Client acquisition

Mergers and acquisitions play a major role in driving growth and innovation, and a well-thought-out approach with specific goals can increase the odds of success.

Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts.

Technology platform uses third-party data to reduce the amount of input required of agents.

It’s tough enough to grapple with sexual harassment in the workplace. It’s more complex when clients are involved.