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 Wells Fargo leadership team misses the mark again

The wirehouse's latest initiative is effectively a way for the firm to circumvent the protocol without actually getting out of it.

June 25

Frank LaRosa

Elite Consulting Partners
Independent BDs

LPL’s Bill Morrissey to step down as firm taps replacement from UBS

The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.

By Tobias Salinger
Chief Correspondent

June 25
High net worth

Watching clients bail out adult children is like a ‘slow train wreck’

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

By Amanda Schiavo
Associate Editor

June 25
Portfolio management

Worst home affordability in almost 10 years

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

By Amanda Schiavo
Associate Editor

June 25
Wealth Think Why I ditched my bogus 5-year business plan

Drop that Excel spreadsheet. Here’s why your business plan should fit on just one page ... in Word.

June 25

Carolyn McClanahan

Life Planning Partners
Retirement planning

Claiming early Social Security may not be the best strategy for high earners

A widower wanting to claim at 64 learned he’d have to wait until full retirement age before he’d start receiving benefits.

By Margarida Correia
Former associate editor

June 24
Client communications

Are your clients getting an optimum experience?

Helping clients navigate life choices is critical for differentiation.

By Charles Paikert
Senior Editor

June 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.