Social media can offer advisors opportunities to connect with prospective clients while nurturing relationships with existing ...

Client account reviews provide an opportunity for a business professional to assess the current state of his customer's financial status, changes in goals and any other relevant information. Because ...

11 Marketing Plan Templates You Can (Legally) Steal for Free Your email has been sent A marketing plan defines key objectives and ensures your campaigns tie in to big-picture objectives. Putting this ...

Gina Baker is an experienced content strategist, SEO enthusiast, editor, and writer focused on empowering and educating agents and brokers. Before joining HousingWire, she was the site lead at The ...