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

Marketing ETFs to Bank Clients

Exchange-traded funds are the ultimate better mousetrap. But despite all the benefits they offer, there are some risks as well, partly because institutional investors have rushed in. Are they right for your clients?

August 1
Sales and marketing

Taking Your Office Paperless

Many reasons exist for going paperless, including saving time and reducing clutter.

August 1
Practice management

New Kids on the Block: Under 30 Financial Planners

The ranks of the under-30 generation of planners are swelling - and they're ready to make an impact.

By Elizabeth Galentine
Former editor-in-chief

August 1
Wealth Think Keeping In Front Of Clients, Prospects

Marketing expert Marie Swifts says creative events help savvy financial advisors build top-of-mind awareness and relationships that last.

July 30

Marie Swift

Impact Communications
Wealth Think Fans Are Great, But Advisors Need Timely, Informed Referrals

Steve Wershing, "The Referral Doctor," says if advisors want to get referrals, its more important to have people remember what kind of service and performance you delivered than to simply have a collection of fans.

July 26

Steve Wershing
Practice management

Beverly Hills Wealth Management Hires Marketing Director

Beverly Hills Wealth Management, a wealth management firm serving high-net-worth individuals, families and businesses, announced the hiring of a new marketing director and the launch of its new Public Agency Financial Advisory division.

By Kylie Hennagin

July 17
Practice management

FPA, FiPath Offer Online Marketing Tools For Advisors

The FPA and FiPath for Advisors announced a strategic partnership that will allow FPA members to access a variety of online marketing and educational tools.

By Larry Barrett

July 16

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.