Coming Soon: FPA’s September Journal in the Round

Today we are excited to announce that we will be a part of the FPA‘s next monthly roundtable: Journal in the Round and we’ll be sharing it with You’re a Financial Planner, Now What? listeners here!

The Journal in the Round brings together writers and contributors in the current issue of the Journal of Financial Planning, and other experts, to discuss, illuminate and even debate the ideas in their article and the issue.  The topic for September is The Next Generation (of Planners and Clients), which couldn’t be a better fit for this podcast!

That episode will “air” here on September 26th for everyone and will be available later on their website. Stay tuned for the episode and a coupon for a free CE from the FPA’s website as well!


In the meantime, be sure to listen to past episodes and subscribe to the podcast on iTunes, Stitcher, or your podcast player of choice!

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While you’re here, be sure to check out some of past episodes:

Reinventing the Firm of the Future

What We Wish We Knew Before We Left

Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

Cost Matters

We’re excited to have Jon Luskin, CFP® of Define Financial on #YAFPNW. From his Master’s Thesis (years ago) to his practice today, Jon is passionate about sound investing with lower costs and he’s willing to support that passion with his own research. Jon’s passion around investments and research is contagious and I’m excited for you to hear his story.

His latest submission was inspired by a twitter exchange so be sure to follow him @JonLuskin!

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“It was consistent results across all eight case studies. Better risk adjusted returns for the lower cost model. So after that experience it was pretty clear to me that cost was the number one indicator of returns.”

Uncle D Money


Unconventional Success: A Fundamental Approach to Personal Investment

Pioneering Portfolio Management: An Unconventional Approach to Institutional Investment, Fully Revised and Updated

The Little Book of Common Sense Investing

Journal of Financial Planning


FPA of Minnesota

Michael Kitces

Jack Bogle

NexGen Gathering 2017 Scholarship!

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 this event. It has dramatically changed my perspective, given me professional friends and a network that has proven to be invaluable and given me a way to explore better ways to serve clients and run my business.

This has been so meaningful to me and we want to share this opportunity with you, so we created a You’re a Financial Planner, Now What? NexGen Gathering scholarship opportunity.

This scholarship includes the registration fee and the room fee (a $379 value). You’ll be responsible for any travel and incidental costs. To register please fill out the form here.

June 23 – 25, 2017
North Central College
Chicago, IL

Please only register if you know that you’ll be able to attend Gathering. We’ll announce the winner on May 22nd!

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Processes – FPA DFW Seminar

2017 Quarter page flyer

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 their practices.

Thanks to everyone that came out and many thanks to the kind folks at  The Milestone Group and Bank of Texas Private Bank  for hosting us!

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“It’s color coded!”

The Path to Discovery by John Bowen, founder and CEO of CEG Worldwide


Silencing the Shoulds

Ken Donaldson

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 themselves to be better advisors to their clients.

Some of the best insights I have about financial planning come from outside the profession, which is why I am excited to be sharing Ken with you.

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“People resist change because people like what’s comfortable, predictable, and what’s certain. Even if “comfortable, predictable, and certain” are unhealthy and dysfunctional.”

What is Financial Planning?

Elissa BuieWe are excited to have Elissa Buie join us to discuss what is financial planning. She owns one-half of the Yeske Buie firm which is on the front lines of pushing our profession forward.

Elissa sits on the Board of Trustees for the Foundation for Financial Planning, is a past Chair of the national Financial Planning Association and is a Dean for the FPA’s Residency Program. She has published multiple papers in the Journal of Financial Planning and in 2013 she was awarded the P. Kemp Fain, Jr. Award.

If that’s not enough, she has quite literally wrote the book (or at least 17 chapters) of the CFP Board’s Financial Planning Competency Handbook.

Understanding and practicing financial planning is what separates us from being an industry and being a true profession. I believe there is no one better to have talk to us about this than Elissa Buie!

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“Financial planning is something different and it’s actually magical. It takes a process, the relationship that’s built, and number crunching… and turns it into more than the sum of its parts.”

CONGRATULATIONS on passing the CFP Exam!!


Congrats. You Did It. Congratulations card. Hand lettering. Vector hand drawn illustration.

Congratulations to those who passed the CFP Exam!

The hours upon hours of studying after your 9-5 job, the constantly saying no to friends and family, the mind-numbing stress that comes when you think “what if I don’t pass?” – it has been worth it!

You have officially become part of the CFP family. You are now part of one of the noblest professions – financial planning. The trailblazers in our profession dreamed that one day people just like you would sit for and pass a test like the CFP. It’s really quite incredible.

And here’s the thing …. THE PROFESSION NEEDS YOU!!!

are going to carry the torch of the financial planning profession.

You are going to come up with the innovative ways to serve clients and change our profession.

You are going to allow planners to retire with confidence knowing their clients are going to be taken care of.

You are going to change your client’s lives.

You have so much to offer and this is just the beginning.


Passing the CFP exam is something that deserves to be celebrated and I hope you celebrate it well!


Yes, I know this may seem a little crazy, but passing the CFP exam is a big deal and I want to help you celebrate in whatever small way I can.
So, here’s what I want you to do.

Email me ( with your address and let me know you passed the exam.

That’s it.

You really have nothing to lose. 🙂


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Behind the Scenes Look at the DOL Fiduciary Ruling with Ed Gjertsen II

Ed Gjertsen IIEd Gjertsen II joins us for an in-depth look at the new fiduciary rule and provides crucial insight the upcoming changes to our profession. Ed is currently the Chairman of Financial Planning Association and has been working on the fiduciary ruling both from his time being on the national Financial Planning Association board and serving in their leadership role. He has been on the ground floor of these legislative changes as a champion for planners and clients alike.

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“I can tell you since being involved as I have in the last 6 years… FPA has really become a known entity on Capitol Hill. There’s a lot going on that may not be necessarily visible to members but we are advocating on behalf of our members day in and day out.”


Mack Investment Securities, Inc.

Financial Planning Coalition

Financial Planning Association

The National Association of Personal Financial Advisors

3rd Annual FPA Advocacy Day

U.S. Securities and Exchange Commission

DOL – Employee Retirement Income Security Act (ERISA)

Episode 13 – Blogging for Financial Advisors

Hannah MooreWelcome back to another episode of You’re A Financial Planner; Now What? I recently gave a presentation titled “Blogging for Financial Advisors” to the Dallas FPA NexGen group and we are excited to share that with you. You will also hear a little more about my story and how I use what I’ve written to connect with clients.

Blogging can be one of the best ways to market and promote yourself, but you have to know what your end goal is and some of the challenges you may face while blogging in this profession.  I hope you enjoy this episode and are encouraged to explore blogging for financial advisors.


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“I am not a natural writer at all but I wanted to learn… I know how important my voice coming out in writing is.”


A very special thanks to True North Advisors for hosting the NexGen meetup!


Blogs and resources from the presentation:

Money Saving Mom
Tracy’s New York Life
Young House Love
COBB Tuning
Stage 2 Planning
Mom and Dad Money
Good Financial Cents
Your Richest Life
Financial Life Focus
Financial Blogging (book) by Susan B Weiner CFA