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.

Marketing

LPL advisors sell coaching firm amid marketing ramp-up

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

By Tobias Salinger
Chief Correspondent

August 27
Financial planning

Financial crisis haunts clients 10 years later

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

By Amanda Schiavo
Associate Editor

August 27
Housing markets

Hot markets for house-hunting clients

House hunters and sellers have been busy in these cities this summer.

By Elina Tarkazikis
Reporter

August 27
Wealth Think The worst retirement advice I ever gave

Sometimes a planner's advice can go awry, despite best intentions.

August 25

Ben Taatjes

Taatjes Financial Group
Recruiting

Edward Jones revs up recruiting of veteran advisors

The firm is finding success despite being outside the Broker Protocol.

By Andrew Welsch
Former Managing Editor

August 24
M&A

Cambridge to fold in 150-advisor Broker Dealer as longtime owner sells firm

Retired former CEO Mike Sherzan ran unsuccessfully for Congress in 2016, and he became chairman of the board prior to the deal.

By Tobias Salinger
Chief Correspondent

August 23
Going independent

$600M practice bolts Northwestern Mutual to join full RIA movement

The founding partners spent a combined 54 years with the No. 6 IBD before launching the fee-only firm.

By Tobias Salinger
Chief Correspondent

August 22

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.