Succeeding with NextGen clients requires advisors to understand the attitudes and behaviors of Gen X/Y and where they need help.

It doesn’t mean an end to a career, but it does mean gathering the right consultants to see your way through

Though it may not go by that name, midrash is making and remaking our personal and business lives each day.

CPAs are not much different than today’s affluent prospects – it’s all about relationship management linked to relationship marketing.