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.

How to Recruit Your Junior Advisor

Senior advisors say they've discovered they can be the best recruiters for landing a younger partner, and one who might one day inherit their business.

Sponsored by Quest Diagnostics
Practice management

The pro bono advisor

This exceptional woman is helping other women transition to better, more financially stable lives.

By Ingrid Case

August 3
Practice management

Coach Clients on More Than Just Finances

This newly formed $500M RIA specializes in professional athletes and the corporate elite.

By Kathy Kristof
Contributing Writer

July 30
Practice management

Portfolio Losers: How to Help Clients Who Won't Let Go

Clients often resist their advisors when it comes to selling losers in their portfolios especially when it means a larger tax bill. Here's how to loosen their grip.

By Jen A. Miller

July 30
Practice management

Teach Clients the Way They Learn Best

If our goal is to motivate our clients to engage in financial planning, we need to find the best way to facilitate their learning.

By Kimberly Foss
Senior wealth advisor

July 30
Wealth Think Doctors Need to Check Their Own Financial Health

It's important to educate doctors before they start receiving large paychecks so they can make informed financial decisions as their incomes climb. Here's how one firm has tackled this issue.

July 29

Evan Welch
Practice management

Fidelity Boosts Video Offerings for Advisors

To help improve their online presence, Fidelity announced two new offerings for advisors.

By Rajashree Chakravarty

July 28

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.