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

Do your clients believe these investing proverbs?

Superstitions with catchy phrases persist.

By Graison Dangor
Former associate editor

June 24
Retirement scan

How to help clients free up cash for their 401(k)s

Target-date funds can help risk-averse young clients ease into investing.

By Graison Dangor
Former associate editor

June 21
Growth strategies

Kitces: Why your next 100 clients aren't as profitable as the first

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

By Michael Kitces
Head of Planning Strategy

June 21
High net worth

Wealth managers fight over $18T held by the poorest of the rich

They have begun eyeing clients with $1 million and less.

June 21
High net worth

Personal wealth nearly stopped growing in 2018

It increased at the slowest pace in five years, according to a new report.

June 21
Retirement scan

Millennial clients: stop ‘saving’ for retirement

Target-date funds can help risk-averse young clients ease into investing.

By Graison Dangor
Former associate editor

June 21
CFPs

Credential confusion: Mistaken for a CPA

Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.

By Graison Dangor
Former associate editor

June 20

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.