How to Disagree With a Financial Planning Client
We’ve talked before about what to do when a client goes against your advice or makes financial decisions without asking your opinion first. But what…
We’ve talked before about what to do when a client goes against your advice or makes financial decisions without asking your opinion first. But what…
As financial planners, our job is to help our clients learn new things about money and how to manage it well. We’re walking them through…
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…
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…
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…
As a financial planner, you may fulfill many different roles for your clients. Sometimes you provide expert advice on investment strategies or stocks. Or you…
Inflation, market instability, and rising interest rates – the financial world is stressful right now! And chances are you’re watching your clients become increasingly worried…
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,…
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…
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