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.

Financial planning

Investing for Gen Y: 5 Rules to Remember

Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.

March 16
Investment insights

Variable Annuities Update: In Balance at Last?

The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection.

March 14
Wealth Think 5 Ways to Deepen Client Relationships

Forging real relationships -- in person and not just online -- builds not only long-term friendships, but business to boot, says one marketing expert.

March 13

Marie Swift

Impact Communications
Wealth Think New Ways to Change 'Irrevocable' Trusts

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.

March 13

Tracy Craig
Practice management

Optimism Surges Among Retirees

Retiree optimism is an encouraging improvement and most likely correlates to a stronger stock market and the prospect of higher interest rates in the future, says Wells Fargo executive.

By Margarida Correia
Former associate editor

March 13
Practice management

Garrett Offers New Tool for Middle-Income Clients

The planning network hooks up with Guide Financial to offer cash-flow software to clients.

By Andrew Pavia

March 12
Mutual funds

Fund Companies Target Ads at Advisors

The asset management industry has stepped up marketing efforts aimed at advisors, hoping to boost both sales and credibility.

March 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.