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.

Practice management

Hurricane Harvey: Helping clients after the clouds clear

Advisors' best practices for aiding clients affected by natural disasters.

By Chelsea Emery
Senior Editor at Deke Digital

August 27
Wirehouse advisors

Janney speeds expansion as wirehouses waver

Three quarters of the firm’s 57 new recruits have come from the largest firms.

By Sean Allocca
Former Associate Editor

August 25
Community banking

Texas banks brace for Hurricane Harvey

Many financial institutions have activated their emergency centers, closed branches and stocked ATMs in advance of landfall.

By Jackie Stewart
Executive Editor

August 25
Wealth Think Hurricane Harvey: Prepare your firm for natural disaster

Disaster survival tips from Texas-based advisor Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force.

August 25

Rick Woolfolk

Raymond James Financial Services, Inc.
Wealth Think The 'hidden trauma' holding back veteran advisors

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

August 24

Bob Veres

Financial Planning
High net worth

Client won the lotto? Why they'll need help with more than just finances

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.

By Andrew Welsch
Former Managing Editor

August 23
Wealth Think Cater to clients who care about financial data

Let technology help your practice increase customer retention and find better prospects.

August 23

Patrick Beaudan

Emotomy

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.