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.

Sales and marketing

For Millions, Mobile Banking Now Trumps Going to a Branch, Study Finds

Banks that dont offer a compelling mobile experience run the risk of losing customers to a crop of mobile-first startups offering low fees, broad ATM networks and a wide array of advanced features.

By Phyllis Furman

June 3
Client strategies

From the Editor: Investors Repeating Same Mistakes

Despite the explosion of data and the ability to look up almost anything instantly, investors are inexplicably adept at buying high and selling low.

By Lee Conrad
Former senior editor

June 1
Client relations

Are you a weak link in protecting older clients?

"Advisors that know their clients can smell when something's up," says regulatory and compliance consultant Daniel Bernstein.

By Kenneth Corbin
Contributing Writer

May 29
Practice management

What Advisors Are Missing About Rich Clients

Only one-third of wealthy clients say their advisors are talking with them about planning for longevity risk, according to a new U.S. Trust study.

By Andrew Welsch
Former Managing Editor

May 28
Referrals

With elderly clients, advisors must involve heirs

Discussions about cognitive impairment and end-of-life issues might be difficult, but they need to happen, and could yield an upside for the advisor's practice.

By Kenneth Corbin
Contributing Writer

May 28
Practice management

How Clients Can Avoid Common IRA Mistakes: Retirement Scan

Clients are advised to name a beneficiary and back-up beneficiary of their accounts, and designating a trust is a good option if there are children from a previous marriage; Plus, how to prepare for a long retirement.

May 27
Consulting

Help clients prepare for the loss of a spouse

Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.

By Miriam Rozen
staff reporter

May 27

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.