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 5 tips for millennial advisors

How should young advisors attract clients and build their business? Here are some tips from advisors of all ages.

November 25

Jon Lagerstedt
Client acquisition

The Case for an Inside-Out Growth Strategy

Build strong relationships with contacts, and give them an easy way to make referrals.

By Justin Wisz

November 23
Independent BDs

Advisor Headcounts Rise After Years of Decline

The total number of advisors across the industry rose 1.1% in 2014, according to a report from Cerulli Associates. But the research firm warns they may fall again in years to come.

By Paul Hechinger
Contributing writer

November 23
Practice management

4 Traits to Help You Make the BIC Top 50

We'll soon unveil our ranking of top bank advisors. In the meantime, one of our regular contributors outlines the characteristics needed to excel in the channel.

By Rick Rummage
Founder and CEO

November 19
Wealth Think A Fresh Approach to Training Future Planners

CFP Board and TD Ameritrade make the case for a new center to attract and develop a 21st century workforce.

November 18

Kevin Keller

CFP Board
Practice management

Clients' Succession Planning Woes: It's not Just Business

Advisors can assist their aging clients having a hard time keeping a family-run business in the family.

By Andrew Welsch
Former Managing Editor

November 17
Wealth Think Making the Most of Your CRM System

You need to be collecting all of your client interactions in one centralized place. Only by integrating them with your CRM will you have an efficient singular view into your client relationship. But where do you start?

November 16

Mike Capelle

United Capital

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.