How to Gain Client Trust by Maximizing Their Portfolio
What do your clients really want from their portfolio? Are they focused on growth, concerned about downside protection, or...
Read More »The PreciseFP Blog
Empower Your Financial Planning Practice with the PreciseFP Blog
10 Key Metrics Every Financial Advisor Should Track
A successful financial advisor once said, “I can tell my clients exactly where their money is going, but for...
Read More »Reg BI: What It Means for Your Practice
Regulation Best Interest (Reg BI) is a key regulation in the financial advisory world, designed to ensure that advisors...
Read More »Should Your Firm Hire Outside Marketing Help?
Running a financial advisory firm often means balancing countless responsibilities — client meetings, portfolio management, compliance, and, of course,...
Read More »Factors in Retirement Account Options
Choosing the right retirement account isn’t the same for everyone. For example, Sarah, a 32-year-old marketing manager, might benefit...
Read More »A Guide to Navigating Client Communication
Effective communication begets thriving client-advisor relationships. Financial professionals need to infuse elements of trust, clarity, and confidence into each...
Read More »Fact vs. Fiction: 5 Myths About Boomer Clients Dubunked
Think of your client base like a map—you need to know the terrain to navigate it successfully. Baby Boomers,...
Read More »5 Ways to Avoid the Slippery Compliance Slope
For financial advisors, compliance should be built into every procedure and viewed as a key goal, not just a...
Read More »The Bigger Picture: 6 Non-Financial KPIs To Monitor for Growth
As a financial advisor, the tools you use can give you a clear snapshot of your business, just like...
Read More »Unlock Hidden Potential
The financial advising industry is competitive, and firms often look for ways to set themselves apart. But one of...
Read More »What Are Potential Clients Looking for in an Advisor?
Advisors and their teams juggle many responsibilities, with marketing strategies being a key focus to attract new clients. But...
Read More »How PreciseFP Makes It Easy to Integrate Data With CRMs & Financial Planning Software
Working through disparate systems is cumbersome and frustrating for advisors and clients and can significantly hinder growth opportunities. Are...
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