In agency life or consulting, writing is more than just words on a page. It’s about telling a story that helps people understand and take action. Whether you’re creating a client presentation or a ...

Independent financial advisors bill themselves as offering a more personal touch to managing a client's money. By acting as a fiduciary and taking a "holistic" view of long-term goals like paying for ...

Effective communication is the cornerstone of any successful agency-client relationship. As an agency leader, fostering clear and open lines of communication between your team and your agency’s ...

Busy real estate agents on-the-go can now master a key part of buyer representation with The CE Shop's new bite-sized course, "Overcoming Buyer Objections to Buyer-Broker Agreements" DENVER, COLORADO ...

Last month, two new studies were published on the current state of client communication in the wealth management industry and the impact is has on each financial advisor’s business. Spoiler alert: It ...

In today’s competitive market, retaining clients is just as important, if not more so, than acquiring new ones. Reducing churn—clients leaving your business—requires a strategic approach centered ...

L-R: Jason Mueller, Linda Bishop, Jared Knisley, Pradeep Anand, Roger Duffield, Peter Abualzolof, David Wescott, Angela Crawford, Kent Lewis The Business Journals Leadership Trust By Business Journals ...

The CE Shop now offers a free, exclusive resource from their new, bite-sized professional development course, "Overcoming Buyer Objections to Buyer-Broker Agreements." The course, designed to enhance ...