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Employee FAs: Do You Want to Offer Your Clients More? "For My Family and Future I Needed Real Control" (037)
Matt Cook, a former Edward Jones financial advisor joins me to discuss his transition to independence, what motivated the move, challenges, and what's ahead
• $98M AUM and not allowed to hire a second staffer!
• For my family, it was important that I was in control of my future
• Today: Similar AUM but half the clients
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me. I hope this helps.
--
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
Matt Cook, a former Edward Jones financial advisor joins me to discuss his transition to independence, what motivated the move, challenges, and what's ahead
• $98M AUM and not allowed to hire a second staffer!
• For my family, it was important that I was in control of my future
• Today: Similar AUM but half the clients
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me. I hope this helps.
--
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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