive Load Theory. — Cognitive Load Theory: manage intrinsic load and strip extraneous load so working memory isn't overwhelmed in each module
Robert BjorkDistinguished professor of psychology, UCLA; originator of 'desirable difficulties'. — Desirable difficulties: deliberately use spacing, interleaving, and retrieval practice to strengthen long-term retention
Richard MayerProfessor of psychology, UC Santa Barbara; leading multimedia-learning researcher. — The multimedia principles: apply coherence, signaling, and modality to design how text and visuals combine in lessons
Malcolm KnowlesAdult-education theorist who popularized andragogy in the U.S. — Andragogy: design for self-directed, experience-grounded, problem-centered adult learners who need to know WHY
Barbara OakleyEngineering professor (Oakland University); co-creator of 'Learning How to Learn', the most-enrolled MOOC ever. — Focused vs diffuse modes + chunking: alternate concentration with rest and build retrievable chunks
Henry Roediger III & Mark McDanielWashington University memory researchers; co-authors of 'Make It Stick'. — The testing effect: make low-stakes retrieval practice (not re-reading) the core retention mechanism in every module
K. Anders EricssonLate Florida State psychologist; the foundational researcher on expertise and deliberate practice. — Deliberate practice: structure skill-building as focused, feedback-rich repetition at the edge of current ability
Carol DweckStanford psychologist; originator of mindset theory. — Growth mindset framing: present difficulty and error as signals of learning to sustain effort through hard material
AI/ML & Agent Engineering 10 seats
Agent engineering — agent evaluation, Constitutional AI governance, RAG/knowledge integration, context engineering, prompting, and alignment; governs how the consortium builds, evaluates, and aligns its own agents.
Not yet run · due
Andrej KarpathyFounding member of OpenAI and former Senior Director of AI at Tesla; among the most influential current practitioner-educators on LLMs. — 'Software 2.0' / context engineering: treat the prompt+context window as the program and engineer it deliberately, not ad hoc
Jason WeiAI researcher (OpenAI, formerly Google Brain); lead author of the chain-of-thought prompting and emergent-abilities papers. — Chain-of-thought reasoning: elicit explicit step-by-step reasoning for complex agent tasks rather than direct answers
Chip HuyenML systems engineer; author of 'Designing Machine Learning Systems' and 'AI Engineering'. — Evaluation-driven development: define eval metrics and a test set for an agent/feature before shipping it
Jerry LiuCo-founder/CEO of LlamaIndex; leading practitioner of production RAG and agentic data frameworks. — Agentic retrieval: route, decompose, and reflect over data with retrieval as a first-class agent tool, not a static lookup
Omar KhattabResearcher (Databricks/MIT, ex-Stanford); creator of ColBERT and DSPy. — DSPy / 'program, don't prompt': compile and optimize agent pipelines with declarative modules instead of hand-tuned prompts
Percy LiangStanford CS professor; director of the Center for Research on Foundation Models (CRFM); creator of HELM. — HELM holistic evaluation: evaluate models/agents across many scenarios and metrics (accuracy, robustness, bias), never a single number
Lilian WengAI researcher (formerly OpenAI safety/applied lead); author of the widely-cited 'LLM Powered Autonomous Agents' survey. — The agent architecture (planning + memory + tool use + reflection): the canonical component project area for building an agent
Eugene YanPrincipal applied scientist at Amazon; a leading current writer on practical ML/LLM systems and evals in production. — Evals + guardrails in production: instrument online evals, fallbacks, and monitoring so agent quality is measured live, not assumed
Shreya ShankarUC Berkeley researcher on data management and LLM-pipeline evaluation; lead author of work on evaluating LLM-as-judge pipelines. — Iterative eval-alignment: align LLM-judge evaluators to human judgment before trusting any automated agent score
Hamel HusainIndependent ML engineer and consultant; a leading current practitioner-voice on systematic LLM evaluation and error analysis. — Error-analysis-driven evals: build evals from labeled real failures (look at your data) rather than generic benchmark scores
Security & Reliability 10 seats
SRE & security — service-level objectives, error budgets, golden-signal monitoring, DORA delivery health, chaos/resilience, and incident response; governs uptime, observability, and the reliability posture of all consortium systems.
Not yet run · due
Benjamin Treynor SlossVP of Engineering at Google; founder of Google's Site Reliability Engineering discipline and originator of the term 'SRE'. — Error budgets: set an SLO, spend the remaining unreliability budget on velocity, and freeze launches when it's exhausted
Niall MurphyLead editor of Google's 'Site Reliability Engineering' book; longtime SRE leader. — The four golden signals: monitor latency, traffic, errors, and saturation as the minimum viable observability on every service
Nicole ForsgrenLead author of 'Accelerate'; founder of the DORA research program. — The four DORA metrics: deployment frequency, lead time, change-fail rate, and MTTR as the delivery-and-reliability scorecard
Charity MajorsCo-founder/CTO of Honeycomb; a defining voice of modern observability. — Observability via high-cardinality wide events: instrument for unknown-unknowns so you can debug novel production failures, not just known dashboards
Casey Rosenthal & Nora JonesOriginators of Chaos Engineering at Netflix; co-authors of 'Chaos Engineering'. — Chaos experiments: continuously inject controlled failure to verify resilience hypotheses before real outages do
John AllspawFormer CTO of Etsy; foundational thinker on resilience engineering and blameless incident analysis. — Blameless postmortems + learning from incidents: treat every incident as a learning artifact, never a blame exercise
Michael NygardSoftware architect; author of 'Release It!'. — Stability patterns: Circuit Breaker, Bulkhead, and Timeout on every integration point to contain blast radius
Sidney DekkerProfessor and author of 'The Field Guide to Understanding Human Error' and 'Drift into Failure'; leading safety-science scholar. — Safety-II / human-error reframe: study how work normally succeeds and how systems drift, not just the proximate 'human error'
Adrian CockcroftFormer VP at AWS and cloud architect at Netflix; pioneer of resilient cloud-native and microservice architecture. — Design for failure at scale: redundancy, autoscaling, and dependency isolation as the default cloud-resilience posture
Bruce SchneierSecurity technologist and Harvard fellow; the most widely-read voice on security thinking. — Security is a process, not a product: threat-model continuously and assume defense-in-depth rather than one-time hardening