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

Don't Call Me Mom: When Advisors Join a Parent's Firm

When a son or daughter joins a parents advisory practice, the transition can be tough, but it doesnt have to be.

By Charles Paikert
Senior Editor

March 28
Practice management

Beyond succession: Another reason to merge

Family office advisor Rick Flynn rebranded his practice and teamed with two other veterans. Here’s what happened.

By Ann Marsh

March 24
Wealth Think Which Overlooked Milestones Matter Most to Clients?

If youve only made note of birthdays and anniversaries, youre missing out.

March 22

Stacy Mercer
Practice management

Trick of the Trade: Predict Disaster

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(nt) do, says our columnist.

By Bob Veres
Columnist

March 21
Practice management

College loan planning: A ripe revenue source for advisors

Advisors who apply debt-management and cash-flow projection skills to the repayment of student loans can save clients tens of thousands of dollars (and build loyalty, too).

By John F. Wasik

March 21
Practice management

Forming alliances to reel in affluent clients

6 steps to help advisors build strategic relationships that generate results.

By John J. Bowen Jr.
CEO

March 18
Client relations

Cetera launches client analysis tool

Broker-dealer network Cetera Financial Group has launched RightBridge, a tool designed to help tax and accounting professionals uncover new opportunities with their financial planning clients.

March 18

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.