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Edward Jones FAs: This Attorney's Tell All About a Successful Transition (038)
Kimberley Cronin, Partner at Messner Reeves LLP, and I catch up to discuss how she's helped thousands of advisors successfully transition firms and her guidance on how Edward Jones financial advisors can successfully transition while avoiding litigation.
• Stay under the radar in the months leading up
• "You're allowed to reach out to clients"
• Here's how I can help navigate the contract and work with you to manage the human and emotional elements of your move
• "Do not do this..."
Our conversation should provide you confidence that you can have a smooth and successful transition simply by following a plan and appropriate guidance.
--
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
Kimberley Cronin, Partner at Messner Reeves LLP, and I catch up to discuss how she's helped thousands of advisors successfully transition firms and her guidance on how Edward Jones financial advisors can successfully transition while avoiding litigation.
• Stay under the radar in the months leading up
• "You're allowed to reach out to clients"
• Here's how I can help navigate the contract and work with you to manage the human and emotional elements of your move
• "Do not do this..."
Our conversation should provide you confidence that you can have a smooth and successful transition simply by following a plan and appropriate guidance.
--
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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