You're A Financial Planner; Now What?

Hannah Moore

Hannah Moore, CFP® interviews influential financial planners and explores topics relevant to those starting out as financial planners. From designations, to business models to the history of financial planning, find the resources and knowledge that ...Show More


52:20 | Mar 17th

Go big or go home. Dream big. But what if you’re not the “dreamer” type? Good news: you can still reach your goals. We talk to Meg Bartelt, CFP® and president of Flow Financial Planning, about how she...Show More

38:24 | Mar 10th

FPA Fall Residency is a week-long program that takes place in Denver In this episode of YAFPNW, I caught up with my teammates from Residency to discuss our individual experiences and the big takeaways...Show More
Get the best podcast recommendations in your inbox every week. 😎

56:24 | Mar 3rd

The financial planning profession is vast and deep. How can you find the right firm for you? This week on YAFPNW, we talked to a group of panelists about how understanding the unique cultures and trad...Show More

29:04 | Feb 25th

Could you take 100 days off a year and still meet your career and financial goals? Benjamin Brandt, CFP®, podcast host, and president/founder of Capital City Wealth Management, is living that dream. I...Show More

43:35 | Feb 18th

Ready to be inspired? This week on YAFPNW, we talk to Soraya Morris, lead trainer at financial planning software firm Envestnet MoneyGuide and jill-of-all-trades. Soraya and I talked about what she do...Show More
Show More (190)