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 Why more firms need a chief planning officer

Advisory firms should add this key position to their C-suite, argues CFP Board CEO Kevin Keller.

September 10

Kevin Keller

CFP Board
Wealth Think 5 ways for asset managers to improve client engagement

A comprehensive sales-report system can help prioritize marketing efforts, and communicate information quickly and clearly to advisors.

September 7

Dave Halligan

SalesFocus Solutions
Certifications and licensing

LPL approves Christian designation as advisors seek to tie faith into planning

The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.

By Tobias Salinger
Chief Correspondent

September 6
CFPs

Kitces: 6 steps to overcome imposter syndrome

The more you learn, the more you realize how little you know.

By Michael Kitces
Head of Planning Strategy

September 6
Wealth Think You started a blog. Now what?

A well-executed website is an opportunity to explain your value proposition to your client and reach new ones.

September 6

Kari Olivier

Jute Creative
Going independent

$225M Waddell & Reed team bolts to launch RIA amid industry’s shift

The partners opened their RIA under consultation with a firm founded by former HighTower executives last year.

By Tobias Salinger
Chief Correspondent

September 4
Wealth Think How to cope with the death of a client

Close relationships are part of what makes the profession special, one advisor has found.

August 28

Eric M. Aanes

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.