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What drives the next generation of financial planners? How can you help them succeed in your firm? Those are some of the topics we’re exploring in this episode of the Heart of Advice podcast with our guest, Hannah Moore, CFP®, CeFT®.
As the founder of Amplified Planning, a financial planning training and education program, and head of The Externship, she brings her perspective on the next generation of financial planners, what they’re looking for, and what firms can do to shorten the learning curve and get new planners up to speed.
Brendan Frazier serves as Chief Behavioral Officer at RFG Advisory, where he leads the integration of behavioral finance into advisor-client relationships. He is also...
In this Heart of Advice Podcast episode, we explore how effective discovery meetings can transform client-advisor relationships. By delving into clients' money histories, goals,...
Every good advisor wants to ensure a client’s legacy is protected, but many struggle with reviewing estate plans and motivating clients to act. In...