AI generative applications like ChatGPT will help scale bespoke services to clients and prospects in a way that will empower brokers
Apr 14
Opinion
Humans are wired for connection, but how do you know whether or not you can trust that new acquaintance? Learn how to put them to the test and ensure that you're building an authentic and vettable professional network
May 25
In this weekly series, David Friedman shares the 5 keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury. This week, learn how to turn generic referrals into introductions by avoiding open-ended requests
Oct 25
In this weekly series, David Friedman shares the five keystone habits for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury. This week, learn how to take stock of your existing relationships and identify potential referral sources
Oct 18
In this weekly series, David Friedman shares the five keystone habits for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury. This week, learn how to shift from the reactive 'hope marketing' to proactive, referral-boosting strategies
Oct 8
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