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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Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.
February 20
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Those fields are a bright spot in dealmaking amid a slump in other industries. Here's why non-bank loans that drive deals could bring problems in the future.
February 19
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A reader in D.C. owes $12,000 across seven different credit cards. Can financial advisors help him dig himself out?
February 16
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Putting financial security before relationships and wanting investments that don't harm their altruism are key to young investors.
February 16
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Christopher Armstrong and Randall Kiefner question an arbitration ruling finding they owe Charles Schwab nearly $3 million.
February 15
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Interactive exercises that let clients reflect, write and even just doodle about their history and goals can build trust and improve financial outcomes.
February 15
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The advisor, known for his work with pro athletes, on changing mindsets and making new opportunities.
February 15
