Remove Budgeting Remove Financial Advisor Remove Financial Planning
article thumbnail

The 18 Best Financial Advisor Conferences To Attend In 2025

Nerd's Eye View

Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e.,

article thumbnail

Financial Planning For Freelancers: 8 Tips To Budget And Save

Clever Girl Finance

Freelancing is liberating, but without a solid financial plan, it can also be unpredictable. As a freelancer, you juggle not only your craft but also your finances, taxes, and retirement planning. That’s where financial planning for freelancers comes in. Create a realistic budget 2.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

The 10 Best Financial Advisor Conferences To Attend In 2024

Nerd's Eye View

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.

article thumbnail

Training Resources And Programs To Help New CFPs Gain Real-World Expertise: The Small-Firm Guide To Associate Advisor Development

Nerd's Eye View

Training programs for new financial advisors have traditionally followed a sales-focused, sink-or-swim approach that primarily paid on commission for product sales. While some of these programs still exist, the role of an associate advisor has evolved alongside the broader financial planning profession.

article thumbnail

Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

The financial planning industry is constantly undergoing change. Financial advisors should take these factors into account to ensure their clients receive the right experience. This article will discuss some of the most pivotal financial planning industry trends to watch out for this year.

article thumbnail

The Role of Financial Advisors in Managing Healthcare Expenses

WiserAdvisor

Without proper planning, healthcare expenses can quickly consume a significant portion of retirement savings. Healthcare financial advisors are invaluable in helping individuals tackle this complexity. They can build a more resilient financial strategy for retirement. Here’s how: a.

article thumbnail

Crisis Management Financial Planning: Preparing for Unexpected Events

Carson Wealth

What Is Financial Planning and Why Does It Matter in a Crisis? Financial planning begins with a thorough analysis of your short- and long-term financial situation, including all sources of income, your current spending patterns and debt, and your plans for the future. Budget for emergencies.