Founder and CEO
Amplified Planning
Hannah Moore, CFP®, is the founder of Guiding Wealth, a Texas-based RIA firm, and Amplified Planning, a company dedicated to training the next generation of financial planners. She created and hosts The Externship, an 8-week virtual program that provides students, career changers, and professionals with an inside look at the diverse paths in financial planning. Recognized as a leader and innovator, Hannah has earned the 2025 Excellence in Gender, Diversity & Inclusion award from Investment News, the 2024 Innovator of the Year from Wealth Management Industry Awards, the 2023 Industry Transformer Award from Women in Wealth Management Awards, and the 2021 Heart of Financial Planning Award from the Financial Planning Association®. Her mission is to transform the financial planning profession by changing how planners are educated and trained.
AI will not simply change how work gets done inside wealth management firms, it will reshape who does the work, which skills matter most and how firms build teams for growth. In this forward-looking closing keynote, wealth management leaders will explore how AI is likely to affect staffing models across advisory, operations, marketing, compliance and client service. The conversation will examine which responsibilities may be automated or augmented, where new roles and capabilities will emerge, and why human judgment, relationship-building and strategic thinking will become even more valuable. Attendees will leave with a clearer view of how to prepare their people and organizations for what comes next, including how to rethink hiring, develop existing talent and design a firm that uses AI to increase capacity without sacrificing the client experience.