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.

Referrals

Getting Clients to Spontaneously Sing Your Praises

How to get them to offer unsolicited praise in a social setting.

By Rajini Kodialam

January 11
CPAs

Working with Accountants Can Lead to Referrals

Playing nicely with CPAs can help advisors land new clients.

By Philip Lazzari

January 10
Referrals

Soft Sell: Asking for Referrals in Client Communications

Don’t be too ‘salesy,’ but rather highlight advice and expertise.

By Katie Kuehner-Hebert

January 8
Client relations

Educating Clients About Referrals

Some advisors set up expectations during the onboarding process.

By Katie Kuehner-Hebert

January 7
Practice management

Succession: Look to the Bank for Potential Trainees

Veteran bank advisors are being lured away by big brokerages and finding new talent to take their place is challenging.

By Dave Lindorff
Contributing Writer

January 6
Client relations

5 Ways Losing Income Can Help Advisors Gain Business

Those who truly put clients first may sometimes advocate strategies that cut their own incomes.

By Jonathan Clements

January 6
Referrals

Establish a Niche Inside a Niche

In order to gain the most referrals, it is no longer enough to just cultivate a niche.

By Dave Grant
Founder and planner

January 5

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.