Name
Training Financial Planners...Who are Also Humans
Date & Time
Monday, March 25, 2024, 2:15 PM - 3:00 PM
Hannah Moore
Description

Too often, when it comes to training financial planners, we're so focused on efficiencies and eliminating human error that we end up pulling the person out of the equation. There's only one problem with this...financial planners are people!  Join Hannah Moore, CFP®, to learn about her vision and best practices when it comes to recruiting, training, and retraining new planners. Founder of The Externship and Women in Wealth Management's 2023 Industry Transformer of the Year, Hannah Moore, CFP®, is on a mission to break down the barriers-to-entry into the financial planning profession and fundamentally change how financial planners are trained. With 3,200 Extern alumni and a new Guiding Wealth residency program, she is on her way to doing just that. 

Location Name
Osprey 2
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Breakout Session