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.

Bank channel

How Advisors Are Helping Small Businesses See the Big Picture

When advising small business owners, it helps to have the same passion and entrepreneurial skills as they do.

April 1
Retirement planning

Talking to Small Business Owners in Transition

When speaking with small business owners, be prepared with specialized knowledge, willingness to coordinate, and the ability to handle emotions.

April 1
Sales and marketing

The Grand Slam Referral System

Keep new leads coming in by branding yourself as a transition specialist.

April 1
Client strategies

Facilitating Family Meetings

Getting clients together as a family unit not only helps build wealth, but also cohesiveness.

April 1
Alternative investments

New Rules for Art Collections

Do your clients have plans in place to protect their valuable treasures from the elements?

April 1
Succession planning

Passing the Baton to Next-Gen Advisors

When it comes to handing off your firm, make sure you communicate clearly with your next-gen advisors.

April 1
Succession planning

Recruiting & Hiring Gen Y Advisors

Younger planners have their own priorities. If you're investing in their professional development, consider these ideas to ensure they will stick around.

By Elizabeth Galentine
Former editor-in-chief

April 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.