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.

Purchasing power

Clients are losing purchasing power in these 12 cities

Clients, particularly those who are nearing retirement, might be drawn to these 12 cities, but the combination of housing costs, local wages and other market forces is making home purchasing power disappear.

By Austin Kilgore
Editor in Chief

October 25
Philanthropy

Should I … Develop a niche practice?

"Know your audience" is more than a mantra, it's key for planners looking to specialize.

By Ingrid Case

October 25
Wealth Think So your clients want to be philanthropists ...

Five ways to build a successful charitable planning practice.

October 24

John J. Bowen Jr.

CEG Worldwide
Wealth Think Is it time to rethink your firm's compensation structure?

Here is how to determine which incentives and pay rewards should be offered.

October 24

Kelli Cruz

Cruz Consulting Group
Wealth Think As with the Borg, resistance to robos is also futile

Financial planners need to embrace robo advising technology to "live long and prosper."

October 24

Kimberly Foss

Mercer Advisors
Estate planning

What clients don’t know about their estates could cost them

The federal exemption does not cancel out key planning matters affecting everyone at death.

By Tobias Salinger
Chief Correspondent

October 24
Wealth Think Tax relief for victims of natural disasters

Clients could save significant money when they need it most.

October 23

Robert Trinz

Thomson Reuters Checkpoint

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.