The future of real estate professionals belongs to those who deliver long-term value. Let’s be real: the real estate industry is changing. The days of surviving on transactions alone are gone. Today’s ...
As the market dips yet again following another fitful rally, reality has been setting in for most Americans: We’re in a recession—and the gilded age of credit-fueled lifestyles and profits is over.
Independent financial advisors often wear multiple hats—business owner, back-office support, administrator, marketer, et cetera. While this can be a point of pride that advisors can juggle so many ...
Every few years, the industry declares that “the future client” is coming. Usually this is followed by a conference panel, a stock photo of a diverse group of smiling thirty-somethings and a promise ...
Advising clients who are entering the empty nest phase requires an approach that's both strategic and tactful. Clients may experience a range of emotions surrounding this change, which could make it ...