Stay ahead of the competition with insights from David Friedman, co-founder of WealthQuotient, into the exclusive luxury market segment and learn several key takeaways for success
AI generative applications like ChatGPT will help scale bespoke services to clients and prospects in a way that will empower brokers
Here we're tying together WealthQuotient co-founder David Friedman's 5 keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury
In this weekly series, David Friedman shares the five keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in luxury. This week, learn how to turn identify your key referral sources and successfully engage them
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
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
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
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
When it comes to high-net-worth markets, referrals are one of the only paths for accessing top clients. As an agent, what mistakes are you making when asking for referrals? Here's how to diagnose the problems and a few ways to fix them
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
How should agents handle the current market shifting? Industry leaders weigh in
Software provider purchased Propertybase for global reach and Salesforce.com integration
Featuring David Friedman, technology leader and president of Boston Logic
Opinion
The disconnect and what can be done to fix it in the future
Access to listing data delayed by red tape