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

Revitalize Your Succession Plan

A new book by advisors for advisors sheds light on transition issues facing firm principals and their successors.

By Eric Hehman, Jay Hummel and Tim Kochis

October 20
Practice management

Making Sense of Robo Tools for Advisors

To help decide if robo technology is right for you, understand the various capabilities that it can provide and the experience your clients will receive.

By Deborah Fox
CEO

October 13
Wealth Think Are You Tending to Your Firm?

Heres how RIAs can plan, cultivate and grow the next generation of talent.

October 12

Rajini Kodialam
Client strategies

Let Big Banks Chase 'Millennials,' Just Focus on Good Customers

Avoid viewing millennials as a monolithic group. Consider parsing them into subgroups such as affluent, homebuyers, entrepreneurs and savers. The smarter move may be removing the age bracket blinders entirely.

October 9
Practice management

Advisors: Will Your Clients End Up on Medicaid?

Destitution can strike anyonerich, poor and in betweeneven if they have the basics of an estate plan in place.

By Margarida Correia
Former associate editor

October 7
Client strategies

CFP Meets MTV: Advisor Produces Hip Hop-Inspired Marketing Video

Planner Brittney Castro takes an unorthodox route to prospecting young clients and if you don't like it, she's like, you know, cool with that.

By Maddy Perkins
Managing Editor, Editorial Operations

October 7
Client strategies

Bridging the Currency Hedging Gap

Currency-hedged ETFs give advisors lacking experience in this area an option.

By Joseph Lisanti
Contributing Writer

October 1

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.