Firm Transitions with Corey Walen

How Long a Transition Takes, Successfully Transitioning Your Clients, Catching Red Flags, Realistic Expectations – with Grier Rubeling (018)

Listen Later

I recently sat down with one of my favorites in the industry, Grier Rubeling, Founder of Advisor Transition Services.

Our conversation is full of helpful insight: 

  • Grier's early career and how she naturally aligned her talents with advisor transitions
  • How Grier's expertise and services intersect and complement the in-house services of a RIA and/or B/D
  • Catching Red Flags 🚩
  • Incentivizing your staff
  • Setting realistic expectations
  • "Shrinking to grow"
  • How long does a transition actually take?


    • --


    Contact & connect with me:

    Text: (908) 902 4903

    Meet: ⁠⁠⁠⁠⁠https://calendly.com/coreywalen⁠⁠⁠⁠⁠

    LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/in/corey-walen-22a76325/⁠⁠⁠⁠⁠

    YouTube: ⁠https://www.youtube.com/@CoreyWalen⁠

    Thanks for listening!

    Corey Walen, Managing Partner, Bridgemark Strategies

    ...more
    View all episodesView all episodes
    Download on the App Store
    Firm Transitions with Corey WalenBy Corey Walen
    • 5
    • 5
    • 5
    • 5
    • 5

    5

    9 ratings

    More shows like Firm Transitions with Corey Walen

    View all
    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    189 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,780 Listeners

    Capital Ideas Podcast by Capital Group

    Capital Ideas Podcast

    279 Listeners

    The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

    The Diamond Podcast for Financial Advisors

    99 Listeners

    Animal Spirits Podcast by The Compound

    Animal Spirits Podcast

    1,992 Listeners

    The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

    The Perfect RIA

    454 Listeners

    The Compound and Friends by The Compound

    The Compound and Friends

    2,047 Listeners

    Advisor Talk with Frank LaRosa by Elite Consulting Partners

    Advisor Talk with Frank LaRosa

    92 Listeners

    Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

    Kitces and Carl - Real Talk for Real Financial Advisors

    241 Listeners

    All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

    All-In with Chamath, Jason, Sacks & Friedberg

    9,095 Listeners

    Barron's Advisor by Barron's Advisor

    Barron's Advisor

    108 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    410 Listeners

    The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

    The Efficient Advisor: Tactical Business Advice for Financial Planners

    118 Listeners

    The Tucker Carlson Show by Tucker Carlson Network

    The Tucker Carlson Show

    15,329 Listeners

    Behind The Breakaway by Uptick Partners

    Behind The Breakaway

    4 Listeners