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.

Client communications

A team approach to successful client meetings

Using an informal script makes sure everyone doesn’t talk over each other.

By Miriam Rozen
staff reporter

November 9
Client communications

A team approach to successful client meetings

Using an informal script makes sure everyone doesn’t talk over each other.

By Miriam Rozen
staff reporter

November 9
Wealth Think 4 ways Trump's win affects health care planning

Here’s how to help prepare clients for what comes next.

November 9

Carolyn McClanahan

Life Planning Partners
Marketing

Listen up! Improve marketing strategies by lending an ear to clients

Pay attention to feedback about what works and what is confusing or distracting.

By Miriam Rozen
staff reporter

November 8
RIAs

Listen up! Improve marketing strategies by lending an ear to clients

Pay attention to feedback about what works and what is confusing or distracting.

By Miriam Rozen
staff reporter

November 8
Referrals

7 phases of the client experience

The first 100 days are critical to keeping a new client for life … or watching them jump to a competitor.

By John J. Bowen Jr.
CEO

November 8
Training

Attract clients with a team approach

Clients appreciate the depth of expertise that a practice can provide.

By Paul Hechinger
Contributing writer

November 7

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.