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October 10, 2014

How to Surf the Retiring Boomer Wave
Even if these prospects aren’t rich, on the whole they make for great business.
You Don’t Have to Turn Your Practice Upside Down
Sure, the industry is evolving. But not every change is an emergency.
When Clients Get Out of Line, It Can Pay to Push Back
A respectful reprimand may help them see reason — and perhaps keep their assets.
Calendar Alert: Top Planning Conferences of 2015
Leading industry blog weighs in on next year’s best FA gatherings.