In today’s episode of Framework, Jamie talks with Hannah Moore, a Certified Financial Planner, financial planner educator and owner of Guiding Wealth.

Hannah almost didn’t become a CFP; she was set on the path at the last minute by one of her professors. He saw that not only did she have an aptitude for planning, she also had a gift for figuring out how to reach people.

Hannah talks with Jamie about her early career, her passion for educating fellow planners, and her plans for showing young people how rewarding and creative a career as a CFP can be.

(24:00) “You need to have clear expectations and be putting your money where your mouth is. If you’re really saying somebody is going to be your succession plan, what does that look like? Put those agreements in place.” ~ @HannahMooreCFP

Main Takeaways

  • How do you view the younger planners in your firm? Are they there just to support your lifestyle, or are they brilliant planners in their own right who can bring innovation and new business to the firm? Either is fine as long as they understand your views.
  • Have a firm succession plan and timeline in place. It’s unfair to younger advisors for you to be perpetually in a state of “five years from retiring”. A big part of your identity is being a CFP, be sure you have something to retire to, plans for the new phase of your life.
  • The onus is not on the client to learn; it is on us to teach. Clients aren’t bad with money because they don’t do what we do; we simply haven’t found a way to reach them. Financial planning isn’t one size fits all. It’s up to us to learn how our clients engage and meet them where they are.
  • We are artists at what we do. Artists create to create, not for a specific outcome. The inherent joy in creating for the sake of it provides motivation, change and can improve the quality of our work.

Links and Important Mentions

Get Your Free Blueprinting Guide

The first step to setting up the framework of your business is to have the right blueprint. But knowing what goes into that blueprint is half of the battle. We put together a free resource that you can use to set your firm down the right path.

Go to to get your free blueprinting guide.

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

How to Plan for a Smooth Exit From Your Business

By: Michael Rose
You’ve been on “The Long And Winding Road.” Perhaps you’ve been working “Eight Days A Week” and really feel you’ve had to “Carry That Weight.” Now, in the last chorus…

Crafting Financial Content and the Future of Cryptocurrency with Morgen Rochard

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Morgen Rochard, the founder of Origin Wealth Advisors, a financial planning firm based in Bee Cave, TX. Morgen is also the host…

121 Passion Prospecting Ideas that Can Help Grow Your Book of Business

By: Cameron Carlow
Done well, passion prospecting is more than an industry buzzword. Generally, passion prospecting is taking something you’re passionate about, then planning an event or joining a community to network with…

Changing the Complexion of Wealth and Striking Out on Your Own with Emlen Miles-Mattingly

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Emlen Miles-Mattingly, the host of the Minority Money Podcast and founder and CEO of Gen Next Wealth based in Madera, CA. Emlen…
1 2 3 76