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  "path": "/business/small-business/going-upmarket-what-financial-advisers-need-to-know",
  "publishedAt": "2026-04-03T09:35:00.000Z",
  "site": "https://www.kiplinger.com",
  "tags": [
    "Small Business",
    "Wealth Creation",
    "Retirement Planning",
    "Business",
    "Investing",
    "Wealth Management",
    "Retirement"
  ],
  "textContent": "If you're already serving mass-affluent clients, moving into the high-net worth arena may seem like the natural progression. But it's not always that simple.",
  "title": "Are You Ready to Go Upmarket? What Advisers Need to Know"
}