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 5 pivots for advisors to keep women at the table

Women control trillions globally yet remain underserved by financial advisors. Avoid these common missteps to build trust that lasts.

March 24

Adrienne Penta

SCS Financial
Politics and policy

Oil spike drives client calls, tests advisors' messaging discipline

Oil-driven volatility is fueling client anxiety, but advisors say steady messaging helps keep clients invested.

By Rob Burgess
Reporter

March 23
Investment strategies

How advisors can help women clients build confidence

Women often feel talked down to when it comes to financial matters. Advisors with experience serving women clients say the industry has a lot of work to do to change this.

By Rob Burgess
Reporter

March 20
Industry News

Indie firms are winning the advisor race. Here's how other firms can catch up

The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.

By Tobias Salinger
Chief Correspondent

March 19
Industry News

Edward Jones, SoFi lead JD Power investor satisfaction rankings

Considered a report card on client satisfaction across both advised and DIY customers, the latest JD Power survey points to the growing power of technology to capture new business.

By Tobias Salinger
Chief Correspondent

March 18
Wealth Think Advisors are in the AI 'apology phase.' Why that won't last

Authenticity and judgment will emerge as differentiators for financial advisors as AI tools reduce the cost of early-stage analysis.

March 18

Mike Wilson

Hamachi.ai
Wealth management

Financial advisor pay is 'one of the most powerful strategic levers' for RIAs

A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.

By Tobias Salinger
Chief Correspondent

March 17

Resources

The latest Financial Planning research and discussion:

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.