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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Competition is getting even tougher. Make sure you offer clients better service, deeper relationships and access to smarter experts.
May 26 -
It's hard -- really hard -- to pick investments that outperform over time, Fama, the 2013 Nobel prize winner in economics, told advisors.
May 22 -
If you have clients with diminishing mental faculties, you need to know how to protect yourself.
May 22 -
A new withdrawal strategy from J.P. Morgan takes real-life spending habits into account and suggests clients could spend more at the beginning of retirement.
May 22 -
Advisors who host an event to lure the well-heeled often end up being disappointed. Here are six steps to do it right.
May 21 -
When plans for an external sale faltered, Quest Capital Management looked closer to home and found a better solution. Here's what the partners learned.
May 20 -
In seeking the helping hand of clients in finding new business, avoid being systematic or aggressive. Instead, make gentle, routine requests for help.
May 19
