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.

Diversity and equality

Why the BLX Internship's supply and demand problem is one worth celebrating

The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.

By Justin L. Mack
Former Wealthtech Reporter

February 16
Fintech

Merrill readies advisors for their close ups with new virtual video studio: Wealthtech Weekly

Merrill Video Pro wants to transform planners into their clients' most clickable content creators

By Justin L. Mack
Former Wealthtech Reporter

February 15
Wealth management

Stifel's Alex David on helping advisors beyond client acquisition

Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.

By Victoria Zhuang
Reporter

February 14
Artificial Intelligence

ChatGPT: Miracle, meme or menace?

The generative AI is internet famous. But is it really ready to reshape wealth management?

By Justin L. Mack
Former Wealthtech Reporter

February 14
Workplace culture

Commonwealth exploring how best to help family-run firms

Financial advisors who work with their loved ones say the setup comes with its own particular benefits and challenges.

By Tobias Salinger
Chief Correspondent

February 14
Wealth Think Helping clients fall in love with their finances

Advisors can utilizing positive emotions, such as love, care, joy and gratitude, to guide clients toward more fulfilling financial decisions.

February 14

Teresa Bailey

Waddell & Associates
Estate planning

5 challenges of estate planning with couples

Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.

By Victoria Zhuang
Reporter

February 13

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.