Firm Transitions with Corey Walen

Leaving the Wires after 25 years – "My life, overall, is so much better," with Austin Palmer (028)

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(This is one of my favorite conversations, I hope you get as much value out of it as I did)


In this episode, I sit down with Austin Palmer about his journey from being a CPA to a successful financial advisor with both Morgan Stanley and Merrill Lynch over a 25 year span and his process and mindset throughout his recent transition to independence with Kestra Private Wealth Services.

  • Austin shares how he got his start as a financial advisor after initially pursuing accounting
  • His career at Morgan Stanley and Merrill Lynch spanning over 25 years and growing a successful team of advisors
  • Austin explains why independence was the obvious choice as Wirehouse growth expectations no longer aligned with his priorities
  • Details of the due diligence process of choosing Kestra over other options and why they were the perfect partner
  • Austin opens up about his mindset in the week before transitioning and the overwhelming support he received from clients

    • 
    --

    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

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