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Do You Have the Right Attorney to Have a Successful Transition? (062)
Are you considering leaving your firm? Do you know which attorney you're going to hire and is she/he the "right" attorney for you and your transition?
This is an extremely important step, especially for financial advisors transitioning from the bank channel, the wirehouse and non-protocol channels, and if you're looking to sell or buy a practice.
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
View all episodes
By Corey Walen
5
99 ratings
Are you considering leaving your firm? Do you know which attorney you're going to hire and is she/he the "right" attorney for you and your transition?
This is an extremely important step, especially for financial advisors transitioning from the bank channel, the wirehouse and non-protocol channels, and if you're looking to sell or buy a practice.
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
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