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

The premier event for luxury agents and brokers
Luxury Connect | Oct. 16-18 | Beverly Hills

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