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 relations

What would you do with just 1 client?

Technology is providing opportunity for advisors willing to think outside the box.

By Sean Allocca
Former Associate Editor

November 1
Retirement scan

5 excuses clients give about retirement savings

They’ve been waiting for things to get better — but they haven't.

By Jessica Mathews
Associate Editor

November 1
Digital marketing

Has asset growth overshadowed this industry weakness? Q&A with In|Vest speaker, WisdomTree's Brad Shepard

The asset manager's head of advisor Innovation is concerned that market performance has hid weak customer growth across the advice industry.

By Suleman Din
Technology Editor

October 31
RIAs

Schwab: The No. 1 investment in core holdings, and growing

Advisors are planning to increase ETFs as a primary option, the firm finds. Plus, “the most exciting numbers in the survey.”

By Charles Paikert
Senior Editor

October 31
Advisor strategies

Looking for better client communication? Shut off your phone

Studies have shown an I.Q. can drop 10 to 12 points while attending to electronic messages, an expert says.

By Sean Allocca
Former Associate Editor

October 31
Retirement scan

Don't let your clients get spooked by retirement spending

Advise them to review and adjust their budget and consider getting a side hustle, a study suggests.

By Jessica Mathews
Associate Editor

October 31
Election 2018

Why advisors make good candidates

Professional development and service to the community are major benefits of breaking into politics, current and former candidates say.

By Tobias Salinger
Chief Correspondent

October 30

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.