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.

Portfolio management

Funds that can neutralize clients’ conservative tendencies

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

By Donald Jay Korn

September 29
Wealth Think Why more advisers are choosing the RIA route

This group of planners can thank the Department of Labor for the new business.

September 28

Mark Elzweig

Mark Elzweig Co.
Why more advisors are choosing the RIA route

This group of planners can thank the Department of Labor for the new business.

Sponsored by LPL Financial
Tax planning

Improving real returns: Deep dive tax planning

Investment alpha is tough given “crazy valuations” in stocks and low bond yields, making strategies based on minimizing taxes essential.

By Carolyn McClanahan
Director of Planning

September 28
Client retention

A radical idea for gifting

No more golf balls: Business-building giveaways that clients really want.

By John J. Bowen Jr.
CEO

September 27
Compensation

Kitces: Can becoming a CFP boost income?

These certificants are multiplying — and so is their revenue.

By Michael Kitces
Head of Planning Strategy

September 26
Portfolio diversity

Finding the courage to rebalance

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

By Craig L. Israelsen
Executive-in-Residence

September 26

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.