How to Fire a Financial Planning Client
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…
Category: Career
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…
Why Join The Externship?
Wondering whether The Externship is the right place for you? Here are five reasons to invest in yourself and your career with our virtual summer…
Earn 500 CFP Board Experience Hours
Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
What to Do When a Financial Planning Client Moves On
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.
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…
Financial Planning Career Paths: Joining a Firm or Starting Your Own
When you picture the next months, years, or decades in your financial planning career, what do you think about? Are you running your own firm?…
4 Tips to Help Your Clients Handle Financial Conflict With Each Other
Sometimes, your job as a financial planner involves conflict resolution. ou might have to figure out how to work with a client who disagrees with…