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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How can advisors quell nervous clients? Following Friday's market sell-off, Greg Friedman of San Rafael, Calif.-based RIA Private Ocean sent a memo to his clients.
August 24 -
Some client gifts never lose their value. Event tickets, investment books and personalized items can actually help build stronger relationships.
August 20
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People are looking at social security more strategically… it's heavily nuanced [and] if you make the wrong decision it has significant implications for the future," Howard Schneider, president, Practical Perspectives.
August 19
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Advisors who listen attentively build better connections with clients.
August 17 -
"You're getting them through one of the worst things in their life, whether they wanted the divorce or not," says advisor Charles Day.
August 13 -
Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.
August 6 -
Junior recruits entering the business as potential partners have their own take on how to boost business.
August 3
