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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Your affluent clients may think they can just write a check to cover college costs. They're probably wrong. Here are a few issues that parents (and grandparents) should consider.
March 4 -
Advisors Patti Brennan and Judy Rubin offered tips on communicating value to new clients.
March 4 -
During a session titled "Secrets of a Top Producer," Michelle Brennan Hall offered three questions that advisors can use to refine their firms' direction.
March 3 -
The big questions going forward are who will be doing what in the digital advisory space -- and when and how they'll be doing it.
March 3 -
'Adviser' vs. 'advisor': A conversation with one regulatory expert raises questions about the ways that RIAs brand themselves to clients.
March 2 -
Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients.
February 27 -
While many of the fundamentals of bank programs haven't changed much, the products, technology and sophistication of advisors and clients alike have increased exponentially.
February 25



