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 Talking to Clients Suffering From High Anxiety

One planner sends an email saying: Stocks periodically go on sale because people panic.

January 20

Kimberly Foss

Mercer Advisors
Client relations

2 Ways to Build Client Loyalty — And Generate Referrals

An engaged client is a devoted client. Following these steps can create lasting bonds and provide a foundation for sustainable growth.

By John J. Bowen Jr.
CEO

January 20
Social media

20 Minutes on LinkedIn, $1M in New Business?

LinkedIn is networking on steroids. Don’t believe it? More than 60% of advisors who used LinkedIn appropriately snagged new clients, according to a study.

By Bruce W. Fraser
Financial Writer

January 19
Client relations

When Goals-Setting Gets Personal, Referrals May Follow

By deepening relationships with clients, a goals-based approach can lead to more business.

By Paul Hechinger
Contributing writer

January 18
Referrals

Something Extra Can Delight Clients

Going the extra mile in client service can help attract quality referrals.

By Donald Jay Korn

January 17
Referrals

Play Quarterback to Win the Referral Game

Organizing meetings with a client’s other advisors can impress outsiders and spark more business.

By Donald Jay Korn

January 15
Client relations

Make the Right Friends, Nab the Best Clients

Advisors must find smart ways to establish relationships with centers of influence.

By David R. Lee

January 15

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.