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.

Independent BDs

IBDs with the fastest-growing payouts

See which independent broker-dealer reported over 31% payout growth, plus dive into the average payout for the top 10.

By Chelsea Emery
Senior Editor at Deke Digital

July 11
Ultrahigh net worth

How to attract wealthy prospects — profitably

The goal is to make clients appreciate the value of services being offered.

By Charles Paikert
Senior Editor

July 11
Independent BDs

Morgan Stanley loses 4 advisors with $600M AUM to startup

A new partnership between ex-wirehouse advisors and a retirement plan consultant will use "gratitude boards" to focus discussions on important issues in clients' lives.

By Ann Marsh

July 11
Succession planning

If leaders aren’t asking these questions, they aren’t doing it right

Running a successful advisory practice means those at the top have to look internally, as well as externally.

By Glenn G. Kautt
Vice chairman

July 8
Recruiting

Biggest breakaways: Where advisers are moving now

The largest teams to go indie this year managed more than $5 billion in client assets.

By Nicholas Yeap and Andrew Welsch

July 7
Practice management

3 must-try marketing strategies for advisers

Don’t keep duplicating your efforts if they’re not paying dividends

By Craig Faulkner
CEO

July 7
Practice management

3 must-try marketing strategies for advisors

Don’t keep duplicating your efforts if they’re not paying dividends

By Craig Faulkner
CEO

July 7

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.