Establishing and sustaining a thriving special needs financial planning practice requires a unique blend of expertise, client care, and business acumen. Financial planners may struggle to attract and retain clients in this specialized field without the right approach. This session will provide actionable strategies for building a successful practice, including marketing to families, collaborating with legal professionals, and developing deep expertise in public benefits and special needs trusts. By mastering these essentials, you will be able to grow a practice that supports clients’ financial needs and creates lasting, meaningful relationships.