Financial Planning and Career Advice

As your client list grows, you’ll need to know how to manage your workload and clients as a financial planner. Here’s what to consider.

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.

Financial planning is emotionally demanding work. Here’s an honest look at burnout, compassion fatigue, and what sustainable practice actually requires.

The Amplified Planning Externship is back for year seven with new clients, new tech, and a brand new platform. Here's what's new in 2026.

Here is something most planners figure out fairly early in their careers: when a client comes in with multiple financial priorities pulling at once, the technical answer is usually the clearest part of the whole situation. A planner can gather the data, run the numbers, rank the priorities, and produce

Preparing for a career in financial planning requires more than just completing the right courses and earning your Certified Financial Planner™ credential. You also need to practice working with clients and building financial plans. That kind of experience also matters when you’re looking for a job — most firms look

But when we talk about retirement with our clients, we also encounter a touchy subject: end of life. Americans are beginning to retire later and later: the average retirement age is now 62 (the age that you can begin drawing on Social Security). However, Social Security benefits increase between the

If you’re a student, new financial planner, or a career changer, there’s a good chance you’ve heard experts talk about their financial planning process. They have a streamlined workflow from inquiry to final plan delivery, and they know how to support ongoing needs in just a few hours a year.

Most traditional (read: mainstream) financial advice out there states that people should generally follow the same order of operations with their money. As a financial planner, you might find that this framework works well for some clients. It’s a useful starting point. But for clients carrying $80,000, $120,000, or $200,000+