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.

Coronavirus

Morgan Stanley CEO recovers from coronavirus

James Gorman is the first known case of a wirehouse executive contracting the virus.

By Andrew Welsch
Former Managing Editor

April 9
Business continuity

After coronavirus ordeal, advisor warns against ‘false sense of security’

Waddell & Reed rep Zachary Edwards is feeling much better and relieved that his friends, colleagues and loved ones appear to have avoided COVID-19.

By Tobias Salinger
Chief Correspondent

April 9
Wealth Think A surprise gift during a stock market meltdown

What do clients value most from their advisors during turmoil?

April 9

Chelsea Emery
Client communications

Custodians, vendors tackle ‘historic call volumes’ (from home)

As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.

By Jessica Mathews
Associate Editor

April 8
Client communications

The lessons of virtual work will outlast the pandemic

Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.

By Ingrid Case

April 8
Career planning

Morgan Stanley, Goldman alter summer internships amid pandemic

They're following other firms that are delaying, shortening or going virtual as efforts to slow the crisis leave employees working from home.

April 8
Wealth Think 7 ways for financial advisors to boost video engagement

With clients at home in pajamas, It’s time to go virtual.

April 7

Megan Carpenter

FiComm Partners

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.