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

Potent Tool: Cash Flow Management

This is one of the most difficult conversations that planners have with clients, and yet it can be the key to success, experts say.

By Ann Marsh

September 23
Practice management

Influence Clients' Behavior to Plan for Retirement

Clients' unwillingness to realistically plan for their financial future can pose a challenge to advisors. Here's how to guide clients to make more rational retirement decisions.

By Denise P. Federer

September 22
Practice management

Risk Tool Smackdown: FinaMetrica vs. Riskalyze

In which the author takes a pair of popular assessments and finds hes not as daring as he thought he was.

By Bob Veres
Columnist

September 22
Practice management

5 Steps to Improve Client Communication

Most advisors agree that having a defined and effective communications plan is critical, but far fewer give themselves a top rating for having such a plan. Here are five steps advisors can take to improve their client communications.

By Ingrid Case

September 22
Practice management

Social Security's Strict Disability Rules: Retirement Scan

Social Security's strict disability rules; How to invest when the world is in chaos; New singles majority is bad news for Social Security

September 22
Practice management

Sen. Charles Schumer Calls for Changes to Social Security: Retirement Scan

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank

September 19
Client strategies

Leftover Student Loan Debt Derails Saving for Kids' Edu

Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board.

By Ann Marsh

September 18

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.