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    Category: Career

    How to Help Your Clients Make Their Financial Lives Easier

    What is your main purpose as a financial planner? You might think it’s all about teaching your clients, giving them advice, or helping them build…

    hannah
    Hannah October 17, 2022

    What My Kids Have Taught Me About Being a CFP® Professional

    If you’re a parent, you know how hard it can be to leave your kids at home and head off to work. This is especially…

    hannah
    Hannah October 3, 2022

    Taking Maternity Leave When You’re a CFP®

    Taking maternity leave can be stressful, especially with your first child. You might feel guilty about taking time off or worry that your clients will…

    hannah
    Hannah September 26, 2022

    How Motherhood Has Made Me a Better Financial Planner

    Are you a new (or expectant) mom? Or do you want to have kids one day? Are you wondering how motherhood will affect your CFP®…

    hannah
    Hannah September 19, 2022

    Dealing With Clients Who Are Emotional About Money

    Have you ever had a client who treated every suggestion like an accusation? Who reacted emotionally whenever you asked questions about their budget or made…

    hannah
    Hannah September 12, 2022

    What to Do When You Make a Mistake as a CFP® Professional

    How do you handle things when you make a mistake with one of your clients? You may not have dealt with this situation yet, but…

    hannah
    Hannah September 6, 2022

    Stop Measuring Your CFP® Career by Other People’s Benchmarks

    How do you know whether you’re succeeding in your career? It’s easy to look at others in this profession and compare yourself to them using…

    hannah
    Hannah August 15, 2022

    How to Create a Work/Life Balance as a CFP® Professional With Kids

    Are you a working parent? Or do you plan to be one someday? It’s a very fulfilling lifestyle, but only if you are willing to…

    hannah
    Hannah August 8, 2022

     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…

    hannah
    Hannah August 1, 2022

    Career Growth: Lateral vs. Linear Thinking

    What’s the best way to move forward in your financial planning career? If we were asking this question a few decades ago, the answer would…

    hannah
    Hannah July 25, 2022
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    TERMS OF USE + PRIVACY POLICY

    ©  COPYRIGHT 2021 – 2024 AMPLIFIED PLANNING

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