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.

Client strategies

How to better optimize Medicare, Medigap and Social Security

Help clients avoid costly mistakes when enrolling in these essential programs.

By Bruce W. Fraser
Financial Writer

December 16
Social Security

Help clients manage the looming Social Security increase

A 7.3% hike warrants attention, and advisers can help ease the transition.

By Nicole Newlin
President

December 16
Social Security

In defense of drawing Social Security benefits early

Though it is a contrarian idea, opting to get the money sooner will net the most value.

By Bobby Feldman
Managing Director and Partner

December 16
Retirement planning

Working abroad can cause thorny Social Security issues

Ask the right questions because rules differ by country and employee classification.

By Paul Hechinger
Contributing writer

December 15
RIAs

How Aspiriant is planning 100 years ahead

CEO Rob Francais wants advisers to envision $1 trillion in AUM.

By Ann Marsh

December 15
Wealth Think How to pick a partner on the road to independence

Four important things to bear in mind if you are considering joining a network of independent RIAs.

December 15

Chris Dupuy

Focus Independence
Social Security

Help clients avoid disaster when naming financial surrogates

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

By Martin M. Shenkman

December 15

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.