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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Financial advisors often handle getting their clients affairs in order in case they die, but when it comes to succession planning for their own practices, that is often another matter entirely.
November 16 -
More than half (55%) of Americans age 53 65 say they plan to continue working full-time as long as their health permits, up from 51% last year.
November 16 -
The program, announced Wednesday, will provide financing for junior partners seeking equity in a firm. It's currently in a pilot phase for registered investment advisory firms with more than $400 million in assets under management and at least three existing senior principals.
November 15 -
Virtually every independent financial advisor practice has a web page, and while an increasing number of advisors are seeking to make better use of other digital platforms such as Facebook, Twitter and LinkedIn, far too many still do not have a coherent digital marketing plan in place to complement their overall marketing strategy.
November 15
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Many financial advisors become so entrenched in the daily routine of responsibility, duties and heavy workloads that they fail to adequately plan for the ongoing success of their business. As we turn the corner from this year to the next, marketing expert Marie Swift invites you to take a planning break with specific exercises to determine laser-focused goals and a viable plan of attack.
November 12
Impact Communications -
The Women Advisors Forum, an online social network for female financial advisors, ushered in its 1000th member when Jennifer Riek joined the community Monday.
November 12 -
Beacon Pointe Wealth Advisors announced the addition of its third advisor partner, $130 million AUM RIA Wealth Management Network of Newport Beach, Calif. today. This marks the third deal in the last year and a half for national advisory partnership firm BPWA.
November 12


