Ep #283: College Student to Partner in 3 Years with Hanna Molta
About this episode
Hanna Molta shares her rapid journey from college student to partner in financial planning in under three years.
What if your first job in financial planning didn't just lead to experience but to a partnership in under three years? In this episode, Hanna Molta, Partner at Seven Hills Financial, shares her unusual and fast-tracked journey into the financial planning profession, starting with zero financial literacy and a chance conversation at a restaurant. Listen in as Hanna walks through how mentorship, initiative, and a willingness to start with administrative work helped her move from student to advisor to partner in a remarkably short time. You'll learn how she built trust early, transitioned from apprenticeship to client-facing work, and developed her own book of business while still being supported by a collaborative firm. You can find show notes and more information by clicking here: https://tinyurl.com/436yrypc
More episodes of New Planner Podcast
- Ep #282: Banker to Director of Financial Planning with Preston Henry
- Ep #281: From Academia to Starting Own Firm with Andy Baxley
- Ep #280: Lifelong Educator and Financial Planner with Gary Clement
- Ep #279: Building a Book Straight from a CFP Program with Evan Fears
Explore listener stats, chart rankings, contacts and more on the New Planner Podcast podcast page.