10 Steps to Get a Prospect to Commit

Published on January 23, 2025

They seem interested, but to make them a client, you must master the art of the follow-up.

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KKR Combines $157B Infrastructure, Real Estate Businesses

January 23, 2025
The reorganization coincides with a growing convergence between infrastructure and real estate, exemplified by the boom in demand for data centers that power artificial intelligence.

Your Clients May Live to 100. Don't Use the 60/40 Glidepath.

January 23, 2025
Advisors face a big challenge: helping clients with a retirement that could last as long as their careers.      Related StoriesCarson Group Acquires Tax-Focused Team, Names Chief Tax Strategist7 Need-to-Know Details About Tax-Exempt GiftingSocial Security Fairness Act Sets ‘Disturbing' Precedent: Cato