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 Where women advisors may finally thrive

As technology forces rapid evolution, conditions will improve for entrepreneurial women.

October 20

Mari Kawawa

Emotomy
Wealth Think The problem with promising custom advice

Focus on removing noise and bias without trying to be all things to all clients.

October 20

Glenn G. Kautt

Savant Capital Management
Wealth Think 4 ways firms can reinvent themselves

The advisor of the future will be less concerned with product sales and more focused on holistic planning.

October 20

Adam Antoniades

Cetera Financial Group
Portfolio management

Help clients overcome fear when markets gyrate

Clients — even some advisors — overreact to market losses. Are they on to something?

By Craig L. Israelsen
Executive-in-Residence

October 20
Wealth Think To beat passive, get active in your marketing

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

October 20

Joe Anthony

Gregory FCA
Recruiting

Following LPL deal, Woodbury Financial poaches $435M National Planning firm

The team marks at least the second to opt for a smaller IBD over the nation’s largest.

By Tobias Salinger
Chief Correspondent

October 19
Broker dealers

LPL super OSJs merge as broker-dealer consolidation intensifies

IHT Wealth Management now has $2.4 billion in client assets.

By Tobias Salinger
Chief Correspondent

October 19

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.