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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When hosting a client event, a strategic seating chart can place prospects next to your biggest fans.
October 10 -
What to do when your pension is frozen; 8 tips to maximize your 401(k); Should boomers give millennials money advice?
October 8 -
A growing number of advisors are using coaching services to help realize their dreams of becoming authors.
October 7
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The ignorance factor with 401(k)s; Alternatives to conventional housing in retirement; How bartering can make your retirement better
October 6 -
As advisors look to mergers and acquisitions to fuel growth strategies and succession plans, firms need to look beyond the transaction itself and think strategically about how a combined firm will operate, experts said this week at the FSI's financial advisor summit.
October 3 -
Only about 20% of the mass affluent market have a financial advisor, notes FutureAdvisor CEO Bo Lu, compared with around 60% of individuals with more than $1 million in investable assets.
October 1
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With the number of independent workers on the rise, advisors need to know about the distinct issues that they face.
October 1
