Firm Transitions with Corey Walen

Four Recruiting Red Flags đŸš© to Watch Out For (027)

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This episode quickly outlines potential pitfalls financial advisors should avoid when considering recruiting deals.

  • Note lengths, loan forgiveness terms, unrealistic back-end incentives, and high upfront offers that sacrifice long-term payouts can negatively impact your business if not properly understood.
  • I HIGHLY recommend working with a non-biased third party firm (like ours) to thoroughly analyze your deal and avoid costly mistakes by ensuring all terms and conditions are clear before making a transition decision.


    • If you're a high-performing FA considering transition and could use help, please don't hesitate to contact me.


    --


    Contact & connect with me:

    Call or Text: (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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