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.

Financial planning

Reverse Mortgage Lenders Are Upbeat About 2016 And Planners Are Paying Attention

The reverse mortgage industry is optimistic after recent reforms to the Home Equity Conversion Mortgage by the FHA and newfound respect from financial planners.

January 15
Investment insights

Are You Capitalizing on Volatility for Your Clients?

A study of liquid alt funds finds that most of them do not significantly reduce portfolios volatility.

By Jeff Tjornehoj

January 15
Wealth Think Commentary: How to Increase Your Business In 2016

Rick Rummage tells advisors to use their planning skills for their careers as well as their clients' financial futures.

January 13

Rick Rummage

Rummage Group
Referrals

Rejected: Turning Your Back on a Potential Client

Not every referral will turn into a worthwhile client, so savvy screening makes sense.

By Donald Jay Korn

January 13
Invest Insights

Snapchat Robo Advisor? No, Were Not Joking.

Just when you thought all you had to worry about was Betterment.

By Suleman Din
Technology Editor

January 13
Client communications

Get Out of the Office: Smartest Ways to Network

Advisors can benefit only if they actually interact and then follow up.

By Katie Kuehner-Hebert

January 12
Practice management

Social Security Clinic: Remind Clients to Claim Spousal Benefits

A widow unaware she could claim spousal benefits before claiming her own dramatically increases her retirement income, thanks to guidance from her advisor.

By Margarida Correia
Former associate editor

January 11

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.