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.

Wealth Think How to earn more when selling your practice

Older wirehouse advisers opting to go independent should keep these factors in mind if they want a richer exit from the business.

April 13

Mark Elzweig

Mark Elzweig Co.
Practice management

Adopting a broad or narrow focus: Which is the better choice?

Full-service planning allows for a bigger impact, but a niche approach may mean more objectivity.

By Dan Weil

April 13
Wealth Think Why asking directly for referrals isn’t a smart idea

Asking outright can be tricky and uncomfortable; use these market strategies instead.

April 13

Craig Faulkner

FMG Suite
Wealth Think Why asking directly for referrals isn’t a smart idea

Asking outright can be tricky and uncomfortable; use these market strategies instead.

April 13

Craig Faulkner

FMG Suite
Client acquisition

Get ‘em in the door when they are young

These prospective clients may have fewer assets but lots of dreams, so make time for them.

By Miriam Rozen
staff reporter

April 13
Client acquisition

Get ‘em in the door when they are young

These prospective clients may have fewer assets but lots of dreams, so make time for them.

By Miriam Rozen
staff reporter

April 13
Client communications

How to write million-dollar missives

Forget mass mailings; instead, try the personal touch.

By Miriam Rozen
staff reporter

April 12

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.