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 acquisition

Help clients cope with expected — or sudden — disability

It’s a "complicated octopus" to manage finances for clients who struggle with chronic health issues.

By Miriam Rozen
staff reporter

November 18
RIAs

Best new compensation plans for advisors

Three experts break down how to incentivize employees.

By Michelle Zhou
Editorial Intern

November 17
Holistic financial planning

Don't sidestep end-of-life issues with clients

It's the most important service an adviser can provide, experts say.

By Andrew Welsch
Former Managing Editor

November 17
Digital marketing

Getting social media to work for advisers

It's gotten a lot harder, but not impossible to cut through the digital noise and grab clients' attention, an expert says.

By Andrew Welsch
Former Managing Editor

November 16
Selfie

Client strategies from an ex-divorce litigator

What a divorce lawyer-turned-adviser can teach other planners about navigating difficult conversations.

By Traci Saxon
Financial Adviser

November 16
RIAs

Do away with minimum asset requirements

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

By Dave Lindorff
Contributing Writer

November 16
RIAs

Do away with minimum asset requirements

That prospect with $200,000 might have several friends with $750,000 in assets to refer.

By Dave Lindorff
Contributing Writer

November 16

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.