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.

Practice management

Broaching the Touchy Topic of Pay

To attract and keep successful clients, advisors need to be transparent about fees. Heres how one advisor navigates those touchy conversations.

By Gene McManus

February 2
Client strategies

When Currency Hedging Pays Off

Whether an advisor should steer clients into currency-hedged international funds is a very close call. Heres how to make it.

By Allan S. Roth
Founder

February 1
Practice management

Friendly Fire: When Family Cant be Trusted

When clients begin to decline, advisors should be cautious about family members who might exploit them.

By William Atkinson

February 1
Practice management

Numbers Shouldnt Lie: Keep Trustworthy Data

Clients know that profits dont always point up all the time. Dont try and fool them.

By Geoff Frazier

February 1
Client acquisition

Mining Client Data to Find Referral Gems

Analyze existing information to avoid sending a “please tell your friends about me” email.

By Lowell Putnam
Co-Founder and CEO

January 29
Client acquisition

Stop Putting Clients On the Spot About Referrals

An idea from an unexpected source –Rolls Royce–could make it easy for clients to help you.

By Ed Friedman
Director of Strategic Relationships

January 29
Fiduciary Rule

How to explain fiduciary duty to clients

Telling clients what it means to be a fiduciary is vital, but it shouldnt come across canned and wordy.

By Kimberly Foss
Senior wealth advisor

January 29

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.