Financial Planning and Career Advice

Financial Planning and Career Advice

Career

Sometimes, life just gets the best of you. No matter how hard you plan, things just happen that you can’t control. So when that happens, how should you react? How do you keep things together

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Amplified Planning

As a financial planner, you may fulfill many different roles for your clients. Sometimes you provide expert advice on investment strategies or stocks. Or you might help a client with estate planning or setting up

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Amplified Planning

Inflation, market instability, and rising interest rates – the financial world is stressful right now! And chances are you’re watching your clients become increasingly worried about their financial stability in this unpredictable market. It’s hard

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Career

There’s a popular saying in the financial planning profession: “The value is in the planning, not the plan.” It sounds a little strange at first, but it’s completely true. And it’s a truth that’s important

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Career

One of the most important aspects of being a financial planner is figuring out how to build trust with your clients. When your clients trust you, they’re more willing to accept your advice and recommend

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Career

What is your main purpose as a financial planner? You might think it’s all about teaching your clients, giving them advice, or helping them build a retirement plan. While all of those are important aspects

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Career

If you’re a parent, you know how hard it can be to leave your kids at home and head off to work. This is especially challenging when they’re young and they react to every morning

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Career

Taking maternity leave can be stressful, especially with your first child. You might feel guilty about taking time off or worry that your clients will desert you. You may feel anxious about transitioning back into

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Career

Are you a new (or expectant) mom? Or do you want to have kids one day? Are you wondering how motherhood will affect your CFP® career? (Partners and spouses, stick with me – I promise

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Career

Have you ever had a client who treated every suggestion like an accusation? Who reacted emotionally whenever you asked questions about their budget or made observations about their financial goals? It can be an incredibly

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