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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.
Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a...
Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast,...
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...