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.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.
Appearances
But coming back to how do you find somebody who's doing those hourly work?
Like I said, it's a harder business model.
I think it can be a very good business model.
And so what I'm seeing is kind of the space for this is there are some companies that are set up to just do this work.
And so those are going to be good options where it's just really an hourly rate fee.
And to find a lot of those places, I mean, they're going to be on the Garrett Planning Network.
They're going to be, you know, when you look up the hourly rates or hourly planning, those are going to be the firms that are going to pop up that are going to be, you know, showing up for that.
The other piece I think is really interesting, especially, again, this is
Not like a blanket solution for everybody.
But I mentioned how we're having this barbell in this field.
What we're seeing is a lot of these folks who are working at some of these large financial planning firms who are great planners, who have 15, 20 years of experience, are leaving and starting their own firm.
And they're often doing some of this hourly work as they're kind of building up their client base.
And so there's a lot of real opportunity.
Like if I was to go out right now to try to find somebody, that's kind of one really interesting profile that I would look for in a financial planner is somebody who has kind of the pedigree or who has the experience and just might have a newer firm that they're running.
The other piece that I think is really interesting is, you know, so many people, we see it at our firm where people come and like, I just want to get a second opinion on my investments.
And when we start looking at this whole picture, they need more help than just their investments.
We're looking at like, you know, they have an estate plan that might be out of date.
they're having, you know, we can see this huge tax situation that's emerging for them, or they might have other areas of their financial plan.
So it's kind of like going to the doctor and saying, I need you to look at my elbow.
But hey, there's all these other things that, you know, could potentially be wrong as well.
Showing 61–80 of 208 · page 4 of 11
← Previous
Next →