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 stages of coping with bad tech

It’s hard to fight inertia. Very hard.

May 29

Eddie Sempek

Orion Advisor Services
Wealth Think An insider look at the SEC’s cyber exam

Here are questions the agency has been asking.

May 29

Wes Stillman

RightSize Solutions
High net worth

From hockey to home buying: Advisor takes on NHL players' planning needs

Chris Moynes manages the finances — and lifestyles — of 75 hockey players, 10% of the NHL's active roster.

May 29
Succession planning

Wells Fargo ‘irresponsible’: Dimon blasts rival on lack of CEO plan

The JPMorgan chief executive said he couldn't understand why Wells Fargo could have CEO Tim Sloan step down without a successor ready to go.

By Kevin Wack
Banking Editor

May 28
Wealth Think Diversified and low cost? I finally found the formula

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

May 28

Dave Grant

Retirement Matters
Tax planning

Steer clients clear of lump-sum distribution errors

A lump-sum distribution for net unrealized appreciation on employer stock can slash a tax bill in half, but there’s plenty of fine print.

By Ed Slott
Founder

May 28
Wealth Think How my firm nips client breakups in the bud

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

May 27

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.