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.

Referrals

How to turn a name drop into a referral

Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.

By Tobias Salinger
Chief Correspondent

May 19
Training the kids to take over your practice

Don’t delay; start early in the process to identify the child or children best able to lead.

Sponsored by Cambridge Investment Research
Succession planning

Raymond James succession guru on preserving a firm’s core values

Robert Goff discusses how to maintain culture without generating conflict.

By Bruce W. Fraser
Financial Writer

May 19
Succession planning

The firm’s next leader may already work there

Identify seasoned advisers who can be trained to become the next generation of leaders.

By Bruce W. Fraser
Financial Writer

May 18
Succession planning

Pay attention to buy-sell agreements

Getting them right can be the key to a pain-free succession.

By Paul Hechinger
Contributing writer

May 17
Succession planning

Why conducting routine valuations can prep firms for a sale

This can help show what is working well and what needs to be enhanced or revamped.

By Katie Kuehner-Hebert

May 16
Wealth Think An often overlooked potential successor

There could be a savvy person who could take over the practice among your wealthy clients.

May 15

Dave Grant

Retirement Matters

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.