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.

High net worth

When HNW clients have vastly different approaches to money

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

By Amanda Schiavo
Associate Editor

February 12
RIAs

Kitces: Why advisors make the grumpiest business owners

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

By Michael Kitces
Head of Planning Strategy

February 9
Wealth Think 'Am I going to lose all my money?' How to answer clients' worried calls

They will have a lot of questions. Here are ways to put the decline into perspective.

February 8

Kimberly Foss

Mercer Advisors
M&A

Ron Carson openly poaches LPL advisors, seducing them with new tech

As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’

By Ann Marsh and Tobias Salinger

February 8
Broker Protocol

Judge sides with Morgan in blocking ex-advisor from contacting clients

In the latest clash after Morgan Stanley's exit from the Broker Protocol, the firm notched a win as the case heads to FINRA arbitration.

By Kenneth Corbin
Contributing Writer

February 8
Invest Insights

Can another digital demand crush be avoided?

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.

By Suleman Din
Technology Editor

February 7
Selfie

Facing the fears of succession planning

I told clients they need a plan. Turns out, I needed one, too.

By Pat Hinds
Founder

February 7

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.