Understanding the private client market can be crucial to capturing new opportunities
For Leo Vekslin, it's more about knowledge than money
CEO explains unique opportunity of house-rich owners in rising rate environment
Mortgage head offers her key takeaways
Originator's business model is explicitly old-school, providing something his referral partners are lacking these days
Building confidence and changing culture is key to bringing more women on to the sales side
Leader’s view is that an element of the industry’s culture, is keeping originators from an achievable $1 million paycheck
Deal will see the purchased company continue to operate as an independent entity