Financial Success as an Independent Advisor

Advisory success isn’t just about impact—it’s also about income. This session unpacks the financial strategies every independent advisor needs to thrive. From pricing and budgeting to tax planning and reinvestment strategies, you’ll walk away with the tools to build both short-term profitability and long-term stability.

Host: Darren Webster, Founder and CEO of Goalster

Guest: TBD

Key Takeaways:

• Learn how to price advisory services for profitability and growth

• Build a budgeting system that supports reinvestment and stability

• Gain clarity on tax planning and financial management for independents

Agenda:

• Welcome & financial health self-check

• Common financial pitfalls for advisors

• Setting the right pricing structure

• Budgeting and cash flow management

• Taxes, savings, and reinvestment strategies

• Peer discussion & shared best practices

• Q&A & Wrap-up

For more information on how Goalster supports advisors in building sustainable businesses, visit www.goalster.com/advisors