Hannah Moore on How to Become a Professional Financial Planner

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Investing, Business

4.3 • 3.1K Ratings

🗓️ 11 April 2026

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered:-The benefits of being a professional financial planner-The future of the profession, especially in a world of AI-How to start exploring the financial planning profession-Considerations for making a career transitionHost: Robert Brokamp, CFP®, EAGuest: Hannah Moore, CFP®, CeFTEngineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This week on the Saturday personal finance edition of Motley Full Money, choosing financial planning as a career.
0:19.2	I'm Robert Brokamp, but two weeks ago, my guest was certified financial planner practitioner Hannah Moore, who talked about how to find the right financial planner for you.
0:28.6	This week, Hannah's back to talk about the benefits, challenges, and logistics of becoming a professional financial planner.
0:36.8	Back in the 1990s, I was an elementary school teacher living in an expensive city and
0:41.3	not making much money. So I figured that I should learn more about personal finance. And
0:45.3	the more I learned, the more I loved it. So I became a financial advisor, which eventually
0:49.3	led to my current job at The Motley Fool. Perhaps you too have caught the personal finance
0:53.9	bug and have thought to
0:54.8	yourself, maybe I could do this for a living. If so, you'll definitely want to listen to our next guest,
0:59.4	who is Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner
1:04.1	at Guiding Wealth and the recipient of many awards, including being named by Barron's as
1:07.9	10 people to watch in Wealth Management and Wealth Management's Innovator of the year in 2024. She's also the creator of the externship, an outstanding summer
1:16.1	program for aspiring financial planners and people who want to build their own financial plan.
1:20.2	I was fortunate enough to be able to attend last summer and registration for this summer's
1:23.6	externship is now open. Hannah, welcome back to the show. Yes, thank you so much for having
1:28.5	me. So what do you see as the main benefits of being a professional financial planner?
1:33.8	This is such a great question. And it's just like, where do you start? Like every day, I get to
1:38.7	come into the office and I get to talk with clients about their money. And I don't know if your listeners are anything like me, but that is like one of my favorite things to do just in life in general. I remember being in high school, I would drive around and just listen to the personal finance talk shows on the radio. And I would be like, even as a high school, I'd be like, well, here's what I would tell them to do. But that's now my day job. That's what I get to do
2:01.0	every single day. And I get to bring a level of expertise to so many different clients. I am very,
2:06.7	very impact-driven. And every day I get to come into the office and I get to see the direct impact
2:12.1	that we are having on our clients' lives. Like, it is not an abstract thing. It's like I am in
2:17.2	meetings with clients
	...

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