Doing the Right Thing for the Client, With Erik Kroll

Tuesday, June 02, 2020

Worth Knowing/Doing the Right Thing for the Client, With Erik Kroll

Doing the Right Thing for the Client, With Erik Kroll


During June we’re going to be talking “men and money” on the podcast. There’s been more attention on women in the financial industry, which is much needed. But I want to make sure we shine a little light on the men too.

Today I’m excited to have Erik Kroll here to share his Money Memoir with us. Erik is a Certified Financial Planner and the owner of Hilltop Financial Advisors in Milwaukee, Wisconsin. He has a passion for helping people overcome student loan debt and find peace of mind with their money.

Erik will share with us how he got his start in financial planning and what challenges he faced as he set out to start his own business. We’re also going to discuss some of the common stereotypes that surround genders and finances.

In this episode, we discuss:

  • What Erik learned about finances while busing tables after college
  • ​The stereotypes around gender and finances
  • ​The importance of being on the same page about how you handle finances with your spouse
  • ​Why you need to set aside pride when handling your money

If you want to further connect with Lauryn Williams at Worth Winning, follow us on social media:

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Lauryn Williams

Hi, I'm Lauryn

Certified Financial Planner

Welcome to the Worth Listening podcast and blog where we focus on having positive and productive conversations about money.

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