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.

Selfie

Here's what happened when I said, 'I want your job'

Finding the right collaborator changed my life.

By Lauren Cosulich
Partner

March 11
Coronavirus

Advisor’s dilemma: To travel or not in the age of coronavirus?

Where some see unacceptable risk, others are eyeing bargain airplane tickets.

By Andrew Welsch
Former Managing Editor

March 11
Coronavirus

Coronavirus lessons and questions for advisors from hard-hit Seattle

The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.

By Tobias Salinger
Chief Correspondent

March 10
Coronavirus

Wall Street gets a break from FINRA on work-at-home traders

The regulator is giving firms more flexibility in supervising employees working remotely and in relocating personnel to temporary locations.

March 10
Coronavirus

SEC’s D.C. employees told to ‘telework’ over possible virus case

Even with staff working from home, the agency “remains able and committed to fully executing its mission," the SEC said.

March 10
Coronavirus

Wells Fargo worker in California tests positive for coronavirus

The employee “is at home while their health is being closely monitored by their doctor and public health authorities,” a spokeswoman for the bank said.

March 9
Wealth Think What to tell clients about this shocking market volatility

There is quite a bit of data indicating planners timed the markets poorly during the financial crisis. Let's not make the same mistakes again.

March 9

Allan S. Roth

Wealth Logic

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.