LOS ANGELES, February 25, 2025--(BUSINESS WIRE)--Libretto, the innovative advice platform empowering financial advisors and family offices with total wealth financial planning and investment software, ...

In my last article, I explained the value of having a concise, well-organized agenda to keep client meetings on track. Now that you’ve had a great meeting, it’s essential to follow up on your promises ...

The letters you send to clients announcing a merger or acquisition should reassure in order to retain. These samples suggest what to say to clients of the predecessor and successor firms: We are ...

Ashley Harwood began her real estate career in 2013 and built a six-figure business as a solo agent before launching Move Over Extroverts, her coaching company for introverted agents, in 2018. She is ...

SAN FRANCISCO, Nov. 16, 2023 /PRNewswire/ -- ManageCasa, the leading intuitive, interactive and automated property management software for rental property managers, community associations managers and ...