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.

Business continuity

Charity, free advisor services and more: How the industry is stepping up in the coronavirus outbreak

Organizations and firms are donating N95 masks, providing resources at no cost and taking steps to protect employees and practices nationwide from the spreading pandemic.

By Tobias Salinger and Jessica Mathews

April 7
Asset management

Advisors reimagine portfolio construction in a post-coronavirus world

Fixed income may take a hit as yield and risk assume new dimensions, analysts forecast.

By Charles Paikert
Senior Editor

April 7
Coronavirus

Coronavirus tests advisors’ limits like the financial crisis never did

How FAs and firms are adapting to a radically different business environment.

By Andrew Welsch
Former Managing Editor

April 7
Coronavirus

PPP loans: What advisors — and clients — need to know

The program comes as welcome relief for many advisors and their business-owning clients — but the program has struggled since going live on Friday.

By Ryan W. Neal
Technology Editor

April 7
Coronavirus

Greed and fear collide: Wall Street calls traders back to office

Firms are trying to maintain enough on-site staffing to ensure swift trading. Some workers feel they have to choose between keeping their jobs and risking their lives.

April 7
Wealth Think What keeps me calm for clients as markets gyrate

As financial professionals we are not immune to anxiety — we are just informed and that’s a value-add for clients.

April 6

Zaneilia Harris

Harris & Harris Wealth Management Group
Trust(ing) your client retention

Adding trust services to your offering may help you create a differentiated offering and extend your client relationships.

Partner Insights from SEI

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.