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.

Wealth Think How Advisors Can Develop a Good Positioning Statement

Marketing expert Marie Swift says creating perceptions in the listeners mind is an important marketing aspect for financial advisors. A good elevator speech is a succinct way to tell your story and distinguish you from others. It's also a way to qualify potential clients and to generate referrals, with an oft-overlooked bonus: confidence.

December 5

Marie Swift

Impact Communications
Wealth Think Niche Marketing Strategies for Financial Advisors

Marketing professionals are quick to suggest that the best way to find success as a financial advisor is niche marketing. Marketing expert Marie Swift delves into exactly what niche marketing is and why advisors should care.

November 28

Marie Swift

Impact Communications
Wealth Think Two Must-Have Pieces in the Smart Advisors Marketing Toolkit

Marketing expert Marie Swift says the end of the year is a perfect time to review everything in an advisors marketing toolkit. This week, she talks about the importance and value of the power bio and the core issues article.

November 21

Marie Swift

Impact Communications
Practice management

Advisors Want Marketing Information Digitally, Online

Financial advisors are increasingly interested in hearing from asset managers marketing teams in a digital format, accessible via the Web, according to Kasinas latest FA Vision report, created in conjunction with Horsesmouth.

November 16
Wealth Think A Financial Advisors Toolkit for Creating the 'Wow' Factor

Marketing expert Marie Swift says its time for bloggers, tweeps, LinkedIn and Facebook addicts to take a timeout and realize that while building a positive online presence is important, its also crucial for financial advisors to think about their overall business image.

November 14

Marie Swift

Impact Communications
Practice management

Marketing Advisory Services to Nonprofits, Foundations

Many of the nearly 1.6 million nonprofits and charities in the country are in need of advisory services. With assets growing at 8.5%, this group represents a healthy market for advisors looking to grow their client base, according to Gary Price, managing principal at Fund Evaluation Group.

By Ann Marsh

November 4
Wealth Think Marketing Ideas From -- And For -- Smart Financial Advisors

Marketing expert Marie Swift says the Marketing Ideas, Rapid Fire session at the recent Garrett Planning Network annual retreat yielded a bunch of winning marketing ideas for financial advisors. Which ones can you or your firm implement right now?

November 1

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.