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How and When Do I Tell My Team I'm Transitioning? (050)
One of the most common questions I get from financial advisors is: "Corey, when do I tell my team I'm looking to transition firms?"
In this short video I provide two important considerations. I hope this helps. Thanks for watching!
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
--
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
View all episodes
By Corey Walen
5
99 ratings
One of the most common questions I get from financial advisors is: "Corey, when do I tell my team I'm looking to transition firms?"
In this short video I provide two important considerations. I hope this helps. Thanks for watching!
If you're a high-performing advisor that could use the help of a non-biased transition consultant, please reach out to me.
--
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
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