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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Even — or especially — for financial planners, retiring isn't easy. Here's how to let go of the business and embrace what comes next.
July 16
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For financial advisors, tax professionals and their clients, the opportunities and acronyms look endless. Three experts explain the key questions to consider.
July 11
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With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.
July 11
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After my last column about spreading out the tax season, several readers contacted me to share their experiences about making busy season more sane.
July 11
L&H CPAs and Advisors -
Advisors who don't consistently make their dollars-and-cents value apparent to clients risk not only being undervalued but also "laid off."
July 11
Mercer Advisors -
Asset-Map's founder and CEO H. Adam Holt talks on the power of creating visuals for clients to see their financial lives and the firm's next steps in going holistic.
July 10
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An aging advisor base, continuing consolidation in M&A deals and shrinking organic growth are causing teams to consider changes, J.D. Power said.
July 10
