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

Cross-training critical to protect older clients

Instruction should focus on the specific needs of the elderly, including how to spot and deal with cognitive decline or financial abuse.

By Paul Hechinger
Contributing writer

May 22
Practice management

Wealthy & Stressed Out Clients? How $1.3B Advisor Helps

Several of Steve Janachowski's clients are wealthy professionals with high incomes, but a lot of retirement uncertainty.

By Kathy Kristof
Contributing Writer

May 22
Practice management

House OKs New Planning Initiatives That Could Stem Military Suicides

Enhanced programs will likely include financial planners. The initiative follows earlier legislation prompted by a Financial Planning investigation.

By Ann Marsh

May 21
Consulting

Potential risk to client portfolios? their elderly parents

Advisors have an opportunity to play a pivotal role if they help clients crunch realistic numbers about their future financial obligations for elderly parents.

By Miriam Rozen
staff reporter

May 21
Referrals

Elder abuse losses: gone for good

Experts cite challenges in building and prosecuting cases involving elder financial abuse, suggesting advisors need policies and procedures to spot and report issues as they arise.

By Kenneth Corbin
Contributing Writer

May 20
Financial planning

Best-Performing REIT Funds

Top equity market investments in real estate over the past five years.

May 19
Wealth Think Grow Your Business: 6 Ways to Step Out of Your Comfort Zone

As we step into the second quarter of this year, think about stepping out of your comfort zone to boost your business. Here are six suggestions to help you do that.

May 19

John D. Anderson

SEI Advisor Network

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.