Many of us have heard of the “sandwich generation” — the age when people are both taking care of growing or young adult children and navigating care or health concerns for their aging parents. However, this term doesn’t quite encompass the experience of immigrant families. While they are technically “sandwiched”
At Amplified Planning, we take your professional development seriously. We recognize that being a successful financial planner isn’t just about growing your client base and being “technically” good at what you do. It’s also about managing relationships effectively and knowing what to do when client relationships need to end. While
As financial planners, we tend to work with a wide variety of individuals, ranging in age, nationality, religious beliefs, gender identities, sexual orientation, and marital status, among many other factors. However, one element that isn’t often discussed in our training is how to work with a single individual. How Financial
Anyone who has worked in a service industry knows: Clients and customers can, at times, be demanding. Since kicking off The 2024 Externship, we’ve heard from many new planners who say they struggle to manage their clients’ needs and demands — especially when those clients do not have a lot
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 to it), and we wanted to bring you along for the ride. Here at APHQ, we have big dreams for the profession. As a Certified
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 later: the average retirement age is now 62 (the age that you can begin drawing on Social Security). However, Social Security benefits increase between the
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 to practice working with clients and building financial plans. That kind of experience also matters when you’re looking for a job — most firms look
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 training program. Externship Benefit #1: Experience Daily Life As a Financial Planner One of the biggest challenges with traditional financial planning courses and textbooks is
Learn how to earn 500 Standard Pathway experience hours toward your CFP® certification in just eight weeks with The Externship.
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.
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