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

Helping Your Client Create A Legacy

A three-part plan that enables advisors to go beyond basic financial planning.

April 1
Wealth Think Keeping Your Pipeline Full

Marketing expert Marie Swift says advisors need to be proactive and creative to keep their reservoirs of new business from drying up.

March 28

Marie Swift

Impact Communications
RIAs

Veritable Seeks Corporate Succession Plan Via Affiliated Managers Deal

The founder of Veritable, the countrys third-largest RIA, says his firms new partnership with wealth management giant Affiliated Managers Group is part of a broader effort to build a business that can last for generations.

By Ann Marsh

March 23
Wealth Think Three Things Financial Advisors Can Do To Avoid an Extended Dry Spell

Marketing expert Marie Swift says keeping your client pipeline full is both an art and a science. Here are some three things advisors should be doing now to prevent a dry spell.

March 19

Marie Swift

Impact Communications
Sales and marketing

An American Century Exec Takes to FiPath

Investment education company FiPath has hired Michael Turgeon as managing director of Advisor Services. His primary responsibility will be launching enterprise sales and marketing initiatives for the companys marketing tool for financial advisors, FiPath for Advisors.

March 14
Wealth Think How Advisors Can Be More Creative, Intuitive and Articulate

Marketing expert Marie Swift offers up some tips for advisors looking to restore their creativity, intuition and communications skills.

March 13

Marie Swift

Impact Communications
Wealth Think Choosing the Right Niches Can Produce Big Results for Financial Advisors

Marketing expert Marie Swift says niche marketing cannot only help advisors attract significantly more business, but also provide richer opportunities for self-expression.

March 7

Marie Swift

Impact Communications

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.