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I told clients they need a plan. Turns out, I needed one, too.

Learning through experience is a great way to prepare for a successful advisory career.

When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.

When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

How an advisor's blog about the Piano Man reaped a $14,000 Social Security payday for her client.

After Sept. 11, 2001, one planner resolved to use his skills as a CFP to assist affected families pro bono and he rallied others to his cause.

How one planner’s pro bono work changed how she approached teaching her children about financial matters.

Planners who lack this vital skill may not provide the best guidance to clients.

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

Planning is particularly complicated when accounting for stepparents and stepsiblings.

An avid runner, adviser Melissa Sotudeh finds striking similarities between her passion and her practice.

By using this analogy, advisers can break through reluctance or fear and provide a clear vision of what success will look like.

When advisers are deeply involved in clients’ charitable plans, both families and firms may find real gratification.

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.

Fragmented programs can squash productivity and firm growth.

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

Like many planners, Shane Larson never received any training in psychology. Now he finds using basic counseling skills can help make relationships with his clients stronger.

A younger adviser sees the benefits in working side-by-side with technology.