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 Healthy and wealthy clients should be the goal for advisers

Focusing solely on finances isn't a good prescription for a happy retirement.

April 7

Chris Ure

HighTower Boca Raton
Wealth Think Healthy and wealthy clients should be the goal for advisers

Focusing solely on finances isn't a good prescription for a happy retirement.

April 7

Chris Ure

HighTower Boca Raton
Wealth Think Want to sell your RIA? You may be vulnerable

How advisory firm owners can institutionalize their business — and command a higher multiple in the M&A market.

April 6

Steven Levitt

Park Sutton Advisors
Practice management

Building awareness and credibility by becoming a thought leader

Writing articles for media outlets is one way to stand out in a competitive marketplace.

By Katie Kuehner-Hebert

April 6
Wealth Think How my spouse’s death didn’t derail the business we built

Adviser Barbara Shapiro explains the personal journey of taking the reins after losing her longtime partner.

April 6

Barbara Shapiro

HMS Financial Group
Practice management

Spark growth by adopting top-to-bottom segmentation strategies

Firms that try to be all things for all clients may end up struggling.

By Bruce W. Fraser
Financial Writer

April 5
RIAs

Focus Financial boosts UHNW reach, adds a $2.7B multifamily office

The RIA aggregator's newest partner, Boston-based Lake Street Advisors, is its sixth in in New England and its second addition this year.

By Jane Yi Zhang
Intern

April 5

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.