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 7 money rules that can make you (and your clients) wealthy

It’s tremendously rewarding to help people make smart decisions about their wealth.

July 3

John J. Bowen Jr.

CEG Worldwide
Wealth Think Is your job a calling? Explaining the breakaway movement

Here's how to create a corporate culture that advisers and clients want to be associated with.

July 3

Carolyn McClanahan

Life Planning Partners
RIAs

How lifestyle advisors can succeed

Contrary to received wisdom, a lifestyle practice can offer considerable advantages over an enterprise model, according to a new SEI study.

By Sean Allocca
Former Associate Editor

June 29
Client strategies

Why advisors need to feel their clients' pain

Firms need to deliver value differently in a changing industry, a Fidelity study found.

By Tobias Salinger
Chief Correspondent

June 29
ETFs

Branding ETFs: Is Quincy Jones the answer?

Distributors are no longer content with labeling their products with star investors.

June 28
Real estate

How to talk to clients about investing in real estate

The right strategies can make all the difference for advisers.

By Charles Paikert
Senior Editor

June 27
REITs

Airbnb? Charter schools? Unusual real estate strategies

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

By Charles Paikert
Senior Editor

June 26

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.