Client engagement

Help homebuyers do the math Fallback Image Decorative pattern

Economic Indicators

Help homebuyers do the math

Low interest rates could be tempting your clients into buying a vacation home, or to help one of their kids to go from renting to owning.

By Staff |May 23, 2014

1 min read

Clients, advisors disagree on what drives their relationships Fallback Image Decorative pattern

Industry

Clients, advisors disagree on what drives their relationships

40% of advisors say they connect with clients through social media, but only 7% of clients agree, says EY.

By Staff |May 22, 2014

2 min read

Handle fancy business dinners with aplomb Fallback Image Decorative pattern

Planning and Advice

Handle fancy business dinners with aplomb

If you’ve read our guide on inviting clients to an exclusive chef’s table dinner and wine tasting, you’re well-versed in how to arrange a memorable dinner and how to ensure it’s a success.

By Staff |May 22, 2014

1 min read

5 instances owning a dog saves you money Fallback Image Decorative pattern

Economic Indicators

5 instances owning a dog saves you money

Dog owners may have to pay for the upkeep of their pet, but Wise Bread offers some ways your canine can save you some dough.

By Staff |May 21, 2014

1 min read