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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A significant proportion of people are following financial advice given to them by AI models, and many reported losing $100 or more.
September 10
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College athletes with name, image and likeness contracts present unique opportunities — and responsibilities — for wealth managers.
September 10
Bones Investment Group -
It is easier to double the average client, or average up, than it is to double the number of current-average clients served, or efficiency up.
September 9
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Samantha Russell, chief evangelist of FMG, outlined several strategies to help advisors get noticed during her session Sunday at Future Proof.
September 9
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Ten financial advisors are offering fresh ideas, making bold career moves and creating deep ties to their communities. Discover how they earned their spot in this year's cohort.
September 9
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After struggling to find work as a transient Army spouse, Monique Street built a career helping military families with their finances, taking their causes to lawmakers across the country.
September 9
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Americans are searching for financial advisors at record levels, reflecting growing market uncertainty and opportunity for advisors to attract new clients.
September 5
