8 Common Curveballs in Financial Planning Meetings & How to Handle Them If you’re new to financial planning, you probably prepare for client meetings by reviewing the agenda, polishing your talking points, and making sure your numbers are right. But no matter how prepared you are, financial planning meetings rarely
20+ Different Careers in Financial Planning to Explore Many new planners assume that ‘financial advisor’ is the only career option in the profession. You become an advisor, build a book, and retire one day. In reality, though, the profession is much broader, and there are so many more career options
Finding the Balance Between People Skills and Planning Skills The financial planning profession hasn’t historically prioritized the “softer” side of the work. Technical expertise, retirement projections, tax strategies, and investment advice still dominate most training programs, job descriptions, and even performance reviews. But here at Amplified Planning (and in partnership
Financial planning isn’t just about numbers. If you’ve followed Amplified Planning or Hannah (our founder) for long, you already know that. (And if you’re new to financial planning or have a more “technical education,” welcome!) The best planners don’t simply deliver a spreadsheet and walk away — they create a
As a new financial planner, you’re probably hearing this a lot: “Work with anyone who will hire you.” It’s not the worst advice because early in your career, experience is everything. You need to get your reps in. You need exposure to different client types and financial scenarios. You need
So, you’ve decided you want to be a financial planner. But what does that actually look like? You probably chose this career path because you have a basic idea of what you want to do — you want to help people with their money. But that can mean so many
When you think about the essential knowledge and skills you need to succeed as a financial planner, what comes to mind? You might instantly think about knowing how to read financial projections or understanding various investment strategies. Or maybe you focus on essential budget calculations and the key steps in
Nowadays, financial planning involves more than pen-and-paper calculations and hand-drawn graphs and projections. Even Excel spreadsheets are rather outdated! Modern financial planners rely on powerful software platforms and other technology-driven solutions to help them analyze, visualize, and present critical financial data. And most firms expect new hires (even first-year planners!)
Building a successful career as a financial planner doesn’t happen overnight. Completing your education and earning your CFP® certification can take a while. But once you’ve completed these steps, you’re ready to start working with clients, right? Well, maybe. But for many planners, there’s a significant gap between completing the
Summer will be here before you know it, so now’s a great time to start making plans. You might be focusing on personal plans, like a vacation or family reunion… but what about setting aside some time this summer to grow your financial planning career? It’s easy with The Externship.
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