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 3 'Inbound Marketing' Tricks for Advisors

If traditional marketing is about going out and finding potential clients, inbound marketing is about creating ways for potential clients to find you.

September 24

Craig Faulkner

FMG Suite
Practice management

HNW Business Owners Wealthier, More Likely to Support Relatives Than Non-Business Owners

Business owners are often so busy with their work they put off personal financial planning and investment decision making.

By Margarida Correia
Former associate editor

September 20
Practice management

Lesson From a Failed Merger

Culture clash between merging firms can mean the end of even a well-planned deal.

By Miriam Rozen
staff reporter

September 19
Wealth Think 3 Lessons for Advisors From a Kid's Party

Think you might be bored at your kids' birthday party? Think again. Dave Grant shares three business lessons he learned at his son's recent party.

September 19

Dave Grant

Retirement Matters
Wealth Think Marketing Mistakes Advisors Must Avoid

As desktop publishing has become less and less expensive and more advisors are building brochures to advertise their practices, marketing organizations are encouraging teams to articulate their value proposition to the marketplace. Here are two glaring errors that advisors must avoid.

September 18

Ken Haman
Client strategies

Gen Xers Post Biggest Gap in Life Insurance Coverage

Although average Gen Xers say they want life insurance policies worth more than $700,000, they purchase only $260,000 in coverage.

By Margarida Correia
Former associate editor

September 16
Practice management

Attracting Younger Generation Clients

With the transfer of wealth from baby boomers to the younger generations already underway, financial advisors need to adjust or risk getting left behind.

By Lorie Konish
Former managing editor

September 16

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.