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 ...

Every few years, the financial advice 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 thirtysomethings ...

Technology should enable more meaningful conversation and deeper engagements between advisors and their clients. Jason Pereira, CFP®, of Woodgate Financial, explains why there’s no loss in value when ...

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 ...

Not every coaching engagement delivers the breakthrough both parties hope to achieve. While the experience can be uncomfortable, when alignment fails or momentum stalls, it also offers important ...