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.

Wealth Think Why I panicked when my bitcoin investment surged 780%

"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.

November 29

Dave Grant

Retirement Matters
Wealth Think Curing the advisor’s retirement blues

Winding down a long and successful career often comes with angst. Follow these steps to make the process a little bit easier, Bob Veres says.

November 29

Bob Veres

Financial Planning
Wealth Think Tech is fueling the most profitable advisors

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

November 29

Mitchell H. Caplan

Jefferson National
Recruiting

15 recruiting trends to watch next year

A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.

By Tobias Salinger
Chief Correspondent

November 28
Wealth Think Why your clients shouldn't own bitcoin

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

November 28

Donald Calcagni

Mercer Advisors
Career moves

Janney nabs 3 wirehouse advisors with $465M

The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.

By Yueqi Yang

November 28
Independent BDs

Waddell & Reed executive shake-up follows loss of hundreds of advisors

The IBD's longtime head stepped down as part of a plan to remake the firm.

By Tobias Salinger
Chief Correspondent

November 28

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.