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…
Category: Career
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…
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…
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…