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

Is This the Gateway to Millennial Clients Finally?

Mark Avallone, founder of Potomac Wealth Advisors, says insurance products are good for young clients.

By Kathy Kristof
Contributing Writer

December 1
Practice management

Advisors: Harness the Power of the Swap

Planners should know about swap powers to help clients realize their tax and asset-protection benefits.

By Martin M. Shenkman

December 1
Practice management

Failure Happens, but Advisors Shouldnt Quit

Every advisor must confront rejection. But there are some upsides to falling down.

By Glenn G. Kautt
Vice chairman

December 1
Practice management

When Goals-Setting Gets Personal

How a deeper understanding of your clients and what's important to them can lead to increased client retention and referrals.

By Paul Hechinger
Contributing writer

November 30
Practice management

Planning Clients' Goals In the Face of Volatility

Jittery markets this year proved the value of goals-based planning for advisors using new technologies and strategies to provide the service their clients want, say executives at wealth management firms.

By Paul Hechinger
Contributing writer

November 30
Practice management

Smart Ways to Bring in 2nd Generation Clients

Seven effective ways to convince the adult children of clients to become clients themselves.

By Miriam Rozen
staff reporter

November 27
Wealth Think Own It: How Advisors Turn Gaffes Into Good Fortune

Even the most conscientious practitioners make mistakes but how you deal with them can help set you apart from the crowd, says M.D.-turned-CFP Carolyn McClanahan.

November 25

Carolyn McClanahan

Life Planning Partners

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.