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
Are you just getting your financial planning career off the ground? Trying to figure out how to land your first job or whether to start your own firm? Being a young financial planner is exciting,
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
Whether you’re just starting out or well into your career as a financial planner, there’s always more you can learn. There are countless articles and books about how to succeed in this profession, but many
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
One of the best things about being a financial planner in the age of the internet is easy access to countless resources and trainings that help you hone your skills. There are also many communities
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