Sign up to save your podcasts
Or
Share Bank Financial Advisors: Your Transition Will Be Different (023)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Bank Financial Advisors: Your Transition Will Be Different (023)
In this episode I'm trying to help my financial advisor friends within the bank channel that are considering a transition. Please consider these three things before diving into your due diligence.
--
Contact & connect with me:
Call or Text: (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
In this episode I'm trying to help my financial advisor friends within the bank channel that are considering a transition. Please consider these three things before diving into your due diligence.
--
Contact & connect with me:
Call or Text: (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
195 Listeners
Odd Lots
1,771 Listeners
Capital Ideas Podcast
276 Listeners
The Diamond Podcast for Financial Advisors
100 Listeners
Animal Spirits Podcast
1,997 Listeners
The Perfect RIA
458 Listeners
The Compound and Friends
2,039 Listeners
Advisor Talk with Frank LaRosa
92 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
233 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
8,747 Listeners
Barron's Advisor
106 Listeners
The Memo by Howard Marks
404 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
113 Listeners
The Tucker Carlson Show
14,367 Listeners
Behind The Breakaway
4 Listeners