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 relations

Character counts: Advisers should tout their integrity

Don’t just say you do the right thing, show you do the right thing. Here’s how.

By Miriam Rozen
staff reporter

July 29
Millennials

How generational wealth planning builds lasting client relationships

Advisers must work to build strong sense of trust among family members.

By Michael Bapis
Partner and Managing Director

July 29
When building a website, lose the generic content

The online face of the firm allows advisers to tell their stories and engage with potential clients.

Sponsored by CUNA
Client acquisition

When building a website, lose the generic content

The online face of the firm allows advisers to tell their stories and engage with potential clients.

By Kenneth Corbin
Contributing Writer

July 28
Practice management

Considering independence? 5 tips advisers should know about

Winnie Sun, of Sun Group Wealth Partners, and Paul Rand, of The Rand Group, break down the obstacles and advantages of making the switch.

By Samuel Steinberger
Editorial Intern

July 26
Client retention

Does your office measure up?

First impressions are crucial – even when it comes to workplace décor.

By Dave Lindorff
Contributing Writer

July 25
Practice management

Does your office measure up?

First impressions are crucial – even when it comes to workplace décor.

By Dave Lindorff
Contributing Writer

July 25

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.