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Considering a Transition? — If You Hear This, Run for the Hills! (057)
Unfortunately, I hear far too often:
Financial advisors considering a transition are being fed blanket, absolutes from the recruiter or firm that's in pursuit of working on their transition.
🚩 PLEASE beware and make sure that you're working with a trusted, non-biased transition consultant that can help you understand and weigh all of your options.
--
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
Unfortunately, I hear far too often:
Financial advisors considering a transition are being fed blanket, absolutes from the recruiter or firm that's in pursuit of working on their transition.
🚩 PLEASE beware and make sure that you're working with a trusted, non-biased transition consultant that can help you understand and weigh all of your options.
--
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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