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.

Here’s why hiring a market expert is a smart move

Honing in on ideal clients and increased AUM could be the payoff.

Sponsored by Edward Jones
Here’s how to increase AUM amid a market drop

Advisers should have a crash communication strategy ready to execute.

Sponsored by Edward Jones
Here’s how to increase AUM amid a market drop

Advisers should have a crash communication strategy ready to execute.

Sponsored by Edward Jones
Real estate investments

1031 exchanges increasingly attractive as real estate prices climb

Section 1031 of the IRS Code may seem arcane, but using it can be highly beneficial to certain clients.

By Miriam Rozen
staff reporter

April 24
Practice management

Building awareness and credibility by becoming a thought leader

Writing articles for media outlets is one way to stand out in a competitive marketplace.

By Katie Kuehner-Hebert

April 21
Municipal bond funds

Foreign buyers snapping up U.S. muni bonds, but risks exist for clients

Non-U.S. purchases of municipal bonds are up 32% from 2014. But not everyone is impressed.

By Joseph Lisanti
Contributing Writer

April 21
Wealth Think Why it pays to ask clients: ‘How’m I doin’?’

Some of the industry’s top advisers use satisfaction surveys to keep and grow their bases.

April 21

Ed Friedman

Dynasty Financial 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.