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

Families Avoid Talking About Intergenerational Finances

To jumpstart family discussions, family members should set common goals, such as saving for a relatives college education.

By Margarida Correia
Former associate editor

November 26
Wealth Think Smart Ways to Win Millennial Clients

The key to winning millennial clients is to provide more for lessconstantly. Here are a few ideas.

November 26

Wayne Badorf
Wealth Think Capitalizing on the Female Market

It's clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects?

November 25

Jack Singer
Client strategies

7 Smart Strategies for Impact Investing

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

By Ann Marsh

November 25
Bank channel

Community Groups Protest Regions' Deposit Advance Product

Community groups are uniting to protest Regions Financial's short-term loan program, calling on the Birmingham, Ala., company to ditch its "Ready Advance" product.

November 21
Practice management

Same-Sex Couples Need Planning Help, Study Finds

In the wake of this summer's Supreme Court ruling on the Defense of Marriage Act and Prop 8 -- as well as ensuing federal clarifications related to tax rules, employee spousal benefits and more -- same-sex couples now say they need help with financial planning.

By Rachel F. Elson
Former Editor-in-Chief

November 20
Wealth Think Buying a Practice? 5 Important Valuation Questions

The selling advisor tends to think their practice is worth a lot more than it may be. Here are five things to ask the selling advisor and the appraiser before you buy a practice.

November 19

Matthew Halloran

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.