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 Let's face it — end-of-year pay talks are painful

Six planning tips to improve employee compensation meetings and ease the pain of the annual ritual.

October 5

Kelli Cruz

Cruz Consulting Group
Referrals

How to segment and monetize a practice

Pick clients’ brains on how to become the advisor to a specific group of people.

By Katie Kuehner-Hebert

October 5
Wealth Think The dysfunctional approach to AUM

There has to be a better measure to use in ranking the performance of a planning firm relative to its peers.

October 5

Bob Veres

Financial Planning
Career moves

Morgan Stanley's Fleming launches firm with Rockefellers

Greg Fleming was tapped to become CEO of the newly formed Rockefeller Capital Management.

By Charles Paikert
Senior Editor

October 4
Estate planning

Changing social mores are upending financial plans

The next generation of clients cares less about the sanctity of marriage and more about its financial implications, an expert says.

By Maddy Perkins
Managing Editor, Editorial Operations

October 4
Technology

Aggregation technology is a tool, not a magic bullet

Advisors should carefully manage implementation and expectations.

By Paul Hechinger
Contributing writer

October 4
Wealth Think Advice to advisors: First, do no harm

The underpinnings of the Hippocratic Oath, the phrase is as applicable to providing investment advice as it is to medical care.

October 4

Don Bennyhoff

Portfolio Solutions

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.