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 thrive on nontraditional hours or shift work. Others are most productive at home where they don’t have to deal with a stressful commute. And many
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. Chances are you have a list of hobbies, trips, or leisure activities that you would love to pursue if you had extra time. But what
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 through those times when work is challenging or discouraging or just plain boring. I recently read the book Drive by Daniel H. Pink, and one
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 about new proposed tax changes every few weeks, and it can be hard to keep up on which of these bills pass and what they
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 build a community of professionals and help us all find the resources we need to be better at our craft. Do you want to know
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 most important professional superpower doesn’t have anything to do with finances at all. Instead, it’s all about how you see and treat people. All the
In the financial planning profession, we talk a lot about partnering with our clients. But… Do we really partner with them? Sure, we create plans for them and guide them through larger financial decisions. But a partnership? That means we’re sitting on the same side of the table, we’re working
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 it means to be a woman, a pregnant woman, and a mother in our profession. Because we all know this field has been historically guided
Earlier this year, I turned 35. Every year, I learn something else about myself and the world, but this last year has been especially… informative, shall we say? Around this time last year, the first FPA Virtual Externship started. We learned so much after that program kicked off, but the
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