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 software

How I made email my secret weapon

It's easy to hate the mounds of email in your inbox. I'm quite the contrarian. With the right approach, you can close deals, hire amazing talent and connect great people. Here's how I've done it, while maintaining Inbox Zero.

By Aaron Klein
Co-founder and CEO

March 5
Asset managers

10 fund managers to watch

Industry veterans and newcomers offer their takes on key issues facing asset management companies.

By Rebecca Stropoli and Andrew Shilling

March 5
Recruiting

Advisor Group IBD grows to 1,600 reps in latest insurance pullback

Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.

By Tobias Salinger
Chief Correspondent

March 5
Wealth Think From overwhelming to educating: An advisor learns from trauma

Tragic experiences led this advisor to find a way to make finance real and personal.

March 4

Caroline Wetzel

Procyon Private Wealth Partners
Wealth Think Asset management's 'future ain't what it used to be'

New technology is making it difficult for funds that fail to combine low costs, strong returns and brand equity to earn spots on investment lineups.

March 4

Dan Sondhelm

Sondhelm Partners
A new approach to earning referrals

A new approach to earning referrals

Partner Insights from TD Ameritrade National LINC
Holistic financial planning

Kitces to broker-dealers: It's time for an attitude adjustment

Even as BDs transition from their commission roots, too many still treat advice as a liability.

By Michael Kitces
Head of Planning Strategy

March 1

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.