Owen Averbuch created a blog detailing his learning related to real estate financial modeling:
http://myadventureinrefm.blogspot.com/
Tag Archives: fall2018
Features of Excel
Lauren Adkins researched advanced functions of Microsoft Excel and created instructional videos on two key features.
A Guide to Salesforce
Casey Garay provides an overview of Salesforce and it’s usefulness to organizations.
Managing Client Relationships
https://soundcloud.com/hodcapstone/simmons-deholl-managing-client-relationships
Simmons DeHoll created a helpful podcast on managing client relationships.
Strategic Client On-boarding and Services in Wealth Management
Sahar Abdullah provides a better understanding of client on boarding in wealth management and how services are utilized during this strategic process.