Evolution in Your Financial Planning Career
Happy 2022! Are you excited about this new year? Like most of you, I like to take time this early in the year to sit…
Happy 2022! Are you excited about this new year? Like most of you, I like to take time this early in the year to sit…
Many of us choose to take time off around the end of the year. Whether you celebrate certain holidays, travel to see family, or just…
What the ideal workday looks like is different for everyone, but most of us want to be able to control our work environment. Some people…
If you had 20% more free time each week, what would you do? Most of us could probably answer this question in our personal lives.…
Why are you a financial planner? What is the source of your motivation? Understanding what motivates you is essential because it can help you get…
I’ve been a CFP® for quite a while, but I don’t know everything, especially when it comes to tax laws. It seems like we hear…
If you’ve spent some time around here, you know that the purpose of Amplified Planning is to train and educate financial planners. I want to…
When you think about financial planning superpowers, you might automatically assume I’m talking about skills like strategic thinking or investment advice. However, I think the…
As you may know, I had my second child in early 2021. After that experience, I felt the need to share my thoughts on what…
In early 2021, I was conducting interviews for an associate planner at my Dallas-based firm, Guiding Wealth. I have to admit, it was interesting to…
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