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

Your Clients, at Risk

Seniors are increasingly vulnerable to financial abuse. Advisors have a growing role to play in helping stop it.

By Rachel F. Elson
Former Editor-in-Chief

July 1
Practice management

Red Flags: How to Spot Elder Abuse

Advisors with older clients should watch for these signs that a client may be in trouble.

By Rita G. Dew

July 1
Practice management

37 Smart Ways to Upgrade Your Practice

Steal these ideas: Here are some of smartest tips and tricks you may have missed.

By Andrew Shilling
Manager, Editorial Operations

June 30
Wealth Think Smart Tax and Estate Planning Tips for LGBT Couples

There are myriad financial and estate planning issues that must be re-evaluated to ensure tax efficiency and wealth transfer continuity. Here's what advisors should consider.

June 30

Scott Grenier
Wealth Think Marriage Equality Arrives, But Planning Challenges Remain for LGBT Clients

A landmark Supreme Court ruling ironed out many but not all of the wrinkles in the legal landscape for gay clients.

June 29

Joshua T. Hatfield Charles
Practice management

How Bank Advisors Can Compete Against Robos

We're a long way from building strong, interpersonal relationships with computers (the movie "Her" notwithstanding), which gives banks an advantage.

By Patrick Temple-West

June 29
Wealth Think Gay Marriage Ruling: 5 Estate Planning Steps for Clients

The landmark Supreme Court decision means same-sex spouses are now entitled to equal protection under the laws of every state, but it's still vital to plan proactively, writes attorney Matthew T. McClintock.

June 26

Matthew McClintock

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.