Here is something most planners figure out fairly early in their careers: when a client comes in with multiple financial priorities pulling at once, the technical answer is usually the clearest part of the whole situation. A planner can gather the data, run the numbers, rank the priorities, and produce
Most traditional (read: mainstream) financial advice out there states that people should generally follow the same order of operations with their money. As a financial planner, you might find that this framework works well for some clients. It’s a useful starting point. But for clients carrying $80,000, $120,000, or $200,000+
If you’re a student, new financial planner, or a career changer, there’s a good chance you’ve heard experts talk about their financial planning process. They have a streamlined workflow from inquiry to final plan delivery, and they know how to support ongoing needs in just a few hours a year.
How to Write Great Financial Planning Meeting Notes in the Age of AI There’s a growing belief that AI can “handle” the financial planning meeting notes process. Between transcription tools, automated summaries, and CRM integrations, documenting client meetings for planning needs and compliance is covered… right? Not necessarily. The real
The Importance of Understanding Client Values Before Creating a Financial Plan Financial planning is often framed as a technical discipline, and many of the certifications and designations (rightfully) focus on this because it is a foundational element of what we do. It is important to understand Monte Carlo analyses, projections,
How New Financial Planners Can Stand Out in the Age of AI If you’re entering financial planning right now, you’re stepping into a profession that’s transforming in real time. AI is reshaping everything from a firm’s workflows and client expectations to the hiring process and even marketing. You’re not alone
5 Ways to Find Financial Planning Jobs When You Don’t Have Experience If you’ve been scrolling through job listings lately, you’ve probably noticed a pattern: “2–3 years of experience required.” “Must have experience working in an RIA/broker-dealer/etc.” Sound familiar? You’re not imagining it. The financial planning job market can feel
It’s been a busy (and exciting!) season here at Amplified Planning. From wrapping up another incredible year of The Externship to being recognized nationally for our work in diversity and inclusion, to unveiling new research at Schwab IMPACT… we’ve had a lot to celebrate. Here’s a look at what’s been
8 Common Curveballs in Financial Planning Meetings & How to Handle Them If you’re new to financial planning, you probably prepare for client meetings by reviewing the agenda, polishing your talking points, and making sure your numbers are right. But no matter how prepared you are, financial planning meetings rarely
20+ Different Careers in Financial Planning to Explore Many new planners assume that ‘financial advisor’ is the only career option in the profession. You become an advisor, build a book, and retire one day. In reality, though, the profession is much broader, and there are so many more career options
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