Time, Motivation, and Professional Creativity
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.…
Category: Career
What Is Your Motivation for Being a Financial Planner?
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…
Tax Info: Top 6 Resources for Financial Planners
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…
Why I’m Dedicated to Educating Financial Planners
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…
Unconditional Positive Regard in Financial Planning
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…
Balancing Parenthood and Financial Planning
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…
What Do Firms Really Look For in a New Hire?
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…
Solving Problems Both Big & Small
I’ve been thinking about the problems we solve as financial planning professionals. Helping our clients figure out how to save for their children’s college, save…
