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Mikal Schalk of Wood Stone & Ivy is a member of XPX Tri-State
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Program produced by XPX Fairfield County. Where Are We Now? Advising Clients in the “New Normal” It’s been over six months since the world abruptly pivoted to a virtual reality, and we are unlikely to return to normal for many months. Now is a time to reassess and reevaluate. Who is buying? What is trending…


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Jeffrey Hogue of UBS Financial Services Inc. is a member of XPX South Florida

The foundation of our practice has always been centered around four guiding principles: access, advice, guidance and service. Today we are excited to announce our expanded team, SageView Partners. Our partnership will not only enhance our resources, but also enrich the experience we offer our clients every day. We are confident our new collaboration will help…

The commercial real estate market has never been this hot. Consider a sale leaseback instead of hoping that the business buyer wants to own a building too. I can’t count the number of times I have been called in with 24-72 hours left to close to “clean up” the real estate aspects of a transaction….

Adam Brier of USI Insurance is a member of XPX Long Island

Embracing DEI as Part of Your Recruitment/Retention Strategy More employers have come to embrace diversity, equity and inclusion (DEI) initiatives as a way to improve workplace culture and demonstrate they value their employees as people, not just workers. Harvard Business Review found that 65% of U.S. executives say DEI is a high strategic priority, and…

Jan. 18, 2022
Marc Kramer of Stress Free Family Business is a member of XPX Philadelphia

    Date: January 21, 2022 Time: 12 p.m. to 1 p.m. Eastern Daylight Savings Time Platform: Zoom Questions: Chat Click Here for Free Ticket: Debrorah Westphal (If you can’t make it sign up anyway and you will get a link to watch it later.  Feel free to share link on social medial) Convergence is here. Each day the…

Jan. 17, 2022

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