Sign up to save your podcasts
Or
Share Going Independent? How Can I Grow My Practice? (044)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Going Independent? How Can I Grow My Practice? (044)
When speaking with advisors in the employee channel interested in what a transition to independence might be like, I've been asked: "What are independent advisors doing to grow their business?"I provide some context in this episode. 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
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...
View all episodes
By Corey Walen
5
99 ratings
When speaking with advisors in the employee channel interested in what a transition to independence might be like, I've been asked: "What are independent advisors doing to grow their business?"I provide some context in this episode. 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
---
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.co...
More shows like Firm Transitions with Corey Walen
View all
Mad Money w/ Jim Cramer
4,063 Listeners
Odd Lots
1,933 Listeners
Notes on the Week Ahead
194 Listeners
Capital Ideas Podcast
284 Listeners
Animal Spirits Podcast
2,030 Listeners
The Diamond Podcast for Financial Advisors
99 Listeners
The Perfect RIA
463 Listeners
The Compound and Friends
2,113 Listeners
Thoughts on the Market
1,303 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
243 Listeners
Advisor Talk with Frank LaRosa
90 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
9,955 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
134 Listeners
The Master Investor Podcast with Wilfred Frost
78 Listeners
The Ryen Russillo Show
2,941 Listeners