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 about face-to-face disagreements? How should you react when a client comes to you with an idea that you completely disagree with? Learning how to disagree
How do you show up for your financial planning clients? Specifically, how do you interact with your “problem” clients — the ones who tend to show up late for meetings, skip phone calls, and never send you the documents you request? Your first instinct may be to get serious and
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 all the things they don’t know yet. But what happens when clients “don’t know what they don’t know” — when they come in for their
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 that connection as the account grows and the client’s needs evolve? This is one of those aspects of financial planning that’s hard to learn from
Before you quit your job, take some steps to make the most of where you are and prepare yourself for the next opportunity.
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 by a comment that one of the participants made: “Small steps equal big momentum.” It might sound a little too simple or even trite, but
Registration for this year’s Externship virtual training program is open now! This one-of-a-kind online financial planning training program gives you a chance to learn new things, build critical skills, and grow your professional network. It’s open to anyone interested in financial planning, whether you just want to learn more about
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 overwhelming and inefficient if you don’t plan your time well. How do you decide which panels to attend? Are mixers and social hours worth it?
Sometimes, life just gets the best of you. No matter how hard you plan, things just happen that you can’t control. So when that happens, how should you react? How do you keep things together in your life and work when it feels like you’re barely treading water for weeks
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 might help a client with estate planning or setting up a trust for an heir. Other clients may need you to help them prepare to
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