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.

How to offer the right pricing model

One way to improve transparency is to unbundle a firm's offerings by charging separately for different services.

Sponsored by Commonwealth Financial Network
Wealth Think How one advisor tripled AUM in a decade

What planners can learn from top performers like Chuck Yeager about becoming the best in their field.

October 23

Glenn G. Kautt

Savant Capital Management
RIAs

Armed with hefty new war chest, Mariner vows M&A comeback

The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.

By Charles Paikert
Senior Editor

October 20
Tax planning

Why advisors should look closely at cash balance plans

The increasingly popular tactic can save business owners hundreds of thousands of dollars in taxes.

By Tobias Salinger
Chief Correspondent

October 20
Retirement planning

Must clients choose retirement savings or paying student debt?

Contributing to a retirement account while paying off student debt is a way for clients to see that compound interest can work for them.

By Amanda Schiavo
Associate Editor

October 20
Fiduciary Rule

Fiduciary deadline sparks tech focus at Commonwealth

The independent broker-dealer’s executive team hopes the SEC works with the DoL to develop an industry standard.

By Andrew Shilling
Manager, Editorial Operations

October 20
Wealth Think 3 ways to win millennial clients

Communicating about life goals and managing expectations will be crucial to how planners advise the next generation of clients.

October 20

Traci Mabrey

Broadridge

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.