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 How to rebrand your advisory firm for a more modern approach

Time for a change? Upgrading your image should be more than a skin-deep affair.

October 20

Anh Tran

SageMint Wealth
Risk management

Can a personality test help clients make better investing decisions?

Researchers link personality traits to financial outcomes and behaviors, offering insight into how clients think about money.

By Brian Wallheimer
Editor-in-chief

October 14
Wealth Think How PR-savvy RIAs are fighting the Great Resignation

With top employees at a premium, winning the talent war means making earned media coverage a steady part of your company’s culture and employee engagement strategy.

October 14

Brian Hart

Flackable
Wirehouse advisors

8 uncensored tips for financial advisors going independent

Expecting everything to work seamlessly from day one can lead to a rude shock.

By Lynnley Browning
Managing Editor

October 12
Professional development

Top 40 Brokers Under 40: Call for nominations

FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.

By Tobias Salinger
Chief Correspondent

October 12
Wealth Think Cybersecurity mistakes your firm is still making

Firms should be aware that cyberattacks are getting more complex and regulators are cracking down.

October 4

Wes Stillman

RightSize Solutions
Diversity and equality

Debt, charity and insurance loom large for affluent Black clients

Here’s what one advisory firm found were the most common financial planning questions among a historically underserved group.

By Tobias Salinger
Chief Correspondent

October 4

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.