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

CFP Board Launches Reality TV-Style Ad Campaign

CFP Board ads illustrate difficulties in hiring a legitimate planner; fails to address concerns about its own website.

By Ann Marsh

February 4
Practice management

Exclusive: After Strategic Differences, Top Exec Leaves Big RIA

A clash over future growth plans at Lenox Wealth Management led to the departure of the firm's 34-year-old president and COO Jay Hummel.

By Charles Paikert
Senior Editor

February 4
Financial planning

'Investing' in Art: Rules for Clients & Advisors

Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.

February 2
Compliance

Hedge Fund Ads on the Way

With hedge fund advertising on the way, the impact on the industry and advisors remains unknown.

February 1
Practice management

5 Great Ideas for Cool Client Events

Execution for prospecting events is critical, advisors heard during a session that included both tactical tips and specific ideas at the TD Ameritrade Institutional national conference.

By Rachel F. Elson
Former Editor-in-Chief

January 31
Client strategies

Millennials Present Opportunity & Challenge for Advisors

The financial crisis has had an enormous impact on millennials' attitudes towards investing, saving and success, presenting both opportunities and challenges for financial advisors.

By Andrew Welsch
Former Managing Editor

January 29
Practice management

Partnership Aims to Teach Advisors New Marketing Tricks

When it comes to teaching financial advisors new skills, two instructors may be better than one.

By Andrew Pavia

January 29

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.