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 strategies

Finding the perfect client fit

Working with exactly the right type of client will enable you to accelerate your success in a way that working with every type of client never can.

By John J. Bowen Jr.
CEO

June 21
Wealth Think 3 ways to help clients considering selling their business

As the go-to financial expert, you will probably be asked for advice. Here’s what to tell a prospective seller.

June 20

Jay S. Lipsey

McCombie Group
Portfolio diversity

How to deal with know-it-all clients

Advisers may need to put the brakes on those who want to invest too heavily in specific sectors.

By Paul Hechinger
Contributing writer

June 17
RIAs

Selling the RIA model: Schwab launches national ad campaign

With competition to RIAs increasing, the financial services giant will promote the value of independent advice.

By Michelle Zhou
Editorial Intern

June 16
Practice management

When to abandon a niche practice

Is it time to try for another target market? Or just become a generalist? Forsaking current branding and marketing should not be taken lightly.

By Dave Grant
Founder and planner

June 16
Independent BDs

Cetera parent Aretec lands eMoney founder for its board

Edmond Walters is seen as bringing deep fintech expertise to rebranded company.

By Ann Marsh

June 16
Investment strategies

Changes afoot in how advisers manage portfolios

Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.

By Michelle Zhou
Editorial Intern

June 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.