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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Why is branding so important and how can you build a stronger brand?
March 12 -
More than two-thirds of advisors (68%) have no formal succession plan for their businesses and among those who do, the plans are sketchy.
March 12 -
Call it a generation-skipping succession plan. When 62-year old industry veteran John LaPann decided it was time to hand over the reins of Federal Street Advisors, observers may have expected his successor would emerge from the ranks of firm veterans now in their 50s, but instead the firm chose some younger leaders.
March 6 -
It's a five-letter word that packs a powerful punch in the advisor world. If you're "listening down" to your clients, you don't get it. Here's what you need to know.
March 1 -
Think referrals and cross-selling are tough at your bank? Read how wealth management advisor and financial planner Heidi Schmidt handles them at Internet bank USAA Federal Savings.
March 1 -
Smaller banks cannot afford to support high-density branch networks as economic challenges persist.
March 1 -
Why banks focus more and more on affluent clients and why they may miss mom and pop investors more than they think.
March 1
