by Corey Waite | Feb 16, 2023 | Wealth Management Insights
Your People, Your Workspace, Your Future Nearly every firm we know has — or is in the process — of evolving their workplace in order to recruit and retain key talent and grow their business. Without question, much has, is, and will be written about changes...
by Corey Waite | Jan 26, 2023 | Credit Union Insights
Credit Union Real Estate Decisions: Listen, Read, Absorb We are assisting our credit union clients to research and re-evaluate their real estate portfolios through the lens of their employees and members-of-the-future. As part of Filene’s outstanding “So You Want to...
by Corey Waite | Jan 5, 2023 | Wealth Management Insights
Look Before You Lease We have the ability to see the future when it comes to aligning our clients’ needs with the right 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 services industry we serve – wealth management, community bank and credit unions – employers are telling us the same thing: Like it or not, they are needing to re-assess their office needs in order...
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...
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