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.

Social media

Should advisors care about medium?

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Ted Jenkin

April 12
Social media

Social media key to gaining and maintaining clients

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Andrew Welsch
Former Managing Editor

April 11
Social media

Advisors: who's viewed your linkedin profile?

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Caitlin Zucal

April 10
Social media

Starting social at your firm? avoid these mistakes

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Joanna Belbey

April 9
Digital marketing

5 linkedin essentials for advisors

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Ted Jenkin

April 8
Practice management

Big IRA Shift: Gen Y Picks Roths

Younger investors have eight times more money in Roth IRAs than traditional IRAs, according to one recent report.

By Andrew Pavia

April 7
Digital marketing

Advisors: how to generate leads with social media

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Ted Jenkin

April 7

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.