As the financial planning profession evolves, advisors need more than technical expertise — they need training that bridges theory and practice. In this engaging session, Hannah Moore, CFP®, founder of Amplified Planning and creator of The Externship, shares how her award-winning training programs are shaping the future of financial planning education.
Hannah will take attendees behind the scenes of her interactive learning model — one that integrates real-world cases, recorded client meetings, and actionable reflection exercises — to show how advisors can develop the confidence and communication skills clients truly value.
Whether you’re mentoring new planners, leading a firm, or seeking fresh approaches to staff development, you’ll gain insight into how structured experiential learning can elevate your team and the profession.
What You’ll Learn
- Training Reimagined: What's missing from current training that can help your firm develop great talent.
- Real-World Case Studies: See what new talent needs to succeed.
- Mentorship Models: Practical ways to integrate training, career pathing, and development into firm workflows and culture.
- Talent Development: How to use structured programs to attract, train, and retain next-gen advisors.
- Professional Impact: Why better-trained planners build deeper client relationships and stronger firms.