Stay ahead of the competition with the latest luxury market insights and data from David Friedman, co-founder of WealthQuotient. Source: Inman News
Posts published in “david friedman”
As AI generative applications like ChatGPT become integrated with operations and systems across real estate firms, these tools will help scale bespoke services to clients…
In this series, WealthQuotient co-founder David Friedman shares the five keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders…
In this weekly series, David Friedman shares the five keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in…
In this weekly series, David Friedman shares the five keystones for effectively prospecting the affluent, distilled from over a decade of advising global leaders in…
In this weekly series, David Friedman shares the five keystone habits for effectively prospecting the affluent, distilled from over a decade of advising global leaders…
In this weekly series, David Friedman shares the five keystone habits for effectively prospecting the affluent, distilled from over a decade of advising global leaders…
One way financial advisers grow their business is by expanding their wallet share of clients’ existing assets. Drawing ideas from a financial adviser’s playbook, here…
When it comes to high-net-worth markets, referrals are one of the only paths for accessing top clients. As an agent, what mistakes are you making…