Robert Brokamp, CFP®

speaker

318 appearances 2 recordings 1 series first heard Mar 2026 last heard 4 Apr

Robert Brokamp, CFP®’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 — 2 in all, peaking in Apr 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

Here to talk about how to find the right financial professional for you is Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, the recipient of many awards, including Investopedia's Top 100 Financial Advisors in the Nation and Wealth Management's Innovator of the Year in 2024.

She's also the creator of The Externship, an excellent summer program for aspiring financial planners and people who want to build their own financial plan.

I was fortunate enough to be able to attend the program last summer and registration for this summer's Externship opens April 1st.

Hannah, welcome to the show.

Let's start with a little bit about you.

How did you get into the financial services industry and what led you to start your own firm?

When I got in the financial services industry, same thing.

I worked for somebody else for a while.

Someone I knew was actually my high school English teacher's husband.

A great way to break into the industry, sort of be taken under someone's wing, especially at that young age.

I was around the same age when I got into it.

What's your general take on financial planning landscape nowadays?

What are the primary choices out there?

Yeah, it's something we've seen in the medical fields where private equity is buying up a lot of small practices and it's happening in the financial planning industry as well.

Absolutely.

I've often said that finding the right financial professional really starts with being very clear about what you're looking for, right?

You made the differentiation between investment management, but then financial planning, which is all that other stuff that doesn't necessarily, isn't just about your portfolio, but obviously related to your portfolio.

But are you looking for the whole kit and caboodle?

Or do you just want an analysis of maybe one aspect of your finances, right?

Just to make sure my retirement planning is on track, for example.

Showing 241–260 of 318 · page 13 of 16