How Client Values Shape Effective Financial Plans
The Importance of Understanding Client Values Before Creating a Financial Plan Financial planning is often framed as a technical discipline, and many of the certifications…
Category: Financial Planning
8 Financial Planning Meeting Curveballs
8 Common Curveballs in Financial Planning Meetings & How to Handle Them If you’re new to financial planning, you probably prepare for client meetings by…
Financial Planning Careers to Explore
20+ Different Careers in Financial Planning to Explore Many new planners assume that ‘financial advisor’ is the only career option in the profession. You become…
Balancing People Skills & Financial Planning Skills
Finding the Balance Between People Skills and Planning Skills The financial planning profession hasn’t historically prioritized the “softer” side of the work. Technical expertise, retirement…
What Financial Planners Can Learn from Therapists
Financial planning isn’t just about numbers. If you’ve followed Amplified Planning or Hannah (our founder) for long, you already know that. (And if you’re new…
How to Find Your Career in Financial Planning
So, you’ve decided you want to be a financial planner. But what does that actually look like? You probably chose this career path because you…
The 17+ Most Important Skills Financial Planners Must Master
When you think about the essential knowledge and skills you need to succeed as a financial planner, what comes to mind? You might instantly think…
The Must-Know Financial Planning Tools Every New Planner Should Learn
Nowadays, financial planning involves more than pen-and-paper calculations and hand-drawn graphs and projections. Even Excel spreadsheets are rather outdated! Modern financial planners rely on powerful…
Why Real-World Financial Planning Experience Is the Key to Success
Building a successful career as a financial planner doesn’t happen overnight. Completing your education and earning your CFP® certification can take a while. But once…
Credibility Matters: How to Build Trust as a New Financial Planner
Succeeding as a financial planner requires many things: in-depth knowledge, soft skills, problem-solving, and financial acumen. But none of those elements is as important as…