Real Estate & Wealth | Exponential Wealth with Aaron B. Moore & Carly Seiff

In the latest episode of Exponential Wealth, Aaron B. Moore of SageCrest Wealth Management is joined by guest Carly Seiff, an expert Realtor at Compass. They discuss the importance of real estate, the current state of the real estate market, and the changes coming due to the National Association of Realtors (NAR) settlement.

 

Learn more at https://www.aaronbmoore.com/

The Landscape of Advisor Relationships | Exponential Wealth with Aaron B. Moore & Guest Alex Lerch

In the latest episode of Exponential Wealth, Aaron B. Moore of SageCrest Wealth Management and guest Alex Lerch of Oak & Stone Marketing discuss the importance of building strong client relationships, and the use of technology in the financial advisory industry. The discussion also touched on the impact of AI on communication, the changing ways advisors need to share information with clients, and the importance of understanding clients’ needs.

Learn more at https://www.aaronbmoore.com/