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.

Succession planning

Revitalizing a diminishing adviser force

Pershing Advisor Solutions CEO Mark Tibergien says a renewed look at both internship and adviser mentoring programs is vital.

By Andrew Shilling
Manager, Editorial Operations

October 14
Should I...

Should I … hire another planner?

Solo practitioners can gain backup, business continuity, flexibility and expanded offerings — as long as they decide it’s worth the time and cost.

By Ingrid Case

October 12
Client relations

Kitces: The pitfalls of assessing clients’ risk tolerance

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.

By Michael Kitces
Head of Planning Strategy

October 11
Wealth Think 5 key questions to ask before launching an RIA

Here’s what advisers need to know for a successful transition.

October 10

Mark Elzweig

Mark Elzweig Co.
Wealth Think How one advisor coped as Hurricane Matthew bore down

Putting a disaster plan into effect to protect a practice and a home in Florida.

October 7

Carolyn McClanahan

Life Planning Partners
Practice management

Swirling winds, rising waters: Prepare your practice for a natural disaster

Adviser Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force, offers survival tips for firms. Woolfolk’s practice is located in Texas' Tornado Alley region.

By Rick Woolfolk
Branch Manager

October 7
Practice management

Hurricane Matthew: Helping clients before — and after

From teaching disaster prep classes before, to holding hands after, advisers’ best practices for catastrophes.

By Chelsea Emery
Senior Editor at Deke Digital

October 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.