You're a Financial Planner, Now What? artwork

Ask Me Anything

You're a Financial Planner, Now What?

English - May 04, 2021 09:00 - 49 MB - ★★★★★ - 64 ratings
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Hannah Moore, CFP®, is the owner of Guiding Wealth and an active force in the FPA’s work to educate, empower, and inspire new financial planners. Hannah spoke with Stephanie Trexler, CFP®, in an Ask Me Anything session at the FPA Michigan Student Success Summit. She shared the secret sauce behind FPA’s Virtual Externship Program and her excitement about the next generation of planners. You’ll also hear Hannah’s thoughts on the one indispensable skill she believes that up-and-coming financial professionals should cultivate for success.