Ep #113: Transitioning from Banking to a Fee-Only RIA with Brittany Schultz and Michelle Kuehner

Brittany Schultz, Director of Investment Research and Operations, and Michelle Kuehner, President at Personal Money Planning, both join the show today to discuss their unique paths into the financial planning profession. They share how they transitioned out of banking careers, why they believe financial planning was a better fit for them, and how they overcame the challenges often associated with a career change. Listen in as Michelle explains how she developed her skills as an advisor, as well as how she became the generation 2 succession plan for the founder. Brittany opens up about what it was like joining a small RIA firm, what she feels she needs to work on to continue progressing, and how she is being groomed to become a generation 3 owner. Both also talk about what flexibility means in their firm, how to develop communication skills to be successful, and their tips for new planners.  You can find show notes and more information by clicking here: https://bit.ly/3YFGs6P