Industry News

How to help clients hold on

While high returns may please clients in the short term, they’re impossible to maintain on a consistent basis. To ensure long-term success, advisors should instead focus on building their brands and making sure clients can weather volatility storms.

May 25, 2012

2 min read

How to build a real estate empire

In part one of this series, we asked a few questions to help decide whether or not direct ownership of hard asset real estate was the right fit for your client. If you’ve considered those questions and decided that it’s something they have the capacity to pursue, read on to learn the next steps.

By David Sung & Wayman Crosby |May 25, 2012

4 min read

How the rich stay rich

Whatever you think about their politics or private lives, deep down, we all want to invest like a Kennedy.

By David Sung & Wayman Crosby |May 25, 2012

3 min read

Buying buildings for cash flow

In part one, we asked a few questions to see if your clients were prepared to participate in direct ownership real estate. Presumably your answers were “yes” to all of them. Let’s look closer at why those questions were so important.

By David Sung & Wayman Crosby |May 25, 2012

4 min read