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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Looking beyond widowhood and divorce, advisors are missing opportunities to market their services to female clients.
April 29 -
From gender inequality in the financial planning profession to the expansion of financial education and wellness programs, here are the most notable quotes from the past week's stories.
April 29
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Advisors who are good communicators have clients who are more compliant and give more referrals. Understand how to manage three important types of conversations.
April 29
Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook -
Using these two simple techniques, one firm acquired over 100 new clients through social media last year.
April 29
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Prospects don't like the feeling of a sales approach -- you must be genuine and establish a level of trust to succeed.
April 28 -
Having more control over your business is key to improving both capacity and profitability for your firm. We examine several important habits and behaviors that set apart the advisors who felt in control from the rest of their peers.
April 28
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Using these two simple techniques, one firm acquired over 100 new clients through social media last year.
April 28
