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 The Baffling Union of Financial Engines and the Mutual Fund Store

Opinion: Contributor Allan S. Roth is more than a bit concerned that this marriage of a low- and high-fee provider will not be good for investors.

November 13

Allan S. Roth

Wealth Logic
Succession planning

Why Advisory Firms Need an Employee Ownership Plan

Its the most important thing you can do for your business, the single greatest value driver, said Rick Schwartz, managing director for business consulting at Schwab Advisory Services.

By Charles Paikert
Senior Editor

November 11
Client acquisition

Spending More Time with New Clients Can Pay Off

Securing their loyalties early on can win advisors customers for life and help them gain referrals.

By John J. Bowen Jr.
CEO

November 11
Wealth Think Perfect Timing: When Clients Should Sell Their Business

This year may be the best time for business-owning clients approaching retirement age to sell.

November 10

Deborah L. Douglas
Practice management

Dont Die at Your Desk: The Best New Approaches for Planning Succession

Owners of advisory firms dont realize theres a new school approach to succession planning, David Grau Jr., president and CEO of Succession Resource Group.

By Charles Paikert
Senior Editor

November 3
Client strategies

Why Advisors Will Likely Clamor Soon for Cheaper Annuities

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

By John F. Wasik

November 2
Client strategies

Investing Should Be Painful

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

By Allan S. Roth
Founder

November 2

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.