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.

Will Alexa help blind clients with their accounts?

Voice assistants offer convenience, but they pose their own concerns. Impaired clients say existing wealth management websites need to become more accessible, too.

Sponsored by TD Ameritrade National LINC
Wealth Think How and why diversity will grow your firm

Increasing diversity on your team can engender a greater feeling of inclusion among your client base and broaden your pool of prospects.

March 8

Nina O'Neal

Archer Investment Management
Tax planning

At tax time, residency does not equal domicile

It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?

By Jeffrey Levine
Director of Advanced Planning

March 7
Compensation

Wells Fargo juices retirement payout, adds non-solicit

The bonus aims to help the firm cope with the industry’s aging demographics, executives say.

By Andrew Welsch
Former Managing Editor

March 6
Invest Insights

Client tech demand is no longer up for debate: Q&A with In|Vest speaker, Accenture’s Kendra Thompson

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

By Sean Allocca
Former Associate Editor

March 6
Tax planning

When advisors have to break bad tax news

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

By Ingrid Case

March 6
High net worth

Millennial women are feminists, except when it comes to money

Fifty-nine percent of women age 20 to 34 defer investing and financial planning to spouses, according to a new survey.

March 6

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.