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 planning

Longer lifespans are going to affect planning for young clients, too

A tougher job market and requirements to simultaneously care for children and elderly parents are just some burdens clients may face.

By Graison Dangor
Former associate editor

May 13
Wealth Think Breaking bad news to clients

How to create the best setting and address strong emotions for tough conversations. Also, what not to do.

May 13

Carolyn McClanahan

Life Planning Partners
Client strategies

Now is the best time to discuss long-term care with clients

Clients' references to being overwhelmed or dealing with a family member’s memory loss can serve as catalysts.

By Graison Dangor
Former associate editor

May 10
Recruiting

With niche HNW focus, Arkadios lures $2M team from ex-IBD

The five advisors with $180 million in AUM opted to bolt for the firm launched by a practice once affiliated with Triad Advisors.

By Daniel Kuhn

May 10
Client communications

A cure for advisor burnout

Fixing the results of job-related stress could mean working less or doing more work you enjoy.

By Ingrid Case

May 10
Retirement planning

FIRE: What advisors need to know

Clients who want to retire in their 30s or 40s will need a lot of hand-holding.

By Maddy Perkins
Managing Editor, Editorial Operations

May 10
Behavioral Health

Behavioral finance tricks to combat clients’ investing bias

Recessions, bubbles and bear markets can teach advisors about the general investing public they look to serve.

By Sean Allocca
Former Associate Editor

May 9

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.