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.

Financial planning

6 Smart Takeaways From Women Advisors Forum

Wealth, widowhood, retirement strategies and practice management tips were all in focus in at the Women Advisors Forum in Chicago in October. Here are a few of the smartest things we heard in Chicago.

November 12
Wealth Think Making the Case for Social Media in Your Firm

Firms need technology resources and budget allocation if they want to create a social media program for their advisors.

November 11

Lauren Boyman

Morgan Stanley Smith Barney
Wealth Think 3 Ways to Boost Your Social Media Strategy

Social media marketing is a key component in an effective inbound marketing strategy, but its important to capture the right voice on your social media sites.

November 11

Craig Faulkner

FMG Suite
Wealth Think Help Clients Ask the Right Questions

What are the unique questions your target market should be asking themselves? Because of almost universal access to information, if the clients fully understood their problem or their questions they would have little need for an advisor.

November 7

Steve Wershing
Wealth Think Is Mass Affluent the New Black?

The segment may be ready to equal or even surpass its high-net-worth peers in appeal to the financial planning industry.

November 4

Stacey Haefele
Bank channel

Think Short-Term, Plan Long-Term

Markets are pretty efficient in the long-term but can be wildly inefficient in the short-term. And the short-term is where advisors can provide value to clients.

November 1
Practice management

Fee-Only Makes Advisors More 'Leisurely'

Wells Fargo President and CEO Danny Ludeman discusses the challenges of marketing and winning new business.

November 1

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.