What’s New at Amplified Planning: Advisor Research, Awards & More
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…
Balancing People Skills & Financial Planning Skills
Finding the Balance Between People Skills and Planning Skills The financial planning profession hasn’t historically prioritized the “softer” side of the work. Technical expertise, retirement…
The Must-Know Financial Planning Tools Every New Planner Should Learn
Nowadays, financial planning involves more than pen-and-paper calculations and hand-drawn graphs and projections. Even Excel spreadsheets are rather outdated! Modern financial planners rely on powerful…
Why Real-World Financial Planning Experience Is the Key to Success
Building a successful career as a financial planner doesn’t happen overnight. Completing your education and earning your CFP® certification can take a while. But once…
4 Tips for Managing Client Expectations
Being a successful financial planner requires in-depth knowledge of investing, retirement planning, and budgeting. You need to know how to help your clients manage their…
How to Prep Your Financial Planning Business for the Holidays
The holiday season will be here before we know it — and then, it’s on to the new year! This is a busy time of…
5 Questions to Ask to Help Clients Build a Budget
When it comes to personal finance, having a budget is essential. In fact, budgeting often seems so “basic” to us that we often assume our…
How to Choose a Financial Planning Firm as a CFP® Professional
Looking for a new job may always feel a bit intimidating, but it can be especially overwhelming when you’re just starting your career as a…
Common Client Woes, Part II: Financial Planning Myths About Income Level
As we continue our series on persistent financial planning myths, let’s talk about the idea that our services are only available to people with “extra”…
How to Disagree With a Financial Planning Client
We’ve talked before about what to do when a client goes against your advice or makes financial decisions without asking your opinion first. But what…