December is almost here, so it’s time to finalize your holiday shopping list! You might already have the perfect gifts picked out for your family and friends… but what about your financial planning clients? Giving holiday gifts to your clients isn’t required, but it’s a nice touch that helps you
To be a successful financial planner, you need a solid understanding of investment strategies, taxes, budgeting, and other pillars of actual financial planning. But technical knowledge is only part of the equation. You also need “soft skills” to build long-lasting trust with your clients. “Soft skills” are key traits that
Financial planning is a broad profession, and there are many different paths you can take during your career. As you learn more about the specific niches and opportunities available, you can decide which skills to focus on so you can serve your ideal clientele. Part of choosing your career path
Earning your CFP® certification is a commitment. You have to complete courses through a CFP Board Registered Program, study for and take the CFP® exam, and complete thousands of hours of experience. The thought of going through all of those steps can be overwhelming. And technically, you can work in
Congratulations on making it this far in your journey to become a Certified Financial Planner (CFP®)! We know how much hard work, dedication, and countless hours of study you’ve already invested. Preparing for the CFP® exam is no small feat, and we admire your commitment to your certification — and
Many of us have heard of the “sandwich generation” — the age when people are both taking care of growing or young adult children and navigating care or health concerns for their aging parents. However, this term doesn’t quite encompass the experience of immigrant families. While they are technically “sandwiched”
At Amplified Planning, we take your professional development seriously. We recognize that being a successful financial planner isn’t just about growing your client base and being “technically” good at what you do. It’s also about managing relationships effectively and knowing what to do when client relationships need to end. While
As financial planners, we tend to work with a wide variety of individuals, ranging in age, nationality, religious beliefs, gender identities, sexual orientation, and marital status, among many other factors. However, one element that isn’t often discussed in our training is how to work with a single individual. How Financial
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 — especially when those clients do not have a lot
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