About our guest…

If you're a career changer, you have an opportunity to shape the future of the financial planning profession. In this episode, Hannah Moore, CFP® and I discuss the practical steps that aspiring financial professionals can take to enter the profession. If you want to know how to prepare for the journey, observe the best practices on how to successfully navigate their path, and implement tools to improve their chances of being hired by financial planning firms so you can how to become a nex-gen financial planner, tune in now!

What we talked about…

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 from this podcast…

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