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
of who do they use, who do they like, who do they trust, right?
What does that look like?
Especially if your situation is similar to theirs.
That's one of the things that we find often when we're looking for advice.
I mean, we've got a number of clients who are like, I looked around and I was like, I wanna be like them.
And I just asked them who their financial planner was, right?
Like there's a lot of that, was it birds of a feather?
That matters, right?
So that can be another way of doing it.
And then you could fact check it, right?
Like go back and be like, hey, do they meet these criteria?
I will say there are some great planners who cannot call themselves fee-only because of where they're kind of affiliated with, but operate as fee-only planners.
So that's, again, not to muddy the waters at all, but that's really where getting to the process.
Are you going to be selling me product?
If so, what does that look like?
Like really asking about that process can make a big difference.
I worked at a place before I started my RA where I was an advisor there.
And so there are a lot of, you know, legacy clients that we had and all these different things that we didn't want to, you know, get out.
So I couldn't call myself fee only, but you can still charge like a fee only.
But again, it just depends.
Showing 141–160 of 208 · page 8 of 11
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