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.

Independent BDs

Secret sauce for asset retention: An internal trust officer

This in-house position helps one firm attract larger clients and build contractual relationships with descendants.

By Ann Marsh

August 23
Social Security

No COLA, no worries: Wage increases keep Social Security growing

By educating themselves and clients about these possibilities, advisers can diffuse some retirement planning worries.

By Paul Norr
Certified financial planner

August 22
Recruiting

Reel in and hold on: Keeping young talent

It begins with recognizing that this is a critical investment for succession planning and cultivating the next generation of clients.

By Keith Button Archive

August 22
Financial planning

How one advisor helped an Olympian make the most of his winnings

Planners need to understand the needs and goals of athletes, and parlay those insights into a plan.

By Elizabeth McCourt
President

August 19
Client communications

Speechless: When a client's comment stuns her adviser

"I have a terminal illness." "My daughter is in rehab." How planners can respond to disturbing comments or questions.

By Carolyn McClanahan
Director of Planning

August 18
Retirement planning

Oops: Advisers reveal their biggest mistakes

Miscalculations, assumptions, planners missing the point — find out how it all can go awry, and what can be learned after the dust settles.

By Ingrid Case

August 17
RIAs

RIA sellers guide: Who's buying, and what they want

Breaking down the benefits and red flags of the industry's leading acquirers.

By Charles Paikert
Senior Editor

August 17

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.