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 The emerging 'Robo Embracer' client

Learn the key characteristics for the type of investors that find robo advice appealing.

December 14

Sean McDermott

Corporate Insight
Wealth Think Charitable giving and Trump tax changes

Have a meaningful conversation with clients about year-end strategies that factor in potential changes in taxation.

December 13

Sirma Tzoutzova

SVB Wealth Advisory
Social Security

5 big Social Security issues to think about in 2017

For starters, the full retirement age will increase for those born in 1955.

By Bruce W. Fraser
Financial Writer

December 9
Social Security is more like icing, not cake

Why clients should prioritize savings and not depend on benefits.

Sponsored by Nationwide
Taking a Social Security mulligan

Clients can withdraw claims and reapply at a future date, with some restrictions.

Sponsored by Nationwide
Technology

Tech Survey 2016: Which advisor tech delivers the best ROI?

Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.

By Joel Bruckenstein
Co-creator

December 8
Going independent

$260M UBS team goes indie with HighTower

The advisers are the first to obtain startup capital from the firm.

By Ralph Ortega
Former editor-in-chief

December 7

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.