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.

College savings plans

College Costs Within Reach: How Clients Can Save Smartly

Remember, 529 plans aren't the only game in town. Here are some alternative solutions for clients to fund their kids' educations.

By Ingrid Case

September 21
Practice management

How - and Why - M&A Deals Are Getting Done Now

The primary buyers of advisory firms are RIAs, banks and roll-up companies.

By Charles Paikert
Senior Editor

September 18
RIAs

Health Care Consultants Turn to RIAs for Business

When looking for concierge healthcare and health insurance advice, financial advisors often find that support from specialized health consultants.

By Andrew Shilling
Manager, Editorial Operations

September 17
Wealth Think Patience Makes Perfect, Especially Dealing with Client Fears on Rates

Why advisor Kimberly Foss hopes the Fed does raise interest rates.

September 16

Kimberly Foss

Mercer Advisors
Wealth Think High Anxiety on Rates: Tell Clients to do Nothing, One Advisor Argues

Advisors should urge clients to think long term before and after the Fed announcement on rates, says Allan Roth.

September 16

Allan S. Roth

Wealth Logic
Practice management

Kitces: Giveaways Bring In Big Business

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

By Michael Kitces
Head of Planning Strategy

September 14
Wealth Think Tips for Getting to Know Clients

How to develop good interviewing skills at the onset of a client-advisor relationship.

September 10

John Nersesian

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.