Episode

Ep #283: College Student to Partner in 3 Years with Hanna Molta

Podcast
New Planner Podcast
Published
Jun 12, 2026
Duration seconds
1709
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Markdown
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Summary

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