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.

Wealth Think 3 Easy Ways to Sharpen Your Sales Strategy

Every firm, no matter how small, needs a sales strategy. Here are three essentials in creating one.

March 10

Michael Schaffmann
Practice management

Roll up your sleeves: Volunteering locally can pay off

Volunteering is rewarding in its own right, but it can also be a smart marketing tool.

By Lauren Gadkowski Lindsay

March 9
RIAs

The Women Behind the Women-Only Robo Movement

These entrepreneurs made the leap into finance from different places, but they share a common mission: robos for women, by women.

By Grace L. Williams
Reporter

March 9
Practice management

Not working with several generations of clients? You should be

Advisors who ignore clients’ progeny risk declining assets and a scramble for revenue sources.

By Elizabeth Miller

March 8
Practice management

5 Steps to Attracting Entrepreneur Clients

Some advisors have found great success by focusing on business owners. Heres how to become the go-to planner with this prosperous group.

By John J. Bowen Jr.
CEO

March 8
Client strategies

Too Many Women Fall Into Poverty in Retirement

New research highlights gender gap, as experts call for more financial education in the workplace and policy changes to address retirement security.

By Kenneth Corbin
Contributing Writer

March 8
Wealth Think Voices: Tighten the Bolts Against Tax Identity Scams

Save your clients from fraud with these insights into how criminals work.

March 8

John R. Anzivino

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.