June 24, 2020

Understanding Lead Nurturing

Lead Generation Growing Your Practice Inbound Marketing

Definition: (1) A timely, efficient, and targeted approach to connecting with your contacts. And by taking this kind of approach, you can deliver helpful content with the right context. Read More

June 16, 2020

COVID-19 and Commercial Real Estate

Real Estate

COVID-19 quickly grew into a global pandemic affecting the health of mankind, economies, capital markets and individual businesses. Prior to the COVID-19 outbreak, the S&P 500 Index had produced an av[...] Read More

June 11, 2020

COVID-19’s Impact on the Multifamily Sector

Real Estate

The multifamily housing sector has experienced robust demand over the last decade but is expected to feel the impact of the COVID-19 pandemic. Tenants may struggle to pay rents due to rising unemploym[...] Read More

May 28, 2020

Using the Delaware Statutory Trust to Grow Your Practice

DST

The Delaware Statutory Trust (DST) has become an increasingly important part of the financial planning discussions advisors have with their clients. While not every client owns income producing real e[...] Read More

February 26, 2020

DSTs and Staying on the Right Side of Compliance & the Regulators - RIA Edition

1031 Exchange DST RIA Compliance

Many advisors experience compliance anxiety at the mere mention of private placements or the increasingly popular Delaware statutory trusts (DSTs). Introduce the idea that they can reach prospects int[...] Read More

December 23, 2019

Don’t let your 1031 exchange get the “boot”

1031 Exchange DST Real Estate

A 1031 exchange is a powerful tax code provision that can, when executed properly, allow a taxpayer to swap one business or investment property for another. An important topic to be familiar with when[...] Read More

November 26, 2019

CRM: At the Heart of Every Successful Advisor's Technology Stack

Inbound Marketing Financial Advisor Technology CRM for Advisors

Technology: To Use...Or Not to Use Ask an advisor about the technology they use in their practice and you will likely get a mixed reaction. Tech complexity and cost have long been sources of frustrati[...] Read More

November 14, 2019

110,000 Google searches every month for “financial advisor.”

Lead Generation Growing Your Practice Inbound Marketing

How many of those prospects are finding YOU? The last time we checked, there were 110,000 Google searches for “financial advisor”* every month. Think of the potential prospects that either need help o[...] Read More

October 31, 2019

Considerations When Selecting a Qualified Intermediary

Advisor Solutions 1031 Exchange Centers of Influence

The Inland Academy is committed to informing and educating individuals on all aspects of the 1031 exchange process and the structure of choice, the Delaware Statutory Trusts (DSTs). Part of that respo[...] Read More

October 17, 2019

8 Reasons to Consider DSTs

1031 Exchange DST

How Advisors Are Helping Clients Interested in Selling a Business Property Financial advisors may miss opportunities to grow their practice within their own client base. One area that may be overlooke[...] Read More