Agents as wealth managers? How to step up your game

Panelists at Inman Connect San Francisco reflect on strategies for maintaining the financial and emotional health of clients for the long-term

EMBRACE. FOCUS. EXECUTE. Build your 2019 roadmap to success with 4,000+ real estate leaders.
Inman Connect New York | January 29 - February 1, 2019

Panelists at Inman Connect San Francisco suggested agents become wealth managers at a session called “How To Become a Fiduciary for Your Clients.”