Sometimes, I think we take the wrong approach to loan origination. We pursue buyers in the same way that our most challenging buyers pursue us—we look for the quick fix. Just like buyers sometimes ...

Feel like you don’t know how to set yourself apart and go high-end? Here’s a three-step process you can use to get exceptional results. As a seven-figure female Latina founder, I immigrated to the ...

Luxury Presence, the leading growth platform trusted by more than 87,000 residential real estate agents and brands, today ...

Plenty of originators think the best possible niche is working with high net-worth clients, and they could be right. It’s an obvious way originators can increase dollar volume and earn larger ...

When running a client-based business, the weeks and months can feel like roller coasters. Clients naturally come and go, depending on your packages and your churn rate. As entrepreneur Melyssa Griffin ...

Spotlight Marketing and Branding co-founder Danny Decker reveals three steps attorneys and law firms can take to help attract potential clients via ChatGPT. Legal question? Ask a lawyer. Legal problem ...

I remember my early years as a financial advisor when I was pursuing clients by knocking on office doors at industrial parks. It was a tough way to generate business leads, but I was new to the ...

Growing a successful advisory business starts with one essential strategy: meeting new people and turning them into clients. It’s that simple. In my role as Commonwealth’s chief advisor growth officer ...

A clearly defined purpose helps attract the right clients, leading to stronger, more productive relationships and minimizing issues like miscommunication and scope creep. A defined and clear “why” not ...

To attract premium clients on LinkedIn, move beyond standard outreach by deeply researching their needs and values. Build trust through their network for warm introductions, and always lead with ...

Many fortunate advisors have reached the stage in their careers where they are not looking to take on many new clients. Rather, their goal is to selectively add just a few—notably, high-net-worth (HNW ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...