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    Category: Amplified Planning

    Your Comprehensive Guide to The Externship 2025

    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…

    latasha
    Team Amplified Planning March 25, 2025

    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…

    latasha
    Team Amplified Planning July 9, 2024

    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…

    latasha
    Team Amplified Planning June 18, 2024
    6 Ways to Get More CFP® Experience Hours

    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…

    latasha
    Team Amplified Planning March 19, 2024

    How to Work With Challenging Financial Planning Clients

    Sometimes, the hardest part of being a financial planner isn’t researching an investment opportunity or figuring out how to help a client with a complicated…

    latasha
    Team Amplified Planning February 20, 2024

    What to Do When Your Financial Planning Clients Get Advice From Someone Else

    People seem to love giving others unsolicited financial advice. And that means you’ll probably have to deal with financial planning clients who come to you…

    latasha
    Team Amplified Planning February 5, 2024

    Your Complete Guide to the 2023 Externship

    Registration for this year’s Externship virtual training program is open now! This one-of-a-kind online financial planning training program gives you a chance to learn new…

    hannah
    Hannah April 13, 2023

    Financial Coaching: Giving Your Clients the Support and Encouragement They Need

    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…

    hannah
    Hannah January 18, 2023

    How to Help Your Clients Overcome Market Anxiety

    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…

    hannah
    Hannah December 5, 2022
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    ©  COPYRIGHT 2021 – 2025 AMPLIFIED PLANNING

    TERMS OF USE + PRIVACY POLICY
    Amplified Planning Avatar in color
    TERMS OF USE + PRIVACY POLICY

    ©  COPYRIGHT 2021 – 2024 AMPLIFIED PLANNING

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