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$1B Wells Fargo Team Skips FiNet and Goes Fully Independent (039)
Why this former Wells Fargo team passed on FiNet and decided to go fully independent.
• How they built their business inside of Wells Fargo
• Details on their transition
• Their rationale and thought process
• Hurdles and speed bumps, successes and wins
• Client retention and communication of the move
Angela Ostendarp, CFP® and Jordan Raniszeski, CFP® of Carnegie Private Wealth spill the tea on this in-depth episode of the Firm Transitions podcast.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
View all episodes
By Corey Walen
5
99 ratings
Why this former Wells Fargo team passed on FiNet and decided to go fully independent.
• How they built their business inside of Wells Fargo
• Details on their transition
• Their rationale and thought process
• Hurdles and speed bumps, successes and wins
• Client retention and communication of the move
Angela Ostendarp, CFP® and Jordan Raniszeski, CFP® of Carnegie Private Wealth spill the tea on this in-depth episode of the Firm Transitions podcast.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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