Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus

New Planner Podcast

EpisodeJan 8, 202130m

Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus

New Planner Podcast

EpisodeJan 8, 202130m

Hallie Kraus is a financial planner with The Humphreys Group in San Francisco, CA. Today she joins the show to share how she was introduced to financial planning through a credit counseling position and what made her want to get into the profession, as well as why the wirehouse channel was top of mind for her when looking for a position and why she ultimately left the wirehouse channel for the fee-only RIA channel. You can find show notes and more information by clicking here: https://bit.ly/2KuUwPf

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Join Caleb Brown, CFP and Co-founder of New Planner Recruiting to learn how to enter the profession and find your right fit. Whether you're a CFP program student or transitioning from another career, this podcast is designed to help new Planners gain a solid understanding of the profession, the career options available, and how to accelerate their success in the long term. Tune in weekly for new episodes! Find more tools and resources for Planners and get the free Financial Planner Career Roadmap at NewPlannerRecruiting.com/Roadmap.

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