MoxiWorks sells back-office software MoxiBalance to agent benefits facilitator Upfront as part of an emphasis on marketing and sales. Source: Inman News
Posts published in “agent finances”
Sisters Maeda Palius and Amy Chorew offer guidance on developing a comprehensive business plan, so you can better understand your business as you plan for…
Symba is fintech-light layered over a deal tracker, spliced with back-office accounting. It’s a superb tool for anyone new or growing in the business and…
Financial experts Jordan Curnutt and Michael Kilner outline a plan to apply the principles of the envelope or bucket method to both banking and investment…
With financial success often comes expense creep, which may leave you in a worse off position than you were before if you’re not careful. Adam Hergenrother…
Marion Weiler’s new four-part course covers everything agents need to know about business strategy in a post-pandemic world. Source: Inman News