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.

Marketing

5 lessons for financial advisors on how to become 'finfluencers'

Social media offers a pool of potential clients to advisory firms, but most planners struggle to connect with younger audiences.

By Elijah Nicholson-Messmer
Data Reporter

April 9
Wealth management

Merrill's investment head wants to extend alts markets to clients across wealth spectrum

As the head of the investment solutions group at Merrill and Bank of America Private Bank, Nancy Fahmy ensures the firm's advisors have access to investments they recommend to investors.

By Dan Shaw
Reporter

April 8
Real finfluencers

Like, share, invest: The rise of social media's finfluencers — and what it means for advisors

Finfluencers — "financial influencers" — get a bad rap, but there's no arguing that they're changing how younger generations learn about personal finance.

By Elijah Nicholson-Messmer
Data Reporter

April 8
Politics and policy

We've been here before: Advisors share lessons from past financial crises

Veterans of the dot-com bubble of the late '90s, the early 2000s recession, the 2008 financial crisis and COVID-19 shutdown of 2020 say the more things change, the more things stay the same.

By Rob Burgess
Reporter

April 7
Tax

Clients aren't likely to face estate taxes. But they still need a plan

Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.

By Tobias Salinger
Chief Correspondent

April 4
Behavioral finance

Advisors navigate a political divide in client outlooks

As Donald Trump's policies rattle the economy, partisan identities are driving investors toward very different outlooks on the stock market.

By Elijah Nicholson-Messmer
Data Reporter

April 4
Investment strategies

The case for shifting opportunity zone tax credits to the 'Heartland'

The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.

By Tobias Salinger
Chief Correspondent

April 3

Resources

The latest Financial Planning research and discussion:

Advisor strategies
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
Web Seminar Unlock your potential: Monetize and maintain your independence

Did you know you can monetize, simplify and preserve your legacy, all while bridging to the next generation? Most will wonder "what's the catch?"

Sponsor Content from LPL Financial

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.