How to Disagree With a Financial Planning Client
We’ve talked before about what to do when a client goes against your advice or makes financial decisions without asking your opinion first. But what…
Category: Career
3 Ways to Show You Care About Your Financial Planning Clients
How do you show up for your financial planning clients? Specifically, how do you interact with your “problem” clients — the ones who tend to…
Building Trust and Growing the Financial Planner-Client Relationship
Trust is at the center of a healthy, productive financial planner-client relationship. But how do you actually build that trust? And how do you maintain…
Before You Quit: 3 Tips to Make the Most of Where You Are
Before you quit your job, take some steps to make the most of where you are and prepare yourself for the next opportunity.
How to Build Momentum in Your Financial Planning Practice
Here at Amplified Planning, we host monthly alumni events for everyone who has participated in The Externship. At the most recent one, I was struck…
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…
How to Get the Most Out of Financial Planning Conferences
Do you like attending financial planning conferences? These events offer countless benefits to financial planners at all stages of their careers. But they can feel…
How to Respond When You’re Overwhelmed
Sometimes, life just gets the best of you. No matter how hard you plan, things just happen that you can’t control. So when that happens,…
Providing Value to Your Clients: It’s the Planning, Not the Plan
There’s a popular saying in the financial planning profession: “The value is in the planning, not the plan.” It sounds a little strange at first,…
How to Build Your Clients’ Trust as a CFP®
One of the most important aspects of being a financial planner is figuring out how to build trust with your clients. When your clients trust…
