What Clients Expect from a Seamless Financial Experience
Modern clients expect more than good advice. They want a relationship that feels personalized, convenient and transparent, powered by...
Read More »The PreciseFP Blog
Empower Your Financial Planning Practice with the PreciseFP Blog
7 Client Questions to Add to Your Shortlist
Financial planning is about much more than numbers. Studies in behavioral finance consistently show that clients are more likely...
Read More »7 Ways to Level Up as a Financial Advisor
In a fast-changing advisory world, success isn’t just about keeping up with industry standards. It’s about building habits that...
Read More »5 Timeless Lessons Advisors Can Apply Today
Warren Buffett surprised markets in May 2025 when he announced plans to step down as CEO of Berkshire Hathaway...
Read More »4 Industry Awards that Build Advisor Credibility
Financial advisors dedicate themselves every day to serving clients and protecting their best interests. While recognition is not the...
Read More »Are You Meeting with Clients Frequently?
What’s the top reason clients switch advisors or consider switching? It isn’t portfolio performance or fees. It’s a lack...
Read More »Client Personas That Actually Work: How to Use Them to Deliver a Better Experience
Creating client personas helps you group clients based on shared goals or needs so you can deliver more relevant...
Read More »Are You Driving Away Clients With These 6 Actions?
Clients today expect more from financial professionals than ever before. They want clear communication, personalized service and a seamless...
Read More »Top 5 Reasons for NIGO Errors in New Account Opening (and How To Prevent Them)
You’re almost there. The client has signed, the paperwork is in, the new account is supposed to be open,...
Read More »A Primer on Data for Wealth Management Advisors
For wealth management firms, data is foundational — but it’s also complex. Advisors rely on a wide range of...
Read More »Breaking Up Is Hard To Do (and How You Can Help Clients Get Through It)
Building strong, lasting client relationships is about more than just managing portfolios. As a best practice, it is important...
Read More »Keeping Current on New Technology as a Financial Advisor
Technology is evolving faster than ever, and staying current is no longer optional for financial advisors. Over the next...
Read More »
