Firm Transitions with Corey Walen

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)

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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

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