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.

Succession planning

Editor's Note: Comp, Redefined

More emphasis on incentive pay, bonus pools and flexibility as firms scramble to lure and keep talent.

March 1
Client strategies

Persuade Clients to Do the Right Thing

Advisors can use powerful behavioral tools to help clients improve their own financial well-being.

March 1
High net worth

Asset protection: are your HNW clients covered?

High-net-worth clients have more assets exposed to various claims so advisors should make certain liability insurance is far-reaching and asset titling decisions recognize creditor protection concerns.

By Donald Jay Korn

February 28
Practice management

Merrill Lynch Appointment Puts Spotlight on Advisor Training

Merrill Lynch Wealth Management is putting the spotlight on advisor training with its appointment of Racquel Oden as head of new advisor development.

By Andrew Welsch
Former Managing Editor

February 27
ETFs

5 Best- and Worst-Performing ETFs

ETFs are still gaining market share, but of course they aren't all having a stellar year so far. Here are the five best- and worst-performing ETFs so far this year based on data from Morningstar.

February 27
Family offices

Smart Way to Connect With Clients' Heirs

Schwan Financial Group's Prepared Heirs program helps advisors connect with second-generation clients.

By Andrew Coen

February 24
Financial planning

3 Smarter Ways to Use LinkedIn

A digital presence is now mere table stakes. What you really need is a way to upgrade your social media strategy. Start with these tips.

February 23

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.