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Ep #248: Moving from a BD to Fee-Only RIA and Making First Associate Advisor Hire with Jeanna Fifer and Kristin Baker

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Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

263 episodes

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iconShare
 

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on September 26, 2025 11:17 (4d ago)

What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

Manage episode 508539431 series 2795396
Content provided by Caleb Brown. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Caleb Brown or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

263 episodes

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