Budgeting, Math and Seminar - Financial Advisor Source

15 Event Ideas Straight from Our Advisor Workshop

FMG

JUNE 13, 2025

How Social Security Seminars Convert Prospects Social Security remains one of the most in-demand topics for pre-retirees. Offering a no-pressure, information-rich seminar positions you as a helpful expert rather than a salesperson. What’s a good budget per attendee? One advisor held theirs right in the office parking lot.

Education

Education Food Clients Retirement

Transcript: Ramit Sethi

The Big Picture

JUNE 6, 2023

You know, a rich life, most people expect a money book to start with a chapter on budgets. We’re going to get a budget. Everybody hates the word budget. Everybody hates the word budget. I hate budgets myself. It’s much deeper than math. That’s virtually every money book. RITHOLTZ: Buzzkill.

Accounting

Accounting Numbers Budgeting Financial Counseling

Financial Advisor Source

15 Event Ideas Straight from Our Advisor Workshop

Transcript: Ramit Sethi

Webinars

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