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 5 ways advisers can show gratitude this season

These small ways to show your generosity and spread good cheer include treating clients' kids to a coffee gift card.

November 23

Joni Youngwirth

Commonwealth Financial Network
Wealth Think 5 ways to reach new clients in 2017

Are you still using elevator pitches to promote your firm? Marketing tactics have moved on, and so should you.

November 22

Craig Faulkner

FMG Suite
Compensation

Compensation shouldn’t be crisis management

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

By Yvonne Kanner
President and COO

November 22
Compensation

Compensation shouldn’t be crisis management

Why firms shouldn't wait to revise a planner's pay until they’re about to leave the firm.

By Yvonne Kanner
President and COO

November 22
Bonds

Bond worries? Think globally

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

By Craig L. Israelsen
Executive-in-Residence

November 22
Estate planning

Not as they intended: Estate plans gone wrong

Even the best plans can fall apart when clients' emotions get involved.

By Ingrid Case

November 21
Wealth Think Snappy new tools for advisor marketing

Looking to reach out to more potential clients, adviser Dave Grant tests two new platforms: Snappy Kraken and Twenty Over Ten

November 18

Dave Grant

Retirement Matters

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.