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

Women Advisor Forum: Gearing Up for 2013

Many woman advisory firms are missing a big opportunity.

December 1
Sales and marketing

HOT TOPICS

TD Ameritrade Institutional's Aggressive Recruiting

December 1
Client strategies

Cash Is Not Trash: How to Maximize this Asset Class

Tempted to leave this asset class out of a portfolio? Don't be swayed.

December 1
Succession planning

Massive Wealth Transfer: Clients Rush Before Year's End

Advisors have been racing to finish what some say is an unprecedented transfer of wealth.

December 1
Client strategies

Up-and-Down Income: Clients Who Have Variable Income

When a client is a performer, athlete or anyone else with a variable income, a planner needs a special strategy.

December 1
Practice management

Franklin Templeton Launches New Hypothetical Tool

Franklin Templeton Investments announced a new tool for advisors to create hypothetical portfolio presentations for their clients.

By Samantha Allen
Former digital managing editor

November 20
Practice management

Advisor Impact, Focus Partners to Offer Engagement Coaching

Advisor Impact, a client feedback consulting firm, and Focus Partners, an advisor coaching firm, announced today they are joining forces to offer Advisor Impact clients coaching in addition to its Client Audit Program.

By Samantha Allen
Former digital managing editor

November 20

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.