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…
Category: Amplified Planning
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…
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…
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…
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…
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…
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…
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…
Why It’s Best to Follow Your Client’s Agenda
Have you ever had a client derail a carefully planned meeting? You spend a lot of time preparing your questions, thinking about your advice, and…
