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.

Wirehouse advisors

This $4.6M advisor chose finance over medicine and never looked back

Growing up in a house full of doctors, Mihir Patel was expected to follow in his family’s footsteps. He didn’t.

By Sean Allocca
Former Associate Editor

May 29
Strategic buyers

How will a Focus Financial IPO impact RIAs?

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

By Charles Paikert
Senior Editor

May 29
Wirehouse advisors

This $4.5M advisor courts UHNW clients on three continents

Fulvio Urbinati’s book of business includes clients in Chile and Peru, the U.S. and France.

By Sean Allocca
Former Associate Editor

May 28
Wealth Think I outsourced my marketing plan — here’s what worked

How to use content marketing through blogs, videos, podcasts and social media to boost your business.

May 25

Dave Grant

Retirement Matters
Trump tax plan

Tax planners see uncertainty, opportunity in pass-through deduction

The break on qualified business income will save company owners an estimated $415 billion over the next decade. Are your clients eligible?

By Tobias Salinger
Chief Correspondent

May 25
Practice management

Navy pilot turned advisor helps military vets with complex challenges

Wealth management allows veterans the chance to help each other in a meaningful way.

By Amanda Schiavo
Associate Editor

May 25
Gender issues

Teri Shepherd, Top Women in Asset Management Awards winner

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

By Amanda Schiavo
Associate Editor

May 25

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.