The Big Picture

JANUARY 2, 2025

Random events can and will completely derail the best laid plans we may make. As much as I want you to buy HNTI, I’ll save some of you the $29 bucks with this summary: “ Have a financial plan, stay with it, manage your behavior, practice good information hygiene, and let the markets work for you over time.”

Banking 345

Banking Planning Economics Investments 345

Wealth Management

OCTOBER 19, 2023

FPA President James Lee explains why the FPA NextGen conference is a unique event that radiates energy from young professionals passionate about financial planning.

Financial Planning 290

Financial Planning Planning 290

The Big Picture

SEPTEMBER 16, 2022

I cannot recall ever being at an event where everyone – EVERYONE – was so happy. On the beach, it was gorgeous and sunny and occasionally hot but it was unlike any event they had ever attended. By the second day of the event, the FOMO was palpable. The financial conference is dead. We got out of town!

Financial Planning 340

Financial Planning Financial Advice Food Financial Advisor 340

The Big Picture

MARCH 18, 2025

We are too often swayed by recent events. Create a financial plan (then stick to it). Economic Innumeracy : Some individuals experience math anxiety, but it only takes a bit of insight to navigate the many ways numbers can mislead us. It boils down to context. We overlook what is invisible yet significant. Good Advice : 10.

Investments 317

Investments Investing Math Media 317

Carson Wealth

JULY 3, 2024

Keep Personal and Business Financial Goals Separate One of the fundamental rules for small business owners is to maintain a clear distinction between personal and business financial goals. Mixing the two can lead to confusion, complicate decision-making and obscure the true financial health of your business.

Financial Planning 142

Financial Planning Planning Retirement Planning Tax Planning 142

Abnormal Returns

MAY 13, 2024

blogs.cfainstitute.org) How life events affect retirement planning. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. investmentecosystem.com) Reflections on eight years of running a financial planning practice.

Math 287

Math Retirement Planning Financial Advice Retirement 287

FMG

DECEMBER 10, 2024

The holiday season is the perfect time to host an event and do just that. Hosting a holiday event not only showcases your gratitude but also reinforces your personal connection with your clients. To help you plan a memorable and enjoyable event, we’ve gathered some of the best ideas from your peers.

Financial Advisor 52

Financial Advisor Clients Education Planning 52

Nerd's Eye View

JULY 18, 2023

In this episode, we talk in-depth about how Nancy overcame her initial imposter syndrome and went from finding attorneys to be threatening to realizing that they are just regular people and do not necessarily know a lot about finance by recognizing how important her own life experiences were, how Nancy also did expand her technical expertise by earning (..)

Financial Planning 230

Financial Planning Planning Financial Advisor Financial Planner 230

Nerd's Eye View

OCTOBER 20, 2022

In recent years, politically charged topics have become the forefront of news and media, and with the rise of access to digitally distributed media, it has become commonplace for clients to have concerns about the possible impact of political events on their portfolios. Read More.

Portfolio 246

Portfolio Clients Financial Planning Communication 246

The Big Picture

JANUARY 19, 2023

Times , Investment News , Financial Planning , RIA Biz , Think Advisor , Business Insider ; Afterward, I told you the traditional financial conference was kaput. We took people’s ideas to heart, and I am even more excited about this year’s event. The reviews were fabulous: Morningstar , L.A.

Wealth Management 317

Wealth Management Financial Planning Clients Planning 317

Carson Wealth

APRIL 25, 2024

There are some things in life you just can’t plan for: an unexpected illness, job loss, death of spouse, disability. And while experiencing one of these major events can drastically impact your life, having an effective financial plan can help ensure that it doesn’t ruin your financial well-being.

Financial Planning 97

Financial Planning Planning Retirement Insurance Coverage 97

Nerd's Eye View

JANUARY 13, 2025

After several years, we've decided to wind down our current Office Hours programs (Software Showcases and Advisor Makeovers), though the archives of our prior events will remain available to Members. However, this shift will free up time for us to focus on initiatives that we believe can have even more reach and impact!

Financial Advice 148

Financial Advice Ethics Financial Planning Education 148

Integrity Financial Planning

JANUARY 6, 2023

Being retired, this is your time to travel across the country and globe, experiencing different aromas and brews of coffee at these upcoming events: The London Coffee Festival: April 20 th – 23 rd. This could also serve as a networking event, especially if you want to open your own coffee shop in retirement. [2]. 1] [link]. [2]

Retirement 91

Retirement Food Financial Planning Retail 91

Nerd's Eye View

MARCH 18, 2025

Ali is the Founder of the Wealth Integration System for Entrepreneurs, an education and coaching company based in Houston, Texas, that works with entrepreneurs facing a liquidity event and trying to figure out what's next… and financial advisors who serve them.

Financial Advisor 130

Financial Advisor Clients Financial Planning Taxes 130

Nerd's Eye View

OCTOBER 30, 2023

After several years of turmoil caused by the pandemic, financial advisor conferences seem to have found a "new [post-pandemic] normal", with events once again growing (some already surpassing their pre-pandemic highs). As a result, I am often asked for my own suggestions of what, really, are the industry's 'best' conferences to attend.

Financial Advisor 246

Financial Advisor Numbers Budgeting Financial Planning 246

Darrow Wealth Management

NOVEMBER 17, 2022

The ‘millionaires’ tax will also ensnare taxpayers who exceed the $1M limit after selling a home, business, stock options, or other types of one-time events. Article is a general communication only and should not be used as the basis for making any type of tax, financial, legal, or investment decision.

Taxes 107

Taxes Wealth Management Tax Planning Planning 107

Nerd's Eye View

SEPTEMBER 5, 2024

A cornerstone service that many financial advisors provide is education. One potential dynamic of these conversations might involve the advisor's bruised feelings from knowing the client had been searching for financial planning answers somewhere else rather than coming to the advisor and asking their questions directly.

Education 222

Education Clients Financial Planning Communication 222

Clever Girl Finance

DECEMBER 1, 2022

No one cares about your financial well-being more than you, so it's important to have a financial plan for yourself. Knowing how to make a financial plan will allow you to save money, afford the things you really want, and achieve long-term goals like saving for college and retirement. What is a financial plan?

Financial Planning 105

Financial Planning Planning Budgeting Insurance 105

eMoney Advisor

JANUARY 31, 2023

When we first started offering client webinars, we traveled to our regional offices to conduct events that were focused on market outlook. When the pandemic hit, we continued to offer these events, but they became quarterly webinars. We also send a follow-up reminder prior to each event.

Education 103

Education Financial Planning Clients Planning 103

Nerd's Eye View

FEBRUARY 13, 2023

This not only gives clients a better idea of the actual work involved in financial planning that goes on outside of meetings but also helps them understand when the work happens during the year.

Clients 246

Clients Financial Planning Planning Financial Advisor 246

WiserAdvisor

NOVEMBER 4, 2022

For these reasons and several others, it is essential to follow specific financial planning tips for dual-income families. If you wish to learn about financial strategies that can help dual-income families plan their finances better, consider seeking the services of a professional financial advisor for the same.

Financial Planning 93

Financial Planning Planning Taxes Financial Advisor 93

Clever Girl Finance

MARCH 19, 2024

No one cares more about your financial well-being than you, so having a personal financial plan is important. Knowing how to make a financial plan will allow you to save money, afford the things you want, and achieve long-term goals like saving for college and retirement. Table of contents What is a financial plan?

Financial Planning 91

Financial Planning Planning Budgeting Retirement 91

eMoney Advisor

DECEMBER 27, 2022

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings by providing holistic financial planning. Financial safety includes insurance and an emergency fund to help prepare for unforeseen events and risks. 3 Deckers, Lambert.

Financial Planning 78

Financial Planning Planning Clients Wealth Management 78

eMoney Advisor

FEBRUARY 9, 2023

Of an estimated 104 million households seeking some level of financial advice, 88 million of those households want that advice from a financial professional. In this overview, we will explore the demographics of each stage, the financial planning needs of people in each stage, and strategies for serving them.

Financial Planning 95

Financial Planning Clients Planning Education 95

MainStreet Financial Planning

JANUARY 17, 2025

Birth, death, and marriage records should be requested from the county recorders office in the county where the event occurred. The post LA Fires 2025 Resources: Beginning Steps to Recovery appeared first on MainStreet Financial Planning. For more information visit the CDPH website for a list of county recorders.

Medical 98

Medical Insurance Taxes Financial Planning 98

Nerd's Eye View

OCTOBER 1, 2024

In this episode, we talk in-depth about Gaetano's experience working in insurance sales starting soon after he graduated from college, including why the need to cold-call for business as a relative newcomer was both a challenge and a confidence-builder as he started to gain traction selling insurance products and some standalone financial plans, the (..)

Assets 233

Assets Financial Advisor Insurance Clients 233

Abnormal Returns

DECEMBER 11, 2023

wiredplanning.com) Thomas Kopelman talks planning for liquidity events with Mark Cecchini. citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors.

Financial Planner 147

Financial Planner Financial Advising Financial Planning Budgeting 147

eMoney Advisor

JANUARY 10, 2023

When financial professionals know how to effectively present a financial plan, they can better engage clients in the planning process and earn clients for life. Presenting a financial plan, however, isn’t as simple as running through the numbers. What are they looking to accomplish through the plan?

Financial Planning 76

Financial Planning Planning Financial Planner Communication 76

Nerd's Eye View

DECEMBER 12, 2023

Welcome back to the 363rd episode of the Financial Advisor Success Podcast! Christa is the Managing Director of Financial Planning and Business Development at Sebold Capital, a fee-only RIA based in Chicago, Illinois, which manages $300M across more than 100 client households. My guest on today's podcast is Christa Madison.

Financial Advisor 246

Financial Advisor Fee Only Financial Guidance Insurance 246

Carson Wealth

DECEMBER 5, 2024

We also sometimes see this when a transaction or other event causes a one-time spike to taxable income, such as substantial bonuses, payout of deferred compensation or sale of a business. Just like the rest of your financial journey, optimized giving is complex and should follow a plan.

Taxes 117

Taxes Nonprofit Accounting Assets 117

Nerd's Eye View

JANUARY 12, 2023

As comprehensive financial planning has become more widely adopted, many financial advisors have felt pressure to find new ways to differentiate themselves by demonstrating their unique value to clients. Others use frequent emails to stay in regular contact, sending reminders or helpful information relevant to their clients.

Clients 244

Clients Communication Fee Only Financial Advisor 244

eMoney Advisor

MARCH 21, 2023

Historically, staying the course and following a financial plan has outperformed rash investment decisions when there are times of uncertainty in the financial market. But it takes a strong plan—and no small amount of willpower—to do this. A surprise loss will be even more difficult to bear.

Financial Planning 72

Financial Planning Planning Marketing Marketing 72

Carson Wealth

FEBRUARY 29, 2024

What do you need to consider about gifting as it relates to your overall estate plan? Let’s take a closer look at estate and gift taxes and how you can approach them with a financial planning mindset. Converting from a traditional IRA to a Roth IRA is a taxable event. Taxes on Giving??? After all, it’s yours!

Financial Planning 96

Financial Planning Taxes Planning Estate Planning 96

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 242

Electronics Clients Retirement Planning Financial Advice 242

Nerd's Eye View

AUGUST 24, 2022

a single person, a couple, a business, or a retirement plan) and the date on which the agreement will become effective. To start, the agreement should contain basic information about the adviser-client relationship, including who the client is (e.g.,

Electronics 238

Electronics Clients Retirement Planning Financial Advice 238

eMoney Advisor

MARCH 23, 2023

Holistic financial planning incorporates a client’s total life and financial circumstances into their plan. The purpose is to go beyond helping clients achieve financial goals by supporting them in living a more meaningful life. Getting started with holistic planning is not always straightforward, however.

Financial Planning 69

Financial Planning Planning Clients Estate Planning 69

Midstream Marketing

NOVEMBER 12, 2024

[link] [link] [link] New Financial Advisor Prospecting When You Attend Networking Functions Keep Your Business Cards In Your Car When attending networking functions, it’s crucial to always have your business cards handy. This helps potential clients find you when they look for financial advice online.

Financial Advisor 52

Financial Advisor Clients Media Financial Planning 52