How advisor self-care is good for practice management
Two panels on the second day of the Future Proof Conference made the business case for wellness in a stressful profession.
Source: financial-planning.com
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Expert advice to make a plan for your money in 2021
A couple sits down to sort out their budget before planning anything. Keep your goals top of mind "The main point of financial planning is to use your money as a tool for life. As far as the budget goes, understanding what you actually want to do in your life is very important to build that plan." — Eric Roberge, certified financial planner and founder of Beyond Your Hammock Find out where your money is going already "I would say that the first step — I'm always surprised at how many people either discount this or put this off or just don'...
Source: businessinsider.com