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.

Wealth Think Why today's time-strapped advisor needs model portfolios

High-earning advisors need the edge the latest iterations of digital model management can provide.

August 31

John Guthery

FusionIQ
Wealth management

MyVest rolls out transition planning, risk management and analysis upgrades for advisors

The West Coast firm has new tools to manage both asset class drift and "what ifs" in client portfolios.

By Staff report

August 30
Retirement

Ask an advisor: How can I invest to fight climate change?

A retiree in Colorado wants to use her wealth to help heal the planet. How can she align her portfolio with her values?

By Nathan Place
National Reporter

August 30
Wealth management

How to woo advisor talent in a tough labor market

From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.

By Victoria Zhuang
Reporter

August 29
Wealth Think Helping clients cut through the noise of recurrent crises

Media-desensitized investors need help distinguishing between media information and inflammation. That's where a good advisor comes in.

August 29

Eben Burr

Toews Asset Management
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

Resources

The latest Financial Planning research and discussion:

Web Seminar A holistic approach to delivering advisor alpha

Markets will move. Strategies will evolve. But the real differentiator? How you show up for your clients.

Partner Insights from eMoney Advisor
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

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.