The Expert Advisor

Resources to help your business thrive

Financial
Education

Download our educational brochures, graphics and more to help educate your clients.

Sales and
Marketing

Master your sales and marketing strategy with our guides, checklists, and articles.

Practice Management

Discover new ideas for managing your practice to maximize your efficiency and effectiveness.

Financial Education

The Complete Guide to DSTs/1031 Exchanges

This guide discusses the basics, the 1031 exchange process, and the objectives of a DST 1031 Exchange.

Single-Family Rentals: A Timely Opportunity

Learn how the single-family rental sector became one of the fastest growing sectors in the real estate industry.

Sales and Marketing Resources

The Complete Guide to Marketing

Learn the basics of establishing a brand, creating an effective marketing strategy and building a measurable marketing plan.

Unique Client Engagement Ideas

Client engagement and retention can seem daunting but we have a few ideas to make it simple and executable.

Practice Management

10 Tips to Maximize Productivity

We all have days where we feel like we’re spinning our wheels. Discover 10 tips for maximizing your productivity daily.

Microsoft Outlook: Emails Aren’t the Boss of You

Your email inbox can be overwhelming at times. Here are 5 features of Microsoft Outlook that can help you master your inbox.