Ep #16: Transitioning from a Wirehouse to an RIA with Hallie Kraus
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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:\\xa0\\xa0https://bit.ly/2KuUwPf\\xa0