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 Why Planners Should Care About Pinterest

New article pins allow users to share more than just photos and advisors should pay attention.

February 19

Caitlin Zucal
Wealth Think Advisors: Reframe Retirement for Clients

Don't ask when clients want to stop working, instead ask what they want to do next, says one practice management expert.

February 14

Wayne Badorf
Financial planning

Week's Best Quotes: 'I'm Not Going to Tell Anyone I Changed My Disclosure'

From wirehouse CFPs talking about not telling clients they weren't really fee-only to industry researchers discussing the opportunities for advisors with LGBT planning expertise, here are the most notable quotes from the past week's stories.

February 14
Wealth Think Love & Marriage: 4 Rules for Client Prenups

A smoother prenup process can ease clients' embarrassment and protect their financial well-being.

February 13

Tracy Craig
Practice management

Advisors Are Keepers for Most Women Investors

A large majority of women say they would stay with their current advisor, even after the death of a spouse or partner, according to a new study from Russell Investments.

By Margarida Correia
Former associate editor

February 12
Wealth Think Fix Your Prospect Seminars

Are your prospecting events getting the results you want? Here are a few common mistakes that advisors seem to make.

February 12

John Stadtmueller
Wealth Think How to Craft a Better Client Experience

With Walt Disney's hyper-focus on the guest experience as inspiration, here are a few ways advisors can create an even better client experience.

February 6

Michael Palumbos

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.