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New Planner Podcast

Apr 30, 2021

Today we are joined by Hannah Moore, owner of Guiding Wealth, a financial planning firm based out of Dallas, TX. Hannah is also the creator and facilitator of the Financial Planning Association’s Summer Virtual Externship, which is an eight-week virtual program for students, planners who lost their job, and those interested in a career change, that helps them apply classroom theory to real-life practice.

In this episode, Hannah shares how she became a firm owner, the reasons why she downsized from 350 to 35 clients, and how she designed a firm that fits her lifestyle. We also discuss how Hannah used her own experiences to design the FPA Externship program and how the program gives an incredible amount of value to participants, no matter what career stage they are in.

You can find show notes and more information by clicking here: