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.

Retirement

A checklist for advisors assisting federal employees

For clients facing an unexpected federal job loss, here's five tangible ways financial advisors can provide guidance.

By Rob Burgess
Reporter

March 25
Artificial intelligence

Ask an advisor: What AI tools are financial advisors using right now?

With the technology landscape changing frequently, we asked advisors about the AI tools they're using today and what they're getting from them.

By Brian Wallheimer
Editor-in-chief

March 25
Retirement

Coping with brutal Efficiency: How advisors are helping federal workers

Anger, frustration and uncertainty have reigned as clients who previously felt secure in their positions are suddenly dealing with having everything called into question.

By Rob Burgess
Reporter

March 24
Retirement

Retirees don't mind living in expensive states. Should they?

Retirement savings can stretch further in some states than others, but retirees don't appear to care much about that fact, data shows.

By Elijah Nicholson-Messmer
Data Reporter

March 24
Retirement

Women face unique retirement challenges — but advisors can help

Financial advisors need to educate themselves on the unique financial issues facing women as they age if they want to better advise their clients, experts say.

By Elijah Nicholson-Messmer
Data Reporter

March 21
Tax

Client coaching, CPA referrals can ease tax season stress

Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.

By Tobias Salinger
Chief Correspondent

March 21
Investment strategies

How advisors can use ABLE accounts for disabled clients

These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.

By Rob Burgess
Reporter

March 20

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.