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.

Fee-based compensation

Will retainer fees replace the conventional AUM model?

The method is gaining traction, even as some warn against abandoning the regular approach.

By Tobias Salinger
Chief Correspondent

May 4
Wealth Think How a ‘Pathfinder Queen’ beat a robo

A former pro of an early financial planning tool learns how much has changed — and how little — as she keeps up with exponential tech advances.

May 4

Kimberly Foss

Mercer Advisors
Wealth Think A new twist on succession planning urgency

Not planning is the biggest risk that advisers can take.

May 4

Matt Sonnen

PFI Advisers
High net worth

Building an all-star team to meet HNW demands

Firms must recruit the right players to serve their clients, says CEG Worldwide’s Jonathan Powell.

By Andrew Shilling
Manager, Editorial Operations

May 3
Recruiting

$400M adviser departs Merrill Lynch, goes indie with Raymond James

Michael Jeppson generated about $1.8 million in annual revenue, according to his new firm.

By Andrew Welsch
Former Managing Editor

May 3
Succession planning

Viewing succession plans through a new lens: growth

Firms can add clients and improve eventual purchase prices by planning for the future.

By Dave Lindorff
Contributing Writer

May 3
RIAs

Dynasty ups the ante in fierce competition to partner with RIAs

The platform provider will now offer to buy a percentage of an advisory firm's revenue.

By Charles Paikert
Senior Editor

May 3

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.