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Does the Rainmaker Model Still Work?

Relevance and Alternate Approaches to Succeed Traditionally, accounting and financial services organizations have relied on their firms’ partners to “make it rain” or by using their connections, both personal and professional, along with a sprinkling of charisma, to bring in new business and revenue. How effective is this traditional model in a technology driven world where buyers of services can now access ...

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Keeping it in Perspective: A Woman’s Take on the Profession

When Amy Sonstein, CPA, PFS, started her first job in financial planning 12 years ago, she was the only woman in her training group.  Some progress has been made in the past decade, but many financial planning firms still don't have a large number of female advisers on staff.  In this blog post, Sonstein shares how a woman's perspective can help firms provide better service and value to their clients. To re ...

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