Growing With Your Tribe in the Financial Planning Profession

Published: June 12, 2018, 6:05 p.m.

b'Your host, Hannah Moore CFP\\xae, steps into the hot seat this week to be interviewed by Rianka Dorsainvil, CFP\\xae! Hannah is incredibly passionate about the financial planning profession. In this exclusive interview, Hannah is talking about her struggles early on in her career, how she discovered the difference between financial advice and financial planning, and how she found her tribe within the financial planning profession.\\nHannah\\u2019s career launched in an incredibly unique way. She bought a financial planning practice when she was 26 years old, and was effectively thrown into the deep end of the financial planning world. She learned in the most hands-on way possible, and she quickly realized that isolation as a young planner was not only detrimental to her career, but to her clients.\\nWhen Hannah attended her first FPA NexGen Gathering, she quickly realized she had found her people. She was sitting next to pioneers of the profession, and new planners alike \\u2013 and they were all there for one reason: to spread the gospel of financial planning and to focus on making themselves into the best planners they could be. This was game changing for Hannah, and inspired her involvement in the financial planning profession with the #YAFPNW podcast and, ultimately, the launch of the FPA Activate community.\\n\\xa0\\n\\n\\xa0\\nWhat You\\u2019ll Learn:\\n\\nWhat makes an exceptional planner\\nHow to \\u201cshow up\\u201d in the financial planning profession\\nHow to find your people in this profession\\nWhere to connect with other planners\\nHow to power through insecurities when you\\u2019re a new planner\\nRevelations Hannah has had as a planner, entrepreneur, and business owner\\nHow you can combine your creative side with a career in financial planning\\n\\n\\xa0\\n\\xa0\\nThe 2050 TrailBlazers Podcast\\nNexGen Gathering\\nFPA Activate on Facebook'