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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An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.
January 21
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As adoption of the dual-wrapper products accelerates, so will questions about timing, pricing and residual balances.
January 21
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Advisors who seek a smooth transition should take a hard look at their data and tech stack before any succession planning begins, experts say.
January 20
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Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.
January 20
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Thursday's Shaping Wealth Advisor Board webinar explored how advisors can sharpen the focus of their messaging and content to resonate with clients and prospects.
January 16
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The former CEO of Orion Advisor Solutions has since become involved in several artificial intelligence startups, which he hopes will be integrated into advisor technology stacks.
January 16
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Clear and early communication, with coworkers as well as clients, is key when planning for a long leave.
January 15
