The Efficient Advisor: Tactical Business Advice for Financial Planners 342: No One Warned You About This Part of Business Ownership (Here’s How to Handle It) with Hannah Moore
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Feb 3, 2026 
Hannah Moore, financial planner and founder focused on training advisors and scaling firms. She talks about the hard shift from advisor to CEO. She recounts cutting clients dramatically to focus on scalable ventures. She explains delegation, training others to run sales, and how grief, ego, and self-awareness shape leadership.
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Business Owner Is A Different Job
- Owning a firm demands a different skillset than being a great advisor; you must think strategically and lead.
- Libby and Hannah emphasize leadership, vision, and CEO-level thinking as core business skills.
Bought A Practice Young And Scaled Two Firms
- Hannah bought a 68-year-old's practice at 26 and later grew a second business, Amplified Planning, alongside her practice.
- She scaled both while having three babies and multiple maternity leaves, showing growth amid major life events.
Cut Client Load From 300 To 18
- Hannah intentionally reduced her client base from ~250–300 to 18 to refocus her work.
- That shift allowed her to pursue a podcast and later build Amplified Planning as a separate business.