How to Make Insurance Reviews a Consistent Part of Your Client Service
Think about the last time a client mentioned a life change during a meeting. A new grandchild, a business...
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Empower Your Financial Planning Practice with the PreciseFP Blog
5 Advisor Recruiting Mistakes That Cost Firms Their Best Candidates
Experienced advisors are switching firms at the highest rate in years. In 2025, the number of seasoned advisors who...
Read More »Milestones Your Clients Hit Whether You Are Ready or Not
A client turns 59 and a half. Another has a baby. Someone else calls to say they just sold...
Read More »Meet the 2026 Back Office Heroes — Celebrating the People Behind the Data
At PreciseFP, we build tools for the people who keep financial planning running. The advisors who rely on clean,...
Read More »How To Get More Press in 2026
Marketing can bring visibility, but press can help in the credibility department. Prospects and Centers of Influence (COIs) routinely...
Read More »The Science of First Impressions for Financial Advisors
Humans form a first impression in roughly 100 milliseconds, according to the National Library of Medicine. That means before...
Read More »How to Ask for Impactful Referrals
Referrals don’t happen because you asked at the perfect moment. They happen because the client had an experience worth...
Read More »When Life Changes, Your Intake Process Gets Exposed
Because clients usually reach out after something already shifted, your intake process gets tested in real time. A retirement...
Read More »Why Your Brand Guide Is the First Thing Clients Actually Judge You On
You have spent real time thinking about your investment philosophy, your service model and how you communicate with clients....
Read More »Why Saying Less in Client Meetings Often Builds More Trust
Why Saying Less in Client Meetings Often Builds More Trust Category: Financial Thought Leadership Tags: Client Engagement, Advisory Best...
Read More »How Blackwater Financial Structured Onboarding and Doubled Capacity Without Adding Staff
Todd Latocha is the founder of Blackwater Financial in West Virginia and a member of XY Planning Network. He...
Read More »Onboarding Doesn’t Have To Be Tedious: 3 Ways PreciseFP Can Improve Your New Client Intake Process
In the finance world, financial advisors and clients alike often dread the onboarding process. The repetitive stream of questions...
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