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

How to avoid critical mistakes when selling a practice

Make sure to devise a clear, easy-to-understand plan that correctly values the business.

By Bruce W. Fraser
Financial Writer

September 9
Succession planning

A simple formula for acing transitions

Use this rubric to avoid mistakes and ensure success.

By Jasnik Parmar
President

September 8
Election 2016

This year it's OK to talk politics with clients

Political discussions can be a kind of third rail, but planners can — and should — undercut the worry.

By Paul Hechinger
Contributing writer

September 8
Wealth Think Use these digital tools to bring new clients aboard

Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.

September 7

David B. Root

D.B. Root & Company
Partnerships

3 key ideas to consider when onboarding a partner

Once the workload has become too much, be careful and deliberate about teaming up.

By Dave Lindorff
Contributing Writer

September 7
Wealth Think Get an early start: 7 ideas for 2017's strategic planning

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

September 6

David Canter

Fidelity Clearing & Custody Solutions
Wealth Think 4 necessary considerations before going independent

Advisers shouldn’t let fear of the unknown stop them from breaking out on their own.

September 2

Matt Sonnen

PFI Advisers

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.