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

Younger Millennials More Cautious Than Older Peers

Younger millennials carry half the debt of their older peers.

By Margarida Correia
Former associate editor

January 3
Practice management

Battling the Prejudice Against Youthful Advisors

Clients are wary of working with young advisors. Here's how to win them over.

By Joe Markland
CEO

January 1
Client strategies

How to Attract and Retain High Net Worth Clients

Here's what it takes to find and keep high net worth clients.

January 1
Sales and marketing

New Way to Understand Portfolio Performance

A revised chart helps explain returns and highlights the greatest challenges for diversified investors.

January 1
Bank channel

Wealth Management Strategy for 2014 and Beyond

Many top bank executives still struggle to articulate the value proposition of their wealth programs and why it's better than that of their competitors. The new year brings into focus the importance of creating and sustaining a strong wealth management business.

January 1
Career planning

Lessons from the NFL on Fostering Client Relationships

Clarity on why you do what you do will help you connect to your clients and prospects -- and maybe even yourself.

January 1
Practice management

Elder Care Options: Help Clients Get Help

When a client's loved one needs extra care, financial planners need to be equipped to answer questions and help families find the right resources.

By Jessica Ness

December 26

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.