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.

Advisor strategies

Advisors poke fun at industry with T-shirt side hustle

“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.

By Amanda Schiavo
Associate Editor

August 21
Retirement planning

Where should clients retire?

Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.

By Sean Allocca
Former Associate Editor

August 21
Wealth Think How an advisor's new goatee sparked client engagement

Miguel Sosa has found that LinkedIn videos help him reach his global client base.

August 20

Miguel Sosa

Premia Global Advisors
Wealth Think My 'beautiful' letter to the SEC I wish I could rewrite

Here's what I've realized since I penned my original missive to the commission.

August 17

Bob Veres

Financial Planning
Retirement readiness

'Tax Reform 2.0' could be a boon for retirement savers

Thought we were done with the tax overhaul? Think again.

August 16
M&A

Ladenburg aims to help advisors navigate red-hot M&A market

The IBD network is following its rivals in launching a centralized program on succession planning and acquisitions.

By Tobias Salinger
Chief Correspondent

August 16
Wealth Think Building an app for your practice? Here's a guide for that

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

August 15

Mike Capelle

United Capital

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.