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Adjusted for Risk: How Asset Managers can Increase Strategy Visibility Through Storytelling
IMSS founder and CEO Trisha O'Donnell details how asset managers can market their strategies to stand out from the crowd.
Read Full RecipeIcahn Reaches $2M SEC Settlement in Margin-Loan Probe
Icahn is being fined $500,000 and Icahn Enterprises LP will pay $1.5 million related to insufficient disclosure of how IEP units were pledged as collateral against his personal margin loans.
Read Full RecipeMeeting the Realities of Today’s HNW Families
The challenges and solutions for attracting and retaining the next generation of high-net-worth clients.
Read Full RecipeHawai’i Quarterly Market Insights Report: Q2 2024
In this report, you’ll find a high level snapshot of the trends shaping the market for each neighborhood across Hawai’i. The full report is available here: Hawai’i Q2 2024 Market (Micro) Insights Report.…
Read Full RecipeSoCal Quarterly Market Insights Report: Q2 2024
In this report, you’ll find a high level snapshot of the trends shaping the market for each neighborhood across the SoCal region, from the Central Coast to Orange County. The…
Read Full RecipeReal Estate Lead Conversion Guide: 8 Steps to Close More Deals
Real estate lead conversion is essential for your business to thrive. Throughout my career, I’ve successfully converted hundreds of leads and built a referral-generating database, but it took time to…
Read Full RecipeThe 11 Best Real Estate Prospecting Letter Templates
In a world where digital marketing dominates, real estate prospecting letters offer a unique opportunity to stand out from the competition. In this article, I’ll provide actionable tips for writing…
Read Full Recipe9 Free Open House Sign-in Sheets to Try This Weekend
Hosting a successful open house is an ideal opportunity to connect with potential buyers looking for a new home and sellers interested in listing theirs. However, you need a good…
Read Full RecipePipedrive Review: Pricing, Features, Pros & Cons (2024)
Pipedrive is a dynamic customer relationship management (CRM) tool that turbocharges your sales processes and spices up client interactions. This nifty tool makes tracking client chats, property listings, and deal…
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