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 income

Kitces: What happens when the paychecks stop for retirees?

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

By Michael Kitces
Head of Planning Strategy

December 17
Wealth Think Understanding the pitfalls of wirehouse succession plans

Some advisors have been hunting for a better personal retirement strategy.

December 15

Frank LaRosa

Elite Consulting Partners
Wealth Think 10 steps for managers to raise assets

The more efficient firms can be in their marketing and sales activities, the more effective they will be.

December 14

Sandra Powers Murphy

Noble ARK Ventures
Client relations

Hint: Holiday cards are great referral tools. Here's what advisors sent clients

Sometimes little things have the biggest impact.

By Amanda Schiavo
Associate Editor

December 14
Recruiting

$185M Baird advisor drawn to HD Vest for tech, tax planning

Evan Guido is looking to partner more closely with CPAs.

By Andrew Welsch
Former Managing Editor

December 13
High net worth

12 cities where homebuyers have a purchasing power advantage

These areas have slower home price appreciation and more favorable mortgage rate and wage conditions.

By Elina Tarkazikis
Reporter

December 13
Wealth Think Prank call? Nope, it's a surprise SEC audit

When faced with a regulatory challenge, advisors can’t be afraid to question authorities.

December 12

Sherry Delaney

New Market Wealth Management

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.