Amy Mullen, CFP® is Vice President at Money Quotient®, a non-profit focused on education and research. Money Quotient® provides practical ways to consistently bring life planning into financial planning firms.

Todays’ guest is  Jude Boudreaux, CFP® from Upperline Financial Planning and I’m excited to share his story with everyone on the podcast. I first met Jude at a NexGen Gathering right around the time he was starting his firm.

This week’s guest is  Dr. Nathan Harness,  the TD Ameritrade Director of Financial Planning at Texas A&M University. I’m excited to talk with Nathan about the past, present and future of financial planning.

We are excited to announce a NexGen Gathering scholarship through the You’re a Financial Planner, Now What?! NexGen Gathering has been one of the most instrumental events in my career. I’m convinced that I wouldn’t be where I am today without th

We’re back with the recording of the in-person FPA DFW You’re a Financial Planner, Now What series session on Processes. In this session, Lynn McIntire from Cadent Capital joins Hannah Moore to discuss processes and share what works with clients in the...

Thanks for joining us for part 2 of my interview with Dave Grant from Retirement Matters. Once again, Dave’s willingness to open up and honestly share his experiences as an RIA owner is a breath of fresh air to young planners striving to carve out thei...

Dave Grant returns for another episode… or two? Dave is one of my good friends and founder of Retirement Matters. One of the things I most appreciate about Dave is his willingness to open up and share all sides of his experience as an RIA owner.

Ken Donaldson, a Licensed Mental Health Counselor and author of the book Marry YourSelf First, joins Hannah on YAFPNW to talk about what financial planners can learn from counselors. Ken shares what advisors need to understand about their clients and t...

Holly P. Thomas, a CFP® and author of The Mindful Money Mentality, joins us this week to discuss her career path and financial planning practice. Holly has successfully built a fee-only financial planning firm that is paid purely on advice as she does ...

Today on the podcast Hannah interviews James Matthews, CFP®, the Managing Director of Blueprint, a next generation financial planning firm in Charlotte, NC. James is on the front lines designing the financial planning firm of the future on a large scal...