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.

Client communications

4 advisor strategies for vacationing without clients

Looking forward to not answering client phone calls? Here's how to make it happen.

By Amanda Chen
Reporter

July 3
Retirement

Why Black clients save less for retirement, and how advisors can fix it

Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study. Advisors point to a mix of historic and systemic barriers that make the gap hard to close.

By Elijah Nicholson-Messmer
Data Reporter

July 2
Estate planning

How advisors can reduce estate planning conflicts in 4 steps

Lack of communication can breed conflict, but offering an outside perspective can smooth over family conflicts.

By Rob Burgess
Reporter

July 1
Professional development

Should financial advisors be dually registered or RIA-only?

The momentum is clearly accelerating behind registered investment advisory firms, but every individual team's choice requires careful consideration.

By Tobias Salinger
Chief Correspondent

July 1
Investment strategies

Munis for social change don't have to leave returns on the table

Impact investment through municipal bonds is generally perceived as risky. But it doesn't have to be that way.

By Amanda Chen
Reporter

June 30
Estate planning

Financial advisors can better serve LGBTQ clients. Here's how

To best serve LGBTQ clients, financial advisors must understand their unique needs and challenges, from diverse household structures and retirement plans to the correct use of pronouns.

By Elijah Nicholson-Messmer
Data Reporter

June 27
Retirement

How financial advisors can rein in overzealous retiree spending

Some retirees have saved all their lives and want to live a little. Or a lot.

By Amanda Chen
Reporter

June 27

Resources

The latest Financial Planning research and discussion:

Advisor strategies
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
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

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.