Category: Uncategorized

While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince leaders, according to participants during the Focused on the Future Think Tank at Wealth Management EDGE.

Top CMOs discuss how to drive organic growth through experimentation, competition, follow-up and cataloging of best methods.

How my journey led me to financial services.

Too many RIAs fail to clear a path for junior advisors to take over, threatening the future viability of the business. A panel of practice management consultants at Wealth Management EDGE discussed why that’s a mistake and what advisors can do to change it.

Placester is a real estate website builder and lead generation platform that makes it easy for realtors to generate traffic and create high-quality content. It has a variety of beautiful and professional IDX-enabled website templates and built-in tools to publish blog content easily. Plus, its templates are completely customizable with your branding, style, and content, making it easy to drive organic traffic to your website. I’ve spent countless hours researching Placester, so let’s dive into this Placester review and discuss … Continue reading “Placester Review: Pricing, Features, Pros & Cons (2024)”

NorthRock Partners CEO and founder Rob Nelson shares his formula for mastering excellence and creating a superstar enterprise

Successful online marketing for advisors requires flexibility, dedication and “unapologetically being yourself.”

When Kristine McManus got the unexpected news that she had an aggressive form of breast cancer, she began to focus on living life urgently and cherishing meaningful moments.

IXACT Contact is a real estate CRM designed to streamline client management, automate tasks, and enhance productivity. No more juggling multiple tools and drowning in paperwork since IXACT Contact brings everything under one roof, making your life as a real estate pro smoother than ever. It’s like having a personal assistant, organizer, and motivator all rolled into one handy platform. I’ll explore IXACT Contact reviews from users along with my breakdown of its top features, usability, customer support, and bang … Continue reading “IXACT Contact Review: Pricing, Features, Pros & Cons (2024)”

Elevate CRM is a customer relationship manager (hence the CRM in its name) crafted with real estate agents and brokers in mind. It packs a powerful punch with tools that turbocharge marketing, lead generation, and client relationship management. This platform is all about simplifying your daily grind, spicing up client interactions, and boosting your visibility in the competitive market. My Elevate CRM review digs deep into Elevate’s offerings, usability, and how it can impact the hustle of your real estate … Continue reading “Elevate CRM Review: Pricing, Features, Pros & Cons (2024)”