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.

Wealth Think How a personal crisis transformed what I ask clients

When it comes to planning, hitting financial goals is only part of the story.

November 21

Dave Grant

Retirement Matters
Wealth Think How educating clients can benefit a practice

In addition to investment strategies, there's another lever advisors can pull for better outcomes.

November 21

Samantha Azzarello

J.P. Morgan Asset Management
FP magazine

Why aren't more clients using Roth IRAs?

It’s the Roth’s 20th birthday. Where is everyone?

By Ed Slott
Founder

November 20
RIAs

Why clients give advisors cookies but not referrals

Too many advisors self-sabotage their referral process.

By Charles Paikert
Senior Editor

November 17
Wealth Think How to navigate client portals

How do advisors navigate all the client portals?

November 17

Larry Shumbres

Totum Risk
Wealth Think Look for ways to introduce simplicity to clients

The great value in simplicity is that the client can personally identify with the investment approach.

November 17

Mike Kaiser

Samara Capital
Asset managers

Venezuelan default divides investors: News Scan

Some fund managers specializing in distressed debt smell an opportunity.

By James Thorne
Contributor

November 17

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.