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.

Invest Insights

Has Robo Advertising Lost Its Snark?

Wall Street cynicism permeated much of early robo advisor ads. But advisors increasing acceptance of advice tools and digital incumbents clear AUM gap are having an interesting effect.

By Kimberly Chin

March 2
Wealth Think Clients Moving to Low-Tax States? Document Carefully to Avoid Tax Disputes

There are many benefits to living in a low-tax state, but its not as easy as just packing those boxes. Help clients make a move wisely and meticulously.

March 1

Benjamin Sullivan
Practice management

6 Ways to Attract the Affluent

Strategic alliances with other professionals can help advisors draw valuable clients.

By John J. Bowen Jr.
CEO

March 1
Career planning

Advisors Go Large

The small producer is being squeezed out by the industry's focus on bigger profits and larger accounts.

By Ralph Ortega
Former editor-in-chief

March 1
Practice management

Want to Attract the Best Execs? The New Must-Have

Finding top people is getting harder, says Kathy Freeman, so putting this in a compensation agreement is now mandatory.

By Charles Paikert
Senior Editor

February 29
Practice management

Quality Over Speed: How Firms Measure Up

There are many ways firms can measure their operations performance, but which is most accurate?

By Bob Veres
Columnist

February 29
Practice management

Take the Emotion Out of College Planning

Rocketing education costs and loan debt are giving advisors a great opportunity to help clients navigate the college-planning maze.

By John F. Wasik

February 25

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.