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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.
Have you ever thought about what it would take to make your financial planning practice more inclusive? LGBTQ+ people are diverse, and their goals...
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®, Chief Wealth Officer at Bryn Mawr Trust and WSFS, turned personal tragedy—the loss of his father...
In this Heart of Advice Podcast episode, we explore the transformative impact that financial planning can have on clients’ lives, and how the future...