Communication is one of the most important parts of being a financial planner, but is it something you’re good at? It’s easy to get caught in the trap of giving every client similar advice. Or

An Amplified Planning member asked recently about what I’m reading and what books I recommend. There are plenty of great financial planning and business books I could recommend, but the truth is that I’m not

My daughter came up to me the other day and gave me some profound advice: “Do your best.” Simple? Yes. Cliché? She’s a toddler, but yes. Important? Absolutely. You may roll your eyes at this overused phrase,

As a financial planner, your clients are literally essential – without them, you don’t have a career! The thought of building up a client base for your practice can be intimidating, especially when you are

In my role as an educator of financial planners, I get asked a lot of great and thought-provoking questions. Someone recently asked me a really powerful question, “How can I advance my career?” This question

Have you ever been told that only certain types of people can be good financial planners? “You can’t be a financial planner if you’re an introvert. You need to be good at networking.” I can’t