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.

Client strategies

Smooth Talking: Gaining Referrals Through Persuasion

If your goal is to win new clients and influence bank trust officers, then you have to learn how to talk the talk-first lesson, be sincere.

November 1
Client strategies

Understanding Pain and Pleasure to Win More Clients

Your clients may not fully understand their motivationsbut as an advisor, you need to delve further into their psyches.

November 1
Client strategies

Clients' Faculties vs. Your Fiduciary Duty

Advisors have to walk a tightrope when retired clients show signs of dementia. How do you follow your clients' wishes and also do what's best for them when those two things begin to diverge?

November 1
Sales and marketing

Boost Your Medicare Expertise

What every advisor should know about government insurance to better serve clients.

November 1
Practice management

Back Office Headaches: Inefficiencies Delay Account Opening

Inefficiencies in account opening irk advisors and potential clients alike.

November 1
Investment insights

Five Questions with Don Blandin

The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.

November 1
Practice management

Credit Suisse Plans to Expand its Americas Business

Anthony DeChellis, Credit Suisse's CEO of Private Banking Americas, has big plans for hiring and expanding assets.

November 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.