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 management

Why behavioral finance is top of mind with wealth managers

Three specialists, including Prof. Meir Statman, a leading scholar, take a deep dive into the field's applicability to financial advisors.

By Lynnley Browning
Managing Editor

September 19
Retirement

Retirement apps and websites get poor marks from customers

Today's consumers expect a user-friendly experience from almost every app or website. But there's one area where they're not getting it: retirement.

By Nathan Place
National Reporter

September 16
Wealth management

Prenups focused on debt are winning favor with advisors. Here's why

The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.

By Ingrid Case

September 15
Retirement

The disability dilemma: How to use retirement tools for a special needs child

Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.

By Nathan Place
National Reporter

September 14
Wealth management

How financial advisors can create a more inclusive future for the industry

In a panel at the Future Proof Conference, Renée Baker, Kamila Elliott and Tyrone Ross explained how wealth management can disrupt its legacy of exclusion.

By Tobias Salinger
Chief Correspondent

September 13
Wealth management

From journaling to exercise, here's how advisor self-care is good for business

Two panels on the second day of the Future Proof Conference made the business case for wellness in a stressful profession.

By Tobias Salinger
Chief Correspondent

September 12
Fintech

From Frankenstein's monster to Mona Lisa: Tech stacks at Future Proof's conference

The first fintech talk of Future Proof 2022 was all about how to take "cobbled together" to finesse.

By Justin L. Mack
Former Wealthtech Reporter

September 12

Resources

The latest Financial Planning research and discussion:

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
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

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.