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

Clements: Keeping Clients from Sabotaging Their Retirement

Most families muddle their way through. Your goal is to make the muddling a little more sensible.

By Jonathan Clements

February 25
Practice management

Grammy Envy? Musicians Make Risky Clients

Advisors should go behind the music before signing up tomorrow's stars.

By Dave Grant
Founder and planner

February 22
Practice management

Making Yourself Indispensable to Your Most Entrepreneurial Clients

How to score big with business-owning clients and prospects.

By Miriam Rozen
staff reporter

February 22
Practice management

Advisors Share: Favorite Icebreakers with Potential Clients

It's never easy to talk to strangers, but establishing a swift rapport with prospective clients is vital for building your business. Advisors share their best tips for getting these conversations underway.

February 21
Wealth Think 3 Must-Try Marketing Strategies for Advisors

Voices: Sometimes intimidating but valuable ways to boost referrals find new prospects and build stronger relationships with current clients.

February 19

Craig Faulkner

FMG Suite
RIAs

Aspiriant Inks 2nd Deal in 3 Months

One of the largest firms on the West Coast, Aspiriant expects to continue merging with one to two firms a year.

By Ann Marsh

February 17
Practice management

Stop Pedaling in Mud: Curing Couples Financial Spats

Money can be a huge bone of contention in romantic relationships. Heres how advisors can help client couples manage financial discord.

By Karen Kroll

February 17

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.