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.

Succession planning

Why a ‘test run’ might be helpful before selling your practice

Some firms try a joint venture with shared clients while running the original businesses separately.

May 8
Behavioral finance

Use behavioral finance to put worried clients at ease

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.

By Tobias Salinger
Chief Correspondent

May 8
Succession planning

The secret to passing the reins to a junior partner? Start early

Beginning the transition in advance increases employee retention and engagement.

By Katie Kuehner-Hebert

May 5
Succession planning

Is internal competition a good succession plan?

One adviser calls it a "fairly destructive strategy."

By Miriam Rozen
staff reporter

May 5
Going independent

$275M Morgan Stanley team goes indie with Raymond James

The duo launched a new independent practice with the firm's Investment Advisors Division.

By Andrew Welsch
Former Managing Editor

May 5
Succession planning

Why you should figure out retirement before the succession plan

Advisers tend to be too optimistic about what selling the practice will mean for their golden years.

By Dave Lindorff
Contributing Writer

May 5
Wealth Think Trumpcare: A CFP-M.D. on what advisors need to know

From health care expenses to taxes, how planners can help clients strategize.

May 5

Carolyn McClanahan

Life Planning Partners

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.