A small subset of OSJs is going beyond simply leveraging scale to get better deals with broker/dealers to become full-service support platforms for advisors.
The only way to future-proof your business is to operationalize it. Now your finance team can enjoy a scalable, best-in-class accounting platform that empowers them to work smarter, not harder.
Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and family offices approach investing in the commercial real estate sector.
This webinar on March 17th will offer insights into defining investor experience, increasing referrals without asking for them, and building personal brand equity to define value.
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