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.

RIAs

M&A through the roof — how RIA advisors can take advantage

Historic deal volume isn't slowing. Here are our guides for pricing your firm, buying a book of business, going independent and more.

By Staff report

October 1
Wealth Think Targeted digital strategies that turn Gen X prospects into clients

Advisors who hone in on what makes the "forgotten generation" unique will be well-positioned to reap a $39 trillion windfall.

October 1

Sara Dressler

Indigo Marketing Agency
Professional development

Every RIA needs a website. Here's how to do it right

For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.

By Tobias Salinger
Chief Correspondent

September 30
RIAs

Know Your Niche: Tailoring services to tech executives

Tips and tricks on building a successful niche. This week, Eric Franklin of Prospero Wealth on financial planning for tech executives and how he reverse engineered a customized clientele.

By Brian Wallheimer
Editor-in-chief

September 30
Retirement

The hurdle dampening FIRE clients' plans

Even with the money to retire early, FIRE clients often face unexpected challenges. Advisors say mindset — more than finances — is often the real hurdle.

By Elijah Nicholson-Messmer
Data Reporter

September 29
Professional development

The building blocks of fast-growing independent advisory firms

Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the complexity of expanding successfully.

By Tobias Salinger
Chief Correspondent

September 25
Technology

How one small tweak can boost advisor search visibility

AI-powered search results have changed how SEO works. Simple tweaks can help financial advisors and their firms show up much more frequently in no-click search results, experts say.

By Rob Burgess
Reporter

September 25

Resources

The latest Financial Planning research and discussion:

Advisors say this is the future of digital planning

Over 1,000 advisors shared their predictions, from risk management to robos.

From the Editors of Financial Planning | Sponsored by Fidelity Investments
Accounting firm services

Practice management

Tax planning

Accounting

Life insurance

Practice structure

RIAs
How to build an elite team for your practice

November 30
Crisis Management

Natural disasters

CRM systems

Insurance

Disaster recovery

Client communications

Investment technology
'I woke up to the smell of smoke'

By Eric M. Aanes

November 21

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.