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.

Client relations

This $5.7M advisor helped a client, then officiated her wedding

After planner Bob White helped a client on one of her darkest days, she turned to him on one of her brightest ones, too.

By Maddy Perkins
Managing Editor, Editorial Operations

May 30
Going independent

$186M Wells Fargo team to launch incubator following indie move

Kestra Private Wealth Services CEO Rob Bartenstein says the new practice makes the fourth new office added this year by the hybrid RIA.

By Tobias Salinger
Chief Correspondent

May 29
Fintech

To get an IBD fintech edge, Ladenburg brings advisors to Silicon Valley

The network brought together three dozen advisors with 20 tech vendors as it seeks their input on potential partnerships and acquisitions.

By Tobias Salinger
Chief Correspondent

May 29
Wealth Think Should you refer clients to private doctors?

Advisors should coach their clients not only on their finances, but on health care options, as well.

May 29

Kimberly Foss

Mercer Advisors
Career moves

Steward Partners nabs more talent from Wells Fargo

By the end of June, the Raymond James-affiliated firm says it will surpass its new partner additions for all of 2017.

By Amanda Schiavo
Associate Editor

May 29
Wealth Think Client View: Why I hired a much younger advisor

For most of his life, this finance veteran was a DIY investor. Here’s how a millennial advisor persuaded him to change his ways.

May 29

John D. Anderson

SEI Advisor Network
Corporate governance

Standard Life plans to return $2.3B to shareholders

The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.

May 29

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.