FPA and the Journal of Financial Planning are committed to helping financial planning professionals run their businesses more efficiently, effectively and profitably.

Part of this commitment is providing FPA members and others in the financial planning profession with the latest practice management content from some of the leading experts in the field. This blog is populated with helpful posts on marketing, client skills, technology, HR/staff, compliance and operations.

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FPA/Journal of Financial Planning Practice Management Blog posts are general in nature and do not constitute the rendering of legal, accounting or other professional service advice. A blog post represents the opinion of its author only, and does not necessarily reflect the opinions of FPA, the Journal of Financial Planning, the author’s employer, or the other authors who write content for this blog.

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Journal of Financial Planning

Award-winning. Peer-reviewed. Directly beneficial to financial planners since 1979.
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Our app-based magazine, written by and for new financial planning professionals.
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