Sign up to save your podcasts
Or
Share How and When Do I Tell My Team I'm Transitioning? (050)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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
---
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
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
---
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
Masters in Business
2,169 Listeners
Notes on the Week Ahead
195 Listeners
Retirement Starts Today
521 Listeners
THE ED MYLETT SHOW
14,025 Listeners
Capital Ideas Podcast
283 Listeners
Animal Spirits Podcast
2,014 Listeners
The Diamond Podcast for Financial Advisors
102 Listeners
The Perfect RIA
454 Listeners
The Compound and Friends
2,114 Listeners
Kitces and Carl - Real Talk for Real Financial Advisors
247 Listeners
Advisor Talk with Frank LaRosa
90 Listeners
Barron's Streetwise
1,549 Listeners
Barron's Advisor
108 Listeners
The Efficient Advisor: Tactical Business Advice for Financial Planners
132 Listeners
Behind The Breakaway
4 Listeners