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

Are You Getting Client Goals Wrong?

Using insights from behavioral finance, advisors can better help clients answer the question: What do you really want your money to do?

By Andrew Welsch
Former Managing Editor

April 30
Practice management

The Retirement Plan that Never Happened: Retirement Scan

Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit.

April 30
Bank channel

Apple Watch Financial Apps: Too Soon?

One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.

By Dan Butcher

April 29
Practice management

Social Security: Stronger Than Most Advisors Realize

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

By Dave Lindorff
Contributing Writer

April 29
Practice management

What Business Owners Need From Advisors

Asking the right questions early on, especially when a client runs a business, can avoid headaches down the road, says James Bergeron of Nuveen Investments.

By Andrew Welsch
Former Managing Editor

April 29
Client strategies

Financial Advice Through the Lens of Freakonomics

Clients often confuse risk with uncertainty -- and other insights from author Stephen Dubner.

By Scott Wenger

April 29
Wealth Think Your Clients Deserve a Second Opinion

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

April 29

Melissa Joy

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.