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

Social Media Smarts: 2 Tips for Success

To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts.

By Maddy Perkins
Managing Editor, Editorial Operations

June 19
Practice management

Better Way to Talk About Risk?

Traditional questionnaires stink - but we still use them. Let's change the conversation.

By Franklin J. Parker

June 17
Practice management

3 Tips for Working With Female Investors

Women represent a large, untapped market of potential investors. What kinds of conversations should advisors have with potential female investors?

By Maddy Perkins
Managing Editor, Editorial Operations

June 16
Practice management

Advisors: How to Plan for the Worst

Small firms need continuity strategies to protect themselves if an advisor dies or is incapacitated.

By Kevin Feehily

June 12
Practice management

Client Divorce? Follow the Money

In an amicable divorce, advisor Lilli Vasileff's job is simple. But if one spouse is trying to hide assets, the work gets much more complicated.

By Kathy Kristof
Contributing Writer

June 11
Practice management

Help Clients Survive the Modern Recession

There will be another recession at some point, but advisors should have time to help clients prepare.

By Andrew Pavia

June 11
Practice management

6 Questions for Andrea Howe

The co-author of "The Trusted Advisor Fieldbook" describes how advisors can win, regain and keep their clients' trust.

By Elliot M. Kass
Editor-at-Large

June 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.