What if we trained financial planners by starting with the client — not the textbook?
Hannah Moore, CFP®️, has spent her entire career asking that question and building a better answer. As the founder of Amplified Planning and the visionary behind The Externship — an immersive, 8-week program for aspiring planners — Hannah is on a mission to reshape how financial professionals are trained. Instead of focusing solely on technical knowledge, she’s created an approach rooted in empathy, lived experiences, and real-world client interactions.
In this episode, Hannah shares how she’s flipping the script on financial education by leading with humanity. We dive into why it’s so important to see clients as people, not just portfolios, and what it really takes to prepare planners to show up with both confidence and compassion. She opens up about building a business that’s changing the industry, raising three young kids, and why letting go of perfection has become a powerful part of her leadership journey. If you’re ready to rethink the future of financial planning, this conversation is a must.
Show Notes:
02:49 Hannah's Journey Into the Financial Planning World
05:35 Exploring The Externship: Purpose and Impact
11:25 The Power of Collaboration: AFC® and CFP® Working Together
15:04 Leading with Empathy: The Human Side of Financial Planning
25:21 Real-Life Reflections: Navigating Motherhood and Community Support
30:07 Hannah's 2 Cents
Show Note Links:
Connect with Hannah on Linkedin!
Connect with Amplified Planning on Linkedin!
Learn more about the Externship!
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