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.

Are tractor pulls next for this Top 40 Under 40 advisor?

Merrill Lynch advisor Stephen Bealer also talks about where he finds prospective clients.

Sponsored by Investments and Wealth Institute
Selfie

How my mother's Alzheimer's disease changed my life — and my practice

"It took a little time to regain our equilibrium."

By Douglas MacLean
Financial advisor

February 6
Wealth Think Advising clients with coronavirus portfolio anxiety

Fear and worry are rampant. One client asked if any other client had recently returned from China.

February 6

Kimberly Foss

Mercer Advisors
Best qualities in teammates? $4.3M advisor shares his top 3

Morgan Stanley's Maxwell Bull says these same characteristics can be found in competitive team sports.

Sponsored by Investments and Wealth Institute
Fintech

ESG platforms now target RIAs

Advisors can use the information to build custom, values-based portfolios for their clients.

By Paola Peralta
Associate Editor

February 5
How this Top 40 advisor grew his practice by nearly $300M

UBS advisor Aric Zamel talks about getting more selective when adding new clients.

Sponsored by Investments and Wealth Institute
RIAs

How RIAs can win the raging war for top-tier talent

Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.

By Charles Paikert
Senior Editor

February 5

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.