Sign up to save your podcasts
Or
Share 7 Considerations: Will Your Transition Benefit Your Clients and What Will You Tell Them? (053)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
7 Considerations: Will Your Transition Benefit Your Clients and What Will You Tell Them? (053)
You know why you're changing firms, and what's in it for you, but what about your clients?
What are they getting out of your move? What are the considerations and reasons they should come with you?
What can you share with your clients about your move and what they'll be getting out of it?
In this episode I outline 7 considerations. I hope this helps. Thanks for listening!
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
--
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
You know why you're changing firms, and what's in it for you, but what about your clients?
What are they getting out of your move? What are the considerations and reasons they should come with you?
What can you share with your clients about your move and what they'll be getting out of it?
In this episode I outline 7 considerations. I hope this helps. Thanks for listening!
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
--
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
More shows like Firm Transitions with Corey Walen
View all
Notes on the Week Ahead
189 Listeners
Odd Lots
1,780 Listeners
Capital Ideas Podcast
279 Listeners
The Diamond Podcast for Financial Advisors
99 Listeners
Animal Spirits Podcast
1,992 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,047 Listeners
Advisor Talk with Frank LaRosa
92 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
238 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,095 Listeners
Barron's Advisor
108 Listeners
The Memo by Howard Marks
410 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
118 Listeners
The Tucker Carlson Show
15,329 Listeners
Behind The Breakaway
4 Listeners