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.

Client strategies

9 Smartest Things Heard at NAPFA

Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.

By Ann Marsh

May 19
Practice management

3 Ways to Generate Retirement Income

As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.

By Samantha Allen
Former digital managing editor

May 19
Practice management

10 Client Beliefs That Affect Their Money Habits

In a presentation on emotion and financial behavior, a planner calls out 10 'money scripts' that may be affecting your clients. Here's what to look for.

By Ingrid Case

May 16
Practice management

23 Tips for Selling a Solo Practice

Whether you're selling right now or next decade, there are many ways to make any solo practice appeal to buyers.

By Ann Marsh

May 15
Practice management

Robots Out, Advisors In

So-called robo advisors are shaking up the wealth management industry, but they can't replicate the human touch of actual advisors.

By Samantha Allen
Former digital managing editor

May 15
Practice management

Alternate Ways to Pay Off Student Debt

Standard monthly payments are just one of several options for paying off loans after graduation.

By Ingrid Case

May 15
Practice management

Merrill Lynch Rethinks How to Engage With Baby Boomer Clients

Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning.

By Andrew Welsch
Former Managing Editor

May 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.