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 Hurricane Harvey twist: Advisor flees storm, clients offer aid

Evacuating floodwaters with his pregnant wife, two children and a “very angry cat,” an advisor gets a personal reminder that the people he serves are a lot more than just names and numbers.

August 29

Jonathan Swanburg

Tri-Star Advisors
Social Security benefits

Kitces: Early retirement’s hidden cost

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

By Michael Kitces
Head of Planning Strategy

August 29
Disaster recovery

IRS offers tax help for Hurricane Harvey victims

The agency will allow some Texas residents to file certain individual and business tax returns and make some tax payments as late as Jan. 31.

By Jeff Stimpson
Freelance writer

August 28
Recruiting

$600M Merrill team leaves for Dynasty-affiliated RIA

The independent firm was founded by two former Merrill Lynch advisors in 2012.

By Andrew Welsch
Former Managing Editor

August 28
Retirement education

How HSAs are reshaping retirement

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

By Charles Paikert
Senior Editor

August 28
Wealth Think Editor's View: The name game

The most difficult challenge for a new firm? For some, it’s not location or even hiring.

August 28

Chelsea Emery
Wealth Think Hurricane Harvey: Advice on tax planning, rebuilding costs

The cleanup goes on long after the storm has passed. Here’s how financial planners can provide advice for one of clients’ most expensive traumas.

August 28

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.