Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker
Description
Jeanna Fifer is a partner and Kristin Baker is an associate financial planner with Cordis Financial, and they join the show today to talk about their distinct paths into financial planning. If you're interested in exploring career pivots, finding the right professional fit, or learning how collaboration can create long-term success in financial planning, this episode is for you!
Listen in as Kristin reflects on her career in banking, corporate America, and her time as a stay-at-home mom before stepping into her current role. Jeanna explains how starting right after college and working at two RIAs positioned her to join Cordis, transition the firm from a broker-dealer to an RIA, become a partner, and eventually buy out the founding partner. Together, they discuss why Jeanna hired Kristin, why their collaboration has been such a strong fit, and what they've learned while growing in the profession.
You can find show notes and more information by clicking here: https://tinyurl.com/4np6rc9j
United States
