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You're A Financial Planner; Now What?

By Hannah Moore

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Description

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 you need to be a successful financial planner. Join Hannah as she explores the world of financial planning and finds resources and tools to help you become the best financial planner you can be.

Customer Reviews

Want to Be a Great Advisor? Listen

Hannah focuses on pulling out the lessons learned from industry vets and sharing her journey. There’s always a takeaway that you can apply immediately.

Required listening for new planners

For all new financial planners in the profession this podcast should be required listening. it takes you through how to progress in your career through conversations with leading planners, and will help you understand where your career should go. Thoughtful questions from Hannah, and a great lineup of guests makes this a great listen.

Reinventing Wealth Management

Great podcast but just Larry being Larry and touting AdvicePeriod and recruiting. Like a record on repeat. All these guys just ride Lockshin’s cost tails.

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  • Free
  • Category: Careers
  • Language: English

Customer Ratings