Phoenix: "I think it's time that we focus on growing the practice" stated Mark. "We do a great job for our clients, we have good policies and procedures, and last year we focused on upgrading and ...

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 ...

Learn how to shine in your first client meeting as a financial advisor. Discover tips for making a great impression and ...

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 ...

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 ...

Nobody likes paying taxes, and clients will be especially grateful for your proactive advice on how they can avoid shelling out any more than what’s legally required. Here are three steps you can take ...

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.

You share your best LinkedIn content but your ideal clients never see it. Hours writing LinkedIn posts only for them to disappear with a handful of likes. Zero opportunities, zero enquiries, zero real ...

You serve as insurance agents, brokers and consultants with exclusive trust and influence when you work with employers and their employee benefit plans. Your clients depend on your benefits expertise ...