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The Digital Professional
The way investors are searching for solutions to their investment challenges has evolved in the digital age. And now, with the disruption the COVID-19 pandemic has caused, digital engagement, communication and interaction is the new norm for many financial professionals. We have created an entire course around the concept of the digital professional that offers refined and proven practices that can be utilized in your business today. Enroll now and be the first to know when this course becomes available.
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Latest Blog Posts
Discover the essentials to growth by learning how to integrate digital business development, technology, and private real estate within your practice.
Commercial Real Estate Impact and Opportunities Amidst a Global Pandemicby firstname.lastname@example.org (Colin Cosgrove) on January 26, 2021 at 3:00 pm
The August 2020 jobs report significantly exceeded expectations, with large increases in leisure, hospitality and […]
Possible Unintended Outcomes if 1031 Exchange is Alteredby email@example.com (Colin Cosgrove) on January 12, 2021 at 3:00 pm
Eliminating the use of Section 1031 of the Internal Revenue Code by certain high net worth investors could negatively […]
Helping Financial Professionals Find and Focus on Prioritiesby firstname.lastname@example.org (Colin Cosgrove) on December 29, 2020 at 3:00 pm
Insights from Financial Professional Coach Brian Margolis on Being Intentional and Relevant Most financial […]
A Financial Professional's Guide to Virtual Business Buildingby email@example.com (Colin Cosgrove) on November 24, 2020 at 3:00 pm
When the COVID-19 pandemic hit, financial advisors almost overnight faced business disruption. Gone were in-person […]