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.

Fintech

How Docupace stripped the stress out of a half million client transitions

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team

By Justin L. Mack
Former Wealthtech Reporter

June 30
Fintech

Crypto education for advisors gets boost in new Flourish, Ric Edelman deal

The educational partnership gives RIAs complimentary access to a DACFP intro course.

By Justin L. Mack
Former Wealthtech Reporter

June 30
Professional development

Sports and entertainment course focuses on problems of sudden wealth

A new SE-AWMA designation has added a ninth module or standalone class for professionals working with high net worth clients.

By Tobias Salinger
Chief Correspondent

June 30
Retirement

The 5 most revealing questions advisors can ask their clients

From childhood memories to "finish lines," advisors can learn a lot about how their clients think about money.

By Nathan Place
National Reporter

June 28
Tax

Talking about inflation raises prices. Here's how financial advisors can address the "I" word

“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.

By Lynnley Browning
Managing Editor

June 27
Wealth management

Prenups are rare. Here's why that's bad for wealth management

The legal agreements surface broad issues about saving and spending that are key to long-term financial health.

By Lynnley Browning
Managing Editor

June 23
Retirement

LGBTQ Americans are less prepared for and confident about retirement

A new study shows LGBTQ Americans are strikingly less ready for retirement than other groups, leaving them in need of help but not sure where to find it.

By Nathan Place
National Reporter

June 22

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.