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 I lost clients when I set a $10K fee minimum. That’s OK

The departures mean my practice is losing thousands of dollars in revenue — for now.

August 14

Dave Grant

Retirement Matters
Robo advisors

Paid blogging is ‘big business’ for robo advisors

Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”

By Bernadette Berdychowski and Sean Allocca

August 14
Recruiting

Wells Fargo’s indie channel plucks 2 advisors from rivals

The new recruits come from Merrill Lynch and Stifel, with $165 million in total client assets.

By Bernadette Berdychowski
Reporter

August 14
Wealth Think Volatility? Bring it on

Do stock market swings mean new opportunities for financial planners?

August 14

Allan Boomer

Momentum Advisors
Wealth Think Hello again: When a wayward client returned to the fold

"Put people before profits and focus on service above self," says Kimberly Foss, founder of Empyrion Wealth Management.

August 13

Kimberly Foss

Mercer Advisors
Workplace safety and security

Advisor nightmare: My laptop was stolen

At this stage it's not an actual data breach, but it could become one.

By Alan J. Foxman
Managing Director

August 13
Retirement income

Why retirement income funds aren’t miracle workers

Here’s an analysis of six different funds that could be options for your retirement-income seeking clients.

By Craig L. Israelsen
Executive-in-Residence

August 13

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.