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 Why your potential client went MIA

You have a strong onboarding process and the consultation went well, but the prospect has disappeared. What went wrong? Possibly one of these five marketing pitfalls.

January 27

Craig Faulkner

FMG Suite
RIAs

How a NAPFA study group led to a $238M merger

Modera Wealth reached $2 billion in AUM with its latest RIA acquisition.

By Tobias Salinger
Chief Correspondent

January 26
Advisors on the move

Cetera Advisor Networks’ president, who served during rocky stretch, to exit

Regional directors are “sorry to see Doug go," a Cetera adviser says. Tom Taylor, now COO, will take his place.

By Ann Marsh

January 26
Recruiting

Ameriprise recruits advisers with over $300M in AUM

The new recruits joined the firm's independent and employee channels.

By Andrew Welsch
Former Managing Editor

January 25
Millennials

As decumulation picks up steam, are millennials the answer?

Advisers are seeing clients drawing down on their assets, but there’s a solution right in front of them.

By Chelsea Emery
Senior Editor at Deke Digital

January 24
Financial planning

How to get real with clients about planning for health care costs

Concerns about medical expenses are sky-high, but there are solutions.

By Karen Kroll

January 23
Wealth Think Is your compensation model obsolete?

Advisers, clients and the industry are all best-served when fees are based on the value delivered, not on asset calculations.

January 23

Carolyn McClanahan

Life Planning Partners

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.