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.

Wealth Think You're Not Ready to Buy Another Practice. Here's Why.

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

March 13

Jason Card
Practice management

Wealthy Investors on the Rise

The U.S. has a record 10.1 million millionaire households, a Spectrem Group study shows.

By Andrew Shilling
Manager, Editorial Operations

March 11
Workplace management

Kitces: Wrong Way to Cut Client Taxes

Some strategies aimed at reducing a client's FICA tax burden could actually sabotage future Social Security earnings. Here's what advisors must understand.

By Michael Kitces
Head of Planning Strategy

March 10
Client strategies

Investments and Insurance Help Bank and Client

Banks can "dot the i's" by focusing on investments and insurance for their customers.

By Lee Conrad
Former senior editor

March 9
Practice management

What Advisors Need to Know About Their Older Clients

Older clients will have a harder time grasping new ideas, but they also will be more certain and confident in their decisions.

By Lee Conrad
Former senior editor

March 6
Practice management

Don't Ignore Young Clients -- They'll Soon Be Millionaires

The emerging affluent may end up with more assets than their older (and wealthier) counterparts.

By Andrew Pavia

March 5
Wealth Think Targeting Female Clients? Read This First

The challenges women face -- earning less and living longer on average than their male counterparts -- greatly affect how they invest and what they're looking for in a planner.

March 5

Craig Faulkner

FMG Suite

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.