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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The ex-Nitrogen CEO's new company, which plans to launch its first products in the fall, commenced operations Jan. 2 in Boise, Idaho, after raising $5.5 million in capital.
June 24
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The fintech firm's plans could herald an increase in public filings after a protracted lull in IPOs.
June 24
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Word-of-mouth endorsements still pack a punch, but after prospects identify a trusted referral, they then verify online — here's how to be prepared.
June 24
Mitlin Financial -
Many advisors face challenges building trust with Asian-American clients. Here are key strategies to establish those relationships.
June 20
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Financial advisors and other female wealth management professionals say eliminating the self-doubt represents an important first step.
June 20
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Traditional methods of driving traffic to a firm's websites aren't enough in the new "zero-click" search results world.
June 20
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A consulting firm's report on the future of the channel reveals the ambivalence and frustration many feel about the impact of M&A consolidation.
June 18
