5 Benefits of Certified Public Accountants

5 Benefits of Certified Public Accountants

Becoming a Certified Public Accountant (CPA) can be a demanding and stressful process, requiring extensive studying, testing, and uncertainty about the outcome. You may even question if it’s all worth it. However, why do people put themselves through this...
3 Confident Ways To Ask Clients for Referrals

3 Confident Ways To Ask Clients for Referrals

Asking for referrals is essential for business growth, but it can be difficult to do. Advisors may feel anxious about rejection or come off as pushy. However, failing to ask clients for referrals means missing out on important connections and business growth....
4 Considerations in Holding Real Estate Investments in your IRA

4 Considerations in Holding Real Estate Investments in your IRA

In retirement, risk-taking is generally discouraged; however, investing in real estate through your Individual Retirement Account (IRA) can be an excellent way to bolster the money saved for those golden years. With a thoughtful strategy and proper diversification...
9 Reasons to Invest in Single-Family Housing

9 Reasons to Invest in Single-Family Housing

Real estate is a great investment for diversification, as it can provide steady streams of income that are not subject to the stock market’s volatility. With solid returns and more predictability than many other financial investments, buying a single-family home...
7 Effective Communication Strategies

7 Effective Communication Strategies

Financial advisors must maintain positive client relationships in order to keep them. Effective communication is a critical component of developing these relationships. With the abundance of communication channels available today, clients expect timely and efficient...
7 Guidelines for Interview Questions

7 Guidelines for Interview Questions

During a job interview, one of the most crucial moments is when the interviewer asks if you have any questions for them. Your response can reveal a lot about your level of interest and preparedness for the job. Failing to ask any questions may suggest that...
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