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.

Wealth Think Leaving the nest: The risks and rewards of going solo

Here are three important factors to take into consideration when breaking away.

September 2

Min Zhang

Totum Wealth
Succession planning

Change of focus: Advisers need to plan their own retirements, too

By all means put a plan in place, but flexibility is key in case circumstances change.

By Dan Weil

September 2
Succession planning

Advisers need to plan their own retirements, too

By all means put a plan in place, but flexibility is key in case circumstances change.

By Dan Weil

September 2
Going independent

Leaving the nest: The risks and rewards of going solo

Here are three important factors to take into consideration when breaking away.

By Min Zhang
CEO

September 2
Practice management

Navigating the challenges of a changing advisory practice

Advisers share how they dealt with various aspects of transitioning.

By Bruce W. Fraser
Financial Writer

September 2
Practice management

4 necessary considerations before going independent

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

By Matt Sonnen
CEO and founder, PFI Advisers

September 2
Going independent

The solo route can mean hardship

Going independent is alluring, but it also has its quirks. For instance, there is usually no support staff. Finding new clients while properly serving existing ones is “a juggling act,” CFP Tom Fredrickson says.

By Dan Weil

September 2

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.