The Playbook: Client Finances… What Must You Know? How Much Should You Ask?
Mortgage rates are the highest they’ve been in years. Inventory is tight and home prices have stayed elevated. Thus, many ...
Tag: Melissa Cohn
Safe at Home: Holiday Tips That Keep Risks and Hazards to a Minimum
Getting back in touch through emails or notes can provide a subtle reminder that you want to stay connected, as well as providing useful information. Instead of sending a generic Happy Holidays card, why not add helpful holiday safety tips? Read more.
Business Tip of the Day provided by
