CFFP #65 - Financial Planning is a Lateral Field

Conversations for Financial Professionals

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2y ago 2:00

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On this week's episode of Conversations for Financial Professionals, I chat with Hannah Moore, CFP® about why the financial planning industry is typically viewed as a linear career path from the outside looking in, but in fact, it's quite the opposite.

In the full 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:

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