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In this episode we are joined by Hannah Moore, a leading NextGen Financial Planner from Dallas.
We talk about Hannah’s bad experience of a succession plan, how she reacted and survived. We then talk about how she built her own practice and found her calling as a financial planner for a certain type of client. She is also host a podcast called “You’re a Financial Planner, Now What?
We really enjoyed this podcast with Hannah and is a great example of someone who faced adversity and is thriving in financial planning.
Links
Guiding Wealth
You’re a Financial Planner, Now What Podcast
Hannah Moore Twitter
The post Episode 51 – Hannah Moore on being thrown into the deep end and surviving as a young Financial Planner. appeared first on NextGen Planners. |