The question is not whether advisors should improve their technology but how they can do it in a way that improves the client ...

The surest way to kill the blossoming spark between advisor and client is to present an 80-page financial plan. “Don’t get me wrong. I love the fact that we do financial planning, but I don’t love ...

To have a successful real estate business, you have to continually generate new clients – there is no way around it. No leads equals no sales. If you’ve been in this business for a while, or even if ...

Fintechs and traditional banks alike are working to simplify banking for clients across commercial real estate. JPMorgan Chase recently sat down with clients to better understand and solve for their ...

When most people hear the word leadership, they picture brokers, managers or association executives. But here’s the truth: every real estate agent is a leader. You’re leading your business, your ...

A new job, a growing family, divorce, ailing parents, etc. There are many reasons for people to shop in today’s real estate market. So for the financial advisors and mortgage planning specialists ...

Throughout my real estate journey, I’ve discovered that building lasting client relationships is the most crucial aspect of leading a successful business. These connections are the foundation of our ...

BOSTON--(BUSINESS WIRE)--Cloze, a software company that delivers AI-powered real estate solutions, and RealScout, the real estate industry’s leading platform for agent-client collaboration, announced ...

Law firms are moving faster than ever—and client expectations are shifting. When documents and data are scattered across disconnected tools, lawyers lose context, collaboration becomes inefficient, ...

In real estate, professional identity extends beyond transactions and listings. Subtle, meaningful interactions often shape how a REALTOR is perceived. Client appreciation events are one such ...