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.

Technology

Leveraging Social Media

Caveats aside, advisors can use social media to boost their business and build stronger relationships with clients.

March 24
Practice management

Managing Gen Y: What Advisors Must Know

The ability of advisors to recruit and manage millennials will likely play an important role in the industry's sustainability.

By Kenneth Corbin
Contributing Writer

March 21
Financial planning

HSA Strategy: Create a 'Medical IRA'

Low-deductible plans have thrived under Obamacare -- offering new tax strategies for both clients and advisors.

March 19
Client strategies

Buried in Jargon? Try This Straight Talk

If transparency is so important to us as independent advisors, why are we using so much jargon?

March 19
Small business

Client Wants to Sell a Biz? Start Planning Now

Having a long-term horizon for the sale of a business puts the owner in a better position to optimize tax strategies. It's also an opportunity for advisors angling for the investment business a sale will produce.

By Margarida Correia
Former associate editor

March 18
Succession planning

United Capital to Offer Stock Buyback to Advisors

United Capital has started providing regular liquidity to advisors with some first stock sales proceeds exceeding $500,000.

By Ann Marsh

March 18
Wealth Think Productivity Trick: Fix Your Meetings

Holding effective meetings with staff and clients not only maximizes your own time, but also makes the most of your employees' time and your clients' time.

March 18

Chris Kirby

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.