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.

Client communications

How to write million-dollar missives

Forget mass mailings; instead, try the personal touch.

By Miriam Rozen
staff reporter

April 12
Client strategies

Schwab, Fidelity and Edward Jones top investor satisfaction ranking: J.D.Power

Which firms showed “meaningful progress” in improving client experience? And which one slipped?

By Tobias Salinger
Chief Correspondent

April 11
Client communications

Why advisers should put time and effort into client events

Use a creative approach and make sure the gathering is “authentic.”

By Paul Hechinger
Contributing writer

April 11
Client communications

Why advisers should put time and effort into client events

Use a creative approach and make sure the gathering is “authentic.”

By Paul Hechinger
Contributing writer

April 11
Philanthropy

The new dynamics of charitable giving

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

By Martin M. Shenkman

April 11
Advisors on the move

Breakneck pace for breakaways in first quarter

HighTower and Dynasty added big platform clients as wirehouse brokers continued to flee.

By Charles Paikert and Tobias Salinger

April 10
Wealth Think Overcome succession planning paralysis

Following these steps will help advisers prepare their firms for the future without them.

April 10

Kelli Cruz

Cruz Consulting Group

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.