"I try to do less events that are more memorable, rather than what I used to do, which was a monthly or quarterly seminar," she said.

Another very well-received value add that she's offered wealthy clients: For the last 10 years, she invites 10 or 15 of their children or grandchildren to "intern" at her office for a week during the summer. The children get to sit with different employees and learn what they do. Detanna then sends a letter of recommendation mentioning the internship to the person of their choice.

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