Practice and Client Management News
Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.
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Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.
April 1
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Andy Leung's targeted approach to finding clients on LinkedIn is bringing in warm and even hot prospects at high rates as he builds his niche.
March 31
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Recent studies have shown that clients and prospects want human authenticity, even as AI tools become more prevalent in firms' workflows.
March 31
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Financial advisors and estate planning attorneys say arrangements can be as simple or complex as clients want them to be, but pet trusts are often the best option.
March 30
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Women often evaluate financial decisions through the lens of community and relationships. Advisors who adapt their approach can improve retention and boost referral-driven growth.
March 30
StrongHer Money at RFG Advisory -
Long-term financial security isn't always served by capturing the biggest account assets. Here's how financial advisors can best serve divorcing clients.
March 26
OnePoint BFG Wealth Partners -
In contracting for various digital and operations services overseas, Edward Jones is tredding a path blazed by industry rivals like LPL Financial and Ameriprise.
March 25
