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 retention

Cards for clients: Warm holiday wishes from advisors

It’s a great way to reach out, and who knows, your card might be on the mantle place should a prospect visit a client’s home.

By Amanda Schiavo, Sean Allocca and Maddy Perkins

December 12
Wealth Think Using tech to build a brand: Why metrics matter

Here's how one firm got to 100,000 impressions and more than 1,000 clicks each month.

December 12

Robert Ossers

Procyon Partners
Wealth Think How small financial advisories can prevent sexual harassment

Financial advisory practices need to take responsibility for setting a positive culture and stopping abuse.

December 12

Carolyn McClanahan

Life Planning Partners
Compliance

This time-saving trick gets advisors fired. Don’t do it

It’s a common practice but a dangerous one.

By Alan J. Foxman
Managing Director

December 12
529 plans

Which comes first: The kid or the 529 account?

Advisors say it’s never too early to start saving for college.

By James Thorne
Contributor

December 11
Wealth Think Even as fires ravaged buildings, this practice was ‘business as usual’

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

December 11

Nina O'Neal

Archer Investment Management
RIAs

How the Broker Protocol turmoil will ‘significantly change’ HighTower

Breakaway uncertainty is forcing the RIA to re-evaluate its growth strategies.

By Charles Paikert
Senior Editor

December 10

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.