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 The Myths About Men and Money

There are plenty of myths about women and money and it's important to bust these myths wide open. But people also have misconceptions about men and money. Here are just a few.

August 6

Kathleen Burns Kingsbury

Principal, KBK Wealth Connection & Author, Creating Wealth from the Inside Out Workbook
Wealth Think Getting Referrals for Your Niche

Do other planners or professional colleagues know your ideal client profile? You may be missing out on business if they dont know who to refer to you, says new solo advisor Dave Grant.

August 5

Dave Grant

Retirement Matters
Wealth Think Sound Off: Do Advisors Chase Performance?

After a study found 53% of advisors intended to boost their allocation to U.S. equities, Denver-area CFP James Osborne took to Twitter to respond.

August 1

Financial Planning
Wealth Think Set Expectations To Win More Business

Setting realistic expectations for clients up-front is crucial to the relationship and can help you bring in new business.

August 1

Rick Rummage

Rummage Group
Practice management

More Men Than Women Trust Female Planners, Poll Finds

A new poll indicates that more men than women may be willing to hire women as their financial planners.

By Ann Marsh

August 1
Practice management

Understanding Needs of Multi-Cultural Clients

Your clients come from a host of different cultures, whether you realize it or not. What are you missing?

August 1
Client strategies

Winning Over Clients with Events

Here's how to host an event that builds client business and referralswithout all the awkwardness

August 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.