Make the Most of Your First 90 Days with a New Client
Todd Latocha runs Blackwater Financial in West Virginia as a solo advisor with one part-time admin. Before he restructured...
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Empower Your Financial Planning Practice with the PreciseFP Blog
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...
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 »Stop Losing Leads: Building a Structured Follow-Up Process
Financial firms need to blueprint their processes to keep warm leads in the pipeline. Detailing what happens at every...
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 Collect Meaningful Client Feedback and Use It to Improve
Most advisory firms ask clients how they’re doing. But very few ask how the firm is doing. The gap...
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 »The Quiet Operational Habits That Determine Whether Clients Stay or Leave
Most advisors assume clients leave because of performance. The data tells a different story. Clients leave because something felt...
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...
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