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Podcast: Registered Investment Advisor Podcast
Episode: Behind the Numbers: The Transition from Accounting to Financial Planning
Description: Jim Hendricks has dedicated his entire career to the realm of finance. He embarked on this path after earning a bachelor’s degree in accounting from Northern Illinois University in 1994. Although he initially trained as a Certified Public Accountant (CPA) and worked in various financial roles including as a controller for a division of a large corporation, Jim realized early on that a traditional accounting career was not his ultimate calling.In pursuit of a more fulfilling career, Jim ventured into the financial advisory sector in 2002, joining a prominent "Wall Street" firm. Disenchanted by th...