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

Managing Taxes From Inheritance: Thursday's Retirement Scan

High-risk behaviors put investments at risk; Theme songs for retirement; Right (and wrong) questions for clients

July 3
Practice management

Women Face Unique Planning Issues: Wednesday's Retirement Scan

Treasury Department approves new annuity; Advisors keep clients' emotions in check; Important questions about Social Security

July 2
Practice management

Cybersecurity Best Practices: 6 Tips

Security experts say it's now crucial for advisors to understand that the fraud landscape has changed: Planners and their clients are both targets, and new federal rules (and custodians' policies) make advisors primarily responsible for fraud prevention. Advisors and other experts recommend a number of techniques for keeping clients safe.

By Ingrid Case

July 1
Practice management

For Advisor, Survival Plan as Reality

When the Navy called Robert Gerstemeier back for involuntary active duty, he was glad that he had prepared for the unexpected.

By Kathy Kristof
Contributing Writer

July 1
Practice management

39 Great Ways to Improve Your Practice

Here are the smartest tips and tricks weve heard recently.

By Andrew Coen

July 1
Practice management

Insurance Smarts: What Clients Really Need

By focusing on what really needs protecting, advisors can help bring insurance spending under control.

By Allan S. Roth
Founder

July 1
Practice management

401(k) Strategies for All Generations: Monday's Retirement Scan

Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No

June 30

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.