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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
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...
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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
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...
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