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.