Get your Booty Ready for the Holidays
It’s already Labor Day 2014. That means, the holidays are just around the corner. Soon we will be celebrating Halloween, Thanksgiving, Christmas, New Year’s Eve and Super Bowl. That is usually the time we eat more “good food” than we intend too.
There’s a new reality sinking in across the industry. Once, digital tools were thought to be table stakes for doing business with young professionals. But the industry is realizing that older investors want them as well—and not giving it to them may mean losing clients, even the gray-hairs that have been in the practice for years.