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 To be a success in 2017, here's what advisers need to do

Use these strategies to combine a personal and high-tech approach to avoid falling behind the times.

December 27

Steve Scruton
Social Security

How to mitigate behavioral biases about Social Security

It turns out that these principles aren’t limited to investment strategies.

By Michelle Zhou
Editorial Intern

December 27
Uncover a little-known-strategy for divorced women

Advisers must understand the complexities of Social Security benefits available.

Sponsored by Nationwide
Client relations

Season's greetings: Holiday cards from advisors

Planners share what they've been sending clients, colleagues and peers.

By Editorial Staff

December 22
Social Security

Was a 5-month battle over back benefits worth it?

One client wishes he had known his options related to filing beforehand.

By Margarida Correia
Former associate editor

December 22
RIAs

When clients jump ship to an RIA competitor

RIAs are finding that the biggest competition for clients is right in their own backyard.

By Paul Hechinger
Contributing writer

December 22
High net worth

5 ways to move upmarket

Here are the moves advisers can make to serve larger, wealthier and more-profitable clients.

By John J. Bowen Jr.
CEO

December 22

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.