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

Facing Retirement Wave, Firms Get Serious About Training New Advisors

With the advisor population aging and looking to retire, more wealth management firms are stepping up their efforts to recruit and train a new generation of advisors.

By Andrew Welsch
Former Managing Editor

February 23
Career planning

Hunting for Clients? Start Linking In

LinkedIn will not solve all of a financial advisor's marketing challenges, but it provides another arrow in his or her quiver.

February 23
Practice management

Week's Best Quotes: 'If You Do No Wrong, Don't Be Bullied'

From regulators on making improvements to the arbitration and expungement process to managers on why some of the most successful bank advisors are not relying on walk-in traffic, here are the most notable quotes from the past week's stories.

February 21
Practice management

Exec Shuffle Deepens Bench at Cambridge

Cambridge's Amy Webber says promotion is next step in complex internal succession plan.

By Ann Marsh

February 20
Wealth Think Succession Planning: Are You Being Negligent?

Without viable succession plans, wealth managers are at risk of slowly drifting off into oblivion -- willing partners in their own firms' demise. It's negligent behavior, and anything but benign.

February 20

Yvonne Kanner

Fiduciary Network
Wealth Think Public Speaking Tips for Financial Advisors

To find qualified prospects, get out and speak at local organizations. Here's how to get started.

February 19

Kris Miller
Practice management

Planning Events to Win New Clients

A well-planned event can help you reach high-level prospectshere's how to turn them into clients.

February 19

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.