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.

Retirement scan

The best retirement plan for self-employed clients

Which is better? An SEP plan or solo 401(k)?

By Graison Dangor
Former associate editor

July 9
ETFs

If dividends are the focus, 3 European ETFs to consider

For clients’ portfolios that need international diversity, these funds focus on the region.

By Joseph Lisanti
Contributing Writer

July 9
Healthcare costs

Fighting cancer's 'financial aftershocks'

With their pro bono efforts, advisors have helped clients manage thousands in debt, plan for future health care costs and even offered healthy recipes.

By Graison Dangor
Former associate editor

July 9
Advisors on the move

14 teams, $45B in AUM: Top recruits of 2019

These firms scored big with advisors managing $1 billion or more.

By Paola Peralta and Bernadette Berdychowski

July 9
Retirement scan

Daily life in retirement is less costly than clients think

But health care is probably more expensive.

By Graison Dangor
Former associate editor

July 8
Wealth Think An inconvenient truth: RIAs are salespeople, too

Most clients don’t give a hoot about fiduciary and best interest standards.

July 8

Mark Elzweig

Mark Elzweig Co.
Wealth Think Helping clients through the health care maze

Guiding them through the fine print of narrow networks, deductibles and copays could become a key differentiator.

July 8

Carolyn McClanahan

Life Planning Partners

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.