Firm Transitions with Corey Walen

Leaving Wells Fargo: "I Was Literally Crippled by Fear" – with Sean Tyll (012)

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Sean Tyll, Financial Advisor and co-founder of Applewhite Tyll Retirement Planners shares an inside view of his experience in the bank channel, why he decided to leave Wells Fargo and all of the hesitation and fear that held him back.


  • What does the referral system look like inside of the bank chasis?
  • "COVID exposed their system... that we didn't need it"
  • What were the pushes and pulls that lead to you leaving Wells Fargo?
  • "I really feared how we were going to grow"


    • --

    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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