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.

Social Security

Want to maximize benefits? Try Social Security software

These programs can help advisers cut through the confusion to help clients.

By John F. Wasik

December 21
Cyber security

Defend client data from cybercrime

With cybercrime an increasing threat to small financial firms, it’s important to have a comprehensive defensive program in place.

By Kimberly Foss
Senior wealth advisor

December 21
Advisors on the move

Mega breakaways: Largest teams to go indie in 2016

The biggest advisers to go it alone this year managed over $13 billion in client assets.

By Michelle Zhou
Editorial Intern

December 20
RIAs

Why advisers must alter fee structures — or risk falling behind

Margins are down and expenses are up, Fidelity's new benchmarking study finds. Pricing models need to be re-visited.

By Ann Marsh

December 20
Social Security

Dispelling Social Security fears and myths

Without reform, benefits may be reduced, just when they become increasingly important for younger people.

By Daniel Kern and Renée Kwok

December 20
Client relations

The ultimate holiday gift guide for clients

Whether clients are naughty or nice, the season provides a great opportunity to show them how much their business is appreciated.

By Editorial Staff

December 19
Client strategies

Social Security: Tell clients to take a deep breath

Advisers should consider possible policy changes in planning discussions.

By Miriam Rozen
staff reporter

December 19

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.