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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Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.
March 30
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Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.
March 30
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Your goal should be a visually compelling site with brief, concise content that immediately tells a visitor who you are, says marketing expert Dan Sondhelm.
March 30
Sondhelm Partners -
The Internal Revenue Service is postponing the date for filing gift tax and generation-skipping transfer tax returns and making payments until July 15 because of the novel coronavirus pandemic.
March 30
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Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”
March 27
Mercer Advisors -
The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.
March 27
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Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.
March 26
