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.

Practice management

Five Questions with Tim Steffen

The director of financial planning at R.W. Baird, Tim Steffen, discusses the upcoming elections, what changes to the fiscal landscape are possible, and how advisors should steer clients through the uncertainties and tax issues.

October 1
Sales and marketing

Creating a Fee-Based, High-Level Advice Approach Clients Will Demand

How to sell a high-priced tier of service to clients and describe how that service is different and more valuable, like front-row seats at an event.

October 1
Sales and marketing

Using the Election to Spur Clients to Prepare for the Future

One of the keys to engaging clients is addressing topics that are relevant and emotional in order to bridge to longer-term planning concerns, such as the presidential election.

October 1
Compliance

Editor's Letter: Shifting Demographics Open New Markets

A run-down of the stories in this issue, including how shifting demographics can open new markets; the special needs of gay and lesbian couples; a look at dividend stocks; and Merrill Lynch's deferred compensation settlement.

October 1
Estate planning

Same-Sex Couples: The Emerging Client Niche

Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.

October 1
Succession planning

Financial Planning for Everyone, Regardless of Income

A surprisingly simple business model could deliver financial advice to a much broader segment of the American population.

October 1
Sales and marketing

Elite Advisors' Best Practices: What Makes for a Successful Planner

Developing a vision and a plan for your business takes focus, collaboration and consistency. And it's how the best performers enhance their success.

October 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.