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

Key Considerations for Withdrawals: Retirement Scan

Beware of 'pension predators' promising cash; Challenges of extending your career after retirement; What's missing from your Social Security statement?

August 22
RIAs

Ric Edelman Seeking to Hire a Successor

As his private equity owners start to look toward an exit, the founder seeks to bring in new management to position the firm for growth.

By Ann Marsh

August 22
Practice management

Planning for a Cash Windfall

A majority of Cicily Maton's clients come to her when a pile of money falls into their laps. But unusual circumstances create special issues.

By Kathy Kristof
Contributing Writer

August 22
Practice management

Make a Specialty Pay Off

Michelle Smith explains the advantage of specializing in divorce planning.

By Charles Paikert
Senior Editor

August 22
Practice management

Case Study of Career Changer

One advisors story of discovering a fundamental truth: Personality fit is crucial to achieve professional success

By Rick Rummage
Founder and CEO

August 21
Practice management

Professional Advice Is Getting Better, Still Deficient: Retirement Scan

6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees

August 21
Practice management

When Clients Behave Badly: What to Do

Use investors habits and mental preconceptions to tailor financial plans that will work well for them individually.

By Carol J. Clouse

August 20

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.