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 there's so many like, what is a fiduciary?
How do we define this?
And that's where I think it really gets down to some of the more in-depth questions.
Like if I was to go find a financial planner,
I would really be asking about what is their process?
Like, what does it look like?
What are the documents that you're going to be looking at?
Like, what are you going to be doing behind the scenes?
Because what you don't want is to go and pay for somebody and like they're just going to go run your portfolio through an AI something or other and give you out that report.
Like, what does that process actually look like?
The good planners out there will be able to articulate that, and hopefully it'll really connect with folks of looking at that, getting clarity on what is that true process.
Because some firms are fiduciaries and only do investment management, and some do the full financial planning and are fiduciaries.
There's a whole spectrum that's within there.
And so I think just in the interview process, getting really clear on what is their process, what does it look like to work with them?
Yeah, so, you know, there's a number of directories.
So there's like, if you're looking for fee only, right?
Because that kind of segments it down even more.
So Garrett Planning is a big one.
NAPFA is a big one where you're going to kind of find that segment, if you will.
And, you know, one of the other best recommendations is asking people in your network.
Showing 121–140 of 208 · page 7 of 11
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