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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"
}