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.

Mentoring

Is journaling the key to mentoring young planners?

Fledgling advisors can jumpstart their careers by unlocking the secrets of their individual "ways-of-being" through writing reflections with a mentor.

By Maddy Perkins
Managing Editor, Editorial Operations

May 8
Client strategies

Advisors fight insurers to pay long-term care benefits

Private insurers pay for less than 3% of care, according to the Department of Health and Human Services.

By Graison Dangor
Former associate editor

May 8
CRM systems

Salesforce says AI can pinpoint unhappy clients

The CRM giant is rolling out an analytics platform designed specifically for wealth advisors to help them track client behavior.

By Sean Allocca
Former Associate Editor

May 8
Retirement planning

Why retire? 10 reasons clients should keep working

Can’t stop, won’t stop. That’s the mantra of some boomers who have no interest in retirement.

By Ann Marsh

May 8
RIAs

Carson stakeholders top 200 as coaching client swaps equity

The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.

By Tobias Salinger
Chief Correspondent

May 8
Housing affordability

10 housing markets where clients' investments may go further

More house for less money: Homebuyers are pouring into regions that offer lower taxes and larger homes.

By Paul Centopani
Reporter

May 7
RIAs

Cerity Partners expands UHNW footprint

The rebranded RIA, formerly HPM Partners, makes its first acquisition since merging with Blue Prairie Group.

By Daniel Kuhn

May 7

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.