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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Journey Strategic Wealth President Penny Phillips and other speakers at FP's INVEST conference challenged the industry to think big about its mission.
June 14
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Financial advisors say they can help combat the flow of misguided and misleading recommendations by posting more frequently and establishing more of a social media presence.
June 13
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The influence of new technology in financial advising can feel amorphous, but experts say clear shifts are happening in the industry.
June 13
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Orion Chief Behavioral Officer Daniel Crosby and other experts explained the stakes and challenges facing advisory practices at FP's INVEST conference.
June 13
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Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors.
June 12
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In a crowded market, aiming to serve clients in a specialized area can help advisors differentiate themselves from the pack.
June 12
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Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.
June 12
