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 The secret to boosting market share

Most advisory firms are not systematically spreading public awareness of their services. That’s a big mistake.

July 3

Bob Veres

Financial Planning
Wealth Think No Broker Protocol? No problem

Simple readiness strategies can insulate you from protocol fallout.

July 3

Mark Mersman

USA Financial
Wealth Think For better client relations, think like a client

How a different mindset has guided changes within our practice.

July 3

Christopher Giambrone

CoughlinGiambrone
Career advancement

So you want to earn a CFA? Pros and cons for advisors

Earning the designation is a grueling process that can seriously benefit an advisor’s trajectory, but it’s also not a panacea for an ailing career.

July 2
Robo advisors

Kitces: Robos will take away jobs — just not yours

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

By Michael Kitces
Head of Planning Strategy

June 29
Marketing

CFP Board's new ad campaign to target client emotional well-being

The new wave of advertising will highlight the emotional benefits of having a financial plan. Some CFPs have grumbled about funding previous advertising initiatives with their certificant fees.

By Kenneth Corbin
Contributing Writer

June 29
Wealth Think Use market volatility as a teaching moment

This environment allows advisors to demonstrate their value to clients.

June 29

Joseph M. Hubbell

Veritas Private Wealth Management Group at Snowden Lane Partners

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.