Motley Fool Money Hannah Moore on How to Become a Professional Financial Planner
Apr 11, 2026
Hannah Moore, founder of Amplified Planning and principal at Guiding Wealth, is a CFP® who created The Externship to train future planners. She discusses why financial planning is rewarding and in demand. She explores how AI will change recommendations, the ethics and trust issues that remain, and practical steps for testing a career switch into planning.
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Why Financial Planning Feels Like A Perfect Trifecta
- Hannah Moore loves financial planning because it combines client relationships, numbers, and visible impact on clients' lives.
- She values daily client meetings, work-life balance as a mom of three, and the field's strong earning potential.
Big Demand Meets Adviser Shortage
- Moore is bullish on entering financial planning now due to rising demand and an advisor shortfall projected by studies.
- She cites a Cerulli study projecting a 100,000 advisor shortage by 2034 and tens of millions of Americans wanting paid advice.
AI Will Replace Tasks Not Trust
- AI will automate number-crunching but won't replace the relationship-driven implementation role of planners.
- Moore argues implementation and trust are top predictors of whether advice is followed, preserving planners' value.