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.

Recruiting

Ex-LPL recruiters start new firm with an eye toward their old one

The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.

By Tobias Salinger
Chief Correspondent

December 18
Technology

Look to robo advisors to see where clients will be next

Mobile apps beat out websites, but what’s on the horizon?

By Gabriella Iannetta

December 18
Wealth Think How to thrive when profits margins decline

How tomes of years past contain keys to succeeding in today's world of low fees and increased M&A.

December 18

Glenn G. Kautt

Savant Capital Management
Client acquisition

Kitces: Referrals are awkward — but they don’t have to be

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

By Michael Kitces
Head of Planning Strategy

December 18
Financial services industry

18 people advisors should watch in 2018

Regulatory decisions, whistle-blower cases and acquisitions will define wealth management in 2018, and the people here will be the decision-makers who remake the industry.

By Lee Conrad
Former senior editor

December 15
Wealth Think Human vs. machine: The rise of the bionic advisor

Technology has transformed the industry, but personal relationships are still crucial.

December 15

Jessica Iorio

The Bapis Group at HighTower
Wealth Think Naughty or nice? Put technology on the holiday wish list

One New Year’s goal is to embrace leading-edge platforms.

December 15

Ed Friedman

Dynasty Financial Partners

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.