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Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Thursday, October 1, 2026The Morning Brief →Sign in
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Jamie Smyth

In PWD coverage since October 1, 2026 · 1 story
PWD coverage
practice

FPA and Snappy Kraken rebuild PlannerSearch around a 12-question client quiz

The revamped FPA directory sorts prospects into four client mindsets based on financial well-being and readiness to engage.
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