by Corey Waite | Jan 5, 2023 | Wealth Management Insights
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...
by Corey Waite | Dec 1, 2022 | Wealth Management Insights
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...
by Corey Waite | Nov 3, 2022 | Credit Union Insights
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...
by Corey Waite | Oct 13, 2022 | Credit Union Insights
Credit Union Real Estate Decisions: The Same But Different “Based on experience, our opinion is that most static information presented by a majority of local brokers is not only inaccurate but an existential threat to your plans and future. For this reason, we...
by Corey Waite | Sep 29, 2022 | Credit Union Insights
Buildings and Your Board: How to Create a Blueprint for Expansion Success “When it comes to portfolio expansion, we counsel our clients to create a plan that is built around a Three Step holistic platform.” Several years ago, we were engaged by a...
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