By Corey Walen
5
88 ratings
The podcast currently has 64 episodes available.
“Corey, all I’m hearing these days is about the RIA channel.
On this episode I dive into the seven (7) main reasons FAs are considering the RIA channel.
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
Ensure you're transitioning to the right firm by getting the most out of the due diligence process. An experienced transition consultant can help you uncover all the answers that you didn't think to ask.
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
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?
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
How even the smallest, seemingly insignificant changes inside of your firm can end up really taking your future potential growth off course.
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
In this short episode I quickly outline a few important reasons why high-performing financial advisor considering a firm transition should utilize a non-bias expert to help make the most informed decision that best suits you and the future of your business.
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
Jeff Nash, is my business partner as well as the CEO & Co-Founder of Bridgemark Strategies.
We sat down recently to discuss the continued all-time highs we're seeing in the advisor transition space and where it might go from here, how long it could last, or have we reached a peak?
Our conversation also covered the impact of market conditions, interest rates, and private equity on deal structures. We emphasized the importance of advisors considering not just economics but also cultural fit and firm quality as well as the need for advisors to be cautious of headline numbers and understand the full deal terms.
I hope this conversation is helpful to any advisor who's considering or has considered a transition.
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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
Today, we have many multi-channel firm options and in this podcast I share a few scenarios in which this W2 options makes sense for advisors. We also dive into some of the Pros & Cons.
I hope this helps.
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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
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.
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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
Willard Causey, a former Edward Jones advisor sat down to have an in-depth conversation about his experience at Edward Jones and his journey making the transition to independence.
I hope this conversation is helpful to any Edward Jones advisor who's considering or has considered a transition.
Willard gets honest and shares everything, pros, cons, and everything in between.
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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
I got to spend some time digging into the Emeritus Wealth transition from Mass Mutual to the independent model with Mike Soroko and Zach Zenda.
For anyone at an insurance based broker dealer, this is a GREAT listen, as these guys shared:
I hope you find this helpful.
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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
The podcast currently has 64 episodes available.
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