Follow the Conference Action
For live updates on news and events from FPA Experience 2013, October 19–21, follow the conference on Twitter with #FPAExperience.
10 Metrics Every Adviser Should Track
Paul West, managing director of Peak Advisor Alliance, discusses the metrics related to your clients and your financials that you should be tracking, allowing you to identify changes necessary to align your client relationships. Purchase the archived webinar at FPAnet.inreachce.com.
Planning for Children with Special Needs
In this one-hour webinar (September 17, 2013, at 11 a.m. ET), special needs consultant Craig Marcott will discuss the differences between entitlements and eligibility when planning for a special needs child. Register at FPAnet.inreachce.com.
Handling Bad Comments on Your Blog
Popular investment writing coach Susan Weiner blogs about a common concern for planners—how to handle unsavory and unwelcome comments to your blog—at PracticeManagementBlog.FPAnet.org.
How to Fire Clients
Not every client is a great fit. In this archived FPA practice management article, Deena Katz, Vern Hayden, and other well-known planners share their strategies for firing clients with dignity and grace.