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…
Category: Amplified Planning
The Tools I Use to Run My Financial Planning Firm
One of the most important parts of building your financial planning business is figuring out how to incorporate tools that will improve productivity and efficiency.…
How to Offer Your Clients Exceptional Customer Service
While some of your work as a financial planner is a solo activity, like making calculations and doing research, the heart of your business is…
