(This is one of my favorite conversations, I hope you get as much value out of it as I did)
In this episode, I sit down with Austin Palmer about his journey from being a CPA to a successful financial advisor with both Morgan Stanley and Merrill Lynch over a 25 year span and his process and mindset throughout his recent transition to independence with Kestra Private Wealth Services.
Austin shares how he got his start as a financial advisor after initially pursuing accounting
His career at Morgan Stanley and Merrill Lynch spanning over 25 years and growing a successful team of advisors
Austin explains why independence was the obvious choice as Wirehouse growth expectations no longer aligned with his priorities
Details of the due diligence process of choosing Kestra over other options and why they were the perfect partner
Austin opens up about his mindset in the week before transitioning and the overwhelming support he received from clientsContact & 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
Corey Walen, Managing Partner, Bridgemark Strategies