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.

Wealth Think Reverse Mortgages: What Advisors Should Know

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

April 21

Paul Norr

Bucks County Financial Planning Group, Thousand Oaks, Calif.
Wealth Think Estate Planning for Pets: 6 Rules

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

April 21

Tracy Craig
Practice management

Advisors: How to Handle Emotional Conversations

Can your young advisors handle the highly charged conversations that often come with major life transitions?

By Dave Grant
Founder and planner

April 16
Social media

How to craft a social media policy

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Joanna Belbey

April 15
Retirement planning

10 Most Expensive Markets for Long-Term Care

A new study identifies the most expensive markets in the country for long-term care based on average nursing home costs.

April 14
Social media

Social media referrals: 5 questions for advisors

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Joyce Sullivan

April 14
Social media

4 email tricks for advisors

Using these two simple techniques, one firm acquired over 100 new clients through social media last year.

By Chris Kirby

April 13

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.