Get the resources and guidance to improve your ﬁnancial planning skills (and your conﬁdence)
Let’s be real.
So much of the education and training available to financial planning professionals feels cut and dry — as if everything we do with our clients will follow a speciﬁc formula and outcome.
But we all know that’s not how the real world works. That’s not how client meetings work.
For those of us who are truly interested in making an impact and serving our clients well, we know we have to adapt our approach. To be ﬂexible and accommodating. And, we have to ﬁnd creative solutions to common and entirely new problems alike.
We weren’t taught how to do that, though. There’s a gap in our curriculum and continuing education. And we want to change that with Amplified Planning™.
See financial planning in action
Here’s what you get when you join Amplified Planning CORE:
How do you know if Amplified Planning CORE is right for you?
It is if you identify with at least one of the following:
The standard we set for amplified core members is that they have a desire to become a better financial planner and to build their skillset and confidence — so they can better serve their clients.
Amplified Planning CORE isn’t right for you if…
We’re on a mission to help financial planning professionals change the way we work and lead