Hannah Moore, CFP®, CeFT

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208 appearances 1 recordings 1 series first heard Mar 2026 last heard 28 Mar

Hannah Moore, CFP®, CeFT’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

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Motley Fool Hidden Gems Investing · Find the Right Financial Planner for You · 28 Mar 2026 podcast

But yeah, when I think about the financial services industry profession, however we kind of define that,

It's going through a lot of transformation from 2009, certainly till today, that I've seen in my career, and certainly more if we look even more macroly.

And it's largely transitioning more towards financial planning.

And so I think a lot of kind of factors are at play with that.

So I think clients' financial lives are more complicated.

They're not just looking for that investment help.

There's so much more that they're looking for.

The finances for today are so much more confusing than they were 20 years ago.

And we can certainly dive more into that.

So I think there's a lot of kind of this macro shift, and we're seeing lots of the large firms embrace this as well, realizing that they have to be leading with financial planning versus just that investment management.

On the talking shop a little bit side of it, one of the things that's also been fascinating in our space is a lot of the midsize firms are getting bought up by these really big companies.

And so what we're seeing on the landscape is we're seeing

really, really large financial planning companies coming out and kind of emerging.

And so we're seeing kind of this almost barbell of like more and more small folks are starting up.

And then we have these really, really large firms that are just acquiring.

So it's creating kind of an interesting dynamic within this space, especially as we're going to talk about kind of how folks can find a good financial planner.

Yeah.

So it's really interesting.

And, you know, from a business model standpoint, having an asset center managed business model is an easier business to run than some of the hourly planning that that's out there.

Right.

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