What’s Happening Here at Amplified Planning Headquarters?
It’s summer 2024 and we’re nearly halfway through the year. It’s been a very busy year here at Amplified Planning Headquarters (APHQ, as we’ll refer…
4 Considerations for Retirement & End-of-Life Planning with Clients
But when we talk about retirement with our clients, we also encounter a touchy subject: end of life. Americans are beginning to retire later and…
5 Ways to Get Financial Advising Experience (Before Becoming a CFP®)
Preparing for a career in financial planning requires more than just completing the right courses and earning your Certified Financial Planner™ credential. You also need…
Why Join The Externship?
Wondering whether The Externship is the right place for you? Here are five reasons to invest in yourself and your career with our virtual summer…
Earn 500 CFP Board Experience Hours
Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
What to Do When a Financial Planning Client Moves On
How should you respond when a financial planning client says they’re moving on? Learn how to react when one of your clients decides to leave.
6 Ways to Get More CFP® Experience Hours
If you want to become a Certified Financial Planner™, you have to meet several requirements set forth by the CFP® Board. Along with earning a…
What “Financial Freedom” Means to Your Financial Planning Clients
How can you help your financial planning clients achieve financial freedom? Start by having them define what it means to them.
How to Work With Challenging Financial Planning Clients
Sometimes, the hardest part of being a financial planner isn’t researching an investment opportunity or figuring out how to help a client with a complicated…
What to Do When Your Financial Planning Clients Get Advice From Someone Else
People seem to love giving others unsolicited financial advice. And that means you’ll probably have to deal with financial planning clients who come to you…