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.

Practice management

How to Hire the Next Generation

If you want a better talent pipeline, you should get closer to the institutions minting new CFPs. See how several firms are doing it.

By Ingrid Case

November 3
Practice management

3 Strategies: Connect Better With Clients & Staff

Use these exercises to strengthen your interactions with your team and with valued clients.

By John J. Bowen Jr.
CEO

November 3
Practice management

How One Firm Scaled Up to $1.3 Billion

Larry Elkin offers specialized estate and tax expertise for wealthy clients. Now his firm handles $1.3 billion in assets, spread across fewer than 200 families.

By Kathy Kristof
Contributing Writer

November 3
Client strategies

A Leader Among Clients

Mary Mack is not only president of Wells Fargo Advisors, shes a client too. In an exclusive interview with On Wall Street, Mack talks about what its like being a Wells Fargo client, the direction of her firm and the changing landscape for advisors.

By Suleman Din
Technology Editor

November 3
Philanthropy

Will congress extend ira donation rule?

An extension in the tax break for qualified charitable distributions may come too late for hesitant donors.

By Donald Jay Korn

October 31
Client strategies

What Ultra-Wealthy Clients Really Need

Deutsche Asset & Wealth Management spells out its plans to serve wealthy clients with complex needs and demands.

By Andrew Welsch
Former Managing Editor

October 30
Practice management

7 Management Secrets From Successful Advisors

Top wealth managers share how they set strategic priorities, keep initiatives on track and get staff engaged in the process.

October 30

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.