Financial Planning and Career Advice

Financial Planning and Career Advice

15 Tips to Manage Lower-Asset Clients With High Expectations Anyone who has worked in a service industry knows: Clients and customers can, at times, be demanding. Since kicking off The 2024 Externship, we’ve heard from many new planners who say they struggle to manage their clients’ needs and demands —

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What’s Happening Here at Amplified Planning Headquarters? It’s summer 2024 and we’re nearly halfway through the year. It’s been a very busy year here at Amplified Planning Headquarters (APHQ, as we’ll refer to it), and we wanted to bring you along for the ride.  Here at APHQ, we have big

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4 Considerations for Retirement & End-of-Life Planning with Clients As financial planners, we are well-known for helping clients prepare and save for retirement. From 401ks and IRAs to cash funds, stocks, and bonds, we help clients create a diverse portfolio that allows them to sustain their preferred lifestyle after they’re

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5 Ways to Get Financial Advising Experience (Before Becoming a CFP®)  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

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Why Join the 2024 Externship?  It’s that time of year again — registration for The Externship is open now! This is the fifth year of our flagship training program, and it’s going to be the best one yet! Wondering whether The Externship is the right place for you? Here are

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Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.

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How should you respond when a financial planning client says they’re moving on? Learn how to react when one of your clients decides to leave.

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6 Ways to Get More CFP® Experience Hours

If you want to become a Certified Financial Planner™, you have to meet several requirements set forth by the CFP® Board. Along with earning a degree and completing financial planning coursework, you need to log a significant number of hours of financial planning experience. However, it can be challenging to

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How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.

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