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.

Behavioral finance

Symmetry Partners builds portfolios from academia’s ivory towers

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

By Amanda Schiavo
Associate Editor

October 4
Behavioral finance

Why investors lag the markets

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

By Lee Conrad and James Thorne

October 4
Divorce

3 ways advisors can better help divorced women

It's a draining process for clients, but financial planners can provide real support.

By Andrew Welsch
Former Managing Editor

October 3
Advisors on the move

Advisors on the Move: Wirehouses lose 12 teams with over $3.5B

Independent and regional firms have been maintaining strong appeal with new recruits.

By Yueqi Yang

October 3
Wealth Think What worked — and what didn't — in advisor's quest to boost financial literacy

To connect with prospective clients, an advisor tried offering presentations and lectures. He found what was looking for — and more — when he went back to school.

October 3

Levar Haffoney

Fayohne Advisors
Referrals

There's no need to ask for a referral anymore

Most advisors loathe hitting clients up for prospects, and now they don’t have to.

By Bruce W. Fraser
Financial Writer

October 3
Client relations

Divorce: The 'dark side' of financial planning

What advisors need to know when a couple’s financial situation is more difficult — or sinister — than meets the eye.

By Maddy Perkins
Managing Editor, Editorial Operations

October 3

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.