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…
Category: Financial Planning
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…
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…
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…
Providing Value to Your Clients: It’s the Planning, Not the Plan
There’s a popular saying in the financial planning profession: “The value is in the planning, not the plan.” It sounds a little strange at first,…
How to Help Your Clients Make Their Financial Lives Easier
What is your main purpose as a financial planner? You might think it’s all about teaching your clients, giving them advice, or helping them build…
Dealing With Clients Who Are Emotional About Money
Have you ever had a client who treated every suggestion like an accusation? Who reacted emotionally whenever you asked questions about their budget or made…
Reframing “Enough”: How to Give Clients Realistic Financial Advice
One of the most common questions financial planners get from their clients is the question of enough. You’ll get clients asking whether they have enough…
Shifting Your Perspective: What Do Your Clients Need Most From You?
The first part of serving your clients well is providing them with accurate, actionable financial information. But this is something that most financial planners can…