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.
-
It takes more than a few star hires to build a sustainable practice. Here are some of the best ways to keep everyone engaged and improve clients’ experience as well.
June 2
-
One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.
May 31
-
About 83% of business owners don't have a transition plan. This prompted adviser and attorney Jim Maher to build out a unique offering for clients.
May 31
-
A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.
May 26
-
The regional firm could lose a quarter of its customers who said they would leave, even if they loved their adviser, if their digital experience was subpar, according to a new poll.
May 26
-
A planner who used to be a practicing doctor found that much of the thinking on the most suitable niches didn’t apply to her.
May 26
-
Careful steps need to be taken so FINRA won't consider it an outside business activity, says compliance expert Alan Foxman.
May 24
