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.

IRAs

5 quirky IRA rules you never heard of

Military families can use one of these provisions to seriously cut their tax burden. Plus, can clients make an IRA contribution on behalf of a deceased person?

By Ed Slott
Founder

October 23
Client communications

Wild ways advisors win over clients

From barbecue sauce to jumping out of planes, planners share their strategies of bonding with investors.

By Amanda Schiavo
Associate Editor

October 22
Housing markets

12 markets where housing price growth is cooling

Here's a look at the cities where both home purchase prices and monthly rents are starting to ease.

By Austin Kilgore
Editor in Chief

October 22
Wealth Think Vanguard doesn't get a free pass on this one

The firm charges a very low fee but then steers customers to — can you guess? — its own funds.

October 22

Bob Veres

Financial Planning
Wealth Think The best way to win these clients? Eat a cheeseburger

You cannot fake it. You cannot read a book about it. You need to dine at the franchises to best understand this niche market.

October 22

Brad Griswold

Corbenic Partners
Holistic financial planning

In time of ‘crisis,’ George Kinder has a solution

The life planning innovator hopes to spark hundreds of conversations aimed at building an ideal civilization.

By Tobias Salinger
Chief Correspondent

October 19
Wealth Think Are you an 'innovator,' a 'laggard' or somewhere in between?

Clients surprised me when I asked for their opinions about the planning tool. Plus, how to find out if you're an "innovator" or a "laggard."

October 19

Carolyn McClanahan

Life Planning Partners

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.