Hannah Moore, CFP®, CeFT
speaker
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 · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
And I think that just makes sense.
Right.
If you have that reoccurring revenue, you can you can build systems around that.
And I think what we're seeing more, I'll circle back to the hourly piece in a minute, but I think what we're seeing more and more of is as folks are.
getting the investment management and they're having the AUM, they're leading with a financial planning and we're seeing that infiltrate their whole service offering.
And so it's less of just people are just doing the investment management and that's all they're doing now.
It's really they're doing the financial planning and the investment management is often how they're getting paid for that work.
So we're seeing that more and more.
So like certainly all the conferences and things I attend over the years, there's been a much more emphasis on how do we up level what we're delivering to clients for kind of what you would say that AUM fee.
So they're getting the financial planning as well as the investment management on that.
So again, I think that's a trend that we're seeing.
Certainly the firms that are retaining their clients.
That's what they're doing.
There's a pretty direct correlation from where assets are moving, like moving out of one firm into another based upon kind of what are those service offerings that they're having.
And we talked about the externship.
We talked to so many people who are coming into the space.
They want to be doing more of that financial planning.
So we're hearing it from clients.
We're also hearing it from the professionals who are joining this field.
Like there definitely is an emphasis on this financial planning piece.
Showing 41–60 of 208 · page 3 of 11
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