Journal of Financial Planning: September 2025 Sign in to continue. Access this exclusive member content, plus so much more. Become a member Sign in Journal: September 2025 September 2025 More from this issue Scaling Intimacy: Five Ways to Build Stronger Client Bonds Through Smart Tech Habits By Patrick Daniel September 2025 A Personal Perspective on Retirement By Alexandra Armstrong, CFP® September 2025
Scaling Intimacy: Five Ways to Build Stronger Client Bonds Through Smart Tech Habits By Patrick Daniel September 2025