On-Demand Web Seminar

Quarterly Outlook Briefing

Past event date: April 21, 2026 Available on-demand 60 Minutes
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Financial Planning's Editor in Chief, Brian Walheimer, sits down with two practicing financial advisors to break down the numbers behind advisor sentiment and compensation trends this quarter.

What we'll cover:

  • Key findings from the Financial Advisor Confidence Outlook, including how advisors are positioning themselves and their clients amid current market conditions
  • New fee model and compensation data, highlighting industry benchmarks and shifts in advisor pay structures
  • Actionable takeaways to help inform your strategy for the quarter ahead

If you need to know where advisors stand, what they're earning, and where the industry is headed, this is the hour worth blocking on your calendar.


Speakers
  • Brian Wallheimer
    Editor-in-Chief
    Financial Planning
    (Moderator)
  • Carolyn McClanahan, M.D., CFP®
    Founder
    Life Planning Partners, Inc.
    (Speaker)
  • Sara Grillo, CFA
    Financial Advisor Marketing Consultant
    (Speaker)