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.

Sales and marketing

Lead with Your Strengths

Improve your practice by drilling down on your innate skills.

March 1
Practice management

Why Aren't More Advisors Succession Planning?

Each firms succession plan and transition will be unique, but whether its an internal transition, merging and staying involved or selling and moving on, not enough advisors are planning for it.

By Samantha Allen
Former digital managing editor

February 28
Practice management

Advisors Growing (But Dont Know Why)

Advisors expect revenue growth this year, according to an SEI poll, and 53% expect increases of more than 15%. However, only 15% said they have a growth plan that they follow and monitor.

By Donald Jay Korn

February 18
Practice management

Gen X, Gen Y Not Focused on Retirement Saving

Less than half of Gen X consumers (46%) selected retirement as their top reason for saving, with vacation and travel the top choice for 38% of this demographic group.

By Margarida Correia
Former associate editor

February 1
Client strategies

How to Attract New Business

You have a minute to explain to a busy prosepective client why your firm deserves the business.

February 1
Client strategies

Guiding a Client's Moral Legacy

An ethical will can ensure the positive impact of your client's life on future generations.

February 1
Retirement planning

Making Clients' Businesses Your Business

Firms are partnering with their advisors to help mid-market business owner clients retire.

February 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.