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

Everybody Get Together: Fixing Advisor Conferences

To lure advisors away from their desks for a few days, conferences need to offer more than they do now. Here are a few ideas to deliver a lot more value.

February 1
Sales and marketing

Retirement Advisor Confidence Index: Rosier Outlook

Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.

February 1
Bank channel

Straight To Video To Reach Clients

Dan Dillard launched a video effort thats on the verge of reaching thousands of clients beyond his book of business. Heres the second part of his story.

By Dave Lindorff
Contributing Writer

January 29
Bank channel

Worth a Thousand Words: Using Video To Help Clients

Advisor Dan Dillard launched a video effort thats on the verge of reaching thousands of clients beyond his book of business. Heres part-1 of his story.

By Dave Lindorff
Contributing Writer

January 29
Wealth Think Sounding Off: Working With Female Clients

Share your thoughts on engaging women clients. Is it different?

January 28

Samantha Allen

Financial Planning
Practice management

First Major Industry Conference of 2013 Draws Record Attendance

The AICPAs Advanced Personal Financial Planning Conference, held last week in Las Vegas, drew a record 1,100 attendees this year, a big jump from 820 in 2012.

By Deborah Fox
CEO

January 23
Practice management

Keep Clients Focused on the Big Financial Picture

If you want to keep them on track, forget nitty-gritty details and focus on these six major themes.

By Jonathan Clements

January 18

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.