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 7 ways to create an engaging, compliant social media presence

To engage current and prospective clients, advisors need to hone their voices, curate content and develop consistent posting habits, among other practices.

February 24

Sol Hersh

Presults
Professional development

Frank Paré talks diversity, institutional change and those sensitivity training videos

Large pockets of the financial planning and wealth management industries have gone back to “business as usual” post-George Floyd.

By Lynnley Browning
Managing Editor

February 23
Investment strategies

Should you trust TikTok, YouTube finfluencers?

Social media and solid investing don't always mix.

February 23
RIAs

6 major trends for financial advisors in 2022: Cerulli study

Where you should work. How you should serve HNW clients. Cerulli’s latest report tells you six trends that are top of mind in the industry.

By Lynnley Browning
Managing Editor

February 21
Wealth Think How advisors can battle the #FinTok misinformation tsunami

There are not enough of us on the platform drowning out all the bad advice. Damage will ensue.

February 18

Allan Boomer

Momentum Advisors
Regulation/Compliance

SEC fines CMG for use of faulty backtested data in advertising

The firm was also cited for not preserving certain advertisements

By Janice Kirkel
Senior Reporter

February 16
Fintech

Commonwealth and Sanctuary select TIFIN to power digital marketing efforts

The partnerships are a big win for the rapidly growing wealthtech.

By Ryan W. Neal
Technology Editor

February 16

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.