Hannah Moore, CFP®

Hannah Moore is a Certified Financial Planner™ and owner of Guiding Wealth, a financial planning firm based in Dallas. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management. She helped start the Dallas-Fort Worth FPA’s NexGen program, mentors younger financial planners, and moderates the FPA Activate Facebook community. She has been named Investment News’ 40 Under 40 and one of Financial Advisor’s 10 Young Advisors to Watch. 

Hannah is passionate about helping people understand their money in ways that are meaningful, and about elevating the financial planning profession to new heights. She began the You’re a Financial Planning, Now What? podcast with the goal of connecting the most experienced and the newest professionals, and to share knowledge that supports listeners in becoming the best financial planners they can be.

Determine Your Own Career Path

Determine Your Own Career Path

Emily Purdon, CFP®, EA. is a Financial Planning and Process Coach at XY Planning Network. In this episode, Emily discussed the importance of advocating for yourself in your career, the many paths of financial planning, and how to elevate a firm through onboarding. She also shares insights on trends in the profession and their impacts.

Every Type Is Needed: Personality & Planning

Every Type Is Needed: Personality & Planning

Kevin Clark, CFP®, Central Ohio NexGen Director, is currently working for Ameriprise as a Certified Financial Planner™. In this episode, he shares how he “fell backwards” into a career in financial planning, how he started his career at a call center, and why different personality types in the financial planning profession are so important.

Making the Profession Worth Signing up For

Making the Profession Worth Signing up For

This episode features Mark Tibergien, Chief Executive Officer of Advisor Solutions at BNY Mellon | Pershing. In this episode, we chat about career paths in financial planning, how we can elevate the profession, and the importance of reverse mentoring. Mark also shares insightful information on making the most of your career as a NexGen planner.

NexGen Mini Talks: The Future of Financial Planning

NexGen Mini Talks: The Future of Financial Planning

In this episode, recorded at the FPA Annual Conference, we talked to Brent Weiss, CFP®, Kayla Kennelly, CFP®, Bryan Hasling, CFP®, Dan Yerger, CFP®, and Christine Sjolin, CFP®, about their take on the profession, the challenges it faces, and what needs to happen to prepare future generations for success.

From Industry to Profession with Advocacy and Higher Standards

From Industry to Profession with Advocacy and Higher Standards

Is financial planning a profession or an industry? What’s the difference between the two, and where is the future of financial planning headed? That’s exactly what we talk about on this week’s episode with Evelyn Zohlen, CFP®​ and Martin Seay, Ph.D., CFP®. Tune in to hear what they have to say!

Maximizing Your Potential Within the Profession

Maximizing Your Potential Within the Profession

Preston Cherry, MS, CFP®, is the founder and president of Concurrent Financial Planning Center, LLC, as well as mentor and soon-to-be author. In this episode, he talks about his career goals, starting his virtual firm, mentoring NexGen financial planners, and the winding road that has been his career.

Why Financial Planning Is Needed Now More Than Ever

Why Financial Planning Is Needed Now More Than Ever

Trudy Turner, CFP® brings over a decade of experience in wealth management, tax planning, insurance underwriting, and public accounting. Here, she shared her insights on careers within the profession, the impact of diversity inclusion, where she sees the profession going, and her mantras for success.

The Generous Impact of The Foundation for Financial Planning

The Generous Impact of The Foundation for Financial Planning

Alex Armstrong, CFP® is the founder and chairman of Armstrong, Fleming & Moore, Inc. She sits on the board of the Foundation for Financial Planning and is the very first recipient of their Lifetime Achievement Award. Jon Dauphine, CEO of the Foundation for Financial Planning, also joined us for this discussion on pro bono planning.

The Financial Power of Philanthropy

The Financial Power of Philanthropy

Arlene Cogen, CFP®, is a philanthropic leadership consultant and author of Give to Live: Make a Charitable Gift You Never Imagined. During this episode, she shares how she made the transition into philanthropy, what she’s doing to engage the next generation, and why it’s important to make charitable gifts that embody your core values.

From Academia to Award-Winning CFP®

From Academia to Award-Winning CFP®

This week on YAFPNW, Tom L. Potts, Ph.D., CFP®, talks about how far the profession has come, peer learning, biases and the direction Dr. Potts sees the profession heading. Dr. Potts has played a vital role in the growth of the profession, so don’t miss out on this great chat!

The Quest for “Purpose First” Planning

The Quest for “Purpose First” Planning

Ian Bloom, CFP®, is a nerdy financial planner and proud of it. In this episode, he talks about his path to financial planning, how he’s developed his own “niche” based on his interests, and the importance of sharing content with your audience from Day One.

How Practical Wisdom Helps Clients Navigate Uncertainty

How Practical Wisdom Helps Clients Navigate Uncertainty

Dayana Kupisk, PhD, is the author of The Practical Guide to Making Wise Financial Decisions. She’s also an employee development consultant and coach with a research focus on practical wisdom in the workplace. In this episode, she talks about her research, her book, and how financial planners can engage clients and develop practical wisdom.

Charging Clients for Exactly What They Want

Charging Clients for Exactly What They Want

In this episode, we talk to Kara Beth Vance, CFP®, who works as an advisor at hourly planning firm, Timothy Financial Counsel, in Wheaton, IL. She shares in the ins and outs of the hourly financial planning model, as well as how it benefits the firm, the advisors, and of course the clients.

Compensation Models: Which One is Right for You?

Compensation Models: Which One is Right for You?

Whether you work for a firm, own your own, or are part of a succession plan, this compensation model discussion covers a lot of ground. The hosts talk about deciding on a fee model, how models guide your client base and business, and why innovation in the profession may affect your decision.

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