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What’s one client planning priority that’s changed most in Q2?
We’re far enough into the year to start seeing real shifts in client conversations. What felt urgent in Q1 isn’t always what clients are focused on now. Are you seeing more conversations around: • Cash flow and spending habits? • Market volatility and risk tolerance? • Tax strategy adjustments? • Retirement timing changes?…
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Faculty Research Spotlight: Stock Market Index Overconcentration
Recent faculty research from the College for Financial Planning® is gaining strong engagement across both academic and industry audiences. The article, “Stock Market Index Overconcentration” by Khurram Naveed, Todd Feldman, and Barclay Roper, was recently featured through The Market Lens platform and discussed by Larry…
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💬 Now that tax season is over—what’s the first thing you prioritize with your clients?
Tax season might be behind us, but for financial professionals, this is where the real planning begins. April is a critical time to turn tax insights into strategy and help clients stay on track for the rest of the year. 💡 Here are a few smart next steps advisors often focus on: • Reviewing tax returns for planning…
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🌷 What Advisors Should Be Doing in April (Preparing for Summer 2026)
April isn’t just about tax season—it’s also a key planning window for financial professionals before summer schedules and client availability start to shift. Whether you’re a CFP® student, designation holder, or early-career advisor, now is the time to get ahead. 💡 Here’s what to focus on this month: 📁 1. Post-Tax Season…
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What’s the Biggest Client Planning Trend You’re Seeing in 2026?
Client priorities are constantly evolving — and this year feels especially dynamic. Are you noticing more conversations around: Tax strategy and Roth conversions? AI and tech integration in planning? Retirement income planning? Estate and legacy conversations? Behavioral finance and emotional decision-making? Business…