Just Peachie Show is a show where Peach Insurance Services, LLC’s Founder and CEO, Peachie Thompson, AALU, ALMI, ACS sits down with experts in the financial and insurance world to educate consumers in matters of finance, insurance and taxes (FIT). There is also a lifestyle edition where Peachie interviews experts on health, food and culture.
In this episode, Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews a trailblazer in the financial services industry who is the catalyst for a program for aspiring financial planners, Ms. Hannah Moore, CFP. They talked about budgeting blocks, virtual externship, and career change.
Here is the podcast version:
Here are other ways to listen:
Some of the items discussed: • What is a budgeting block and how to use it, • How can a virtual externship help you amplify your career • Shifting career to Financial Planning.
About our guest speaker, Hannah is the winner of the 2020 Visionary Leader Award for her work helping create the FPA Virtual Externship, she combines leading financial planning strategy with guided programs for new financial planners. She also created Amplified Planning, a monthly educational resource for financial planners, CFP®️ students, and career changers who want to learn real-world financial planning skills to support their career (and their clients).
Email us at contact@peachinsurance.net if you have any questions about this topic.
“Information shared during the show are opinions of the speakers and not advise for your specific situation. Consult your own specialist, attorney, CPA, financial planner or insurance advisor on all matters discussed in the Just Peachie Show”.
