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

Compensation: Key trends and best practices

How firms are determining and distributing cash, equity and benefits.

By Charles Paikert
Senior Editor

November 15
Succession planning

Buy-sell agreements for effective succession

An astute arrangement can protect advisers, their loved ones, clients and employees.

By Donald Jay Korn

November 15
RIAs

Buy-sell agreements for effective succession

An astute arrangement can protect advisers, their loved ones, clients and employees.

By Donald Jay Korn

November 15
Client strategies

Spruce up that office, but not too much

Going overboard may leave clients wondering if that is where their fees are going.

By Dave Lindorff
Contributing Writer

November 14
Practice management

The growth plan: Keeping your practice on course

Planners must have a strategy and compensation plan to keep employees engaged and grow their firms.

By Glenn G. Kautt
Vice chairman

November 11
Selfie

Can advisors double AUM by integrating tech?

Fragmented programs can squash productivity and firm growth.

By James Casey
President & CEO

November 11
Client strategies

Keep your practice simple, but compelling

Set expectations for the engagement process and then stick to them, and be personal.

By Katie Kuehner-Hebert

November 11

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.