Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus
New Planner Podcast · Caleb Brown
January 8, 202130m 37s
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Show Notes
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