Practice and Client Management News

Financial Planning's Practice and Client Management coverage includes essential advisor-level strategy and operational insight for firms and solo practitioners. Read how elite advisors build retention-driven practices, manage high net worth relationships and operationalize growth frameworks that go beyond rudimentary 101 topics. Learn the latest financial planning news from expert reporting and analysis that matters to industry leaders.

Estate planning

Raymond James study: What rich clients need in estate planning

Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.

By Victoria Zhuang
Reporter

August 28
16 Action-packed Tactics for Growing Your Financial Practice

Download this PDF for sixteen tips to enhance the growth of your financial practice.

Partner Insights from Atria Wealth Solutions
Creating a Unique Client Experience in Your Financial Practice

What differentiates your practice from others in terms of client experience? Is it something that you, your staff or your clients can articulate? Are there certain things you want your clients to think, feel and do based on their experience? If not, then you are missing out on what could be a huge opportunity to deepen client relationships and grow your practice.

Partner Insights from Atria Wealth Solutions
Hyper-Personalization in Wealth Management

In recent years, the financial services industry has seen a shift towards hyper-personalization in wealth management. And we have built Unio and Clear1 with personalization in mind. The success we have seen in their adoption, as well as feedback on the value they bring you and your clients, has affirmed our overall strategy.

Partner Insights from Atria Wealth Solutions
2023 Key Themes for Wealth Management at Atria

2022 certainly had its share of ups and downs — a 20% drop in the S&P 500, seven rate hikes by the Fed, record unemployment, adjusting to the new normal both personally and professionally and much more. Despite the unpredictable markets and broader economic challenges, we, as a firm in partnership with all of you, accomplished so much.

Partner Insights from Atria Wealth Solutions
Passing the Baton – The Art and Science of Serving NextGen Clients

Have you ever watched the relay races during the Olympics? The most nail-biting moment of the whole spectacle is the baton pass. The slightest fumble and the leading team could drop to the last spot within fractions of a second. As financial professionals, our industry is at a similar juncture today, only with higher stakes. We're witnessing the most significant baton pass in history — an $84 trillion wealth transfer.

Partner Insights from Atria Wealth Solutions
Engaging the NextGen Client

We all know that $84 trillion will transition to the next generation of clients and charities over the next 20-30 years. But what does that mean at the end of the day for you and your practice?

Partner Insights from Atria Wealth Solutions

Resources

The latest Financial Planning research and discussion:

Advisor strategies
On-Demand Web Seminar Quarterly Outlook Briefing
Web Seminar The art of asking questions

Asking the right questions is at the heart of every meaningful financial conversation—but how do you know what to ask and when?

Partner Insights from eMoney Advisor
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

Practice & Client Management: Key Questions & Analysis

How should financial advisors rethink client management as they grow their practices?

As advisory firms grow, client management often shifts from ad-hoc relationship handling to processes focused on segmentation, service models and long-term retention. Coverage in this area reflects how advisors are operationalizing client experience as a core business discipline.

What operational challenges are most important in advisor-client relationships?

Advisors face increasing pressure from capacity constraints, rising client expectations and the need to balance personalization with scale. Practice and client management reporting highlights where firms are finding success to maintain service quality while expanding.

How are advisors adapting communication strategies to changing client expectations?

Client communication strategies are evolving as advisors respond to demographic shifts, digital expectations and heightened demand for transparency. Read how firms are adjusting cadence, channels and messaging.

How does client management impact long-term practice value?

Effective client management is often viewed as a driver of enterprise value. Client management is a key area of focus for retention, referrals and succession outcomes. Learn how client experience strategy directly to firm durability and valuation.