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.

Advisor strategies

How advisors go beyond investing

Merrill Lynch's Stephen Stabile and others are using behavioral finance tools to make better plans for clients.

By Miriam Rozen
staff reporter

October 3
RIAs

Where one of the fastest-growing RIAs is going — and how it plans to get there

Beacon Pointe’s latest deal puts the wealth manager over the $2B AUM milestone, and it’s eyeing new markets.

By Charles Paikert
Senior Editor

September 30
Selfie

How I advise clients on divorce after my own

Fair and equitable can mean different things to different people, as Lise Robinson now knows from personal experience.

By Lise Robinson
Senior Wealth Adviser

September 30
Going independent

5 tips for breaking away

Former Morgan Stanley advisers discuss the pros and cons of leaving a wirehouse.

By Samuel Steinberger
Editorial Intern

September 30
Practice management

5 tips for breaking away

Former Morgan Stanley advisers discuss the pros and cons of leaving a wirehouse.

By Samuel Steinberger
Editorial Intern

September 30
Wealth Think Don't ask directly for referrals

Only 2% of clients refer someone because their adviser asked. Instead, word-of-mouth is the best strategy, and digital marketing is one way to get it.

September 30

Craig Faulkner

FMG Suite
Building a smooth succession plan

Three experts on building a business that is attractive for sale and keeping all options open.

Sponsored by LPL Financial

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.