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Optimize, Grow, Retain: The Power of Annual Client Reviews

Personal Finance /
A financial adviser meets with clients in a conference room.

For many advisers, annual client reviews can seem like just one more item to check off a lengthy to-do list. But annual client reviews are more than just routine check-ins — they’re a strategic opportunity to deliver value, build trust and uncover new opportunities. For clients, these reviews help ensure their financial plans can remain […]

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Using Discretionary Income to Optimize Rental Revenue

Real Estate Buying & Selling /
for rent sign

In This Article Rent price has been growing for years, but rising rents don’t guarantee rising profits if tenants can’t afford them. Instead of relying on market averages, you can calculate what tenants actually have left over after debt and essential expenses. Their discretionary income is your roadmap to profitable, sustainable rent increases. By analyzing

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