Firm Transitions with Corey Walen

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

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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

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    Firm Transitions with Corey WalenBy Corey Walen
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