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 ...

Andres Garcia-Amaya, CEO & Founder of Zoe, a wealth platform with the mission to help grow and protect wealth for RIAs and individuals. Artificial intelligence (AI) is poised to play a transformative ...

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.

Mapping the client journey is an eye-opening exercise that highlights inefficiencies and bottlenecks in your firm’s processes. By dissecting each stage of the client’s experience, from initial contact ...

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 ...

Has anyone asked you for a referral before? How did that make you feel? Referral is an industry term. It means “find me a future client.” Done the wrong way, it can make the other person feel awkward.

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 ...