David's Stories

One way financial advisers grow their business is by expanding their wallet share of clients' existing assets. Drawing ideas from a financial adviser's playbook, here are a few tactics agents can use
Dec 18
The core thesis behind the NPS is that there's one question you can ask clients that reveals what they really think of your business. Here's how you can use it to ramp up referrals
Aug 4
Opinion
Ken Griffin’s recent record-breaking $240M penthouse purchase gives us insights about the ultra-affluent buyer’s psychology in a down luxury market
Feb 12