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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It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.
May 7
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Take a page from sports teams' playbooks — the most successful franchises are true teams working toward a common goal, not just a group of individuals who gather on the field at the same time.
May 4
Cruz Consulting Group -
Is hourly and standalone planning misguided? This advisor says yes.
May 4
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Jim Chahine spent the bulk of his 26-year career at Merrill Lynch and Credit Suisse.
May 4
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CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
May 4
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Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3
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Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
May 3
Rackemann, Sawyer & Brewster
