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...
Read More »The PreciseFP Blog
Empower Your Financial Planning Practice with the PreciseFP Blog
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 »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 »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 »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 »Growth Should Feel Like Momentum, Not Exhaustion
Most firms are chasing growth right now. According to the 2024 WealthManagement.com/WMIQ study, the average growth target sits around...
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...
Read More »The Real Balance Between Technology and Personal Advice
Advisors are often positioned as having to choose between efficiency and relationships. Either lean into technology to streamline operations...
Read More »5 Ways AI Will Likely Shake Up WealthTech in 2026
The role of artificial intelligence (AI) in the middle and back office is shifting from experimental to everyday infrastructure....
Read More »What AI-Enabled Data Gathering Really Means for Financial Advisors
Every advisory firm depends on good data. But for many teams, gathering accurate, complete client information is the hardest...
Read More »What Lead Generation Success Really Looks Like
Real success shows up when you can answer questions like: Which leads turn into real clients How long it...
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