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.

Practice management

How to ride the 'whitewater' rapids — with a little help from your colleagues

An FPA learning and development consultant shares a collaborative technique for solving tough problems.

By Maddy Perkins
Managing Editor, Editorial Operations

May 7
Revenue and expenses

Kitces: The ratios that determine advisory firm success

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.

By Michael Kitces
Head of Planning Strategy

May 7
High net worth

Wealthy clients say they’re upbeat — but they’re still clutching cash

“We see optimism, but a guarded optimism,” says Mike Ryan, Americas chief investment officer at UBS Global Wealth Management.

By Andrew Welsch
Former Managing Editor

May 7
Recruiting

Billion-dollar bye-byes: Which firms lost mega brokers?

The list includes the biggest wirehouse breakaway team in the past five years.

By Andrew Welsch
Former Managing Editor

May 6
Social media

JPMorgan Twitter bungle: Here's what big firms should avoid on social media

When a tweet drew backlash from customers and politicians on Monday, it brought into question how banks should couch their messages on social media.

By Nathan DiCamillo

May 3
Portfolio management

What to say when clients ask, 'How is my portfolio doing?'

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

By Craig L. Israelsen
Executive-in-Residence

May 3
Wealth Think Going indie? Find your new firm’s voice without saying a word

Here are the top five areas of design to consider when developing a new brand and core message.

May 3

Gordon Abel

Dynasty Financial 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.