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 How the best financial advisors build trust

The latest trends in marketing are ideal for financial advisors looking to grow their practice.

July 25

Craig Faulkner

FMG Suite
Wealth Think The checklist every advisor needs to serve LGBT clients

10 financial planning tips and strategies for planners to help same-sex couples.

July 22

Thomas Mingone

Capital Management Group
5 steps to winning over affluent women

Attracting these clients is critical to sustaining and increasing market share.

Sponsored by CUNA
Sales and marketing

5 steps to winning over affluent women

Attracting these clients is critical to sustaining and increasing market share.

By Annette Bau
Founder

July 22
Technology

Why online virtual meetings are gaining favor

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

By Bruce W. Fraser
Financial Writer

July 22
Practice structure

Summer reading list: Part 2

The second installment of book recommendations from industry experts that advisers should not miss.

By Nicholas Yeap

July 21
Digital marketing

4 steps for marketing in the digital world

A firm’s presence must be relevant and robust.

By Khalid Usmani
Head of Adviser Success

July 21

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.