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.

Asset managers

Paulina Mejia, Top Women in Asset Management Awards winner

As head of the Fiduciary Trust’s New York division, Paulina Mejia in charge of growing the firm’s private wealth business in the region.

By Amanda Schiavo
Associate Editor

May 22
Recruiting

After 20 years with Ameriprise, $282M team bolts for Commonwealth

The No. 4 independent broker-dealer has unveiled two major recruiting grabs from its rivals in two weeks.

By Tobias Salinger
Chief Correspondent

May 22
Wirehouse advisors

This $4.2M advisor wants to help clients control their destiny

A chance encounter in an elevator set Merrill Lynch advisor Adam Rosenfeld on a new path.

By Amanda Schiavo
Associate Editor

May 22
Annuities

How to avoid hidden pitfalls in fixed-index annuities

A fee-only insurance advisor shared the tricks of the trade to a room full of skeptical NAPFA advisors.

By Tobias Salinger
Chief Correspondent

May 21
Wirehouse advisors

What this $4.2M Merrill advisor learned from his first sales job

Selling printer cartridges at age 16, Umesh Trikha took home more than just a paycheck.

By Andrew Welsch
Former Managing Editor

May 21
Referral marketing

Kitces: More is not merrier with this winning marketing strategy

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

By Michael Kitces
Head of Planning Strategy

May 21
Fee income

Kitces: Are your fees too low? Here’s how to find out

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

By Michael Kitces
Head of Planning Strategy

May 18

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.