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.

Sales and 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
Career moves

$175M Wells adviser goes indie with Raymond James

The recruit spent two years researching the move before deciding to leave the wirehouse.

By Nicholas Yeap

July 20
Practice structure

5 insights from successful firm leaders

Here is advice on everything from handling the unexpected death of a partner to upgrading technology.

By Bob Oros
Executive Vice President

July 20
Should I...

Should I ... Raise my fees?

The four questions that can determine if a hike is in order.

By Ingrid Case

July 19
Recruiting

CFP ranks expected to reach 75K by the fall

The approaching milestone represents growth of about 30% in the past 9 years.

By Ann Marsh

July 15
Practice management

A soft touch may win more client assets

Advisers who show they care about clients and their interests may have more success.

By Paul Hechinger
Contributing writer

July 15
Practice management

A soft touch wins more client assets

Advisers who show they care about clients and their interests may have more success.

By Paul Hechinger
Contributing writer

July 15

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.