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 Lots of likes won't cut it — next-level social media for advisors

Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.

January 31

Kimberly Foss

Mercer Advisors
Wealth Think Client tragedy, a phone call and an advisor's tough job

Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.

January 30

Carolyn McClanahan

Life Planning Partners
RIAs

Wells Fargo wants RIAs, but do RIAs want Wells Fargo?

The bank is targeting advisors with $100 million or more in assets.

By Andrew Welsch
Former Managing Editor

January 30
Wealth Think How my unconventional hires led to growth

Some owners are reluctant to give away an equity stake. Here is one solution.

January 30

Allan Boomer

Momentum Advisors
Wealth Think Capturing the middle-class millionaire

There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.

January 29

John J. Bowen Jr.

CEG Worldwide
Tax audits

How likely is an IRS audit for a client?

IRS data provides all the information needed to figure out the answer.

By Jim Buttonow

January 29
Wealth Think RIAs: How to build a cybersecurity backbone before the SEC calls

To win at cybersecurity, base your strategy on the way you are already serving clients.

January 28

Wes Stillman

RightSize Solutions

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.