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.

Practice management

What's fueling record profitability at RIA firms?

"Call it an arms race of offerings," says Jonathan Beatty of Schwab Advisor Services.

By Charles Paikert
Senior Editor

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
Wealth Think Next phase in the fiduciary saga

5 steps for advisers to take in the next six months to ensure post-DOL success.

July 14

David Macchia

Wealth2k
Retirement planning

A bright outlook helps retirement planners shine

Gloom and doom do little to motivate clients to save for their post-work life.

By Kimberly Foss
Senior wealth advisor

July 14
Practice management

Summer reading list: Top adviser picks

Books that help advisers self-improve and build their practices.

By Nicholas Yeap

July 13
Practice management

Strike that rare balance when cost cutting

Free up time for new clients by focusing on these productivity and efficiency measures.

By Katie Kuehner-Hebert

July 13
Wealth management

Think like an athlete to win the wealth management game

Mental ability for managing stress and success will make the difference.

By Elizabeth McCourt
President

July 12

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.