6F Better Together: Collaborate With Intention To Amplify Your Impact
- Identify when to leverage outside expertise, because not all move jobs require it or will benefit from it
- Learn how to seamlessly integrate other professionals into your client’s journey
- Discover proven techniques to find, vet, & establish trust with professionals who complement your expertise
- Hear how to elevate your professional impact to maximize efficiency, prevent burnout, & create the highest value for clients
- Learn how to clearly articulate the benefits of a multidisciplinary approach to your clients
- Hear real-world stories of how smart partnerships lead to better results & a more fulfilling practice
Presenters: Erin DiCarlo and Lauren Watts, Dovetail Companies, Wilmington, MA
14F Elite Multi-Generational Moves: Service, Strategy & Scalability
- Hear real-world insights into what ultra-high-net-worth individuals (UHNWIs) expect when it comes to trust, discretion & high-touch service
- Understand the emotional, logistical & financial complexities of managing multi-generational, multi-state luxury relocations
- Discover the key success factors that establish credibility with UHNW clients & open doors to exclusive projects
- Learn how to leverage personal and professional networks to gain high-value referrals & expand into luxury markets
- Explore strategies to position yourself as a trusted expert in luxury relocations, from branding to partnerships
- Identify emerging trends and evolving client demands to adapt your service offerings, including privacy, security & concierge-level support
Presenters: Jacqueline Randall and Bridget Urgo, The Settler, Darien, CT
22F Treasure Hunting with AI: Top Decluttering & Estate Sales Tactics
- Identify key obstacles in estate sales & decluttering—such as labor-intensive sorting & pricing uncertainties
- Discover how AI-driven tools can transform these challenges into revenue-generating opportunities
- Hear how AI-powered solutions (including image recognition, predictive analytics, & automation) can streamline inventory cataloging, optimize pricing, & create data-driven marketing strategies to maximize online sales
- Learn how to evaluate the tangible benefits of AI adoption, including increased sales value, improved transparency, & strengthened client trust
Presenters: Heather Dawson and Sath Dosanjh, MaxSold, Toronto, ON
30F Your Profit Playbook: Business Finance for Beginners (Donna Bennett)
- Identify the key components & integration of the Balance Sheet, Income Statement, & Statement of Cash Flows
- Grasp fundamental accounting concepts such as journal entries & the double-entry
- Define & distinguish between Gross Profit, Operating Profit, Net Profit, Cash Flow, & Profitability
- Analyze your profitability by using tools & financial data to assess & interpret your company’s profitability & financial health
- Understand the operating cycle & how it influences liquidity & profitability
- Apply accounting & financial analysis concepts learned in this session directly to one’s own company for real-world insight
Presenter: Donna Bennett, Hampton Roads Downsizing, Virginia Beach, VA
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