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Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Derek McDowell is a managing partner for private equity firm Boyne Capital Partners.

Lakshmi Raj is focused on strategic initiatives for Replicon's global operations, including market share expansion, revenue generation, and worldwide sales activities. She has extensive experience in web-based marketing and was instrumental in providing global visibility for Replicon's product.

One of the recruits has 46 years of industry experience.

Chad Hetherington is global vice president of professional services for NICE Actimize.

Blake Christian, CPA, a national Top 25 OZ influencer, is a tax partner at the Salt Lake City office of HCVT LLP. He has over 35 years of experience providing tax consulting and compliance services to clients that include multinational, publicly traded corporations, as well as closely held owner-managed businesses. He has specialized in federal, state and local tax incentive programs, and is leading the firm’s efforts in providing tax consulting services for Qualified Opportunity Zones. He has authored several articles and HCVT Tax Alerts about QOZs and Qualified Opportunity Funds, and has developed unique insights into OZ strategies for real estate developers and investors, as well as for operating business start-ups and expansions. In addition to tax incentive consulting, he provides partnership and individual tax planning and compliance services. His industry experience is broad and includes manufacturing and distribution, service companies, restaurant, shipping and transportation, energy and health care.

Investors with this trait are a lot easier to work with, says UBS advisor William Wilson.

Portfolios constructed with companies betting on industrial and social transformations are besting rivals.

Christina Luttrell is SVP of operations at IDology, overseeing product, client solutions and marketing.