Want Hannah to speak at your next event?
Transformative topics for financial professionals who want to change the world.
Hannah Moore, CFP®, has brought her unique perspective on financial planning, career development, and professional training to audiences at events such as:
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- eMoney Summit
- Schwab Impact
- Excell Represent
She’s a frequent podcast guest on frequent podcast guest on shows such as:
A leader in the financial planning profession, Hannah has consistently been named in Investopedia’s annual list of Top 100 Advisors and D Magazine’s list of Top Financial Planners in Dallas. She’s also been recognized by WealthManagement.com, Investment News, and ThinkAdvisor.
Speaking Topics
Nontraditional Financial Planning
The traditional approach to financial planning (that primarily serves wealthy investors) is outdated and exclusionary. Hannah believes that planners can serve their clients and communities better through innovative problem-solving and caring empowerment.
Diversity in Financial Planning
When financial planners look beyond the numbers, they can meet their clients with compassion and ingenuity to provide guidance that impacts multiple generations. Intentional inclusivity is the key to making financial planning accessible — and effective — regardless of personal history or socioeconomic background.
Maternity Leave for Client-Facing Professionals
Many women worry that taking maternity leave will cause them to lose clients and gain a reputation for being “unreliable.” As someone who has navigated maternity leave three times, Hannah brings a thoughtful perspective to this vital issue.
Motherhood in the Workplace
Maternity leave isn’t the only difficult aspect of being a parent and a professional. However, Hannah believes that motherhood can be an asset for financial planners, not a liability. She shares her experiences as a working mother to show how parenthood has made her a better financial planner and client advocate.
Training the Next Generation of Financial Planners
Standard financial planning courses and traditional internships don’t adequately prepare new financial planners for the challenges and opportunities of client work. Hannah believes a collaborative, multifaceted approach to education and mentorship is the key to empowering planners to serve a diverse clientele facing the unique factors of an unpredictable financial landscape.
Welcoming the Next Generation:
The Externship
dAfter everything shut down in 2020, Hannah created an all-new kind of learning opportunity for CFP® students and aspiring planners: A virtual externship. Because students couldn’t find in-person learning opportunities, Hannah (in partnership with FPA) created an online one.
Over the course of eight weeks, Externs completed curated curriculum, create hypothetical client plans, and even learned from 50+ planners and their differing approaches to financial planning. The result? One of the most robust learning programs in the profession.
In the first year alone, over 1,200 people joined. Since then, over 4,000 people have joined The Externship — and that number grows every summer!
Hannah’s goal with The Externship is to support students, new professionals, career changers, experienced professionals, and those who are entirely new to financial planning – with unique insights into the profession. Hannah wanted to show new and existing planners alike just what’s possible with a career in financial planning, and how this work can make a difference in a planner’s life and the lives of their clients.
This 8-week program is so well-recognized in the profession that externs return year after year. It’s now sponsored by eMoney, Schwab, and others — and externs can also earn 500 CFP Board Standard Pathway experience hours upon proof of completion.