While some of your work as a financial planner is a solo activity, like making calculations and doing research, the heart of your business is interacting with your clients. Your communication and interactions with your clients are what allow you to develop a trusting partnership with them and encourage them
As a financial planner, you’re supposed to give your clients the advice and expertise they need to make wise financial decisions, right? So what happens when a client just decides something without getting your input? And what if that decision is something you would have advised against? This happened to
There are plenty of tools that you can incorporate into your financial planning practice to give your clients the best possible experience. Along with traditional programs like Quicken and eMoney, there are numerous other software options and mobile apps to consider. We’ve compiled a list of some of our favorites
To be an effective financial planner, it’s essential to know your strengths. You need to feel confident about what you can offer your clients. Everyone has some things that they are naturally better at. The key to being a good financial planner is recognizing your strengths and figuring out the
To be a successful financial advisor, you need to build up a client base. Potential clients don’t just show up out of the blue, though. You need to reach out to them and showcase all that you have to offer. In short, you need to market yourself. Thinking about this
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 maybe you’re giving customized advice, but the way you communicate that information is the same
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, but it can also be stressful, especially if you feel like there are hundreds of
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 reading any of them right now. Instead, I’m spending my evenings enjoying the Harry Potter
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 of them focus on building up your technical skills through education, certification, and career development
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, but honestly, it is a legitimate path to success. And sometimes, we all need to
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