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.

Referrals

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
Wealth Think Gifting Assets? 4 Questions to Help Clients Decide

While gifting can have important benefits, not every client will be in favor of it, no matter how many good reasons exist.

May 27

Tracy Craig
Practice management

Big Problem for Billionaire Clients: Who Gets the Family Business?

The ranks of the ultrawealthy are graying, and many are trying to figure out what their legacy will be.

By Andrew Welsch
Former Managing Editor

May 26
Referrals

Elder financial abuse: regulators' red flags

Regulators will be paying close attention to whether advisors properly safeguard the interests of elderly clients. Here's what to watch for.

By Miriam Rozen
staff reporter

May 26
Referrals

Who are the perpetrators of elder financial abuse?

The time for advisors to discuss cognitive impairment is when clients are still healthy.

By Kenneth Corbin
Contributing Writer

May 22
Referrals

How to talk to clients about cognitive decline

The time for advisors to discuss cognitive impairment is when clients are still healthy.

By Paul Hechinger
Contributing writer

May 22
Referrals

Protecting elderly clients when family can't be trusted

Assisting the elderly in resisting financial abusers is often challenging because the perpetrators may be the clients' own relatives.

By Paul Hechinger
Contributing writer

May 22

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.