3 Ways to Show You Care About Your Financial Planning Clients
How do you show up for your financial planning clients? Specifically, how do you interact with your “problem” clients — the ones who tend to…
Common Client Woes: Financial Planning Myths Part I
As financial planners, our job is to help our clients learn new things about money and how to manage it well. We’re walking them through…
Building Trust and Growing the Financial Planner-Client Relationship
Trust is at the center of a healthy, productive financial planner-client relationship. But how do you actually build that trust? And how do you maintain…
Before You Quit: 3 Tips to Make the Most of Where You Are
Before you quit your job, take some steps to make the most of where you are and prepare yourself for the next opportunity.
How to Build Momentum in Your Financial Planning Practice
Here at Amplified Planning, we host monthly alumni events for everyone who has participated in The Externship. At the most recent one, I was struck…
Your Complete Guide to the 2023 Externship
Registration for this year’s Externship virtual training program is open now! This one-of-a-kind online financial planning training program gives you a chance to learn new…
How to Get the Most Out of Financial Planning Conferences
Do you like attending financial planning conferences? These events offer countless benefits to financial planners at all stages of their careers. But they can feel…
How to Respond When You’re Overwhelmed
Sometimes, life just gets the best of you. No matter how hard you plan, things just happen that you can’t control. So when that happens,…
Financial Coaching: Giving Your Clients the Support and Encouragement They Need
As a financial planner, you may fulfill many different roles for your clients. Sometimes you provide expert advice on investment strategies or stocks. Or you…
How to Help Your Clients Overcome Market Anxiety
Inflation, market instability, and rising interest rates – the financial world is stressful right now! And chances are you’re watching your clients become increasingly worried…