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 8 Ideas for Better Client Events

Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas.

May 12

Marie Swift

Impact Communications
Wealth Think What to Do When the Client Is Wrong

Investors often give their advisors the wrong objectives for a portfolio. Here's how to steer them in the right direction.

May 12

Timothy F. McCarthy
Wealth Think 7 Rules for Serving Female Clients

From slower sales cycles to different long-term care needs, female clients often need a different planning approach.

May 8

Christine Tang
Practice management

Former Wirehouse Manager Wants to Help Advisors Go Independent

Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors.

By Andrew Welsch
Former Managing Editor

May 6
Practice management

How to Help Retirees Stick to Spending Plan

A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.

By Samantha Allen
Former digital managing editor

May 6
Practice management

Who Are the Best Buyers for RIA Firms?

'If the goal is to maximize value, selling to an external buyer is always better,' says Pershing's Mark Tibergien. 'If the goal is based on commitments to clients and associates, selling internally is better.'

By Charles Paikert
Senior Editor

May 5
Independent BDs

Why Soldiers Need Financial Help

Ex-commanders take new jobs as load-pushing 'advisors.' No wonder service members get victimized.

By Jason Hull

May 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.