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

Regulators Want to Know How You're Protecting Seniors

As waves of Americans reach retirement age while dementia and scams are on the rise, advisors need to implement training and reporting mechanisms to protect vulnerable clients.

By Kenneth Corbin
Contributing Writer

July 8
Practice management

Big CFP Board Win: Judge Throws Out Fee-Only Case

The Camardas' suit was prompted by boards disciplinary policies; experts call on judge to reveal his reasoning for the good of the planning profession.

By Ann Marsh

July 8
Wealth Think 3 Content Marketing Rules for Advisors

All the content you deploy should follow the prime objective of inbound marketing: Address the concerns of the potential client with valuable information. Here are some guidelines.

July 7

Craig Faulkner

FMG Suite
Wealth Think The Risks of Old Age: How to Better Prepare Elderly Clients

Comprehensive retirement planning needs to help aging clients prepare for the non-financial risks that they face, from broken hips to dementia.

July 6

Anne Tinyo
Practice management

Marketing Tip: How to Target Your Niche

Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates.

By Andrew Shilling
Manager, Editorial Operations

July 6
Wealth Think Crucial Website Fix for Advisors

Recent moves by Google to create high-quality searches for mobile devices mean advisors need to upgrade websites that haven't kept up with the latest technology.

July 2

Kellie Gibson
Practice management

Fraudsters Are Targeting Your Elderly Clients Fight Back

A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.

By Kenneth Corbin
Contributing Writer

July 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.