CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP

Published: Oct. 19, 2022, 9:20 a.m.

b'Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.\\n\\xa0\\n\\n\\n\\n\\nToday we have Hannah Moore who is a Certi\\ufb01ed Financial Planner\\u2122 and Certi\\ufb01ed Financial Transitions\\u2122 expert. She is the owner of Guiding Wealth and works one-on-one with each of their clients. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008 and has been voted one of D Magazine\\u2019s Top Financial Planners in Dallas (from 2014 and running) and was awarded the Young Gun\\u2019s Award by the Dallas/Fort Worth Financial Planning Association.\\xa0\\n\\xa0\\nShe was also included on Investment News\\u2019 40 Under 40 list in 2017 and one of the Financial Advisor Magazine 10 Young Planners to Watch in 2018. In 2019 and 2020, she was also named one of Investopedia\\u2019s Top 100 Financial Advisors in the nation. Hannah is also the recipient of\\xa0Financial Planning\\u2019s\\xa0inaugural\\xa0Visionary Leader Award\\xa0for an individual, based on her work creating a virtual externship for new planners at the start of the COVID-19 pandemic.\\n\\xa0\\n\\n\\xa0\\n\\n\\n\\nIn this episode, you\'ll discover:\\n\\U0001f399\\ufe0fHannah\'s story and origin in financial planning\\n\\U0001f399\\ufe0fWhat is the nex-gen financial planner?\\n\\U0001f399\\ufe0fHow does one become a nex-gen financial planner?\\n\\U0001f399\\ufe0fWhat trends are shaping the financial planning industry?\\n\\U0001f399\\ufe0fHow can aspiring financial professionals best position themselves for success?\\n\\U0001f399\\ufe0fIn your own words, what does the phrase "financial planning professional" mean to you?\\n\\xa0\\nResources:\\nAre you a current or aspiring financial professional?\\xa0 Click here to join the Jumpstart community!Listen to previous podcast episodes, clicking here.\\nJoin our weekly newsletter, click here.\\nDon\'t forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.\\nAnd, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.\\nPlease leave a review right now, click here.\\nThanks again for listening, reading, and watching!\\nIf you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).'