Part of this commitment is providing FPA members and others in the financial planning profession with the latest practice management content from some of the leading experts in the field. This blog is populated with helpful posts on marketing, client skills, technology, HR/staff, compliance and operations.
Practice Management Blog
Featured Blog Posts
The New Business Strategy List
Here’s how planners can use existing tools to monitor their prospecting success
The One-Minute Business Coach
A simple mindfulness exercise can help planners better manage their emotions and effectiveness
Building a Balanced Business
Here's an exercise to help you illustrate areas of your practice that need your attention
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Disclaimer
FPA/Journal of Financial Planning Practice Management Blog posts are general in nature and do not constitute the rendering of legal, accounting or other professional service advice. A blog post represents the opinion of its author only, and does not necessarily reflect the opinions of FPA, the Journal of Financial Planning, the author’s employer, or the other authors who write content for this blog.
Journal of Financial Planning
Award-winning. Peer-reviewed. Directly beneficial to financial planners since 1979.
Next Generation Planner
Our app-based magazine, written by and for new financial planning professionals.