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.

Practice management

6 ways for advisors to evolve a client-focused business strategy

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.

By Stewart Bowling
Editor, Growth Content

August 1
Investment strategies

Lessons learned: what financial advisors can take from history's worst economic fiascos

Each major crisis in recent history had unique characteristics that made it particularly painful. But each also offered lessons and opportunities.

July 28
Growth strategies

The 10 fastest-growing RIAs, excluding the M&A dealmakers

SmartAsset tracked “organic” growth to see which advisor firms added the most clients and AUM over the past three years.

By Tobias Salinger
Chief Correspondent

July 28
Career advancement

5 tips for advisors preparing for the CFP exam

The CFP exam is no cakewalk. Here are practical tips from the pros on how to clear the career hurdle.

By Justin L. Mack
Former Wealthtech Reporter

July 27
Retirement

How advisors can help older clients recover from scams

When an elderly person is scammed, a new study shows, many Americans blame the victim. Advisors can help break that habit.

By Nathan Place
National Reporter

July 26
Risk

Evaluating client risk: 9 takeaways for advisors

Rising inflation and heightened market volatility have many clients rethinking risk tolerance.

By Courtney Hoff Dockerty
Writer, Growth Content

July 26
Wealth Think You’re going to be OK: 5 tangible ways to instill confidence in clients

Let them know how — and how hard — you are working to secure their financial goals amid volatile markets.

July 26

Eden Lopez

RBC Wealth Management US

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.