7 Aug, 2024 | Admin | No Comments
How to Build a Comprehensive Financial Plan that Protects Assets and Grows Wealth
Including permanent life insurance can help prevent blind spots and enable clients to live longer in retirement.
Weighing the pros and cons of equity and debt financing and convertible instruments.
6 Aug, 2024 | Admin | No Comments
RIA Edge Podcast: How Conway Wealth Prioritizes Clients’ Life Goals Beyond Investments
Michael Conway shares how advisors at his firm, Conway Wealth, prioritize a deep understanding of each client’s values and put health and well-being at the center of the planning conversation.
Gentile was found guilty of five counts, including securities fraud, wire fraud and conspiracy. He faces up to 20 years in prison.
Regulators aren’t wrong in warning about the unintended consequences of artificial intelligence in financial services if leveraged improperly.
Despite potential tax changes, donor-advised funds remain a go-to tool.
Market Leader makes the real estate market much easier to navigate. This platform helps you capture, convert, and close leads more effectively, from new lead generation to managing client relationships. I reviewed how effective Market Leader is for generating and managing leads, its ease of use, the value of its cost, and its effect on […]
So you’ve captured some leads and built your database—now what? Sometimes securing leads is the easy part while converting them to sales is where the work really begins. Time and patience are your best friends when it comes to real estate lead nurturing. That’s why I’ve put together seven simple strategies to help you convert […]
Investing in high-quality leads is a strategy that many agents overlook despite its potential to transform their business and boost their sales. While it can be a game-changer for some, it may also be a waste of resources if not used wisely. And with many lead generation platforms offering paid leads, it can take time […]
In this report, you’ll find a high level snapshot of the trends shaping the market for each neighborhood across Hawai’i. The full report is available here: Hawai’i Q2 2024 Market (Micro) Insights Report. The post Hawai’i Quarterly Market Insights Report: Q2 2024 first appeared on California Real Estate Blog.