Hallie Kraus's guest appearances

Hallie Kraus

LifeBlood

New Planner Podcast

Eric Roberge

Jen Goldman

David Kolbe

Brooklyn Brock

Tracey Bissett

Taylor Schulte

Matt Goren

Dominique Broadway

Lee Kearney

Veena Jetti

Kris Benson

Nir Eyal

Scott Young

Michael Bungay Stanier

David Burkus

OwlTail

LifeBlood: We talked about the importance of talking openly about money, the need for couples to have dialogue about fiscal equality, the progression of ESG investing, and how to get started thinking about values with Hallie Kraus, CFP, CFPC and Financial Advisor with the Humphreys Group.  Listen to learn how the mutual fund industry is helping to further the mission of ESG! For the Difference Making Tip, scan ahead to 18:44! You can learn more about Hallie at HumphreysGroup.com, Facebook, Twitter, Instagram and LinkedIn. We’re honored to have been named one of the top podcasts for investing! We’re on YouTube, check us out! George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2020! Have George speak to your organization. You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com. 

LifeBlood: We talked about the importance of talking openly about money, the need for couples to have dialogue about fiscal equality, the progression of ESG investing, and how to get started thinking about values with Hallie Kraus, CFP, CFPC and Financial Advisor with the Humphreys Group.  Listen to learn how the mutual fund industry is helping to further the mission of ESG! For the Difference Making Tip, scan ahead to 18:44! You can learn more about Hallie at <a href="https://humphreysgroup.com/" rel="nofollow" target="_blank">HumphreysGroup.com</a>, <a href="https://www.facebook.com/humphreysgroup/?fref=ts" rel="nofollow" target="_blank">Facebook</a>, <a href="https://twitter.com/1humphreysgroup" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.instagram.com/thehumphreysgroup/" rel="nofollow" target="_blank">Instagram</a> and <a href="https://www.linkedin.com/in/halliekraus/" rel="nofollow" target="_blank">LinkedIn</a>. We’re honored to have been named one of the <a href="https://apple.news/AbVVQ39tPQOmtc3jlLTSJGQ" rel="nofollow" target="_blank">top podcasts for investing</a>! We’re on <a href="https://www.youtube.com/channel/UCLhb_oqx4Owqaaivzy4ujIA/" rel="nofollow" target="_blank">YouTube</a>, check us out! George is honored to be included on <a href="https://www.investopedia.com/top-100-financial-advisors-5081707?utm_source=financial-advisor&amp;utm_campaign=&amp;utm_term=21907334&amp;utm_medium=email" rel="nofollow" target="_blank">Investopedia</a>'s list of the Top 100 Financial Advisors for 2020! Have George <a href="https://aw12b49a.aweb.page/p/0094cd31-fbd4-4c39-a6eb-160e102f4f7f" rel="nofollow" target="_blank">speak</a> to your organization. You can learn more about the show at <a href="http://georgegrombacher.com/" rel="nofollow" target="_blank">GeorgeGrombacher.com</a>, <a href="https://twitter.com/glgrombacher" rel="nofollow" target="_blank">Twitter</a>, <a href="https://www.linkedin.com/in/georgegrombacher/" rel="nofollow" target="_blank">LinkedIn</a>, <a href="https://www.instagram.com/glgrombacher/" rel="nofollow" target="_blank">Instagram</a> and <a href="https://www.facebook.com/GLGrombacher/" rel="nofollow" target="_blank">Facebook</a> or contact George at Contact@GeorgeGrombacher.com.

Aligning Values with Hallie Kraus

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 

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:  <a href="https://bit.ly/2KuUwPf" rel="nofollow" target="_blank">https://bit.ly/2KuUwPf</a>

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