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

Not Working With Several Generations of Clients? You Should Be

Why firms need to start building relationships now with their clients children and grandchildren.

By Elizabeth Miller

March 8
Practice management

The Eyes Have It: A New Approach to Secure Passwords

Eye and voice client verification is now affordable enough that the technology once considered science fiction could be an alternative to present-day password options.

By Miriam Rozen
staff reporter

March 7
Client acquisition

How to be a millennial magnet

One firm injected youth into its practice by making dramatic changes.

By Taylor R. Schulte

March 4
Recruiting

Beefing up the bench: Hiring employees with unique expertise

Benefits abound when you hire people with chops in special areas

By Katie Kuehner-Hebert

March 4
Practice management

A fresh, and cheap(er) approach to digital marketing

Financial Media Exchange has tons of bells and whistles and its low fees cant be beat, writes columnist Joel Bruckenstein.

By Joel Bruckenstein
Co-creator

March 4
Client retention

Could your office location lose you clients?

Opting to do business in an area that appeals to clients could be worth the extra expenses.

By Dave Lindorff
Contributing Writer

March 3
Client strategies

Want long haul success? These big wins can help

Succeeding in business without really trying doesn’t happen in real life.

By David Canter
EVP, Practice Management and Consulting

March 2

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.