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

How to Grow Your Practice

Many advisors will say they grow via referrals. Fine, but how often do you really get a big referral? In the meantime, here are some other ways to grow your practice.

May 1
Sales and marketing

Differentiate Yourself in a Crowded Advisor Market

Standing out is tough when the crowd is so large-so here are some ways to make yourself unique, build your "brand" and outpace the competition

By Paul A. Werlin
President

May 1
Sales and marketing

Wealth Firms Need to Sharpen Their Consumer Focus

John Thiel of Merrill Lynch points to Apple's innovative marketing

May 1
Sales and marketing

The Reactivation Plan

Here's how to turn inactive clients into productive ones.

May 1
Wealth Think Essential Tips to Help Advisors Protect Their 'Webutation'

It has always been important for advisors to build and manage their brand. But the proliferation and popularity of social media makes minding your online reputation more essential than ever.

April 23

Marie Swift

Impact Communications
Wealth Think Using Credibility Marketing to Enhance Your Reputation and Build Buzz

Marketing expert Marie Swift says establishing and continually increasing credibility is essential for todays financial advisors. Here are some tips to help build your reputation and increase your buzz factor.

April 9

Marie Swift

Impact Communications
Practice management

LPL Uses Psychology in New Tech Tool for Marketing to Women

The independent broker-dealer is betting that grouping women by life events, not their ages, is the better way to reach them.

By Donna M. Mitchell
Editor

April 3

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.