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

Avoid the Biggest 401(k) Mistakes: Tuesday's Retirement Scan

When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg

July 22
Wealth Think Social Media Strategy: 4 Questions for Advisors

Answering these four questions will help you develop a solid strategy so you can confidently engage prospective and current clients on social media.

July 21

Raime Merriman
Practice management

Investors Optimistic, Experts Raise Concerns: Thursday's Retirement Scan

Figuring out your real cost of living; Investing like Warren Buffett; Why clients ignore most of your advice

July 17
Practice management

CDs Fashionable Again for Low-Risk Yield: Wednesday's Retirement Scan

What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans

July 16
Financial planning

2014 Summer Reading List for Advisors

We've talked with advisors and industry experts to compile a list of the top books you should be sure to read this summer. The return on your investment will be intangible, but substantial -- enjoy your vacation!

July 14
Practice management

Retirement Is More Expensive Than You Think: Monday's Retirement Scan

Are you paying too much for long-term care?; Retirement savings makes you healthy and wealthy; Talk to your spouse and stop blaming each other

July 14
Practice management

Comprehensive Planning: Time to Add Staff?

Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.

By Andrew Coen

July 14

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.