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June 28, 2018
Should a Financial Plan Really Be Boiled Down to an Index Card of Advice?

By Michael Kitces

Historically, getting paid for financial planning – not just to implement the recommendations, but for “The Plan” itself – meant producing a voluminous physical financial plan for which the advis... Read more

Practice Management

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May 30, 2018
11 Action Steps to Design an Extraordinary Client Experience

By Michael Kitces

As financial advisors — like any business owner — we want our clients to have a “great experience” when they do business with us, providing a high level of service and proactive communication. Ye... Read more

Practice Management

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February 22, 2018
Before and After the Death of a Spouse — What Can Advisors Do to Help?

By Heather Hooper

When someone close to you dies, it can be hard to fathom anything beyond the anguished devastation — as grief is an incredibly demanding partner. In particular, the death of a spouse brings about... Read more


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