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 months

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

Appearances

newest first · ▶ plays the moment

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

You have the ability to do it.

Whereas where I'm at now, like I can't sell commissions.

I will get paid.

hammered on an audit if I do that.

Like there's actual like implications for me if I do that.

But yeah, no, I think that's spot on.

It goes to this question of who can you trust and like what you're saying.

I mean, this field is like, it's hard because it is, this is such an intimate thing to be working with somebody's money and their finances and knowing that you have somebody that you can trust, like that is the most important piece.

Yeah, I'd say trust your instincts.

This is going to be one, you know, and if you're in a relationship, make sure both people are there and just be like, did it feel good?

Like, you know how sometimes you're just like, ooh, something just is off.

Like, trust that instinct.

I think that's the first piece.

You know, one thing that I also like to look at when I'm looking at, you know, financial planners and how do we vet people?

I do think it's important that they're connected to some network, some group that they can connect with other advisors.

I've trained a lot of advisors and I've really seen how important it is that advisors get resources from other advisors and how important that network is.

So if I was to go find a financial planner today for myself, I would want to see them involved with

NAPFA, FPA, CFPB, something that I'm seeing that they're not just a lone wolf out there.

I want to see that they're connected and that they have the resources because inevitably, whether it's you or somebody else, they're going to get cases where they're just like, what is going on with this?

And they're going to need more resources.

Showing 161–180 of 208 · page 9 of 11