Firm Transitions with Corey Walen

By Corey Walen

Welcome to the Firm Transitions podcast. I'm Corey Walen and my goal is to make broker dealer and RIA due diligence easier for you. I've helped more than 1,000 high-performing financial advisors make ... more

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FAQs about Firm Transitions with Corey Walen:

How many episodes does Firm Transitions with Corey Walen have?

The podcast currently has 76 episodes available.

Firm Transitions with Corey Walen episodes:

March 22, 2023Why Edward Jones Advisors Should Consider Independence (006)
To summarize this episode, I'll share one word: Flexibility.
I hope you enjoy this quick episode as I outline a few reasons as to why an Edward Jones financial advisor should consider going independent (especially those Level 5-10 EJ FAs)
Marketing

Financial Planning

Fees

Scale

Control over your tech
--
Contact & connect with me:
Text or call: (908) 902 4903
Meet: ⁠https://calendly.com/coreywalen⁠
LinkedIn: ⁠https://www.linkedin.com/in/corey-walen-22a76325/⁠
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
...more
7min
March 13, 2023FA Marketing that Works – with Corey Keating (005)
Today's guest is Corey Keating, financial services creative leader and content creator. Together we bring some real value around
The current marketing opportunity and "window"

If you're not talking about your service and business for yourself, who is?

Are you a top-of-mind referral?

The current ceiling at captive firms creates an unfair fight for new business

"I don't even know what kind of content to create?"
--
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies / Corey Keating, Marketers Company, Financial Advisor Marketing
...more
30min
March 06, 2023 Seven (7) Reasons Why an Independent FA Would Switch Firms – (004)
Why would an independent advisor switch firms?
We often talk about wirehouse financial advisors making the move towards independence, but independent advisors also move from one indy to another. In this episode I discuss seven reasons as to why.
--
Contact & connect with me:
Text or call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
...more
8min
February 23, 2023Valuations at an All-Time High: Mergers & Acquisitions – with Jeff Nash (003)
Jeff Nash, CEO & Founder of Bridgework Strategies, joins me to talk all things M&A. His 25+ years of experience bring tremendous value to this conversation, enjoy!
We’re seeing valuations at an all-time high right now (almost sounds too good to be true).

How are some of these firms making the economics work?
At what point in time is it just too expensive for some of these firms to buy practices?

Should you be receiving cash or equity for your practice?

Selling your whole practice vs a partial sale?

What can a financial advisor expect for their practice?

How is a practice valuated?

What practices get the highest valuations?
--
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
...more
39min
February 17, 2023Remove the Fear of Leaving Edward Jones – with Scott Matasar (002)
Scott Matasar, financial services litigation attorney, joins me to discuss the legalities around making a successful transition.
Edward Jones: How to remove the fear of litigation

The right attorney knows where to find opportunities that can provide you a competitive advantage.
--
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies
...more
28min
February 14, 2023Welcome to Firm Transitions with Corey Walen
Here's what to expect on this podcast:
My firm, Bridgemark Strategies, has helped over 1,000 FAs successfully explore the BD & RIA marketplace and helped them transition to another firm

If there's one thing we've learned, it's just the shear amount of misinformation and half-truths being disseminated out there

This show will help you cut through the sales spin and noise, allowing you to save time & stress during your education and due diligence process
Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
Thanks for listening!
Corey Walen, Bridgemark Strategies
...more
3min

FAQs about Firm Transitions with Corey Walen:

How many episodes does Firm Transitions with Corey Walen have?

The podcast currently has 76 episodes available.

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