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 Marketing Tip: No Boring Client Stories

Case studies can be a great way to communicate the reasons a client should work with you -- as long as they want to read all the way to the end.

October 2

Steve Wershing
Bank channel

Community Bank Investment Programs Hit High-Water Mark

"Our latest report finds that first-half community bank investment program revenues are the best they've been in seven years," said Michael Anderson of Securities America.

October 1
Practice management

Determining a Client's Real Risk Tolerance

What you don't know about your client's risk tolerance can hurt you both.

October 1
Sales and marketing

A Social Media Presence May Enhance Business

Now that advisors are (finally) allowed to use it, social media is finding its place in the marketing arsenal.

October 1
Compliance

Our Legal Expert Defines Client Complaints

Do you know when a customer complaint is reportable?

By Alan J. Foxman
Managing Director

October 1
Sales and marketing

Editor's Note: How Advisors Build Knowledge

As we honor our Influencer Award winners, consider the varied skills essential to being an industry leader.

October 1
Wealth Think Best of September: Changes Since the Crisis, LTC Insurance Pitfalls

As Septmber draws to a close, we've gathered together the most popular stories of the month. Don't miss the top five.

September 30

Samantha Allen

Financial Planning

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.