Look Before You Lease

Look Before You Lease

Look Before You Lease We have the ability to see the future when itcomes to aligning our clients’ needs with theright office solution and transaction strategy. In our experience, successful Wealth Management firms don’t sell financial services. Rather, they offer...
Maybe Your Ironclad Lease Isn’t

Maybe Your Ironclad Lease Isn’t

Maybe Your Ironclad Lease Isn’t In every aspect of the financial servicesindustry we serve – wealth management,community bank and credit unions –employers are telling us the same thing: Likeit or not, they are needing to re-assess theiroffice needs in order to...
Flexibility as Fact

Flexibility as Fact

Flexibility as Fact Recently I was proud to be part of a panel for Filene Institute’s “So You Want to Talk About” webinar series. For this session, the “talk” was about the future of branches. Moderated by Christie Kimbell, Filene’s Chief Product Officer, the panel...