Relationships can be sorely tested by the stay-at-home measures being recommended during the COVID-19 coronavirus pandemic going on right now. However, defining relationship expectations now can keep ...

We have spoken about developing a company/branch culture. We have also talked about setting expectations upon hiring a loan officer. The lack of communication of expectations results in expectations ...

Being adept at using carefully chosen questions enables professionals to be more effective at cultivating the affluent. Each month, I'll present readers with a "Power Question," including advice on ...