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 Two autism diagnoses made this planner reprioritize

When his sons were diagnosed, this financial advisor had to learn to focus on what he could control. Now he uses those lessons in his business.

December 3

Charles Massimo

CJM Wealth Management
Wealth Think Sticker price isn’t everything for M&As

Think RIAs are valued at two times gross revenue. Think again.

November 30

Robert Martin

Symmetry Partners
Wealth Think Bogle’s dour view on stocks, bonds. What if he was right?

Here’s how to prepare your clients, and your own practice, if dark days come and stay.

November 28

Allan S. Roth

Wealth Logic
Fintech

Advisor tech upgrades aim at 'dangerous gap' in client experience

New platform upgrades seek to aggregate data and address client concerns.

By Sean Allocca
Former Associate Editor

November 28
RIAs

Why RIAs aren't driving digital change: Q&A with In|Vest speaker, F2 Strategy's Doug Fritz

Firms ready for the future can explain their value to clients, know what their clients want and are modernizing for a digital-first era.

By Suleman Din
Technology Editor

November 28
Bankruptcy

Another crack in bankruptcy protection for clients

Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.

By Ed Slott
Founder

November 28
Recruiting

Commonwealth stays the ‘nice’ course in competitive recruiting race

Executives say valuing friendliness alongside other factors is helping to drive a record $66 million in incoming production this year.

By Tobias Salinger
Chief Correspondent

November 28

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.