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.

RIAs

Tim Kochis’ new role: Succession planning specialist

The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.

By Charles Paikert
Senior Editor

March 13
Recruiting

Snowden Lane grabs $160M Merrill team in latest hire

The growing independent firm has recruited five ex-wirehouse planners since the start of the year.

By Tobias Salinger
Chief Correspondent

March 13
Wealth Think What not to do when speaking to the media

Polishing your public voice helps build credibility with clients and could lead to referrals. But it has to be done correctly.

March 13

Carolyn McClanahan

Life Planning Partners
Retirement planning

Kitces: A new hierarchy of retirement needs

How advisers can help overcome their irrational expectations.

By Michael Kitces
Head of Planning Strategy

March 13
RIAs

HighTower exec who headed new business line leaves firm

Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.

By Charles Paikert
Senior Editor

March 10
Wealth Think An RIA firm’s last-minute pivot after near collapse

"The past couple of years have been the hardest of my life,” says planner Dave Grant, who has changed his business model and his personal approach to solving problems.

March 10

Dave Grant

Retirement Matters
Independent BDs

Advisor Group consolidation yields new super OSJ

Two of its Royal Alliance firms form a $2.5 billion powerhouse.

By Tobias Salinger
Chief Correspondent

March 8

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.