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.

Practical tips for revitalizing a succession plan

Unlocking a firm's value while managing a smooth transition.

Sponsored by Cambridge Investment Research
Wealth Think For a successful transition, treat the firm like a business

Do's and don'ts for transitioning the practice as a long-term process, not a one-time event.

May 26

Tommy Williams

Williams Financial Advisors
When employees aren't ready for the burden of ownership

'Key man' insurance can provide peace of mind to a firm's owner, employees and clients.

Sponsored by Cambridge Investment Research
Succession planning

Ensuring a smooth transition

Three experts on building a valuable business that is attractive for sale

By Michelle Zhou
Editorial Intern

May 25
Wealth Think How to develop more confidence as a planner

It's not uncommon to feel unsure, but there are many things you can do — and people you can lean on.

May 24

Dave Grant

Retirement Matters
Succession planning

Gleaning insights from one succession story

Adviser Greg De Jong talks about his successful merger with another firm.

By Glenn G. Kautt
Vice chairman

May 24
Wealth Think DoL uncertainty: What to do now

Adviser Dan Moisand was surprised by the decision not to delay the fiduciary rule further. But he wasn’t put off. Here’s why.

May 23

Dan Moisand

Moisand Fitzgerald Tamayo

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.