September 07, 2023

Is Creating Your Own RIA a Good Idea, the Box Created by Big Firms, are Current M&A and Valuations a Bubble, Never Be Unhappy Again – with Alex Goss, NewEdge Advisors (020)

58 minutes

Wow! Where do we start with this episode?

(Please share this one with your friends and colleagues 🙏)

Alex Goss, Co-Founder of NewEdge Advisors and I caught up and let me tell you we really dug in on the industry. DO NOT MISS this conversation.

They (BIG firms) created these boxes so they could manage the thousands of FAs at the lowest common risk denominator
We're (NewEdge) not trying to be all things to all advisors
To grow 📈 you need to refocus on what led to your original success
The reality is, if you're staying at [FIRM] and you're unhappy, you're still going to be unhappy and have to go through it all over again in a few years

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

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...

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By Corey Walen

99 ratings

September 07, 2023

58 minutes

Wow! Where do we start with this episode?

(Please share this one with your friends and colleagues 🙏)

Alex Goss, Co-Founder of NewEdge Advisors and I caught up and let me tell you we really dug in on the industry. DO NOT MISS this conversation.

They (BIG firms) created these boxes so they could manage the thousands of FAs at the lowest common risk denominator
We're (NewEdge) not trying to be all things to all advisors
To grow 📈 you need to refocus on what led to your original success
The reality is, if you're staying at [FIRM] and you're unhappy, you're still going to be unhappy and have to go through it all over again in a few years

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

Website: https://www.coreywalen.com

Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies

---

Contact & connect with me:

Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.coreywalen.co...

...more