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 acquisition

A wealthy group that’s underserved by advisors

Only 18% of Asian-Americans work with financial professionals, and there is room for growth, a study says.

By Nicholas Yeap

September 21
Practice management

For this skydiving Ameriprise branch manager, risk tolerance is an asset

Doubling revenue within three years can mean taking chances — but that doesn't faze Christopher D. Davidson, a man who jumps out of perfectly good airplanes just for fun.

By Donald Jay Korn

September 21
Practice management

Is the transition to independence worth it?

Experts weigh in on the pros and cons of leaving the employee channel.

By Kenneth Corbin
Contributing Writer

September 20
Going independent

Is the transition to independence worth it?

Experts weigh in on the pros and cons of leaving the employee channel.

By Kenneth Corbin
Contributing Writer

September 20
Client retention

Home office visits can boost deals

Advisers who impress senior management can sometimes walk away with bigger offers.

By Mark Elzweig
President

September 16
Succession planning

Succession planning: Why your employee should not take over

It may seem like a no-brainer for RIA owners to look within the firm when they retire. Yet this assumption overlooks critical aspects of what an internal succession plan actually entails, says consulting executive David DeVoe.

By Andrew Pavia

September 16
Client retention

How to retain clients after changing firms

By taking the right steps, advisers can convince loyal clients to follow them out the door.

By Donald Jay Korn

September 16

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.