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

Solving succession: Give it up to get it all

Sometimes, the best way to keep control is to relinquish it.

By Ann Marsh

May 1
Client communications

How to build media exposure without a P.R. firm

Try these tips to improve credibility, gain free exposure and develop a solid voice.

By Carolyn McClanahan
Director of Planning

April 29
Client communications

How to build media exposure without a P.R. firm

Try these tips to improve credibility, gain free exposure and develop a solid voice.

By Carolyn McClanahan
Director of Planning

April 29
Wealth Think Why I’m thumbs down on liquid alts

Do they really deliver better risk-adjusted returns? A Morningstar panel said yes, but contributing writer Allan Roth disagrees.

April 27

Allan S. Roth

Wealth Logic
Digital marketing

Fiduciary rule could be the golden ticket for online marketing

Here are four ways for advisers to position themselves as client-focused.

By Lester Tiro
Partnership Manager

April 27
Digital marketing

Fiduciary rule could be the golden ticket for online marketing

Here are four ways for advisers to position themselves as client-focused.

By Lester Tiro
Partnership Manager

April 27
Financial services industry

Who benefits most from financial services innovation?

As products and advice change, there’s one clear winner.

By Chelsea Emery
Senior Editor at Deke Digital

April 27

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.