Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
All content for Conversations for Financial Professionals is the property of Dominique Henderson, CFP® and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
Conversations for Financial Professionals
58 minutes 57 seconds
3 years ago
CFFP #65 - How the Future of the Financial Planning Profession Will Be Shaped By Career Changer ft. Hannah Moore, CFP®
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today we have Hannah Moore who is a Certified Financial Planner™ and Certified Financial Transitions™ expert. She is the owner of Guiding Wealth and works one-on-one with each of their clients. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management in 2008 and has been voted one of D Magazine’s Top Financial Planners in Dallas (from 2014 and running) and was awarded the Young Gun’s Award by the Dallas/Fort Worth Financial Planning Association.
She was also included on Investment News’ 40 Under 40 list in 2017 and one of the Financial Advisor Magazine 10 Young Planners to Watch in 2018. In 2019 and 2020, she was also named one of Investopedia’s Top 100 Financial Advisors in the nation. Hannah is also the recipient of Financial Planning’s inaugural Visionary Leader Award for an individual, based on her work creating a virtual externship for new planners at the start of the COVID-19 pandemic.
In this episode, you'll discover:
🎙️Hannah's story and origin in financial planning
🎙️What is the nex-gen financial planner?
🎙️How does one become a nex-gen financial planner?
🎙️What trends are shaping the financial planning industry?
🎙️How can aspiring financial professionals best position themselves for success?
🎙️In your own words, what does the phrase "financial planning professional" mean to you?
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!Listen to previous podcast episodes, clicking here.
Join our weekly newsletter, click here.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here. If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now, click here.
Thanks again for listening, reading, and watching!
If you enjoyed this podcast, I would love to hear your thoughts (CLICK HERE).
Conversations for Financial Professionals
Hi, I’m Dominique (pronounced dah-muh‘-neek) and I live in Dallas, TX!
I consider myself a maven of sorts especially for #financialliteracy, #economicempowerment, and #personaldevelopment.
As an advocate of financial education, I use this platform as a conversation starter for current and aspiring financial professionals and the many faces the topic of "finance" can take.
