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

5 Tips to Sharpen Your Web Presence

How do prospective clients view you online? One online branding expert offers advisors several action items during a T3 session.

By Andrew Pavia

February 13
Financial planning

Advisors Share: Best Client Icebreakers

Planners share their best tips for kick-starting the conversation with prospective clients.

February 12
Practice management

Are You Flexing Your Ethics 'Muscle'?

Advisors should reinforce habits that ensure ethical behavior to the point that they become second nature.

By Andrew Pavia

February 12
Practice management

Parties Clash Over Social Security Disability: Retirement Scan

President Obama has proposed payroll taxes be reshuffled so the portion that pays for the disability fund would be increased by nine-tenths of a percentage point, but Republican lawmakers want changes to address Social Security's overall financial health.

February 12
Wealth Think Advisors: Better Way to Write Your Bio

Your success as an advisor hinges on the relationships you build with clients. But before you can start, you must first appear to be someone with whom that is possible.

February 11

Kellie Gibson
Practice management

Longevity Planning: A Way to Fend Off Robos

To justify their higher cost, advisors need to go beyond a commoditized service. If you're merely providing asset allocation or portfolio rebalancing, you're in the danger zone.

By Margarida Correia
Former associate editor

February 11
Practice management

Maybe the Young Shouldn't Dive Into Stock: Retirement Scan

Investors in their 20s and 30s are advised to reduce their stock allocations since they are likely to change jobs and subsequently cash out a part of their accounts.

February 11

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.