Ep 183: Structuring Your Advisory Business To Manage Your Time And Fit Your Natural Strengths with Hannah Moore
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 30 June 2020
⏱️ 84 minutes
🧾️ Download transcript
Summary
Hannah Moore is a Certified Financial Planner and owner of Guiding Wealth Management. She graduated from Baylor University with a degree in Financial Services and Planning and Business Management, helped start the Financial Planning Association’s NexGen program, and mentors younger financial planners. If that wasn’t enough, she is also the creator of BudgetingBlocks, a system that helps consumers visualize and better understand their budgets so they can develop one that works for them.
With a passion for helping people change the conversations they have about money, Hannah joins us today to discuss how she does just that in both her advisory firm and her consumer product. Listen in to hear how she manages work-life balance, one of the best things she ever did for her business, and how one of the most powerful tools she uses with her clients was bought from a kid’s toy store.
For show notes and more visit: https://www.kitces.com/183
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with |
| 0:07.2 | financial planner, speaker, and consultant Michael Kitsis to hear stories of how leading financial |
| 0:13.1 | advisors navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.7 | from leading industry consultants about how to break through to the |
| 0:22.1 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.4 | Welcome to the 183rd episode of the Financial Advisor's Success podcast. My guest since today's |
| 0:33.8 | podcast is Hannah Moore. Hannah is the founder of Guiding Wealth, an independent R.A. in |
| 0:38.2 | Dallas, Texas area that oversees nearly 25 million of assets in our management for 25 affluent |
| 0:43.1 | clients. What's unique about Hannah, though, is the way she's deliberately crafted her advisory |
| 0:48.1 | firm to support her personal goals, from giving back to the profession through her involvement |
| 0:52.5 | with the FPAPA to building her everyday |
| 0:54.6 | money consumer brand and the unique attitude that Hannah brings to her decisions about where |
| 0:59.5 | and how she focuses her time to achieve her goals. |
| 1:02.6 | In this episode, we talk in depth about Hannah's philosophy and how she manages her time |
| 1:07.3 | and focuses her efforts, the way she limits her working time, regardless of the length |
| 1:11.3 | of her to-do lists and uses what remains undone as a way to re-evaluate her own priorities in what |
| 1:16.5 | she's delegating. How Hannah hired a virtual integrator to help her manage the implementational aspects |
| 1:22.2 | of the business so she can focus on the visionary work that she does best, and the systems that |
| 1:26.7 | Hannah uses to manage |
| 1:27.8 | tasks and workflow to ensure that her vision is implemented appropriately. |
| 1:32.3 | We also talk about Hannah's advisory firm itself, the way she started out by buying into an |
| 1:36.8 | experienced broker's book of business, how she transitioned from serving nearly 300 clients |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Michael Kitces, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Michael Kitces and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.