Events and Financial Planning - Financial Advisor Source

How to Make Charitable Giving Part of Your Financial Plan

Carson Wealth

DECEMBER 20, 2024

While many people approach their financial planning with careful strategy, its easy to overlook the same level of intention when it comes to charitable giving. Lets explore several potentially effective financial planning tools that may help you maximize your impact and meet your philanthropic goals.

Financial Planning

Financial Planning Planning Estate Planning Taxes

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra

Nerd's Eye View

FEBRUARY 18, 2025

Sebastian is the President of Guerra Wealth Advisors, a hybrid advisory firm based in Miami, Florida, with nearly $15M of revenue and almost 60 team members, supporting over 1,700 client households.

Financial Planning

Financial Planning Clients Planning Wealth Advisor

How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider

Nerd's Eye View

NOVEMBER 11, 2024

To sustain firm growth, financial advisors often face a dilemma: to focus on what originally drew them to the profession – like financial planning – they often must first do an extensive amount of business development.

Marketing

Marketing Marketing Communication Engineering

Webinars

Protect What Matters: Rethinking Finance Ops In A Digital World

Your Accounting Expertise Will Only Get You So Far: What Really Matters

MORE WEBINARS

Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning

Nerd's Eye View

FEBRUARY 23, 2023

The increasing popularity of financial planning has led to a growing awareness of how important managing finances and planning for the future can be. For most financial advisors today, a website is a critical tool that allows them to market their services and communicate their fees to potential clients.

Financial Planning

Financial Planning Planning Financial Planner Financial Advisor

50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Nerd's Eye View

SEPTEMBER 25, 2023

So, in the late 1960s, a movement began to organize and promote best practices that would establish financial planning as a true profession. As a result, in 1973, a group of 35 planners became the inaugural recipients of the CFP marks. Read More.

CFP

CFP Financial Planning Planning Certification

Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

JUNE 4, 2025

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.

Financial Planning

Financial Planning Planning Financial Advisor Ethics

Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement

Nerd's Eye View

NOVEMBER 27, 2024

Additionally, life events that change a client's financial circumstances, such as retirement, receiving a windfall, or selling a business, can be ideal opportunities to revisit charitable giving as part of a client's evolving financial and personal goals. Read More.

Clients

Clients Education Financial Planner Planning

“Nobody Knows Anything,” Wall Street Strategist Edition

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

Banking Planning Economics Investments

The 18 Best Financial Advisor Conferences To Attend In 2025

Nerd's Eye View

OCTOBER 28, 2024

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.,

Financial Advisor

Financial Advisor Tax Planning Financial Planning Planning

Fix, Fine, Flourish: A Framework To Take Clients From (Just) “Fine” Staganancy To Being Engaged Again

Nerd's Eye View

FEBRUARY 19, 2025

This can shift the advisor into a more passive role, waiting for significant life events – such as job changes, health issues, or financial setbacks – to reignite the client's need for engagement. This transition is a core element of the "Fix, Fine, Flourish" financial planning framework.

Clients

Clients Financial Planning Planning Management

Takeaways From Day 1 of Wealth Management EDGE

Wealth Management

JUNE 10, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Wealth Management Management Estate Planning Business Planning

Insights from James Lee at FPA NextGen

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

Financial Planning Planning

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

JUNE 20, 2025

His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice. He has also been a speaker and moderator at numerous industry conferences.

Wealth Management

Wealth Management Management Financial Advisor Clients

8 Financial Planning Tips for Small Business Owners

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

Financial Planning Planning Retirement Planning Tax Planning

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Wealth Management

JUNE 23, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Assets

Assets Wealth Management Financial Advisor Estate Planning

Creating Memorable Holiday Events for Financial Advisors: A Guide to Spreading Joy and Building Connections

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

Financial Advisor Clients Education Planning

#FA Success Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche, With Nancy Hetrick

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

Financial Planning Planning Financial Advisor Financial Planner

Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes

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

Portfolio Clients Financial Planning Communication

10 Biggest Ideas in “How NOT to Invest”

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

Investments Investing Math Media

Adviser links: objectives and aspirations

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

Math Retirement Planning Financial Advice Communication

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Wealth Management

JUNE 17, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Wealth Management Estate Planning Compliance Management

Montis Financial: Creating a Raving Fan Experience

Wealth Management

JUNE 25, 2025

But we’re a financial planning-based firm, which creates some simplicity in how we allocate assets. Financial Planning: eMoney and MoneyGuidePro JW: Orion also has a pretty good integration with MoneyGuide Pro, and they have a decent one with eMoney, as well. They do have a lot more bells and whistles.

Wealth Management

Wealth Management Estate Planning Financial Advisor Clients

Future Proof 2023

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

Wealth Management Financial Planning Clients Planning

Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

Wealth Management

JUNE 10, 2025

RIA SilverStar Wealth moves from being a Kestra-affiliated firm to being part of Bluespring’s Texas-based LifeBridge Financial Group. CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy RIA Bluespring Merges Two Texas-Based Firms to Create $1.4B

Wealth Management

Wealth Management Engineering Estate Planning Management

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

JUNE 10, 2025

But similar to the Great Financial Crisis of 2008, fiduciary advisors can use this opportunity to assert their value and give clients confidence that their broader financial plans aren’t as negatively impacted as they may think, given the daily doom-and-gloom market headlines. Some RIAs can turn volatility into a growth engine.

Wealth Management

Wealth Management Marketing Marketing Tax Planning

Scenes from Day 2 of Wealth Management EDGE

Wealth Management

JUNE 11, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Wealth Management Management Financial Advisor Business Planning

Planning for Life’s Unexpected Events: Why Preparedness is Key

Yardley Wealth Management

OCTOBER 29, 2024

The post Planning for Life’s Unexpected Events: Why Preparedness is Key appeared first on Yardley Wealth Management, LLC. From sudden job loss and medical emergencies to natural disasters and unexpected expenses, unexpected events can impact our lives and financial well-being. For more information contact us!

Planning

Planning Medical Wealth Management Financial Planning

Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

JUNE 20, 2025

For all of us on the editorial staff, it was a busy event. His work has appeared in The New York Times , WealthManagement.com , Financial Planning , RIABiz , InvestmentNews , PC Magazine , numerous blogs and several books, including Technology Tools for Today's High Margin Practice.

Wealth Management

Wealth Management Management Financial Advisor Estate Planning

Coffee-Lovers’ Events in 2023

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

Retirement Food Financial Planning Retail

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Wealth Management

JUNE 26, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Clients

Clients Estate Planning Wealth Management Planning

Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

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

Financial Advice Ethics Education Financial Planning

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

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

Taxes Wealth Management Tax Planning Planning

The 10 Best Financial Advisor Conferences To Attend In 2024

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

Financial Advisor Numbers Budgeting Financial Planning

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Wealth Management

JUNE 26, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Financial Advisor

Financial Advisor Wealth Management Estate Planning Recruitment

Ten Steps To Creating A Solid Financial Plan For Yourself

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

Financial Planning Planning Budgeting Insurance

A $300,000 College Tour

Wealth Management

JUNE 12, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Wealth Management Financial Planning Planning Financial Advisor

It’s Crunch Time For Many Policyholders

Wealth Management

JUNE 11, 2025

CCPA: Do not sell my personal info | Terms of Use | Code of conduct events | Privacy Policy | Cookie Policy Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG.

Wealth Management

Wealth Management Insurance Estate Planning Clients

Pro Tips for Using Client Education to Boost Financial Planning

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

Education Financial Planning Clients Planning

12 Steps To Creating A Solid Financial Plan For Yourself

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

Financial Planning Planning Budgeting Insurance

Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)

Nerd's Eye View

JUNE 25, 2025

Such clients could include diligent savers (particularly those with additional savings outside of retirement accounts) or those who have received a windfall, such as from a workplace liquidity event or an inheritance. This creates an opportunity for financial advisors to help clients assess whether Coast FIRE is sustainable (e.g.,

Retirement

Retirement Clients Financial Advisor Accounting

#FASuccess Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose, With Ali Nasser

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

Financial Advisor Clients Financial Planning Taxes

Kitces & Carl Ep 146: Re-Educating Clients (Scalably) After They “Read Something On The Internet”

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

Education Clients Financial Planning Communication

Is Financial Planning Different for Dual-Income Families?

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

Financial Planning Planning Taxes Financial Advisor

Creating Client Service Calendars That Demonstrate Ongoing Advisor Value

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

Clients Financial Planning Planning Financial Advisor

How to Make Charitable Giving Part of Your Financial Plan

#FASuccess Ep 425: Implementing A Financial Planning Quality Control System To Improve Both Client Outcomes And Referrals, With Sebastian Guerra

Webinars

Trending Sources

How Outsourcing Marketing Can Unlock Growth Potential For Advisory Firms: Key Steps For Choosing The Right Provider

Webinars

Kitces & Carl Ep 106: Sharing ‘Real’ Examples Of Your Work To Show The Value Of Financial Planning

50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession

Top Insights Driving Financial Planning Strategies in 2025

Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, and Tools for Better Engagement

“Nobody Knows Anything,” Wall Street Strategist Edition

The 18 Best Financial Advisor Conferences To Attend In 2025

Fix, Fine, Flourish: A Framework To Take Clients From (Just) “Fine” Staganancy To Being Engaged Again

Takeaways From Day 1 of Wealth Management EDGE

Insights from James Lee at FPA NextGen

Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

8 Financial Planning Tips for Small Business Owners

CoinShares: Investors Look to Advisors for Risk Assessment on Digital Assets

Creating Memorable Holiday Events for Financial Advisors: A Guide to Spreading Joy and Building Connections

#FA Success Ep 342: Scaling To $1M Of Financial Planning Fee Revenue By Specializing In The Divorce Niche, With Nancy Hetrick

Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes

10 Biggest Ideas in “How NOT to Invest”

Adviser links: objectives and aspirations

Mariner Hires M&A Lead Rob Sandrew to Oversee $40B Independent Channel

Montis Financial: Creating a Raving Fan Experience

Future Proof 2023

Bluespring Merges Two Texas-Based Firms to Create $1.4B RIA

RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Scenes from Day 2 of Wealth Management EDGE

Planning for Life’s Unexpected Events: Why Preparedness is Key

Our Technology Columnist's Takeaways from Wealth Management EDGE

Coffee-Lovers’ Events in 2023

Pennsylvania Advisor Who Used Client Funds on Country Club Dues Gets 8 Years in Prison

Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Massachusetts ‘Millionaires’ Tax Applies to Sudden Wealth Events

The 10 Best Financial Advisor Conferences To Attend In 2024

The Diamond Podcast for Financial Advisors: 10 Ways Top Advisors Are Growing Their Businesses

Ten Steps To Creating A Solid Financial Plan For Yourself

A $300,000 College Tour

It’s Crunch Time For Many Policyholders

Pro Tips for Using Client Education to Boost Financial Planning

12 Steps To Creating A Solid Financial Plan For Yourself

Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)

#FASuccess Ep 429: What It Takes To Really Help (HNW) Business Owners Navigate Their Wealth With Purpose, With Ali Nasser

Kitces & Carl Ep 146: Re-Educating Clients (Scalably) After They “Read Something On The Internet”

Is Financial Planning Different for Dual-Income Families?

Creating Client Service Calendars That Demonstrate Ongoing Advisor Value

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